Frequently Asked Questions

What is Plan Genie?

An online tool to help you run your business from a written plan. Plan Genie is an educational product which provides detailed training through video training modules, an instructional workbook and an online software to get your plan produced. Plan Genie is a living product to be reviewed and revised each business quarter for best results for your business practice.

How do I get signed up with Plan Genie?

For new users, buying an annual subscription, please go to “Register” on the top menu (or click here) and follow the instructions.

You will need your credit card to purchase Plan Genie online. We use a banking level encryption program throughout our software and use the 3rd party provider, Stripe,which is an industry leader in online payments for payment processing. If you would prefer to use e-transfer, this can be done by first contacting us at to arrange.

If you are signing onto Plan Genie via an email invite, please note that you need to create your own password and login with the email you signed in with, each time you come back. The email invite is unique to the email you provided. If you cannot find your email invite, please check your spam folder first.

Can I get funding help for my business planning?

If you are a Canadian business, the answer is likely “yes”.

Since Plan Genie is not just a software but a full planning course, we have partnered with Grandesco College as our education partner to assist in education delivery.  If you are a business owner in Canada, you may qualify for a Canada Job Grant. Please contact to learn more about funding opportunities or contact us and we will put you in touch.

What if I get locked out of Plan Genie or have a question. How do I get help?

You can always reach us at and one of our team will get back to you with help.We are a people centered company. We welcome all questions and feedback. You can get your password reset if you get locked out.

What if I don't have a code?

Don’t worry if you don’t have a code. Only if you are working with a coach who is sending you a code will you register this way. Most users will follow the regular registration steps. Again, any questions, please send us a note.

How do I claim my money back guarantee?

If you have registered for Plan Genie and would like your money back we will simply verify you have paid for your software usage and will issue back to you as you paid. We will ask for some information surrounding your experience as we are always looking to improve the Plan Genie experience.