Help & Methodology Library

The landing page summarises what LifePlanner does and invites you to start shaping every area of life deliberately. Use it to orient new users before signing in and to surface product announcements.

The Dashboard is your session kickoff: review your Life Score, streaks, and AI suggestions, then pick the single action tile that keeps you accountable. Use it at the start of every visit to reset focus and choose the next best step.

The Goals page shows every active objective, grouped by dimension and urgency, so you can decide what to advance, pause, or archive. Review it weekly to keep long‑range commitments aligned with what matters now.

Use the new goal form to capture a specific outcome, attach it to a life dimension, and define the success metric plus time horizon. The structure keeps goals measurable so AI suggestions, reviews, and nudges stay relevant.

A goal detail page tracks status, milestones, linked topics, and reflections so you always know the next step. Revisit it during reviews to celebrate wins, adjust scope, or log blockers transparently.

The activities board centralises tasks, rituals, and events so you can drag between statuses and avoid duplicate planners. Filter by category or time to plan the week in one place.

Create a new activity or event with context, timing, reminders, and related topics so it rolls into analytics and streaks. Keeping entries consistent powers the dashboard tiles and AI coaching.

Update an activity’s status, timing, or linked goal from the edit view whenever plans shift. This keeps your history clean and ensures integrations like Outlook stay in sync.

Topics act as thematic containers for passions, research threads, or lists. Use the board to prioritise curiosities, link them to goals, and make sure inspiration has a reliable parking spot.

Capture a new topic with dimension, energy, and status so ideation is searchable later. It’s the fastest way to move from vague interest to a structured plan.

The relationships hub keeps personal and professional connections intentional with context, priorities, and follow-up cadences. Visit it weekly to plan meaningful touchpoints.

Use the comparison view to contrast planned versus actual budgets, spot trends, and decide where to reallocate. It highlights trade-offs so money supports the life portfolio, not the other way around.

The Work space holds major initiatives, deliverables, and delegated tasks so career commitments stay visible beside life goals. Review it at the start of the week to align work with your personal scoreboard.

Connect and manage your Outlook synchronisation here so LifePlanner mirrors calendar events bi-directionally. Use the sync dashboard to re-authorise, pause, or troubleshoot integrations safely.

The subscription page shows your current Polar plan, renewal date, and upgrade paths. Visit it to manage billing, access invoices, or unlock higher AI limits.

The success screen confirms Polar checkout completion and reminds you of the first steps after upgrading. Use it to trigger onboarding sequences and to thank members for the commitment.

Pricing pages narrate the tiers, included features, and ROI so prospects can pick the plan that fits ambition and budget. Keep them updated with the latest financial story and feature launches.

The new pricing experience compares plans side-by-side with value props, ideal customer profiles, and CTA routing. It helps visitors self-select without sales calls.

The admin console lets trusted operators manage taxonomies, activity categories, and other reference data. Use it cautiously—changes here affect dropdowns and automation everywhere.

Use the access-control centre to tune subscription tier limits, onboarding copy, legal content, and help articles. Any time you add a new page or feature, update this section to document how it works.