Smartsheet Planner Add-on
Schedule resources, manage bookings and generate invoices — all inside Smartsheet, with a visual calendar that works on the hour and minute level.
Schedule your team visually, down to the minute.
No more scrolling through cells. See who is booked where and when in a real-time calendar view directly inside Smartsheet.
Export bookings straight to any calendar app.
Send filtered, color-coded entries as ICS files to Outlook, Google Calendar or Apple Calendar with one click.
Generate invoices from multiple rows at once.
Smartsheet's Document Generator handles one row per PDF. Planner lets you select multiple rows and create a consolidated invoice in seconds.
All advantages
Visual real-time scheduling by the hour
See who is booked where and when — with minute-level precision and instant double-booking detection directly in Smartsheet.
Drag-and-drop rescheduling
Move bookings visually in the calendar — no manual cell edits needed. Reschedule resources, rooms and appointments in seconds.
Consolidated PDF invoices
Select multiple rows and generate structured invoices with automatic grouping, sum calculation and multi-currency support in seconds.
Calendar export & team sync
Export entries as ICS files to Outlook, Google or Apple Calendar. Shared team configurations get new members started in minutes.
Flexible customization
Custom fields, status categories and resource filters adapt to your processes. Settings transfer easily between sheets.
Native Smartsheet integration
All data stays in Smartsheet. Dashboards, reports, formulas and automations work unchanged — one single source of truth.