---
title: "FAQ"
slug: "planner-faq"
updated: 2026-03-25T10:01:46Z
published: 2026-03-25T10:01:46Z
canonical: "docs.antavo.com/planner-faq"
---

> ## 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.

# FAQ

## **Getting Started**

**Q: Do I need to prepare anything before creating my first loyalty plan?** A: No. Your workspace is ready immediately. You can create a plan, upload documentation, or start from scratch without any technical setup.

**Q: Do I need a specific document format for the Loyalty Strategy Interpreter?** A: No. The Interpreter works with the PDF file format. If a file cannot be processed, it will appear as failed and you can try again.

**Q: Can I build a program without uploading documentation?** A: Yes. You can start from a blank Concept Whiteboard and define your program manually.

**Q: What happens after I finish the Concept Whiteboard?** A: Click *Generate member journeys*. Planner will create the initial journeys and take you to the Loyalty Map.

---

## **Plans & Navigation**

**Q: Where can I see all my loyalty plans?** A: In **My Plans**, where all plans you own or can access are listed.

**Q: Can I delete a plan?** A: Yes, but only if it is in **Draft** status. Active plans cannot be deleted.

**Q: What does plan status mean?** A:

- **Draft** – still being designed
- **Active** – finalized or ready for presentation Status only affects organization, not functionality.

**Q: How do I create a new plan?** A: Use the **Create Plan** button in the sidebar or on the Home page.

---

## **Concept Whiteboard**

**Q: Can I change my Concept Whiteboard after journeys are generated?** A: Yes, you can update it anytime. If the changes affect logic, an *Update member journeys* button will appear.

**Q: Are fields pre-filled after uploading documentation?** A: Only the journeys that have been updated will be overwritten. Edits and details you’ve added within individual steps will remain intact when you update the concept whiteboard.

Q: **Are fields pre-filled after uploading documentation?** A: Yes. The Interpreter may pre-populate program type and several settings, all of which you can adjust.

---

## **Loyalty Map**

**Q: Can I edit the Loyalty Map directly?** A: No. The map reflects your Concept Whiteboard and journeys. Edits must be made in the Whiteboard or Journey Editor.

**Q: How do I open journeys from the map?** A: Click a station → choose a journey → click to open.

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## **Journey Editor**

**Q: What are Moments in a journey?** A: Non-editable sections grouping related steps in a journey. If a phase is missing, update the Concept Whiteboard and regenerate.

**Q: Can I rearrange steps?** A: No. Default steps follow the logic defined in your concept and cannot be moved. Custom steps can be inserted but not reordered.

**Q: What types of steps can I add manually?** A: **Communication** and **Process** steps.

**Q: What are the swimlanes?** A:

- **Member Action** – actions performed by the member
- **Communications** – messages sent to the member
- **Loyalty System** – automated logic
- **Processes** – internal operational tasks

**Q: Do I need to save step changes?** A:

- **Step fields** (name, description, requirements): yes, click *Save*
- **Comments and documents**: save automatically

**Q: What happens if I delete a step?** A: Deletion cannot be undone. Default steps can only be restored by regenerating all journeys.

**Q: Can I apply the same change across multiple journeys?** A: Yes. Use the multi-journey update option to copy selected fields to the same step in other journeys.

---

## **Documents**

**Q: Where do documents uploaded in steps appear?** A: Only inside that specific step. They do not appear in the Plan Overview Documents list.

**Q: What file types can I upload?** A: PDF, Word, Excel, PPT, images, text files, up to 10 MB each.

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## **Goals**

**Q: Can a goal belong to multiple plans?** A: Yes. You can assign a goal to one or more plans and update assignments anytime.

**Q: Can I edit or delete goals?** A: Yes. Use the … menu on a goal card to edit, duplicate, or delete it.

**Q: Who can see a goal?** A: Anyone who owns or collaborates on at least one plan that the goal is attached to.