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Using the Planner in XOGO

The Planner is XOGO Manager's calendar-based scheduling tool. It lets you decide which playlist a media player runs on a given calendar date — and have that change happen automatically, with no need to log in and swap playlists by hand.

If you know in advance what your screens should show on specific dates (a holiday promotion, a seasonal menu, a conference week, a product launch), you can set it all up once in the Planner and let XOGO handle the swaps for you.

Planner vs. playlist scheduling — what's the difference?

XOGO gives you two scheduling tools, and they solve different problems:

  • Playlist scheduling (the Schedule button inside a playlist) controls which items play, and on which days/times of the week, within a single playlist. It works on a recurring weekly cycle — for example, show the breakfast menu until noon, then switch to lunch, every day.

  • The Planner controls which whole playlist a player runs, on specific calendar dates. It's date-driven rather than weekly, so you can plan changes for a future month, quarter, or even a full year.

A simple way to remember it: playlist scheduling decides what's inside the playlist that's running today; the Planner decides which playlist is running on any future date.


When to use the Planner

The Planner is the right tool whenever content needs to change on a known date and then stay changed:

  • Seasonal and holiday campaigns (e.g., a holiday playlist that goes live December 1 and reverts January 2).

  • Time-limited promotions that should appear for a set window.

  • Event-driven content (a conference, sale, or grand opening) scheduled weeks or months ahead.

  • Rotating featured content across a quarter so you can build it all now and leave it alone.

If you only need content to rotate on a repeating weekly basis, use playlist scheduling instead — it's simpler for that case.


How to create a Planner

  1. Log in to XOGO Manager.

  2. Navigate to Planners.

  3. Click Add New to create a new planner.

  4. Click Manage Playlists and add the playlists you want this planner to use.

  5. Set your default playlist. The first playlist you add becomes the default — it plays on every day that you haven't scheduled something else.

  6. Schedule your other playlists. Add as many playlists as you need, then use the calendar to select the specific days (or months) on which each one should play.

On any day you've scheduled a specific playlist, that playlist takes over; on every other day, the planner falls back to your default playlist.

Tip: Build your playlists before you open the Planner. A planner schedules existing playlists onto the calendar — it doesn't create the content itself. Have your everyday, holiday, seasonal, or event playlists ready in your account first, and add your everyday playlist first so it becomes the default.


Editing or removing a Planner

To adjust a planner, return to the Planners section and open it. From there you can use Manage Playlists to add or remove playlists, change which playlist is set on any given day in the calendar, or clear a day so it falls back to the default playlist. You can also delete the planner entirely if you no longer need it.

It's worth reviewing your planners periodically so old, expired entries don't linger and cause an unexpected change later on.


Things to keep in mind

  • The first playlist you add is the default. It plays on every day you haven't scheduled something else, so add your everyday/baseline content first.

  • Scheduled days override the default. On any day (or month) you've assigned a specific playlist in the calendar, that playlist plays instead of the default.

  • No need to schedule a "revert." Any day you leave unscheduled automatically returns to the default playlist — you only schedule the days where you want different content.

  • Players need a connection to update. A media player picks up changes when it's online and able to sync with XOGO Manager, so make sure your screens have a reliable internet connection.

  • The Planner schedules playlists, not individual files. To control what appears inside a playlist on certain days or times, use that playlist's own Schedule tool.


Quick example

Say you run a café and want a special menu for the December holidays:

  1. Create an Everyday Menu playlist and a Holiday Menu playlist with your festive content.

  2. Go to Planners and click Add New.

  3. Click Manage Playlists and add the Everyday Menu first — it becomes your default and plays every day by default.

  4. Add the Holiday Menu, then use the calendar to select the December dates you want it to run.

Set it once in late November, and your screens will switch to the holiday menu on the days you selected and fall back to the everyday menu on every other day — automatically, without you touching anything.


Video Tutorial:

Watch our detailed tutorial for more information: https://www.youtube.com/watch?v=TvffvXltx3k

Need Help?

If you have questions or need assistance with scheduling your content, our support team is ready to help!

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