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Frequently asked questions

How do I share a trip with my client?

Open the trip, tap the gear icon for Trip details, then under Who has access tap Invite. Enter your client's name and email, choose Share (view only) or Collaborate (can edit), and tap Continue. If your client already has a TruePlans account, they get access right away. Otherwise, tap Send email or Share link, and they'll see the trip once they sign up with that email. Repeat to invite more people to the same trip.

I forgot my password. How do I reset it?

On the sign-in screen, tap Forgot password? and follow the emailed instructions to set a new one.

How do I delete my TruePlans account and data?

You can delete your TruePlans account (by Hilbren Technologies LLC) yourself, right in the app:

  1. Open TruePlans and sign in.
  2. Go to your profile: My Profile tab for travelers, or tap your photo at the top of Client Trips for advisors.
  3. Scroll to the bottom, tap Delete account, and confirm.

Can't get into the app? Email [email protected] from the address on your account with the subject “Delete my TruePlans account”, and we'll delete it and confirm by email.

What's deleted: your account and profile (name, email, phone, links, photo), and the push notification token for your devices. For advisors, also every trip you created with its itinerary items, notes, attachments, cover photos, reminders, and templates, so clients lose access to those trips. For travelers, your access to shared trips and any notes you added. Your advisor's copy of a trip isn't affected.

What's kept: emails you've sent to support, for as long as needed to resolve your request and keep reasonable business records, and subscription purchase records held by Google Play, the App Store, and our payment processor for accounting and tax purposes. Deleted data may also remain in routine database backups for a short time before they're overwritten.

Subscriptions: deleting your account doesn't cancel a subscription. Cancel it first in Google Play (Play Store → Payments & subscriptions) or in your Apple ID settings so you aren't charged again.