Lotus Planner User Guide

Everything you need to know to make the most of your digital planning experience

🚀 Getting Started

1

Download & Install

Download Lotus Planner from the App Store. The app is free and works on iPad, iPhone, and Mac with Apple Silicon.

📱 iOS 16.0+ / iPadOS 16.0+
💻 macOS 13.0+ (Apple Silicon)
2

First Launch

When you first open Lotus Planner, you'll see the welcome screen. The app will guide you through the initial setup process.

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Tip: For the best experience, we recommend starting on iPad where you can take full advantage of the larger screen and Apple Pencil support.
3

Choose Your Layout

Lotus Planner offers four different day view layouts to match your planning style:

📋

Classic View

Traditional planner layout with clear sections

Compact View

Minimalist design for focused planning

📊

Expanded View

Detailed view with maximum information

📅

Weekly View

7-day overview for weekly planning

🔗 Connecting Google Accounts

Dual Account Support

Lotus Planner is the only app that lets you connect TWO Google accounts simultaneously, perfect for managing work and personal life in one place.

1

Connect Your First Account

Go to Settings → Google Accounts → Add Account. You'll be redirected to Google's secure sign-in page.

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Privacy Note: Lotus Planner only reads your calendar events and tasks. We never store your personal data on our servers.
2

Add a Second Account (Optional)

To add a second Google account, repeat the process. This is perfect for:

  • Separating work and personal calendars
  • Managing multiple businesses
  • Sharing family calendars alongside personal ones
3

Permissions & Sync

Lotus Planner requests these permissions:

📅
Calendar (Read-only)

View your events and appointments

Tasks (Read/Write)

View, create, and update your Google Tasks

✅ Supercharged Task Management

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Beyond Google Tasks

While Google Tasks is basic, Lotus Planner transforms it with powerful filtering, custom views, and advanced organization.

Smart Filtering

Organize your tasks with powerful filters:

Top Priority
📅 Due Today
🏷️ By Category
👤 By Account

Multiple View Options

Choose how you want to see your tasks:

  • Column View: Vertical list for detailed task management
  • Row View: Horizontal layout for quick overview
  • Weekly View: See tasks spread across 7 days

Creating & Managing Tasks

Tasks you create in Lotus Planner automatically sync to Google Tasks and appear in Gmail, Google Calendar, and other Google apps.

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Pro Tip: Use emojis in task titles to make them more visual and easier to scan.

📝 Digital Bullet Journaling

The Best of Both Worlds

Experience the beloved bullet journal method digitally while keeping the creative freedom and personal touch of handwriting.

Apple Pencil Support

Use Apple Pencil to write and draw naturally on your iPad. The app supports:

  • Pressure sensitivity for natural writing
  • Palm rejection for comfortable writing
  • Multiple pen styles and colors
  • Eraser functionality

Health & Wellness Tracking

Log your wellness data with customizable trackers:

⚖️ Weight Tracking
💪 Workout Logs
🍽️ Food Diary
💊 Medication

Photo Integration

Add photos to your journal entries to create rich, visual memories. Perfect for:

  • Meal photos for food tracking
  • Progress photos for fitness goals
  • Daily moments and memories
  • Visual inspiration and mood boards

🎨 Customization Options

Themes & Appearance

Personalize your planning experience:

  • Dark Mode: Easy on the eyes for evening planning
  • Light Mode: Clean and bright for daytime use
  • Auto Mode: Switches based on time of day

Layout Customization

Tailor each view to your preferences:

  • Show/hide calendar events in timeline or list format
  • Arrange tasks in columns, rows, or weekly view
  • Toggle health tracking sections on/off
  • Customize which data appears in each view

iCloud Sync

Your customizations and journal entries sync seamlessly across all your Apple devices through iCloud, ensuring your planning setup is always consistent.

📱 iPhone
📱 iPad
💻 Mac

❓ Frequently Asked Questions

Is my data secure?

Yes! We only read your Google data (never write to it without permission), and your personal journal entries are stored securely in your iCloud account, not on our servers.

Can I use it offline?

Yes, you can view and edit your journal entries offline. Google Calendar and Tasks data will sync when you're back online.

Does it work on iPhone?

Yes! While optimized for iPad, Lotus Planner works great on iPhone with a responsive design that adapts to the smaller screen.

Can I export my data?

Your Google data remains in Google (accessible anytime), and your journal entries are in your iCloud account. We're working on additional export options.