User Guide

Your İşletme details appear in E-posta confirmations ve on your Rezervasyon page. Fill these in correctly so Müşteriler know exactly who you are.

How to set up your İşletme details?

Your working saat determine when Müşteriler can Rezerve et Randevular. The system only shows Saat slots within these saat.

Days ve times

Seç the days you work ve set the Başla ve end Saat için each Gün.

• Option 1: Fixed times every Gün
• Option 2: Different times per Gün
• Option 3: Some days off

Setting buffers

Buffers Yardım you keep Saat between Randevular ve prevent Müşteriler -den Rezervasyon too last-dakika.

Buffer Tür	What does this do?	Önerilen
Buffer before Randevu	Minimum Saat between Rezervasyon ve the Randevu	2 days Önerilen için planning
Buffer after Randevu	Extra Saat after an Randevu için Notlar or unexpected delays	15 dakika Önerilen
Minimum Rezervasyon Saat	How far in advance must Müşteriler Rezerve et?	2 days gives you Saat to Plan

Your Hizmet area determines how far you're willing to drive için Randevular. This helps the system make Akıllı suggestions ve prevents bookings that are too far away.

How to set your Hizmet area?

Hizmetler define what you offer to Müşteriler — such as Akort, regulation, or repair. Each Hizmet has its own Süre, Fiyat, ve Takvim Renk. Müşteriler see these when Rezervasyon online.

Setting up Hizmetler

Takvim colors

Hizmet colors Yardım you visually distinguish between Randevu types in your Takvim. Choose -den preset colors like blue, green, red, purple, etc. The Renk is also used when syncing ile Google Takvim.

The Kontrol paneli is your central workspace. Here you find your Takvim, daily overview, quick actions ve useful widgets — everything you need için a productive workday.

Kontrol paneli layout

Your Kontrol paneli is divided into three columns: a left panel ile quick overviews, the Takvim in the center, ve a right panel ile statistics ve widgets.

Left panel

• Mini Takvim — quickly navigate between dates
• Traffic lights — see the Gün Durum at a glance (done, in progress, to do)
• Current Randevu — shows the Randevu you're working on right now
• Coming up Bugün — quick list of remaining Randevular
• To process — Randevular that still need follow-up

Takvim

Switch between Gün, Hafta ve Ay views. Click on a Saat slot to Oluştur a new Randevu. Drag Randevular to move them. Double-click to Düzenle.

• Drag & drop — move Randevular to a different Saat or Gün
• Resize — drag the bottom edge of an Randevu to change the Süre
• Güzergah button — calculate travel times ve Renk-code your Randevular
• Filters — Göster/Gizle Randevu types (field, workshop, private)

Right panel

• Bugün's Randevular list ile Müşteri details
• Upcoming Randevular için the Sonraki days
• Workshop / field Hizmet statistics için the Gün
• Mileage widget — current Ay km overview ve quick-Ekle trips (Pro)

Creating an Randevu

PianoPlanner shows you how efficient your Çizelge is ile a Renk system. This way you can see at a glance whether your Gün is well planned.

Renk legend

How is Yolculuk süresi calculated?

Keep Tümü your Müşteri data in one place. Ekle Müşteriler, link their Piyanolar, track Hizmet history ve Gönder professional emails — Tümü -den a single overview.

Adding a Müşteri

Müşteri detail page

Click on a Müşteri to see their full Profil. Here you'll find:

• Tümü linked Piyanolar ile Hizmet Durum
• Tamamla Randevu history
• Personal Rezervasyon link to Paylaş ile the Müşteri
• Gönder Akort invitations directly
• İletişim Bilgi ve Notlar

Ara & Filtrele

Use the Ara bar to quickly find Müşteriler by Ad, E-posta, Şehir or Telefon number. The list updates as you Tür.

Track every Piyano you Hizmet. Record Marka, Model, Seri numarası, Yıl ve Durum. Link Piyanolar to Müşteriler ve keep a Tamamla Hizmet history.

Adding a Piyano

Piyano detail page

• Full Piyano specifications ve Durum Notlar
• Hizmet history — Tümü past Randevular ve tunings
• Hizmet Durum indicator: on Saat, coming due, or overdue
• Photos — Yükle images of the Piyano için reference

Akort intervals explained

Aralık	Meaning
0	Müşteri initiates İletişim — no Otomatik reminders
3	Every 3 months — için concert Piyanolar or intensive use
6	Every 6 months — standard için most Piyanolar
12	Yearly — için Piyanolar ile light use

Senkronize et PianoPlanner ile your Google Takvim için two-way Senkronize et. Randevular appear in both calendars ve updates are automatically synchronized.

Creating connection

Senkronize et options

Option	Açıklama
Two-way Senkronize et	Changes in both calendars are synchronized
To Google only	Randevular are only Gönderildi -den PianoPlanner to Google
Include Yolculuk süresi	Automatically Ekle Yolculuk süresi to Takvim events

Do you use Outlook or Microsoft 365? Bağlan your Takvim için seamless synchronization ile PianoPlanner.

What do you need?

• A Microsoft 365 or Outlook.com account
• Access to your Takvim

Connecting

What gets synced?

• New Randevular in PianoPlanner
• Changes to Saat ve Tarih
• Cancellations

Apple Takvim works slightly differently than Google ve Microsoft. You can subscribe your PianoPlanner Takvim in Apple Takvim, but this is one-way synchronization.

Creating an app-specific Şifre

Connecting in PianoPlanner

Want to switch -den Google Takvim to Apple Takvim (or vice versa)? You can do this olmadan losing any Randevular. This is also relevant if you want to move away -den US cloud Hizmetler ve have more control over your data.

Why switch?

• Privacy: Apple verwerkt data in Europa (GDPR), Google in de VS
• Minder afhankelijk van Big Tech: Geen Google-account meer nodig voor je agenda
• Betere integratie: Apple Calendar werkt naadloos op iPhone, iPad en Mac
• Digitale soevereiniteit: Jouw data, jouw keuze waar het opgeslagen wordt

Step-by-step switching

Comparison: Google vs Apple

	Google Calendar	Apple Calendar
Data Konum	US (Google Cloud)	Europe (Apple iCloud)
Senkronize et method	Google API (OAuth)	CalDAV (App-wachtwoord)
Direction	Two-way	Two-way
Gizlilik (GDPR)	⚠️	✅

Not Tümü Takvim synchronization is the same. Here you can see the differences between the methods.

Method	Direction	Realtime	Best için
Google Calendar API	Two-way	Evet	Anyone ile a Google account - most Tamamla Entegrasyon
Microsoft 365 / Outlook	Two-way	Evet	Microsoft 365 or Outlook users
Apple CalDAV	Two-way	Evet	Anyone using iCloud Takvim as primary Takvim
iCal Feed	Read only	Every 15-60 min	Simple read-only Senkronize et ile any Takvim app

Your Akort Randevular in your own trusted Takvim

Would you like your Akort Randevular to automatically appear in the Takvim you zaten use on your Telefon or computer (such as Samsung, Google, or Outlook)? That's easy — just Bağlan the calendars.

Want confirmation emails to come -den info@yourbusiness.com instead of noreply@pianoplanner.com? You can! ile your own SMTP server.

Why use your own SMTP?

• Emails come -den your own domain (info@yourcompany.com)
• More professional appearance
• Less likely to be caught by spam filters
• Full control over your E-posta communication

SMTP Configuration

Field	Example	Explanation
SMTP Host	smtp.mydomain.com	Your mail server Adres (e.g. smtp.gmail.com)
Port	587 or 465	Usually 587 (TLS) or 465 (SSL)
Username	info@mydomain.com	Usually your full E-posta Adres
Şifre	••••••••	Your E-posta Şifre or app-specific Şifre
-den Adres	info@mydomain.com	The E-posta Adres shown as sender

Common Ayarlar

Provider	Host	Port
Gmail	smtp.gmail.com	587
Outlook/Microsoft 365	smtp.office365.com	587
TransIP	smtp.transip.email	587
Strato	smtp.strato.com	587

PianoPlanner automatically sends emails to your Müşteriler için Randevular. You can fully customize these emails ile your own text, branding, ve logo. There are two editing modes: a simple mode için plain text ve an advanced mode için HTML formatting.

Uygun Şablonlar

• Bevestigingsmail — Wordt automatisch verstuurd als een klant een afspraak boekt
• Herinneringsmail — Wordt verstuurd 24/48 uur vóór de afspraak
• Annuleringsmail — Wordt verstuurd als u een afspraak annuleert
• Wijzigingsmail — Wordt verstuurd als datum/tijd verandert
• Stembeurt Uitnodiging — Voor het uitnodigen van klanten die toe zijn aan een stembeurt (handmatig én automatisch)

The Şablon Editor — Two Modes

Editing Şablon

Uygun variables

Variables are special codes that are automatically replaced ile real data. Tür them exactly as shown (including the double curly braces) or click them in the editor.

Variable	Replaced by
{{customerName}}	Müşteri's Ad, e.g. "John Smith"
{{date}}	Randevu Tarih
{{time}}	Randevu Başla Saat
{{service}}	Hizmet Tür (e.g., "Akort")
{{piano_brand}}	Piyano Marka (e.g., "Steinway")
{{piano_model}}	Piyano Model
{{bookingLink}}	Müşteri's personal Rezervasyon link
{{companyName}}	Your Şirket Ad
{{companyPhone}}	Your Telefon number
{{companyEmail}}	Your E-posta Adres
{{reminderNumber}}	Sequential Hatırlatma number (1, 2, 3...) — only için Otomatik reminders
{{unsubscribeLink}}	Unsubscribe link için the Müşteri — only için Otomatik reminders

Automatically remind your Müşteriler when their Piyano is due için Akort. This is a powerful way to generate recurring Randevular.

How to Gönder invitations?

Akort Aralık options

Option	Açıklama
Müşteri initiates İletişim	No Otomatik reminders
3 months	Concert grands, intensive use
6 months	Standard için most Piyanolar
12 months	Recreational use, hobby

Uygun variables için invitations

Variable	Replaced by
{{lastTuningDate}}	{{lastTuningDate}}
{{daysSinceLastTuning}}	{{daysSinceLastTuning}}
{{monthsSinceLastTuning}}	{{monthsSinceLastTuning}}
{{service_interval}}	{{serviceInterval}}
{{bookingLink}}	{{bookingLink}}

PianoPlanner can automatically Gönder Akort reminders to Müşteriler when their Piyano is due için a Akort. You don't have to do anything — the system checks için each Piyano when the last Akort was, adds the Hizmet Aralık, ve sends a Hatırlatma at the right Saat.

How does it work?

Setup — Step by Step

Setting	Default	Explanation
Eerste herinnering	30 dagen	How many days before the Akort is due the first E-posta is Gönderildi. için example: 30 days = Hakkımızda 1 Ay in advance.
Follow-up interval	14 dagen	How many days between the first ve second Hatırlatma. After that it becomes monthly.
Maximum per cyclus	4 herinneringen	Maximum number of emails per Piyano per Akort cycle. After reaching this number, the system stops.
Verzendtijdstip	09:00 uur	Around what Saat emails are Gönderildi. Choose a Saat when your Müşteriler are likely online.

Customize E-posta Şablon

Otomatik reminders use the same Şablon as Manuel Akort invitations. You can customize this Şablon via:

Variabele	Uitleg
{{reminderNumber}}	The sequential number of the Hatırlatma (1, 2, 3...). Useful to mention in the text.
{{unsubscribeLink}}	A link that allows the Müşteri to unsubscribe -den reminders. Automatically placed at the bottom of the E-posta.

Müşteri Unsubscribe

At the bottom of every Otomatik Hatırlatma is an unsubscribe link. When a Müşteri clicks it, a clean page confirms they've been unsubscribed.

In the statistics in Ayarlar you can see how many Müşteriler have unsubscribed. Want to re-subscribe a Müşteri? İletişim the helpdesk.

Kontrol paneli Widget

Once you Etkinleştir Otomatik reminders, a widget appears on your Kontrol paneli ile three numbers: Toplam reminders Gönderildi, this Ay's count, ve unsubscribed Müşteriler.

Requirements

Every PianoPlanner user has a unique Rezervasyon link. Paylaş this ile potential Müşteriler so they can Rezerve et an Randevu themselves.

Step by step

Where can you use the link?

Paylaş everywhere

• Your website - 'Rezerve et now' button
• E-posta signature
• İşletme cards (as QR code)
• Social media bio
• Google My İşletme
• WhatsApp Durum

Ekle to your website

Kopyala this code ve paste it on your website where you want the Rezervasyon button to appear.

As simple link

As button

Regular Müşteriler don't have to fill in their details every Saat. Every Müşteri in PianoPlanner has a unique link ile pre-filled details.

Step by step: Finding ve sharing the link

What does the Müşteri see?

When the Müşteri opens the link:

• Their Ad ve Adres zaten filled in
• Their Piyano(s) to choose -den
• Akıllı Saat suggestions based on their Konum
• Only relevant Hizmetler
• Can Rezerve et directly olmadan an account

Set default Hizmet

You can set a default Hizmet per Müşteri so it's automatically selected when they open their link.

Müşteriler can reschedule their own Randevu through a secure link in the confirmation E-posta. No Telefon call or E-posta needed — they choose a new Saat -den Akıllı suggestions ve Onayla ile one click.

How does it work?

Rules

• Rescheduling is only possible up to 24 saat before the Randevu
• Past Randevular cannot be rescheduled
• The link is unique per Randevu ve works only once
• Takvim Senkronize et (Google/Apple/Microsoft) is automatically triggered

When Müşteriler Rezerve et via their personal link, they automatically see Akıllı Saat suggestions. The system analyzes your existing Randevular ve suggests the most efficient Saat slots.

How does it work?

Instead of manually choosing a Tarih ve Saat, the Müşteri sees a list of Önerilen times. These are calculated based on:

• Existing Randevular - Slots just before or after other Randevular nearby
• Konum - Minimal Yolculuk süresi between Randevular
• Working saat - Only within your Uygun times
• Theater saat - Separate saat için theaters if configured

What does the Müşteri see?

After selecting a Hizmet, up to 10 optimal Saat slots appear, sorted ile the best choice first:

• Önerilen - The most efficient Saat (green badge)
• Alternative - Good options on other days, sorted by Tarih

The Müşteri can also choose "Pick another Saat" to manually Seç a Tarih ve Saat.

Distant Müşteriler

için Müşteriler outside your normal Hizmet area, the system automatically searches further ahead (up to 6 months) to find the best options. Instead of blocking distant Müşteriler, longer travel times result in a slightly lower score - but good options are still shown. The system keeps searching until it finds at least 10 suggestions.

Traffic-aware suggestions

When Traffic Prediction is enabled in your Ayarlar, Akıllı suggestions take rush saat ve typical traffic patterns into account.

Got a gap in your Çizelge in a specific area? Güzergah Fill helps you find nearby Müşteriler who are due için a Akort ve lets you Gönder them an invitation in one click.

How does it work?

Urgency badges

Each Müşteri gets a colored badge based on when they were last tuned:

• 🔴 Overdue — Past the Hizmet Aralık
• 🟠 Due — Within one Ay of the Aralık
• 🟡 Soon — Within three months of the Aralık
• 🟢 On Çizelge — Not yet due

Güzergah Analysis helps you see how efficient your daily Çizelge is. Görüntüle distances between Randevular, get an efficiency score, ve receive suggestions to optimize your Güzergah.

How to Access

Gün Analysis

The Gün Görüntüle shows you:

• 📊 Efficiency Score (A-F grade) - How well your Güzergah is optimized
• 🚗 Toplam Mesafe - Sum of Tümü trips between Randevular
• ⏱️ Yolculuk süresi - Estimated driving Saat için Tümü trips
• 📍 Trip List - Each journey ile Başla, destination, km ve dakika

Hafta Analysis

The Hafta Görüntüle gives you a broader perspective:

• 📅 Daily Scores - See which days have efficient vs inefficient routes
• 📈 Weekly Average - Overall efficiency percentage
• ⚡ Cross-Gün Opportunities - Suggestions to move Randevular between days

Understanding Efficiency Scores

Grade	Score	What it means
A	90-100%	Excellent! Your Güzergah is highly optimized.
B	80-89%	Good Güzergah ile minor improvements possible.
C	70-79%	Acceptable, but consider the suggestions.
D	60-69%	Inefficient Güzergah - follow the optimization tips.
F	<60%	Very inefficient - significant optimization needed.

1-Click Optimization

When the system finds optimization opportunities, you'll see suggestions ile an "Uygula" button. Clicking it will:

• Check için conflicts ile existing Randevular
• Göster a confirmation ile the proposed change
• Move the Randevu if you Onayla

Urgency Indicators

Each suggestion has a colored urgency level:

Badge	When	Action
🔴 CRITICAL	You will be late!	Act immediately
🟠 HIGH	Risk of being late (<10 min buffer)	Fix Bugün
🟡 MEDIUM	Long trip (>30km) or zigzag	Consider
🟢 TIP	Optimization opportunity	Nice to have

Have gaps between your Randevular that waste Saat? The Streamline button automatically tightens your Çizelge by recalculating Randevu times based on real travel times.

How does it work?

What does Streamline calculate?

• Real Yolculuk süresi -den your Şirket Adres to the first Randevu
• Real Yolculuk süresi between each consecutive Randevu
• Your configured buffer Saat is added after each Yolculuk süresi
• The first Randevu starts at your working saat Başla + Yolculuk süresi

Understanding the Önizleme

The Önizleme shows each Randevu ile its current Saat ve the proposed new Saat. Randevular that would move are highlighted, ve you can see the Toplam Saat saved at the top of the Önizleme.

PianoPlanner can factor in real traffic conditions when calculating travel times. Instead of just using the standard driving Saat, the system looks at expected traffic için the specific Gün ve Saat of each Randevu.

How does it work?

When traffic prediction is enabled, every Yolculuk süresi calculation considers the expected departure Saat. A Pazartesi morning rush saat trip will Göster a longer Yolculuk süresi than the same trip on a quiet Pazar afternoon.

Where is it used?

• Akıllı Suggestions - Rezervasyon suggestions account için rush saat traffic
• Güzergah Colors - Takvim colors reflect realistic travel times
• Güzergah Analysis - Analysis uses traffic-aware durations
• Streamline - Optimized schedules account için traffic patterns

How to Etkinleştir

Theaters, concert halls, ve other venues often have different Uygunluk than private Müşteriler. They're mainly Uygun evenings ve weekends - exactly when you're normally off! ile Theater Uygunluk you can set separate working saat için these special Müşteriler.

Benefits of Theater Mode

• 🎭 Separate Uygunluk - Theaters don't see your 9-5 private slots
• ⚡ Last-dakika bookings - Theaters can Rezerve et ile just 2 saat notice (you set this)
• 📅 Shorter Rezervasyon window - Theaters often can't Plan far ahead
• 🎹 Concert-ready Akort - They Rezerve et when they need it, before performances
• 💼 Extra income - Fill your evenings ile well-paying theater work

Step-by-Step: Setting Up Theater saat

Marking a Müşteri as "Theater"

Now tell PianoPlanner which Müşteriler should use theater saat:

Theater Rezervasyon Window

Theaters often need to Rezerve et on short notice - a Piyano might need Akort before tonight's concert! You can set how far ahead theaters must/can Rezerve et:

The Güzergah Optimizer uses Google Maps to calculate the most efficient order için your Randevular. It can automatically reorder your Gün to minimize Toplam Yolculuk süresi.

PianoPlanner has a built-in QR code generator için your Rezervasyon page. Yazdır it on İşletme cards, flyers, or place it in your workshop — Müşteriler scan it ve go directly to your Rezervasyon page.

PianoPlanner automatically tracks the Hizmet history of every Piyano. This helps you remember when Piyanolar need Akort - no more forgetting Müşteriler or guessing when you last visited!

How It Works (Automatically!)

PianoPlanner automatically updates "Last Akort" based on:

• ✅ Tamamlandı Randevular - When you Bitir a Akort, the Piyano record updates
• ✅ Hizmet records - Notlar you Ekle to the Piyano's history
• ✅ Manuel Tarih entry - If you enter a past Akort Tarih yourself

You don't have to do anything! Just Tamamla your Randevular as normal, ve PianoPlanner keeps track.

Understanding the Durum Colors

Each Piyano shows a Durum so you can see at a glance who needs attention:

What You See	What It Means
● Last: 15 Jan 2026	✅ Recently tuned - no action needed yet
● Due in 14 days	⚠️ Hizmet coming up - Saat to İletişim Müşteri!
● 30 days overdue	🔴 Past due Tarih - definitely Saat to call!
● Not yet tuned	ℹ️ New Piyano - no history recorded yet

Setting the Right Akort Aralık

Different Piyanolar need different care. A concert grand in a theater needs Akort every few months, while a hobby Piyano at Ana sayfa might only need yearly Hizmet. You set the Aralık per Piyano!

Step-by-Step: Changing a Piyano's Aralık

Manually Recording a Past Akort

Did you tune a Piyano before using PianoPlanner? You can enter the Tarih manually:

You can customize how the Takvim displays Saat slots. Choose between 1-saat slots or 1.5-saat slots depending on your typical Randevu length.

Changing Slot Süre

Your preference is saved automatically ve will be remembered Sonraki Saat you visit.

Switching -den another Piyano Hizmet management system? PianoPlanner makes it easy to İçe aktar your existing Müşteriler ve Piyanolar.

What can you İçe aktar?

• Müşteriler - Names, addresses, Telefon numbers, E-posta addresses
• Piyanolar - Marka, Model, Seri numarası, Yıl, Tür, Konum
• Hizmet history - Last Akort dates are preserved

How to İçe aktar

İçe aktar options

Option	What does it do?
Aktif only	Only İçe aktar Müşteriler/Piyanolar marked as Aktif
Atla duplicates	Atla Müşteriler that zaten exist (based on E-posta)
Include Şirket Ad	Ekle Şirket Ad to Müşteri Ad

Other İçe aktar Formats

In addition to CSV, PianoPlanner also supports the following İçe aktar formats:

• Gazelle İçe aktar — Switching -den Gazelle (Piyano management software)? Use the dedicated Gazelle İçe aktar Wizard under Ayarlar → İçe aktar → Gazelle. It automatically recognizes the Gazelle Dışa aktar format.
• vCard (.vcf) İçe aktar — İçe aktar contacts directly -den your Telefon or E-posta client. Dışa aktar your contacts as a .vcf file ve Yükle it to PianoPlanner.
• Takvim (.ics) İçe aktar — İçe aktar Randevular -den your existing Takvim (Google, Apple, Outlook). Dışa aktar as an .ics file ve Yükle it to transfer your existing Randevular.

Need to track personal trips separately -den İşletme Randevular? Mark Randevular as private to keep them separate in your mileage records ve Senkronize et them to external calendars olmadan revealing details.

How to Oluştur a private Randevu

Visual distinction

Private Randevular appear in purple ile a 🔒 icon in your Takvim, making them easy to distinguish -den İşletme Randevular.

Takvim Senkronize et

When synced to Google, Apple, or Microsoft calendars, private Randevular appear as "Busy" olmadan showing any details, Konum, or Açıklama. Your Gizlilik is protected!

Keep a Vergi-proof mileage administration. PianoPlanner automatically tracks kilometers -den Randevular, ve you can Ekle Manuel trips, Kayıt ol odometer readings ve Dışa aktar everything için your Vergi return.

Where to find it

• Dashboard — The km-widget in the right panel shows your current month and lets you quickly add trips
• Settings → Business → Km-registratie — Full overview with vehicle info, odometer readings, chart and exports
• Travel Report — Detailed trip list with route information and CSV export

Vehicle setup

Go to Ayarlar → İşletme → Mileage Tracking ve fill in your license plate ve vehicle Ad. This appears on your mileage Raporlar ve PDF exports.

Odometer readings

Kayıt ol your odometer readings periodically (e.g. at the Başla ve end of the Yıl). This serves as proof için the Vergi authorities ve helps verify your trip records.

Otomatik tracking

Every Randevu ile a Müşteri Adres automatically generates a trip record. The system calculates the Mesafe -den your İşletme Adres to the Müşteri Konum.

Akıllı round-trip calculation

The system automatically determines if a trip is one-way or round-trip:

• Other Randevular during the Gün → One-way only (you Devam et to the Sonraki Konum)
• Last Randevu of the Gün → Return trip (real km Ana sayfa via Google Maps)

Manuel trips

için trips not linked to an Randevu (e.g. picking up parts, visiting a supplier), Ekle Manuel trips via the Kontrol paneli mileage widget or via Ayarlar.

Dışa aktar & Raporlar

• CSV export — Download all trips as a spreadsheet for your accountant
• PDF export — Generate a tax-proof report with vehicle details, odometer readings and trip list
• Monthly chart — Visual overview of business vs. private km per month

The Travel Rapor gives you a detailed overview of Tümü your trips over any period. Filtrele by Tarih range, see totals ve Dışa aktar a Tamamla expense Rapor.

How to use

Rapor columns

Column	Açıklama
Tarih	Tarih of the Randevu
Müşteri	Müşteri Ad ile link to detail page
Konum	Adres of the Randevu
Güzergah	Open in Google Maps için navigation
Mesafe	One-way Mesafe in km
Yolculuk süresi	Estimated driving Saat

PianoPlanner works as a Progressive Web App (PWA) — you can install it on your Telefon or tablet ve use it like a native app. No App Store needed.

Install on iPhone / iPad

Install on Android

What you get on mobile

• Full Takvim Görüntüle optimized için touch
• Quickly look up Müşteriler ve Piyanolar
• Oluştur ve Düzenle Randevular on the go
• Oluştur ve Gönder Faturalar -den your Telefon
• Push notifications için new bookings

Receive instant push notifications when a Müşteri books an Randevu online. Works on desktop ve mobile (when the PWA is installed).

PianoPlanner supports dedicated workshop Saat slots için work in your own workshop. Set your workshop Uygunluk saat ve they will automatically be blocked in the online Rezervasyon Takvim.

Setting up workshop saat

Go to Ayarlar → Workshop to Yapılandır your workshop Uygunluk. You can set different saat için each Gün of the Hafta, just like your regular working saat.

Özellikler

• Set workshop Uygunluk per Gün of the Hafta
• Workshop saat are automatically blocked için online bookings
• Akıllı Pick respects workshop saat — no overlapping suggestions
• Workshop Randevular visible in your Gündem ile a dedicated icon
• Workshop statistics in your Kontrol paneli Raporlar

Akıllı Pick Entegrasyon

When you use Akıllı Pick to suggest Randevu times, it automatically avoids your workshop saat. This ensures Müşteriler are never offered a Saat slot that conflicts ile your workshop Çizelge.

Not every Randevu needs a Müşteri record. PianoPlanner lets you quickly Oluştur walk-in Randevular ve internal workshop tasks directly -den your Kontrol paneli.

Walk-in Randevular

When a Müşteri walks in unexpectedly, use the quick walk-in button on your Kontrol paneli action sheet. Enter a Ad ve Hizmet — no need to Oluştur a full Müşteri record first.

Tasks olmadan Müşteri

Need to block Saat için internal work? Oluştur a task olmadan linking it to a Müşteri. Perfect için workshop maintenance, administrative work, or personal Saat blocks.

How to Oluştur

• -den the Kontrol paneli: tap the + button ve choose 'Walk-in' or 'Task'
• Walk-in: enter a Ad, choose a Hizmet, ve pick a Saat
• Task: Ekle a Açıklama ve Saat — no Müşteri needed
• Both types appear in your Gündem ve respect your Uygunluk

The Workshop Proje Planner helps you Yönet larger workshop jobs — Piyano rebuilds, restorations, or any multi-step Proje. Track tasks, saat, deadlines, ve link Projeler to Müşteriler ve Piyanolar.

Creating a Proje

Navigate to Projeler in the main menu ve click 'New Proje'. Give it a Başlık, optionally link a Müşteri ve Piyano, set a Öncelik ve deadline, ve estimate the Toplam saat.

Managing tasks

Each Proje can have multiple tasks. Ekle tasks quickly ile the inline input field at the bottom of the task list, or click a task to Düzenle details like estimated/actual saat ve due dates.

• Click the circle to cycle Durum: To do → In progress → Done
• Drag tasks by the handle to reorder them
• Track estimated vs. actual saat per task
• Set due dates — overdue tasks are highlighted in red

Capacity overview

The capacity bar on the Projeler overview shows how many workshop saat you have used vs. Uygun this Hafta. This is based on your workshop saat configured in Ayarlar → Workshop.

Özellikler

• Link Projeler to Müşteriler ve Piyanolar
• Öncelik levels: Low, Normal, High, Urgent
• Durum tracking: Planning → Aktif → Paused → Tamamlandı
• Visual progress bar based on Tamamlandı tasks
• Weekly capacity tracking based on your workshop saat
• Filtrele ve Ara across Tümü your Projeler

Quotes & Pricing

Turn your Proje task list into a professional quote. Each task can include pricing Bilgi that's automatically calculated ve ready to Paylaş ile your Müşteri.

Excel-style Editing

The task list works like a spreadsheet. Click any cell to Düzenle inline. Changes are saved automatically as you Tür. Press Enter to move to the Sonraki row, or Tab to move to the Sonraki column.

Task Types

• Labor — Work hours billed at your hourly rate (set in Settings → Workshop)
• Material — Parts, strings, felt, etc. Track cost price for profit calculation
• Other — Transport, disposal, rental costs

Cost Overview

The cost overview at the bottom shows real-Saat totals için labor, materials, ve other costs. Only tasks marked as 'billable' (green checkbox) are included in the quote. Toggle billable off için internal tasks you don't want to charge için.

Dışa aktar Quote

Click 'Kopyala Quote' to Kopyala a text version to your clipboard (perfect için pasting into emails), or click 'PDF' to open a professionally formatted quote ready için printing or saving as PDF.

Before creating your first invoice, configure your invoicing settings. Go to Invoices and click the ⚙️ settings icon in the top bar.

Fatura Numbering

There are two ways to Oluştur an Fatura: -den the Gündem or manually.

-den the Gündem (Önerilen)

After completing an appointment, create an invoice directly from the agenda. Click on the appointment → choose "Create Invoice". The invoice is automatically prefilled with:

• Müşteri Ad ve details
• Hizmet Açıklama ile instrument (e.g. "Akort — Steinway & Sons D")
• Randevu Tarih in the Açıklama
• Hizmet Fiyat -den your Hizmetler configuration
• Müşteri Notlar (as a separate text line)

Manuel Fatura

Go to Invoices → New Invoice. Search and select a customer, then add invoice lines manually. You can add regular lines with prices, or text-only lines for additional notes.

Sending Faturalar

Once your invoice is ready, save it as "Sent". You can then email it directly to the customer with a PDF attachment. If you have Mollie configured, a payment link is automatically included.

ile PianoPlanner on your homescreen you can Oluştur ve Gönder Faturalar directly -den your Telefon — even while you're still at the Müşteri's Konum.

-den a Müşteri Profil

Open a customer in the PWA, scroll down and tap "Create Invoice". A bottom sheet appears where you can:

• Seç a Hizmet — the Fiyat is automatically filled in
• Ekle a Açıklama or Notlar
• Choose the Fatura Durum (Taslak, Gönderildi, Ödendi)
• Gönder ile payment link — the Müşteri can pay via iDEAL / Wero immediately

Typical Mobile Workflow

PianoPlanner handles KDV differently depending on the Müşteri Tür. This is determined automatically based on the Müşteri Tür set in the Müşteri Profil.

Private Müşteriler

İşletme / Institutions

Setting the Müşteri Tür

To ensure correct KDV handling, set the Müşteri Tür in each Müşteri Profil:

• Private — Fiyat inclusive KDV
• İşletme — Fiyat exclusive KDV
• School — Fiyat exclusive KDV
• Church — Fiyat exclusive KDV
• Theater — Fiyat exclusive KDV

Kabul et iDEAL, credit card, ve Wero payments directly on your Faturalar via Mollie. Müşteriler click the payment link in the Fatura E-posta ve pay instantly.

Setting up Mollie

PianoPlanner can sync your invoices directly to your accounting software, saving you from manual entry. Go to Settings → Integrations to connect your accounting package.

Uygun Entegrasyonlar

Currently three Entegrasyonlar are fully operational. More are being developed to Destek piyano teknisyenleri across the Netherlands, Belgium, ve Germany.

Moneybird (Netherlands/Belgium)

Moneybird is a popular Dutch online Muhasebe package. PianoPlanner connects via the Moneybird API için Otomatik Fatura synchronization.

Jortt (Netherlands)

Jortt is a popular Dutch Muhasebe package designed için freelancers ve small businesses. PianoPlanner connects via OAuth2 için secure, Otomatik Fatura syncing.

Odoo (International)

Odoo is an international open-source ERP system ile a powerful Muhasebe module. PianoPlanner connects via Odoo's JSON-RPC API.

Senkronize et Log

Every Senkronize et action is logged. You can Görüntüle the Senkronize et history in the Entegrasyon Ayarlar to see which Faturalar have been Gönderildi başarıyla ve which ones encountered errors. This helps you quickly spot ve resolve any issues.

Coming Soon

We are actively working on Entegrasyonlar ile more Muhasebe packages used by piyano teknisyenleri across Europe:

• e-Boekhouden — Dutch cloud bookkeeping
• Exact Online — Dutch/international ERP system
• DATEV 🇩🇪 — German market leader için Vergi advisors
• lexoffice 🇩🇪 — Popular German cloud Muhasebe
• sevDesk 🇩🇪 — German online Muhasebe için freelancers
• Yuki 🇧🇪🇳🇱 — Dutch/Belgian Muhasebe ile document processing
• Billit 🇧🇪 — Belgian invoicing platform

PianoPlanner offers flexible Abonelik plans to fit your needs. Yönet your Abonelik, Yükselt, downgrade, or Güncelle your payment details at any Saat.

Uygun Plans

Plan	Fiyat	Key Özellikler
Starter	Ücretsiz	Temel scheduling, up to 25 Müşteriler
Solo	€24.50/mo	Unlimited Müşteriler, Takvim Senkronize et, Güzergah optimization, invoicing
Pro	€39.50/mo	Everything in Solo + Otomatik reminders, Muhasebe Entegrasyonlar, Öncelik Destek
İşletme	€49/mo	Everything in Pro + Takım management, shared Müşteri database

Yönet Abonelik

Working ile multiple technicians? The Takımlar Özellik lets you Yönet a shared Müşteri database, coordinated scheduling, ve Takım Rezervasyon pages.

Getting started ile Takımlar