Glossary

Selling: Product, Event, Module

Product: the template for what you sell. There are three types: Event Product (a bookable date with capacity), Digital Product (courses, e-books, downloads) and Other Product (for example parking or catering).
Category: an internal grouping for products, used for example to filter event tables and workflows. Categories are not visible to your customers, and a product can belong to several.
Event: a concrete date or a series of dates created from an event product.
Module: a single date within an event. A one-day seminar has one module, a multi-part training has several. Attendees always book the whole event, never a single module.
Location: the place where a module takes place, physical with an address, or online with a meeting link.
Checklist: a list of items worked through for an event, for example "documents sent?". Checklist templates are assigned to products and can be extended per event.

Event table: a widget you embed in your website as a code snippet, showing your published events as a table. It updates itself automatically.
Cart: the widget where a visitor collects the chosen products and goes through checkout.
Cart links: URLs that put a product, optionally with a specific date, straight into a visitor's cart, useful for individual buttons or newsletters.

Order: the booking created when someone buys through checkout. Contains the purchased items and prices.
Orderer: the person who placed the order and whose billing details are on file.
Recipient: the person tied to a purchased item, for example the person who actually attends. The orderer and the recipient can be the same person or different ones, for instance when someone books for several colleagues.
Invoice: the billing document for an order, or for a contact or company, exportable as a PDF.
Discount code: a code buyers enter at checkout to get a reduction on selected products or categories.

Workflow: an automation made of a trigger, for example "order created", and an action, for example sending an email template.
Email template: a reusable email with placeholders, such as first name or order details, that a workflow fills in and sends automatically.
Mailbox: an email account connected to planni, through which you receive and send email and through which workflows send email.
Central mailbox: exactly one of your connected mailboxes. Sender display, the assignment logic for incoming email, and the team signature only apply to this one.

Custom fields: extra fields you create for contacts or orders, for example a cost centre. Several field types are available, such as text, date or file upload.
Calendar type: a colour-coded category for calendar entries outside of events, for example vacation or sick leave.
API key: an access key with configurable permissions for external integrations that access planni.
Roles: Super Admin, Admin, Backoffice Manager and Staff, they decide who can see and edit what. Explained in full under Roles and permissions.