Calendar Planner - Get Started

Calendar Planner - Get Started

Install, configure, and license Calendar Planner in your Microsoft 365 tenant.

for Microsoft 365 & SharePoint Online

Introduction

Calendar Planner is a SharePoint Framework (SPFx) web part designed for Microsoft 365 tenants. It provides year, month, week, and grid timeline views. All for event management using SharePoint list data. This guide walks you through the installation, configuration, licensing activation, and initial setup process.

Before installing Calendar Planner, ensure:

Prerequisites Required

  • Microsoft 365 tenant
  • SharePoint Online
  • Permission to upload apps to the SharePoint App Catalog
  • Permission to add web parts to modern site pages
  • An active Calendar Planner licence via your JFDI SaaS subscription

Optional (recommended)

  • Site Collection Administrator rights
  • A modern communication or team site for deployment
  • SharePoint List(s) for managing events and appointments

Installation Steps

Activate the SPFx App Package

Download and activate Calendar Planner via our listing in the Microsoft Marketplace. This is the easiest way to deploy the solution directly into your M365 tenancy.

Calendar Planner listing in the Microsoft Marketplace

Activate the SPFx App Package

Download and activate Calendar Planner via our listing in the Microsoft Marketplace. This is the easiest way to deploy the solution directly into your M365 tenancy.

Calendar Planner listing in the Microsoft Marketplace

Adding Calendar Planner to a Page

Search for Calendar Planner in the available web parts list on a SharePoint page

Go to the SharePoint page where you want the calendar, then search for Calendar Planner in the web parts gallery and insert it onto your page.

  • Select Edit
  • Click the ”+” to add a web part
  • Search for Calendar Planner
  • Insert the web part and publish the page

Initial Configuration

Open the property pane

Once the Calendar Planner web part has been added to the page, press the Configure Web Part button to open its property pane.

Calendar Planner added to a SharePoint page that still requires configuration

Open the property pane

Once the Calendar Planner web part has been added to the page, press the Configure Web Part button to open its property pane.

Calendar Planner added to a SharePoint page that still requires configuration

Licensing Activation

Calendar Planner validates your subscription using a secure SaaS licensing check.

Activation process:

  1. The web part automatically detects your Microsoft 365 tenant ID
  2. It securely transmits Tenant ID and App ID to the JFDI licensing service
  3. No personal data or event data is transmitted
  4. Valid licences activate the app immediately

If your licence cannot be validated, you’ll see an in-app message with steps to resolve the issue.

Manage License Key

Manage your licence at the bottom of the web part property pane. Click ‘Manage License Key’ to open the activation pane.

Calendar Planner web part properties pane - Manage License Key

Activate License Key

Clicking ‘Manage License Key’ opens the ‘Activate License Key’ pane where you complete activation.

Calendar Planner web part properties pane - Activate License Key

Validated Tier

Once validated, the corresponding licence tier appears at the top of the web part property pane.

Calendar Planner web part properties pane - Validated License Tier

Using Calendar Planner

Calendar Planner web part method

  1. Select any date to view its events in a side panel.
  2. Click Add Event in the top right of the panel.
Calendar Planner web part - Add Event
  1. Enter at least Title, Start and End dates.
  2. Select a Category if configured.
  3. Complete the New Item form and hit Save.
Calendar Planner web part - SharePoint New List Item form

Native SharePoint List method

  1. Navigate to the SharePoint List the web part was configured against.
  2. Click the Add new item button.
Calendar Planner web part - SharePoint New Item button

Calendar Planner web part method

  1. Select any date to view its events in a side panel.
  2. Click Add Event in the top right of the panel.
Calendar Planner web part - Add Event
  1. Enter at least Title, Start and End dates.
  2. Select a Category if configured.
  3. Complete the New Item form and hit Save.
Calendar Planner web part - SharePoint New List Item form

Native SharePoint List method

  1. Navigate to the SharePoint List the web part was configured against.
  2. Click the Add new item button.
Calendar Planner web part - SharePoint New Item button

Permissions & Security

Calendar Planner respects SharePoint permissions. No data leaves your Microsoft 365 tenant.

SharePoint PermissionCalendar Planner Behaviour
ReadUser can view events
ContributeUser can add their own events to existing lists
Full ControlFull event management

Troubleshooting

Web part not visible? Ensure the Calendar Planner app is installed on the site, and confirm the .sppkg was approved and deployed tenant-wide.

List not created? The user may lack permission to create lists. Create one manually using the template provided in the documentation.

Licensing error? Ensure your SaaS subscription is active. If a tenant ID mismatch occurs, contact support.

Helpful Resources