How can we help?

We set up your licence on the email you used at checkout, usually within one business day. You'll get a welcome email when it's ready.

1. Go to Sign in.
2. Choose First time here? Create your password and use the same email.
3. Your account page lists your planners. Select one to open it.

Team plans: the person who bought the plan is the team admin and can invite staff right away.

A Single Planner licence covers the one planner you chose at purchase. The Individual Suite and all team plans include all twelve Pro planners. Your account page shows exactly what's included.

The CRPF Eligibility Screen and Government Ask Planner are free for everyone. You don't need to sign in to use them.

Yes. Select ? Help & tour at the top of any planner, then Take the guided tour. It takes about two minutes. The help panel follows you as you scroll, and you can open it any time by pressing ? on your keyboard.

For a written walkthrough, see the step-by-step planner guides. There is one for each Pro planner, and each prints or saves as a PDF.

Team plans also include a live orientation session. Email us to book yours.

Use the email your licence was set up with, or the one your team admin sent the invitation to. Access is tied to that email, so a different address won't show your planners.

1. Go to Sign in and select Forgot password?
2. Enter your email. We'll send a reset link.
3. Open the link on the same device and choose a new password.

The link expires after a short time. If it doesn't arrive within a few minutes, check your junk or spam folder, then try again.

• Check your junk or spam folder.
• Ask your IT team to allow email from housingproplanners.ca.
• Make sure you used the exact email on your licence or invitation.

Still nothing? Email us and we'll check your account.

Yes. Sign in on your office computer, laptop, or tablet. Each licence seat is for one person, so please don't share your login.

Either the licence hasn't been set up yet, or it's on a different email. If your organization has a team plan, ask your admin to invite this email, then select Check again. If you bought a plan in the last business day, we may still be setting it up.

1. Sign in and go to your account page.
2. In Your team, enter the staff member's work email and choose a role.
3. Select Invite.

They join the first time they sign in with that email. Until then they show as "Invited." You can cancel an invitation at any time.

On your account page, select Remove next to their name. The seat is free right away, and you can invite someone new. Their work stays with your team.

Your account page shows how many seats are in use. To add more, move up to the next team plan. The change is prorated for the rest of your year. Email us to arrange it.

Yes. Your work saves to your account as you go, so you can pick up where you left off on another device.

On a team plan, everyone works in one shared workspace. One person edits at a time: select Start editing, then Done editing when you finish. Everyone else sees each change as it saves.

Before a board meeting, save a named version so you can come back to it. Save planner file also keeps a backup copy you can open anywhere.

Yes. Planners with large lists, such as rent rolls or asset portfolios, have a Download Excel template button. The template comes filled with what you've already entered, plus instructions. Fill it in, save it, and upload it with the button beside the template. CSV files work too.

Select Download board report (PDF) in the Save, share, and export section, or PDF report in the toolbar. You get a formatted report with your results, charts, and the decisions requested of the board.

Select Present to the board (or Present) for a full-screen slide briefing in the meeting. Use the arrow keys to move between slides.

No. One person edits at a time, so changes never clash. While someone is editing, everyone else sees their changes as they save and can take a turn when they finish. Editing ends automatically after 15 minutes without changes.

Use the curved arrows in the bottom-right corner, or press Ctrl+Z (Cmd+Z on a Mac) to undo and Ctrl+Y (Shift+Cmd+Z) to redo. The planner remembers your last 60 changes while the page is open.

No. The planners help you organize information and test scenarios. Results depend on what you enter and the assumptions you choose. Confirm important decisions with qualified professionals and your funders' current program rules.

Your account page shows your start and end dates. We remind you 30 days before your renewal date.

You keep access for 14 days after the end date, so nothing stops in the middle of a board cycle. After that, the planners won't open until you renew. Your saved work is kept, and it's there again once you renew.

Plans renew automatically. You can cancel any time before your renewal date. Monthly plans have a 3-month minimum. See Terms of use for details.

Yes, on team plans. We turn on access once the invoice is issued. Quarterly invoicing at the annual rate is also available.

Yes. You can switch from monthly to annual at any time, and the months you've paid are credited. Moving up to a team plan mid-year is prorated. Compare plans.

In Canada. Only you and the people on your team can see your saved work. We never sell or share it. Read our Privacy statement.

Yes. You can download reports and export your information at any time during your licence term.

1. Reload the page.
2. Make sure you're signed in. Your account page should list the planner.
3. Use a current version of Chrome, Edge, Safari, or Firefox.
4. Try a private or incognito window. If it works there, a browser extension may be blocking it.

Your licence covers different planners. Check your account page for what's included. To add more, move to the Individual Suite or a team plan.

Ask your IT team to allow housingproplanners.ca and supabase.co, which runs secure sign-in and saving.