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PlanNet Rep Mobile App Help

PlanNet Rep Mobile App Overview

The PlanNet Marketing Rep Mobile app is your go to tool to Share, Build & Manage your business.

Sharing your PlanNet Marketing Opportunities with your Leads, managing and tracking your business and achievements is the key to building a strong and prosperous business. The PlanNet Rep Mobile App is your tool to accomplish this and much more.

You can personally build your list of Leads from people you have met in your everyday life. Friends, relatives, past business associates, events, church members, the list goes on and on. Many of these people may already be in your phones contact list which you can use to share using this App. You can do this literally, with people in over 20 countries where PlanNet Marketing does business as well as through your Social Media accounts.

You can also build and manage a Rep Organization with the tools built into the App.

If your Leads love to travel, then introduce them to your ITA Product by sharing your ITA Videos with them.

To get started simply login to your PlanNet Marketing Virtual Office and purchase the PlanNet Rep Mobile App!  If you have already purchased the PlanNet Rep Mobile App, then below is a guide you can refer to anytime you need.

Please Note: Depending on the Mobile device you are using, your screens may look slightly different. The screens below are from an iPhone 11 Pro.

Latest Mobile App Versions:
iOS Version 3.0.5
Android Version 1.1.5

Navigation Menu

Login

Login

Login

PlanNet Rep Mobile App Login Screen

To login, enter the same Username and Password that you use to access your PlanNet Marketing Rep Virtual Office and tap 'Sign In'.  You can select to 'Remember Username' so you don't have to reenter it each time by sliding the switch to the right.

By tapping the 'eye' on the Password field it allows you to toggle to see your Password as you enter it or hide it.

Once you Login you can Enable Face ID or Touch ID, depending on your device, by tapping 'Menu' on the Dashboard screen then sliding the Enable Face ID/Touch ID switch to on (to the right) on the Profile, Alerts & Setting screen. 

If you have forgotten your password, you can tap on 'Forgot Password' and you will be taken to the PlanNet Reset Password website page where you can reset your Password.

If you forgot your Username, then you will need to contact PlanNet Marketing Customer Service:
(470) 443-9330 US
+44 (20) 374432204 UK
+52 (55) 65990042 Soporte Espanol
1800 816002 IE (# to Dial from Inside Ireland)
Mon - Fri
9AM - 6PM EST US
2PM GMT - 11PM GMT (UK Time)
Closed Saturday & Sunday

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Dashboard

Dashboard
Dashboard Alerts
View Notifications
Select Notifications
Andy's Messages Alerts
Andy's Messages List
Andy's Message Individual

Dashboard

Here you can navigate to any part of the Mobile App.
PlanNet Rep Mobile App Dashboard

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Dashboard Notifications

When you receive Push Notifications about activity of your Rep Team, ITA Sales, Lead Notifications and Andy's Messages the 'Notification Bell' (shown below) will have a Red indicator displaying the number of Notifications you have to view.  Tapping on the 'Notification Bell' will open the Notifications screen where you can read your Notifications.
Dashboard Notifications

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View Notifications

Once you have read the Notification you can decide to either keep the Notifications or you can delete them.
View Notifications

Select Notifications

Here you can individually select Notifications you want to delete or tap 'Select All' to select all Notifications and delete them all.
Select Notifications

Select All Notifications

Once you have selected the Notifications you want to delete, tap the 'Trash Can' and it will ask you to confirm or cancel.  Once deleted they will be gone and cannot be recovered.

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Andy's Messages Alerts

When you receive Andy's Messages, not only will you receive a Push Notification upon arrival of the Message, but you will also notice that the 'i' in the Header will turn 'Red' to remind you you have unread Andy's Messages as shown below.
Andy's Message Alerts

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Andy's Message List

Tapping on the 'i' will open the complete 'List' of Andy's Messages shown as below.
Andy's Message List

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Andy's Message Individual

You can select the Message you want to read by simply Tapping on that Individual Message e.g., as shown below.
Andy's Message Individual

Above you will sometimes notice Hyperlinks in the Message i.e.; the PlanNetCaresFoundation.org website.  Tapping on these Hyperlinks will open a Browser session where you can view/browser the website.  You will also see an Email Address in the message, mobileapp@plannetmarketing.com. Tapping the email address will allow you to Email Andy back to give him feedback about the message.

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Menu

Menu
Profile
Edit Profile
Edit Login Credentials
Enable Face/Touch ID
Alerts
Settings
Help

First lets start by going to the 'Menu' Screen where you can Add/Change your Profile Photo, Edit your Profile, Edit Login Credentials, Enable Face/Touch ID for Login, select the type of Alert Notifications you want to receive, select the Language you wish to receive Andy's Messages in (English or Spanish) and view the Rep Mobile App Help page.

Menu

PlanNet Rep Mobile App Menu

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Profile

Profile
To add or change your profile photo tap on the 'Select Photo' button. Then you can simply select a photo from your photo gallery or take a selfie to use as your Profile photo.

To Edit your Profile tap the 'Pencil' and the Edit Profile screen below will open.

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Edit Profile

Edit Profile
Here you can edit your profile Display Name, Company Name (if applicable), address, email address, phone # etc.

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Edit Login Credentials

Login Credentials
Here you can change your Username if it has not already been been selected by another Rep and you can also change your Password as long as you follow the guidelines on the screen.

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Enable Face/Touch ID

Face-Touch ID
You can Enable Face ID or Touch ID, depending on your device, by sliding the Enable Face ID/Touch ID switch to on (to the right) on the Profile, Alerts & Setting screen.  To Disable Face ID or Touch ID, slide the switch to the left.

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Alert Notifications

Push Alerts
Here you can select the type of Push Notifications you want to receive on your device. Simply check each box for each type of Notification you want to receive.

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Settings

Settings
In Settings if you speak Spanish and want to receive Andy's Messages in Spanish then you can select your Language preference here (English or Spanish).

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Help

By tapping Help it will take you to the PlanNet Marketing Rep 'Mobile App Help' page.  You are viewing it now.

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Rep Team

Rep Team
Rep Detail
Rep Sort

Rep Team

Rep Team
Tapping Rep Team from the main Menu Bar opens your Rep Team screen listing each of your Reps.  Here you can view the details of each Rep by tapping the 'Details' button, you can send them a Text message by tapping the 'Text' icon, you can email them by tapping the 'Email' icon or you can call them by tapping the 'Phone' icon.  When your Reps have Activity or Earn Achievements we will send you Push Notifications as long as you have selected to receive them in the Alerts section of the 'Menu'.

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Rep Details

Rep Details
On the Rep Detail screen you can also Text, Email or Call the Rep as described above.  This screen show all of the important details of the Rep i.e.; Rep Status, Current Rank, Last Rep Enrollment & ITA Sale, Total ITA's and Reps.  The bottom of this screen displays the Achievements the Rep has attained and you can tap on the Mega Phone icon to the right of the Achievement to send them a congratulations.

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Rep Sort

Rep Sort
By tapping the Sort icon in the upper right corner of the Rep Detail screen you can select how you would like to 'Sort' your Rep Team list.  You choices are Enroll Date - Most Recent (the default), Enroll Date - Longest Ago, Activity Date - Most Recent & Activity Date Longest Ago.

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ITA Sales

ITA Sales
ITA-Non Active
ITA Sort

ITA Sales

ITA Sales
Tapping ITA Sales from the main Menu Bar opens your ITA Sales screen listing each of your personal ITA Sales.  Here you can send them a Text message by tapping the 'Text' icon, you can email them by tapping the 'Email' icon or you can call them by tapping the 'Phone' icon.  You can 'Sort ITA's', both Active & Inactive, by 'Enroll Date - Most Recent or Enroll Date - Longest Ago. You can also select to 'Show Active ITA's' (the default) or 'Show Non Active ITA's' as an option.  When your ITA's have Activity we will send you Push Notifications as long as you have selected to receive them in the Alerts section of the 'Menu'.

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ITA Non Active

ITA Non Active
On the ITA Non Active screen you contact these people via Text, Email or Call the Inactive ITA.

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ITA Sort

ITA Sort
By tapping 'Sort ITA's' in the upper left corner of the ITA Sales screen you can select how you would like to 'Sort' your ITA Sales list.  You choices are Enroll Date - Most Recent (the default), Enroll Date - Longest Ago.

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Leads

Leads
Lead Add
Lead Add Manually
Lead Add from Contacts
Edit an Existing Leads Info
Lead Activity
Lead Share Options
Lead Share Video
Lead Share Favourite Video
Lead Share Website
Lead Share Business Card
Lead Share Event/Call
Lead Share Personal Rep Enrollment Link
Lead Share By Options Text or Email
Lead Share By Text
Lead Share By Email
Lead Notes
Communicating with your Leads
Send Lead a Text Message
Send Lead an Email
Call Your Lead
Lead Select
Lead Filter

 

Leads

Leads
Tapping Leads from the main Menu Bar opens your Leads screen. If you already have Leads you will see a listing of your Leads.  Here you can view the Activity of each existing Lead, Share a Video, Website or your Business Card with each of your Leads (shown below).  You can also add 'Notes' on each Lead so you can keep track of your actions or make a special note to follow up with your leads (shown below).  You can also send them a Text message by tapping the 'Text' icon, you can email them by tapping the 'Email' icon or you can call them by tapping the 'Phone' icon (shown above).  When your Leads view a Video, a Website, your Business Card,  an Event/Call, your personal Rep Enrollment Link or your personal ITA Enrollment Link that you have shared with them, we will send you Push Notifications, as long as you have selected to receive them in the Alerts section of the 'Menu' and you have 'Allowed Notification form the App to be received.

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Leads Add

If you are new to the Mobile App and you do not have any Leads yet or you need to add a new Lead to your existing Lead List you can simply Tap the  '+' Sign at the top right of the Lead screen to 'Add New Leads' either manually or from your list of contacts on your mobile device.

To Add a new Lead first tap the
'+'

sign in the upper right of the Lead screen which will open the 'Lead Add' screen shown below.  Now you can decide how you want to Add the Lead, Manually or from your existing Contacts.

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Lead Add (Manually)

To Add the new Lead Manually just fill out the required data on the screen below.  Please Note: First & Last Name and either the Email Address or the Cellphone Number are required fields, so if the data is not complete, you will be required to fill out any missing data before you can add the Lead.  Once the data is complete simply tap on the 'Add New Lead' button and they will then be added to your list of Leads.

Lead Add Manually

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Lead Add (from Contacts)

To Add the new Lead from your existing Contacts, Tap on the 'Contacts' button will allow you to select anyone in your devices Contact List that you want to add to your Leads List. Once you select a Contact the fields will automatically be filled out with the available data. Please Note: First & Last Name and either the Email Address or the Cellphone Number are required fields, so if the data is not complete, you will be required to fill out any missing data before you can add the Lead.  Once the data is complete simply tap on the 'Add New Lead' button and they will then be added to your list of Leads.

Lead Add From Contacts

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Edit an Existing Leads Info

From time to time you may need to Edit a Leads Information due to mistakes you made when entering the Leads Name, their Email Address or Cell #.  To do so simply Tap the 'Pencil' to the right of the Leads Name on the Main Lead Screen where all Leads are listed and the 'Edit Lead' screen below will open where you can make your changes and then Tap the 'Save' button.

Edit Lead

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Lead Activity

Tapping the 'Activity' button on a Lead will display all of the activity you have had with that Lead.  Here too you can send them a Text message by tapping the 'Text' icon, you can email them by tapping the 'Email' icon or you can call them by tapping the 'Phone' icon.

Lead Activity

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Lead Share Options

By tapping the Share icon on each Lead you can select what you would like to Share with that Lead.  You choices are a 'Video', a 'Website', your 'Business Card', an 'Event/Call', your personal 'Rep Enrollment Link' or your personal 'ITA Enrollment Link'.  Once you choose what you want to Share you will be able to select how you want to share with them, 'Text' or 'Email' along with aeither the standard message or you can edit the message to suit your needs.

Lead Share

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Lead Share Video

On the Lead Share option screen you can Share a Video with your Lead by selecting Video.  You can only Share Marketing Videos with a Lead since Training and Event Video are not appropriate to Share with a Lead.

Lead Share Video

Once on the Video screen you have the option to Share a Marketing Video for any country that PlanNet does business in including Spanish Videos.  To select the Video you want to share simply tap the down arrow and select the country then tap on 'Done'.  Now you can scroll up or down to find the Video you wish to Share with your Lead.  Once you have found the Video, tap on the 'Share' button on that Video and then the 'Share By' screen below will open showing the Lead's communications options.

Lead Share Video Country

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Lead Share Favourite Videos

If you have Favourite Videos you like to Share with Leads you can tap the 'Black Star' on any Video and it will change to a 'Gold Star' this just makes it quicker to find your Favourite Videos.  If you have tagged certain Videos as a 'Favourite Video' you can Filter all Favourite Video by Tapping on the 'Favourite' Tab on the screen.

Lead Favourite Videos

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Lead Share Website

If you selected to Share a 'Website' with your Lead you will see this screen.  Tap the Website you want to Share with your Lead and the 'Lead Share By Options' screen will open.  The Share By Options are identical for sharing a Video, a Website, your Business Card, an Event/Call, your personal Rep Enrollment Link or your personal ITA Enrollment Link.
Lead Share Website

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Lead Share Business Card

If you selected to Share your 'Business Card' with your Lead, you will see this screen.  Tap the 'Share Business Card' button and the 'Lead Share By Options' screen will open.    The Share By Options are identical for sharing a Video, a Website, your Business Card, an Event/Call, your personal Rep Enrollment Link or your personal ITA Enrollment Link.
Lead Share Business Card

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Lead Share Event/Call

If you want to Share an Event or Call with your Lead, you will see this screen.  Scroll down the screen or go to the date on the Calendar to locate the Event/Call you want to Share and Tap the 'Share' button on the Event or Call you want to Share.    The Share By Options are identical for sharing a Video, a Website, your Business Card, an Event/Call, your personal Rep Enrollment Link or your personal ITA Enrollment Link.
Lead Share Event or Call

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Lead Share Personal Rep Enrollment Link

If your Lead is ready to Enroll you can Share you personal Rep Enrollment Link with your Lead  The Share By Options are identical for sharing a Video, a Website, your Business Card, an Event/Call, your personal Rep Enrollment Link or your personal ITA Enrollment Link.

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Lead 'Share By' Options 'Text or Email'

Your choices are via Text message or Email.  Select how you want to send it then tap the 'Send' Button.
Lead Share By

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Lead Share By Text

If you choose By 'Text' you will see this screen.  You can change the default message to whatever you want it to say then 'Send' it via text.
Lead Share by Text

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Lead Share By Email

If you choose By 'Email' you will see this screen.  You can change the default message to whatever you want it to say then 'Send' it via email.
Lead Share by Email

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Lead Notes

If you want to add a Note on a Lead you can do so by tapping the Notes icon on each Lead.
Lead Note
You can Add/Edit/Delete as many Notes as you need on a Lead by following the instructions below.

To Add a new Note tap the

'+'

sign in the upper right of the Notes screen which will open a Note Add screen.  Once you add your Note tap the 'Save' button or tap the 'Cancel' button to cancel.

If you need to Edit a Note tap the 'Pencil' on the right of an existing Note, an Edit screen will open.  Make any changes you need to make and then tap the 'Save' button.

When you Add a Note it will automatically add a Black Flag next to the Notes button on the main Lead screen.  This signifies that you have added Note(s) for this Lead.  But what if you want to Flag a Note for follow-up, to make it stand out?  To do so you simply tap the 'Notes' button next to the Lead that you want to Flag and find the Note in you list that you want to Flag for follow-up.  You will notice there is a Red hollow Flag between the Edit Pencil and the Trash Can.  If you tap on the Red Flag it will change to solid Red, thus flagging that Note for Follow-Up. When you return to the main Leads screen you will notice it has also changed to solid 'Red'.  This can be toggled back to a hollow Black Flag on the main Leads screen by tapping the 'Notes' button and then tapping the solid Red Flag next to the Note you want to unflag for Follow-Up and returning to the main Leads screen.

If you want to 'Delete' a Note for a Lead, tap the 'Notes' button, find the 'Note' you wish to delete and tap the 'Trash Can' next to the Note you want to delete.

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Communicating with your Leads

If you want to communicate with your Leads you can do so via 'Text Message', 'Email' or a 'Phone Call' from your 'Main' Leads screen or in the 'Activity' screen by Tapping on the appropriate icon shown below.

Lead Communications

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Send Lead a Text Message

When you tap the 'Text' icon this screen opens so you can type in your text message and send it to your Lead.

Lead Text

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Send Lead an Email

When you tap the 'Email' icon this screen opens so you can type in your email message and send it to your Lead.

Lead Email

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Call Your Lead

When you tap the 'Phone' icon this screen opens so you can tap the phone number and call your Lead.

Lead Call

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Lead Select

When you tap the 'Select' text in the upper right corner of the Leads screen the Select screen opens so you can 'Hide' or 'Delete' Leads when you need to do so.  First we will look at how to Hide Leads.

Lead Hide

To 'Hide' Lead(s), select the Lead(s) you want to hide, you can select one at time or tap the 'Select All' text in the upper left corner of the screen.  Once you have selected the Lead(s) you want to hide tap the 'Hide' icon at the bottom left of the screen.  Those Lead(s) will now be hidden from your List of Leads. (You can Un-Hide them at anytime, see Un-Hide Leads below)
Lead Select

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Delete Lead

From time to time you may want to 'Delete' Leads from your list that are no longer interested or that you have converted to either a Rep, ITA or both. So, to keep your list clean simply select the Lead(s) you wish to 'Delete' by tapping the circle to the left of the Lead you can select from one or more Leads that you want to 'Delete'.  Once you have selected the Lead(s) you want to delete tap the 'Delete' icon (the Trash Can) at the bottom right of the screen.  Those Lead(s) will instantly be deleted from your List of Leads.  Please Note:You can not recover a Lead once you have deleted them so use with caution and make sure you want to delete the Leads you have selected before tapping 'Delete'.

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Un-Hide Lead

Please Note: To move Hidden Leads back into your Active Leads List, you have to 'Un-Hide' them first.  The following steps are how you 'Un-Hide' Leads that you have hidden.  First go to the main 'Lead' screen shown at the very top of top of this Leads Help section and tap the 'Filter' text in the upper left corner of the Leads screen.  Next, from the 'Filter' screen (shown below) select 'Hidden Leads only' then tap 'Done'.
Lead Filter Selected

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Lead Select To Un-hide

First to Un-Hide Leads, while on the 'Filter: Hidden Leads only' screen shown below, tap the 'Select' text in the upper right corner of the screen, the Select screen opens so you can select which Leads you want to 'Un-Hide'.

You will now have a list of your 'Hidden' Leads, (shown below).
Lead Hidden

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One Caveat, if you do not have any Hidden Leads or you 'Un-Hide' all hidden Leads it will appear you have no leads at all and you will see a blank screen.  If you have a 'Blank Screen' (shown below) because there is no Leads data to display, just tap the 'Reset Filter' text in the upper left corner of the screen and you will be returned to your list of Active Leads including any Leads that you have unhidden.  If you do have Leads to Un-Hide then go to the next screen below.
Leads Filter No Results

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If you do have Hidden Leads to 'Un-Hide' select the Leads you want to Un'-Hide', you can select one at time or tap the 'Select All' text in the upper left corner of the screen.
Lead Unhide

Next tap the 'Un-Hide' icon on the bottom left of the screen. 

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Lead Filter

When you tap the 'Filter' text in the upper left corner of the Leads screen the Filters screen opens so you can select from many ways to filter you list of Leads.  You can Filter by Time/Date, Watched Video, Visited Site, Business Card Viewed, Requested More Info, & Hidden Leads by making your selection from this screen.
Lead Filters

Please Note: When you set any Filter the ONLY way to see the complete list of Active Leads is to tap 'Reset Filter' in the upper top left corner of the 'Filtered' results screen.

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Below is a sample of your other options on the Filter screen

Filter by Time/Date
Lead Filter Time Date

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Filter by Watched Video
Lead Filter Video

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Filter by Visited Website
Lead Filter Website

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Getting Started

Getting Started

Getting Started

If you are a New Rep then this is the perfect place to start.  Tap on the 'Getting Started' icon on the Dashboard and the watch the 'The Four Steps to A Great Start' Video on this screen.

Getting Started

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Next you can tap on the 'Go to Training Videos' button to watch all of the Training Videos created by the Leaders of the company.
Library Training

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My Account & Business Snapshot

My Account & Business Snapshot

My Account & Business Snapshot

Here you can view the details of your personal Account.  You can see who your Sponsor and your Director are and you can Text, Email or call them from this screen by tapping on the appropriate icon under that person.  You can also get a quick snapshot of your business i.e.; Commission Summary, Rep Status, if you are also an ITA, you can view your ITA Status, your total Active Reps & ITA's, your last Purchase date and the amount, your Auto Renewal status and a list of your personal Achievements.

My Account & Business Snapshot

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Info Center

Info Center
Company News
Support Desk
Knowledge Base
Resources
Library
Banners Signage
Genesis Domains
Messages From Corporate Office

Info Center

The Info Center on the Mobile App is very much like the Info Center in your Virtual Office of the PlanNet Marketing website.  Here you can view the Company News, Enter a Support Ticket, Respond to a Support Ticket, Check the Knowledge Base to find Answers to your questions, Download files from Resources, Watch Training, Marketing and Event Videos in the Library, Download Banners & Signage, visit Genesis GenesisDomains.com, and read Messages from the Corporate Office.

Info Center

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Company News

Company News is where you can find information on the details of all PlanNet Calls & Events by Date.

Company News

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Support Desk

Need to enter a new Support Ticket, respond to an existing one or check on the status of one you previously entered?  Just tap on Support Desk from the Info Center Menu.

Support Desk

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Knowledge Base

Need quick answers to your questions?  More than likely the answer is right here in our Knowledge Base.  You can get answers to the majority of your questions 24/7/365 without having to wait for a response to a Support Ticket.

Knowledge Base

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Resources

Need to download a copy of the Comp Plan, or a copy of 'The Four Steps to A Great Start' in English or Spanish or maybe you want to visit the PlanNetNow.com, PlanNetFacts.com or PlanNetCaresFoundation.org websites.  You can do all of that from the Resources screen.

Resources

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Library

In the Library you can listen to the last weeks Morning Call Audio recordings, or tap on Videos and view the Training or Marketing Videos for the US, UK or ES (Spanish).  Simplly locate the Call or Video you want to stream and tap on it.

Library Audio Calls

Library Audio Calls

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Library Videos

Library Videos Select

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Library Videos Country Select

To View (stream) a Video in the Library first select the country and Video Category you want to view.  To select the Video you want to View simply tap the down arrow and select the country & video Category you want to view, then tap on 'Done'.
Library Select Country Videos

Now you can scroll up or down to find the Video you wish to View.  Once you select the Video simply tap on the video 'Play Arrow' in the center of the video to stream it.  On Marketing Videos you can also 'Share' them on your Personal Social Media Accounts as long as you have an Account setup with the Social Media company and you have their App installed on your mobile device.  Now you are ready to 'Share' the Video from the PlanNet Rep Mobile App.

To 'Share' a Marketing Video on one of your Social Media Accounts, simply tap the 'Share' button below the Video and then select your Social Media account you want to use from the list of accounts window that will open.

Library Share Marketing Videos

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Banners Signage

On the Banners Signage screen you can download the Banners & Signage flyers and Sign-In Sheets for the front Tables of Weekly Events.

Banners Signage

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Genesis Domains

Need to access your Genesis Domains Account or maybe you need to setup an Account. Tap on Genesis Domains from the Info Center Menu and you will be taken to the GenesisDomains.com website where you can Sign In, setup a new Account and purchase any GenesisDomains.com product you may need for your PlanNet Marketing Business.

Genesis Domains

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Messages From Corporate Office

From time to time PlanNet Marketing will send out message via Push Notifications to your Mobile Device to let you know about important information that you need to be aware of.  Push Notifications will first display as a Notice on your mobile device screen  If you Tap on those Notices you they will automatically open the 'Messages From Corporate Office' screen where you can read the entire message.  Below is the screen you will see those message on.  You can also access these Messages at any time by Tapping on 'Messages From Corporate Office' on the Info Center Menu.

Message From Corporate Office

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My Business

My Business
Commissions
Recent Downline Sales
Top Money Earners

My Business

The My Business on the Mobile App is very similar to the My Business in your Virtual Office of the PlanNet Marketing website.  However, since many of the Reports on the website data intensive we have tried to summarize some of them on the Mobile App to conserve bandwidth and load time.  Then some Reports on the website are just impossible to do on a Mobile App.  However, here are the Reports we have selected refined for your use on the Mobile App, Commissions up to 4 Weeks of weekly Report Summaries and up to 2 Months of Monthly Commission Report Summaries.  We also have included the Recent Downline Sales & Top Money Earners Reports.

My Business

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Commissions Weekly

Here you can view up to 4 of your last Weekly Commissions( if you have earned Commissions for the time period).
Commissions Weekly

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Commissions Monthly

Here you can view up to 2 of your last Monthly Commissions (if you have earned Commissions for the time period).
Commissions Monthly

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Recent Downline Sales

Here you can view the Recent Sales made by your Downline from most recent to longest ago.
Recent Downline Sales

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Top Money Earners

Here you can view the current Top Money Earners of PlanNet Marketing.
Top Money Earners

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Manage Auto Renewals

Manage Auto Renewals
Edit - Process Auto Renewal
Deactivate Auto Renewal

Manage Auto Renewals

Here you can view your current Rep and Mobile App Auto Renewals, your can 'Edit - Process' an Auto Renewals and you can 'Deactivate' an Auto Renewal.

To 'Edit - Process' an Auto Renewal tap the 'Edit - Process' button at the bottom of the Auto Renewal that you want to 'Edit - Process' and the screen below will open.  If one or more of your Auto Renewals has 'Declined' because you need to update your Expiration Date or Billing information you can do it on the 'Edit - Process Auto Renewal' screen below.

Manage Auto Renewals

If you need to 'Deactivate' an Auto Renewal simply tap the 'Deactivate' button (shown above) in the lower right corner of the Auto Renewal you want to 'Deactivate'.  When you Deactivate an Auto Renewal the button in the lower right part of the screen will change to read 'Activate', (see 'Activate Auto Renewal' screen below).

A Word of Caution: If you 'Deactivate' your Mobile App Monthly Auto Renewal, you will only have access to the Mobile App until your next Mobile App Auto Renewal is due to be processed.  After that date you will no longer be able to login or access the Mobile App data unless you 'Activate' it again from the 'Manage Auto Renewals' page in your Virtual Office.  If you 'Activate' your Mobile App Auto Renewal you will then have full access to your Leads and all features of the Mobile App. 

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Edit - Process Auto Renewal

If one or more of your Auto Renewals has 'Declined' you can take care of it on the screen below.  If you need to change you Credit/Debit Card information you can tap on the 'Manage Credit Cards' button, this opens the Authorize.Net Payment form displaying the Credit/Debit Cards you have on file with them.  Here you can, 'Update the Expiration Date', 'Change the Billing Address' or Add a new Credit/Debit Card to your Profile.

If you made changes to your Credit/Debit Card or Added a new one and need to change which one to use for this Auto Renewal, under 'Selected Credit Card' select the Credit Card you want to use for this Auto Renewal.  Now you can do 1 of 3 things on this screen.

  1. If you made changes to your Credit/Debit Card, but you do not need to process it at this time, you can tap 'Save Changes Only', which will save any changes you made at the Processor.
  2. If you did not make any changes and simply want to leave this screen, you can tap 'Cancel', which cancels any changes you may have made and you will be returned to the 'Manage Auto Renewal' screen (shown above).
  3. If you need to Process your Auto Renewal because it has 'Declined' or you need to process it right now for any reason.  You can tap 'Save Changes & Process Renewal TODAY' which will attempt to Process your Auto Renewal.  If successful, you will receive an Approval Message, your Auto Renewal Records will be updated at PlanNet Marketing and you will be returned to the 'Manage Auto Renewal' screen (shown above).

Auto Renewal Edit Process

If your receive a 'Declined Message' after you have made any necessary changes and you have tapped 'Save Changes & Process Renewal TODAY' then you can try a different Credit Card, make any changes mentioned in the Decline Message and try again.  If it is still not successful, you should contact PlanNet Marketing Customer Service for assistance.

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Activate Auto Renewal

If you want to reactivate an Auto Renewal simply tap the 'Activate' button (shown below) in the lower right corner of the Auto Renewal you want to reactivate.

Activate Auto Renewals

If you want to 'Cancel' your Mobile App Monthly Maintenance Fee Auto Renewal you can do so by entering a Support Ticket from your 'Virtual Office > Information Center > Support Desk' page.  If you 'Cancel' your Mobile App Monthly Maintenance Fee Auto Renewal then you will lose all access to the Mobile App and all of your Leads data will be purged from the system and will be unrecoverable.

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Contact Us

Contact Us

Contact Us

Since PlanNet has expanded to other countries, we have added additional Contact Us Information.  Here you can now view the Contact Information for PlanNet Marketing, including the Support Desk Days & Hours, the Phone #'s and Email Address for the company in all Countries.  Tapping on a Phone # will now open the Mobile Device Dialer so you can place a call to the selected Phone #. Tapping on an email address will open the email dialog window so you can send PlanNet Customer Service an Email.
Contact Us

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Logout of App

Logout of App

Logout of App

To Logout of the Mobile App, from the Dashboard screen simply Tap on the Logout Icon shown below.
Logout

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Support

Need more help? Please contact PlanNet Marketing Customer Service or email support@plannetmarketing.com for further assistance.

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