PlanbookEdu Help Center

Start a new school year

Create a new planbook for each school year. Don't reuse last year's by changing its dates.

Keeping one planbook per year means last year's plans stay intact and referenceable — you can switch to them any time from the Planbooks list, which is exactly what you want in October when you're trying to remember how a unit went.

The quickest way

  1. Click Planbooks in the navigation bar.
  2. Click Create Planbook.
  3. Choose to copy your existing planbook.
  4. Set the new year's Start Date, and check the Previous Start Date.
  5. Click Copy.

Your old plans are brought across and realigned to the new year's calendar. The details of how entries are matched — and why the previous start date matters so much — are in Copy a planbook.

Starting blank is fine too: choose a new blank planbook at step 3 and set it up as you did the first time.

Then tidy up

Once the new planbook is running:

  • Add the new year's off days and holidays. If your school calendar is similar, use Copy From Another Planbook on the Off Days screen.
  • Check your periods still match your new schedule.
  • Archive last year's planbook to keep the Planbooks list short. Archiving keeps the plans readable — it doesn't delete anything.

Switching between years

Click Planbooks and then the name of whichever planbook you want. Old planbooks stay available indefinitely; see What happens to my plans if I stop paying for what changes if your subscription lapses.

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