Get Started

Install from the Microsoft Marketplace

Calendar Planner is published on the Microsoft commercial marketplace and installs into your Microsoft 365 tenant in a single click.

1. Open the Calendar Planner listing on the Microsoft Marketplace.
2. Click Get it now. Microsoft will sign you in and ask which tenant to install into.
3. Confirm. Microsoft deploys the SPFx web part to your tenant's SharePoint App Catalog automatically — no manual .sppkg upload required.

The Free tier is genuinely free and includes a 30-day Enterprise trial, which starts once an administrator approves the JFDI Licensing permission in the SharePoint admin centre, so you can evaluate every feature. Standard and Enterprise plans are available from the same listing.

Confirm the deployment in your App Catalog

After Microsoft completes the marketplace install, Calendar Planner appears in your tenant's SharePoint App Catalog under Apps for SharePoint. Confirming it's there before moving on to permissions and site setup is the quickest way to spot a failed install.

1. Open SharePoint admin centre → More features → Apps → App Catalog.
2. Select Apps for SharePoint.
3. Look for Calendar Planner in the list — the marketplace flow uploads and approves it tenant-wide by default.

Approve API permissions

In the SharePoint admin centre, under API access, the pending request for Calendar Planner appears as JFDI Consulting Ltd Licensing, requesting "access as user". Approve it. This is the JFDI Licensing permission, and the 30-day Enterprise trial starts once it is approved. Calendar Planner also requests the Microsoft Graph permissions Files.ReadWrite and User.ReadBasic.All, which appear in the same list.

Add Calendar Planner to a SharePoint site

1. Navigate to the site where you want Calendar Planner deployed
2. Site Contents → New → App
3. Find Calendar Planner and add it
4. If the app isn't listed, your global admin may have set it as organisation-wide, in which case it's already available
5. Create a New Page for the web part (recommended for first-time deployment)

Open properties

Once added, click Configure Web Part to open the properties pane.

Select a compatible list

Calendar Planner can be configured to use any SharePoint Calendar list, or any standard list with start and end date columns. The selected list stores all event items shown in the calendar views.

Configure categories (optional)

If your list already has a category column, choose it from the dropdown in the property pane. If not, configure it in List Settings: category names, optional descriptions.

Categories drive colour-coding across every view. Define a colour for each category in the property pane.

Choose the default view

Choose the layout users land on first:

1. Grid View
2. Month View
3. Timeline View (Months)
4. Timeline View (Weeks)
5. Gantt Chart (Enterprise)

Create events from the calendar

1. Select any date to view its events in a side panel
2. Click Add Event in the top-right corner of the panel

3. Enter at least Title, Start, and End dates
4. Select a Category (if configured)
5. Save

Edit events

Select an event and click View Details to open the side panel. Modify and save, or cancel.

The side panel opens pre-populated with the event's existing values. Edit the fields you need, then hit Save to write the changes back to the SharePoint list.

Switch between views

Use the view selector to switch between Year, Month, Week, Grid, Timeline, and Gantt (Enterprise).

Filter by category

Toggle one or more categories on or off to focus the view on a particular kind of work.

Switch SharePoint list views

Calendar Planner picks up SharePoint list views; author the filter once in SharePoint and reuse it everywhere. Useful for region, programme, or time-window filters.

Print or export to PDF (Enterprise)

From any view, click the Print icon to generate a printable layout, ready to send to a printer or save as a PDF.

The print preview shows the full page layout before sending to the printer or saving as a PDF.