Make Your First Plan
Request an appointment, home service or event support, then review the response and agree on the next step.
Video Walkthrough
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Illustrated walkthrough with synthetic English narration. Captions are available in all five interface languages.
Download video · 1:48Video Transcript
The narration follows the step titles and descriptions below.
- Sign In And Select Personal
Sign in to your COORDUS account. Open the profile menu and select Personal. Check the active name before creating a request.
- Create A Plan
Open Dashboard, then Plan. Choose an appointment, home service or event. Enter what you need, the location and your preferred date and time.
- Choose Your Recipient
Choose a saved contact or a relevant organisation when available. You can select relevant catalogue items. For a new contact, use an exact email address and review the invitation consent.
- Review Responses And Quotes
Open the request in My Plans. Review provider responses in People and itemised quotations in Bill where shown. Check quantities, prices and the total before approving a quotation.
- Agree On The Booking
Confirm the proposed appointment or visit time using the available controls. Check the assigned provider and agreed scope. Selecting a catalogue item alone does not confirm a booking.
- Follow Through And Confirm
Use the request details to follow progress and keep relevant follow-ups together. Complete any attendance checks, and confirm completion only after the agreed work or appointment is finished.
Check Before Approving
For an amended quotation, review and approve the exact new version. Event quotations and booking confirmations are separate steps. No live payment is taken in the current preview.
Step-by-Step Guide
Sign In And Select Personal
Sign inPersonalSign in to your COORDUS account. Open the profile menu and select Personal. Check the active name before creating a request.
Create A Plan
DashboardPlanOpen Dashboard, then Plan. Choose an appointment, home service or event. Enter what you need, the location and your preferred date and time.
Choose Your Recipient
ContactsOrganisationsChoose a saved contact or a relevant organisation when available. You can select relevant catalogue items. For a new contact, use an exact email address and review the invitation consent.
Review Responses And Quotes
My PlansPeopleBillOpen the request in My Plans. Review provider responses in People and itemised quotations in Bill where shown. Check quantities, prices and the total before approving a quotation.
Agree On The Booking
Visit timeConfirmationConfirm the proposed appointment or visit time using the available controls. Check the assigned provider and agreed scope. Selecting a catalogue item alone does not confirm a booking.
Follow Through And Confirm
AttendanceFollow-upsUse the request details to follow progress and keep relevant follow-ups together. Complete any attendance checks, and confirm completion only after the agreed work or appointment is finished.
Ready to Try?
Open COORDUS, choose the correct profile and follow the steps at your own pace.