We accept PayPal, Visa, MasterCard, Discover, and American Express but feel free to contact us for other payment options.

An outline of our rewards and referral program can be accessed HERE.

Here you can see your current points and store credits, redeemed rewards, ways to earn, ways to redeem, our referral program, and your rewards transaction history.

Gift card purchases:

• are delivered electronically via email after purchase. No physical product will be mailed.
• cannot be used towards subscription services.
• are non-returnable and non-refundable.
• do not count toward free shipping thresholds if purchased in combination with physical products.
• expire one year from date of purchase.

If you want to send a gift card as a gift electronically, complete the "I want to send this as a gift" form on the product page prior to adding to cart. This option is just above "Add to cart".

There's also an option to delay the receipt date if you want to surprise someone on a specific day.

This is outlined in our Returns & Refund policy.

If there is a problem with your order, please reach out to support@functionofplanning.com.

We ship to all addresses within the United States, including Alaska, Hawaii, and US territories. We do not offer international shipping at this time. 

We offer the following shipping options:

• Free Standard Shipping: Orders of $100 or more qualify for free standard shipping.
• Carrier-Calculated Rates: For orders under $100, shipping costs are calculated at checkout based on your location and package weight. You can check the estimated shipping fee by adding items to your cart, proceeding to checkout, entering your email address and shipping address. The exact shipping fee will be automatically updated and displayed on the checkout page.

We offer FedEx, UPS, and USPS shipping options. You can select your preferred carrier at checkout. If using PO Box, APO, or FPO address, see carrier restrictions and address requirements below.

We support shipments to PO Boxes and Military APO/FPO/DPO addresses. Please note that there are carrier restrictions for PO Boxes and APO/FPO/DPO Addresses. Only USPS can deliver to PO Boxes and APO/FPO/DPO addresses. Please ensure your military address is formatted correctly with the appropriate PSC/UNIT and BOX numbers.

APO/FPO/DPO Address format requirements:

• Name field: Enter the recipient's name (rank is optional)
  
• Address field (APO): Must include both the PSC and BOX numbers
  
• Address field (FPO/DPO): Must include both the UNIT and BOX numbers 
  
• City field: Enter only "APO", "FPO", or "DPO" - don't include the actual city name
  
• Country: Select "United States"
  
• State: Select "Armed Forces Americas" (AA), "Armed Forces Europe" (AE), or "Armed Forces Pacific" (AP)
  

All packages are mailed with tracking information and up to $100 insurance/declared value coverage.

Once orders enter the carrier's system, we can not be held responsible for any delayed, lost or damaged orders. You will need to work with carrier for any of these issues.

We will send tracking information to the e-mail address associated with your order once the item has shipped. If you have not received your tracking information and it has been over 7 business days, please contact us at support@functionofplanning.com

• Processing Time: Orders are typically processed within 7 business days from the date the of order. Processing times may exceed 7 business days due to high sales volumes. Current processing time is displayed in a banner at the top of the homepage. Please keep in mind that we are a small business and do not have a large fulfillment team.
• Shipping/Delivery Time: Delivery times vary by carrier and destination. Estimated delivery times will be displayed at checkout based on your selected shipping method and address.

We do not accept shipment to multiple addresses for a single order. If you would like items delivered to multiple addresses, please place those orders separately.

Absolutely! When ordering as a gift for someone, be sure to enter in your email address to receive all summary information but enter in the recipient’s name and shipping information.

As an extra precaution, please add a note to your order at check out letting us know this is a gift. We will be sure to keep all prices and receipts out of the package.

Book your session:

Use the booking link on this page to pick a date/time and session duration that works best for you. During the booking process you’ll pay for your session and answer a few quick questions so we can focus out time on your needs. Don’t worry - You’ll get a reminder via email and text 24 hours before your coaching appointment.

Meet with your coach:

Use the private zoom link provided in your confirmation email to attend your 1:1 coaching session. During your session we will:

• Identify what’s working in your current system – and what’s not.
• Explore your planning style and how your brain works best when it comes to planning and follow-through.
• Work together to build a flexible system or routine that supports you and fits how you actually operate.
• Wrap up with clear, practical next steps you can start using right away.

Grab your bonuses:

These will be provided to you upon completion of your session:

• Session replay - so that you can focus less on note taking and more on asking questions during the session.
• $5 off coupon for the F|P Planning Circle community so you can stay connected and accountable to your new system. Coupon is valid for one-time use and does not apply to subsequent payments.

All coaching sessions are delivered via private Zoom video call. Your private zoom link will be provided in your email confirmation after booking and payment is confirmed. A video recording of the appointment (to be sent to you upon completion of your appointment).

That’s completely up to you. I have both 30-minute and 60-minute sessions available. If you need more in-depth assistance, I recommend booking a 60-minute session.

The questionnaire (embedded in the booking & checkout process) is designed to give your coach a better understanding of your unique needs. This ensures that we can maximize efficiency during your appointment. Please complete this questionnaire at time of booking.

If you (1) need additional time to answer these questions, (2) would like to provide additional information, or (3) run into technical difficulties with the questionnaire, your responses can be emailed to coaching@functionofplanning.com prior to your scheduled appointment.

Failure to provide a completed questionnaire to our team within 48 hours of your appointment will result in your appointment being rescheduled. We can be reached at coaching@functionofplanning.com if you have any additional questions.

Questions:

• What planning system are you currently using? Please provide as much detail as possible (companies, sizes, layouts, etc.).
• What are you most hoping to achieve with this coaching session?
• Please provide additional information that will help us prepare for your coaching session.

Any type of planning system can be discussed during your coaching session. F|P coaching is “brand agnostic” and will work with you on professional planning, personal planning, or both. Analogue and digital planning conversations are welcome.

No. Coaching appointments are for ONE customer, and are designed to assist with ONE planning system at a time. If you would like assistance with multiple planning systems (i.e. a task management system for work and a planning system for home), you will need to purchase an additional timeslot.

Coupons and discount codes cannot be applied to coaching services. We reserve the right to, and will cancel any order that bypasses this rule. A $5.00 coupon will be provided via email after your session that can be applied to a community membership. If you are an existing community member, a $5 credit will be placed on your account and will apply to your next subscription payment.

Coaching sessions are non-refundable and non-transferable. Due to this, we are unable to accept cancellations. If you need to reschedule your appointment, you must do so at least 24 hours prior to your scheduled appointment time. (Email us at coaching@functionofplanning.com) We will do our best to accommodate and reschedule your appointment within 7 days of the original appointment depending on availability. Appointments may only be rescheduled one time per booking.

Upon booking, you are scheduled for a 30-minute or 60-minute appointment slot. Please log into your session prior to your start time to avoid delays due to technical difficulty. Your coach will start the session promptly at your scheduled appointment time. The time slot begins with the coach starts the session. If you are more than five minutes late to your scheduled appointment, this will be considered a “no show” and the coach reserves the right to terminate the appointment without rescheduling.

Review the F|P Coaching Agreement

Let’s be honest – public content is polished and fully edited.

Inside the F|P Planning Circle community, you’ll see content that’s in progress, unedited, live, and things that might not ever make it to a public space. You’ll get a behind the scenes look at what Kate’s working on and see her thought process in action.

You’ll also be able to share and connect with others in the community as we explore the function that planning serves in our lives.

All community events are recorded and available for replay as soon as the event session is over. This helps if you’re in a different time zone or have a busy schedule.

Absolutely not. In fact, we have a very strict policy regarding links and self promotion in community spaces.

At the request of members, there is an exclusive community swag shop available to Planning Circle and Inner Circle members.

As an added bonus, community members get additional perk on top of the rewards outlined in the F|P Rewards and referral program. While all customers earn 1 point for every $1 spent on F|P purchases,

• Planning Circle members earn 2 points/$1 on F|P purchases.
• Inner Circle members earn 3 points/$1 on F|P purchases.
• Additionally, both Planning Circle & Inner Circle members get bonus points each month their membership fee is renewed.

In an effort to keep membership fees as low as possible, there are three à la carte options for members that are inside the F|P Planning Circle community. This allows a “choose your own adventure” method and gives community members the autonomy to participate in as much or as little as they would like.

The à la carte options are: workshops, courses, & 1:1 coaching sessions.

These were not included in the membership due to frequency, being topic centric, and recognizing the variability in the needs of each member.

Memberships run on a monthly or quarterly basis and can be upgraded or cancelled at anytime.

For à la carte options, see the applicable registration page.

There is a discount automatically applied for quarterly memberships. You’ll see this automatically applied on the checkout page when selecting the quarterly option.

Please see the applicable registration page for workshops, courses, or 1:1 coaching to see if promotions are being offered at this time.

No refunds will be issued for membership subscriptions. If you cancel your membership subscription, your access is revoked immediately. If you are having issues with your billing, please reach out to billing@functionofplanning.com

📌 NOTE: Admin & moderators have the right to remove or ban anyone not adhering to community rules. We have a zero tolerance policy for violation of rules. No warnings will be given before banning. If you are banned by an Admin or Moderator due to community violations - all access will be revoked immediately and no refunds will be issued.

You can review the community guidelines below.

We want everyone to have a great time here, and following the guidelines helps create a positive environment for everyone

Please read through the community rules in their entirety. By accessing the Function of Planning community , known as "The Planning Circle", you agree to the following.

⛔ NO spam or self-promotion
This includes: social media profiles, external community invites, ads, BST, affiliate/discount/referral/shop links, etc. as well as DMing community members. As many of us in this community are creators with YouTube, Instagram, FB groups, small businesses, etc., - none of it is allowed here. NO LINKS PERIOD BY ANYONE WHO IS NOT THE ADMIN. This group is about building community - if you're here just to promote yourself - leave. You can only share your social media handles in your personal ⁠member bio. You CANNOT promote your social channels in the other areas of this community. Feel free to set up a LinkTree in your personal member bio. If community members want to connect outside the community, they'll look you up.

💖 Be a good human
Treat everyone with respect. Absolutely no harassment, bullying, witch hunting, sexism, racism, or hate speech will be tolerated. Religious & political topics are off limits.

🔞 No age-restricted or obscene content
This includes usernames, profile pictures, text, images, or links featuring nudity, sex, hard violence, or other graphically disturbing content. Note: 🌶️ book convos are allowed - but keep it SFW!

🔒 Keep the community private
Content within community is not for redistribution. Content in this community is PAID MEMBER ONLY content. Additionally, we insist that you respect the privacy of other members and the information that they share here. Taking screenshots, screen recordings, etc. are strictly prohibited!

🔔 Utilize the Admin
If you see something against the rules or that makes you feel unsafe, let the Admin know ASAP. We want this community to be a welcoming space for all! If you're unsure - just ask! Community Admin is happy to work with you and update the rules as the community grows. Admin: Kate Snyder | Owner, Function of Planning, LLC

📌 NOTE: Admin & moderators have the right to remove or ban anyone not adhering to community rules. We have a zero tolerance policy for violation of rules. No warnings will be given before banning. No refunds will be issued for paying members if you are banned.

All of our currently scheduled workshops are listed on the F|P events calendar.

From the F|P events calendar: Select the workshop you'd like to attend and select "Grab your ticket" to be re-directed to the event page.

Browse all F|P workshops HERE.

New workshops are added regularly.

A full supply list and any required downloads will be available in your workshop portal after purchase.

Workshop portal will include:

• Supplies list, downloads, pre-work (if applicable)
• Event Access Link to be used on the day of the event. Note: access link will be populated the day of the event and will allow you to log in 15 minutes prior to event start time.
• Replay Link (available after event has concluded and recording has processed - usually within a few hours after the event ends).
• Feedback form for you to submit your event feedback directly to Kate.

PLEASE NOTE: Workshops are live and guided - they are designed so that you do the exercise along with me. Due to this you’ll have a much better experience at a desk with your iPad/computer.

Workshop tickets are non-refundable and non-transferable as stated on the events page and in our Refunds & Returns Policy

We're actively planning course content! We hope to launch Fall 2026. Join the waitlist for F|P Academy news HERE