Customize Your Planner with Efficiency
Customizing every aspect of your planner for the entire year can feel overwhelming! There are so many choices, layouts, +pages, and it can seem like a daunting process. Not to fear! We are here to streamline this process for those that feel overwhelmed and give helpful tips for everyone!
1. Figure out what is working for you right now:
Look through your current planner and find which aspects are working for you, and which aren’t. Then brainstorm some things you would like to have in your future planner (ex. Trackers, habit pages, to do lists, blank pages, etc.)
2. Go and watch our “How To Create a Planner” tutorial:
Occasionally, customers that are new to our website need a little direction. Watching our “How To” tutorials is a great way to help answer questions regarding site navigation and will help streamline the customization process! We also have a helpful video on utilizing our “Advanced Settings” tab that is great to watch beforehand as well!
3. Decide how much information you want to upload:
Some people like to import contacts and events from electronic devices to be printed into their Golden Coil. This takes a little additional work up front, but helps save time that would have been spent manually writing information into your planner! We have three helpful video tutorials for importing events and contacts. If this is something you want to do, watch these videos before starting the customization process!
How To: Upload Events from Google Calendar
How To: Upload Events from Apple Calendar
How To: Import Contacts (Fill form and CSV)
This video is also helpful, because it mentions how to make sure your events are added at the correct time of day using the “Floating Events” setting. Uploading Calendar Events
4. Navigate your page limits:
Our website has a page count limit between 86-242 pages. Our website will not allow you to checkout if you are above or below those limits, so pay close attention to the box in the bottom right corner of your web page while customizing your planner. If you are wanting to select a daily planning layout, you will need to shorten the length of your planner to approximately six months, as longer than that will likely exceed our 242 page limit.
5. Finally, REVIEW!
This step is SO important in the customization process! It is crucial that you review EVERY SINGLE page to make sure each event uploads correctly, your pages are in the correct order, and everything is in place! Once this step is done, you get to finish up and wait for your beautiful Golden Coil to arrive on your doorstep! Let the planning begin!
*** Something important to note regarding the customization process: if you need to take a break from customizing but are worried about losing all your work – don’t worry! If you get back on the same device, using the same web browser, all your work should be saved under the “Planners” tab, and you should be able to continue right where you left off!