First steps with codeto plan

This page walks you through six steps to your first booking and shows how to verify the result on your phone right away.

How to set up codeto plan

1. Configure working hours: Set the company's standard working hours (Office Settings → Working hours).
2. Add public and bridge days: Enter days off so bookings automatically skip them (Holiday management).
3. Create employees: Add the people to be scheduled (New employee).
4. Create a project: At least one project to book against (New project).
5. Create the first booking: Assign an employee to a project (New booking).
6. Verify in the Mobile App: This shows exactly what the employee sees on their phone (Install and sign in to the Mobile App).

Beyond that

• Record absences → New absence
• Rough planning with vacancies → Vacancies
• Manage work equipment → New work equipment
• Check utilization → Utilization
• Create filters → Manage filters