---
title: Bizz Planner - Get started, how to and FAQ
description: Bizz Planner - Support and FAQ page for Bizz Planner. How to get started with Bizz Planner and videos for all functionality.
---

[Skip to content](https://www.bizzcoo.com/bizz-planner-get-started-how-to-and-faq#main-content)

# Support videos Bizz Planner

Here you find support videos for Bizz Planner. 

**![Bizzcoo support button](https://www.bizzcoo.com/hs-fs/hubfs/Bizzcoo%20support%20button.png?width=100&name=Bizzcoo%20support%20button.png)**

**Questions?**   
You can get support during office hours. Ask your question in the chatbot in the right bottom corner. 

 

## How to...

Show All

assignments

company_settings

consultant

CRM

customer

customer_responsible

excel

filter

historic_data

kpi

leads

manage_customers

organization

planner

quick_view

reports

search

statistics

team

teamlead

utilization_rate

![How does Bizz Planner work](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20DOES%20Bizz%20Planner%20work.jpg)

planner organization team utilization_rate filter

#### How does Bizz Planner work

In this video you get a short introduction and overview over the planning tool's main function the section called planner.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20DOES%20Bizz%20Planner%20work.mp4?hsLang=en)

![Statistics work in Bizz Planner](https://www.bizzcoo.com/hubfs/custom-video-thumbnails/HOW%20DOES%20Statistics%20work%20in%20Planner-thumb.jpeg)

statistics reports kpi historic_data

#### How does statistics work in Bizz Planner

In this video we go trough the section Statistics. The aggregated statistics view for follow-up & reports provide an in-depth analysis of the status at your company. Choose what specifically you want to look into.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20DOES%20Statistics%20work%20in%20Planner.mp4?hsLang=en)

![Use the dashboard](https://www.bizzcoo.com/hubfs/Support%20FAQ/HOW%20TO%20Use%20the%20Dashboard.jpg)

organization team consultant quick_view

#### How to use the Dashboard in Planner

In this video the dashboard section is presented with the most common measurements and quick views available.

[ View Video ](https://www.bizzcoo.com/hubfs/HOW%20TO%20Use%20the%20Dashboard.mp4?hsLang=en)

![How to monitor customers and assignments in Bizz Planner](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Monitor%20Customer%20and%20Assignments-2.jpg)

customer assignments filter leads customer_responsible

#### How to monitor Customers and Assignments

Role: Team Manager & Company Owner

In this video we go through the assignment section in Bizz Planner. Easy to list assignments, customers or leads needed to be followed up.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Monitor%20Customer%20and%20Assignments.mp4?hsLang=en)

![How to Understand the utilization rate-thumb](https://www.bizzcoo.com/hubfs/custom-video-thumbnails/HOW%20TO%20Understand%20the%20utilization%20rate-thumb.jpeg)

utilization_rate planner

#### Understand the utilization rate

In this video we describe the utilization rate and how it works in Planner.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Understand%20the%20utilization%20rate.mp4?hsLang=en)

![Find a consultant in Planner](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Find%20a%20consultant%20in%20Planner.jpg)

planner consultant

#### How to find a consultant in Planner

Role: Team Manager & Company Owner

In this video you learn how to search and find consultants in Bizz Planner. Useful when needed to quickly check availability or add an assignment to a consultant.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Find%20a%20consultant%20in%20Planner.mp4?hsLang=en)

![HOW TO Navigate in your Organization in Planner](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Navigate%20in%20your%20Organization.jpg)

organization teamlead

#### How to navigate in your organization in Planner

Role: Team Manager & Company Owner

In this video we go through how easily you find the data that is most relevant for you as a teamlead through "My Organization".

[ View Video ](https://www.bizzcoo.com/hubfs/HOW%20TO%20Navigate%20in%20your%20Organization%202.mp4?hsLang=en)

![How does the filter function in Planner](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20DOES%20Filter%20work%20in%20Planner-1.jpg)

filter search

#### How does the filter work in Planner

Role: Team Manager & Company Owner

With this video you will learn the many different ways the filters can be used in the planner section. You can give quick answers to customers and team members with the right parameters of information.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20DOES%20Filter%20work%20in%20Planner.mp4?hsLang=en)

![How to download reports in Bizz Planner](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Download%20reports.jpg)

reports statistics excel

#### How to download reports in Bizz Planner

Role: Team Manager & Company Owner

In this video we showcase the possibilities of downloading different reports under the statistics section. These reports allows for flexibility to work and sort in excel on a weekly basis aswell.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Download%20reports.mp4?hsLang=en)

![How to find or edit customer information](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Find%20or%20edit%20customer%20information-1.jpg)

manage_customers customer_responsible

#### How to find or edit customer information

Role: Team Manager & Company Owner

In this video we go through how you manage your company's customers in Bizz Planner.

[ View Video ](https://www.bizzcoo.com/hubfs/HOW%20TO%20Find%20or%20edit%20customer%20information.mp4?hsLang=en)

![How to create a new customer ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Create%20a%20new%20customer%201.jpg)

manage_customers CRM

#### How to add a customer in Bizz Planner

In this video we show how you add another customer to your company's customer list.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Create%20a%20new%20customer.mp4?hsLang=en)

![HOW TO Delete a customer](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Delete%20a%20customer.jpg)

manage_customers CRM

#### How to delete a customer in Bizz Planner

In this video we show how you remove a customer on your company's customer list.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Delete%20a%20customer.mp4?hsLang=en)

![How to configure the basis for the utilization rate](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Configure%20the%20basis%20for%20the%20utilization%20rate.jpg)

utilization_rate company_settings

#### How to configure the basis for the utilization rate

Role: Team Manager & Company Owner

A company owner can decide whether the activities in planner should be included in the calculation for the utilization rate or not. This is how it can be done.

[ View Video ](https://www.bizzcoo.com/hubfs/HOW%20TO%20Configure%20the%20basis%20for%20the%20utilization%20rate.mp4?hsLang=en)

![Exclude people in the utilization calculations](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Exclude%20people%20in%20the%20utilization%20calculations.jpg)

utilization_rate company_settings

#### How to exclude people in the utilization calculations

Role: Team Manager & Company Owner

In this video we go through where you can define and set the activities presented in Planner. If certain activities should be included in the calculation for utilization rate or not. Here you customize as you prefer such as name, color, etc. based on your ways of working.

[ View Video ](https://www.bizzcoo.com/hubfs/Video%20Support/Video%20Team%20Manager%20(TM+CO)/Planner/HOW%20TO%20Exclude%20people%20in%20the%20utilization%20calculations.mp4?hsLang=en)

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