---
title: "Getting started with the Planner"
slug: "getting-started-with-the-planner"
updated: 2026-03-25T08:02:26Z
published: 2026-03-25T08:02:26Z
canonical: "docs.antavo.com/getting-started-with-the-planner"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antavo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started with the Planner

When you first open Planner, you land in your workspace, where you can begin designing or refining loyalty programs in a structured, visual environment.

Your workspace is prepared for you, there’s no technical setup required. You can immediately create a new plan, upload your existing loyalty documentation, or start from scratch. Everything you configure becomes part of the member journeys that describe how your program behaves.

## Core Concepts

Planner is built around a set of core building blocks that define how loyalty programs come to life:

- **Plan**: Container for **one loyalty program concept**. It holds your concept settings, the Loyalty Map, the member journeys, documents, and all refinements you make over time.
- **Concept Whiteboard**: The workspace where you define the **core settings** of your loyalty program. It guides you through program structure, enrollment rules, rewards, and earning logic, and captures the inputs the Planner uses.
- **Member Journey**: Detailed flows generated from the Concept Whiteboard, which represent how your program reacts when a member performs an action, reaches a condition, earns value, redeems value, or moves through tiers.
- **Loyalty Map**: Visual model of your program. It **organises Member Journeys into stages and stations,** helping you understand how your program behaves end-to-end.

## Navigating Your Workspace

Planner’s navigation is organized in a sidebar on the left, giving quick access to all main tools.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/planner_home.png)

### Create Plan

Use this button when you want to [start a new loyalty program concept](/engine/docs/creating-a-loyalty-plan#creating-a-plan).

### Home

Your general dashboard with:

- **Quick access to Create a Plan**
- **Recent Activity** Shows the plans you recently viewed or updated.
- **My Team & Collaborators**(coming soon) Displays active collaborators working with you.
- **My Goals** A snapshot of the goals you’re tracking within your loyalty initiatives.

### My Plans

A dedicated page listing all plans you have access to.

Here you can:

- View all your plans in one place
- See key details such as name, description, status, and owner
- Open a plan to continue working on its concept
- Use the **…** button to delete a plan (only plans with *draft* status can be deleted)

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/planner_plans.png)

### Goals

The Goals page is where you can set, track, and manage the expected business outcomes of your loyalty program. On this page, you can:

- View all goals in one place
- Create new goals using the **Create goal** button

A sidebar opens where you can add the goal name, description and connect the goals to Plan(s).
- Filter goals by Plan(s) connected
- Use the**…**option on goal cards to edit, copy or delete goals

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/planner_goals.png)

### Team

The Team tab is where you manage collaborators who can access your plan, leave comments on steps, and help refine your concept.

On this page, you can:

- View the list of existing members, including which plans they have access to and when they were last active in the Planner platform
- Invite new members by clicking the **Invite members** button
- Search members and filter them by plan(s)

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/collaborators_planner.png)

## First Steps Checklist

To make the most of Planner right away, here’s a checklist for your first session:

1. **Log in** with the credentials provided
2. Use the **Create Plan** button in the navigation sidebar. Choose how to define your concept. You have two options:
  - **Upload a PDF** using the [Loyalty Strategy Interpreter](/engine/docs/creating-a-loyalty-plan#loyalty-strategy-interpreter) Recommended if you already have loyalty documentation.
  - **Start from a blank** Concept Whiteboard Design a concept from scratch.
3. Complete the****[**Concept Whiteboard**](/engine/docs/creating-a-loyalty-plan#concept-whiteboard) Define the core of your program:
  - Program Structure
  - Membership Conditions
  - Rewards
  - Earning Mechanics & Campaigns When you’re ready, click [**Generate member journeys**](/engine/docs/creating-a-loyalty-plan#generate-member-journeys).
4. Explore the [**Loyalty Map**](/engine/docs/the-loyalty-plan) Review how Planner translated your concept into:
  - Program stages
  - Stations
  - Connected member journeys
5. **Open and**[**refine journeys**](/engine/docs/journey-editor) From the Loyalty Map:
  - Open any journey
  - Edit steps
  - Add requirements
  - Upload documents
  - Add comments
  - Insert custom steps
6. Set **Goals** Define what success looks like for the loyalty program.
7. Add **collaborators**

Invite collaborators to work together on your plan in the Planner.