CallPlan User Guide

Create an Account

1. Download and install CallPlan Get CallPlan from the App Store.

2. Create a new account
   • Open CallPlan on your device.
   • Tap “Create Account”.
   • Enter your email address, name, and a secure password.
   • Verify your email by clicking the link sent to your inbox.
3. Sign in Once verified, sign in with your credentials. You can also use your Apple or Google account for a quick setup.

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Configure Your Settings

1. Open Settings

• Tap your profile icon in the top-left corner.
• Select “Settings” from the menu.

2. Notification preferences

• Call reminder – Choose how far in advance you want to be reminded (e.g. 10 or 30 minutes).
• Automatic note sending – Choose whether notes are sent automatically after each call: immediately, at end of day, or at a custom time.
• Recipients – Add recipients such as your assistant or team members.
• CarPlay – Enable or disable CarPlay support for hands-free use while driving.

3. Security & Privacy

• Two-factor authentication – Add an extra layer of security to your account.
• Data storage – Choose between local storage on your device or cloud synchronisation.

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Schedule a Call

1. Create a new CallPlan
   • Tap “Create CallPlan”.
   • Fill in the details:
     • Title – e.g. “Weekly check-in”
     • Person – Select a contact from your address book.
     • Description – Purpose of the call, e.g. “Discuss project progress”.
     • Date & time – When should the call take place?
     • Category – Business, Internal, or Private.

2. Set a reminder Choose your lead time (e.g. 15 minutes, 1 hour). Default: 1 day and 1 hour before the call.

3. Save Tap “Save”. You’ll receive a notification when the call is due.

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Take Notes

1. After the call Open the completed CallPlan in the app.
   • Add text notes manually.
   • With voice recognition enabled, dictate your thoughts directly.
2. Audio notes
   • Tap “Add audio note”.
   • Speak into the microphone; tap “Stop” when done.
   • CallPlan transcribes your speech into text, which you can then edit.
3. Send notes Send notes immediately or at a scheduled time to:
   • Yourself
   • A specific person (e.g. assistant or colleague)
   • Your virtual assistant

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FAQs

Q1: How do I reset my password?

Tap “Forgot password?” on the login page, enter your email address, and follow the instructions in the email you receive.

Q2: Can I sync CallPlan with Google Calendar?

Yes. Enable Google Calendar sync under Settings.

Q3: How do I set up Siri shortcuts?

Go to Settings → Siri & Shortcuts and enable the permissions. You can then create custom voice commands to create and manage calls.

Q4: How do I delete a CallPlan?

Open the CallPlan you want to remove, tap “Delete” at the bottom, and confirm.

Q5: Does CallPlan store my data?

No. All data remains securely on your device. Cloud sync is only active if you enable it in Settings.

Q6: What happens if I don’t select a category?

Your CallPlan will automatically be assigned the “Unknown” category. You can change it at any time.