How To Create a Custom Planner: A Step by Step Guide

If your planner feels like it's missing that personal touch, you're not alone. Many are discovering the wonders of custom planners, which go beyond basic organization to help enhance focus, creativity, and productivity. With the right customization, your planner can be so much more than just a tool for keeping track of dates—it becomes an extension of yourself and your personal goals.

When you're ready to take control of your time and design a planner that works for you, this guide will walk you through the entire process. From picking the right planner essentials to customizing the combination of inserts and accessories, we’ll help you create a personalized planner that suits your needs and complements your unique planning style.

Why Custom Planners Work

So, why are so many people making the switch to custom planners? The answer lies in a few key benefits:

Switching to a custom planner might seem like a big step, but the perks of better productivity, self-expression, and adaptability make it a lifestyle upgrade worth exploring.

Understanding the Planner Essentials

When customizing your planner, understanding the core components is essential. Whether you're refining an existing setup or starting from scratch, learning these key terms will streamline your process and elevate your planning experience. Here’s a breakdown of the most common elements:

Planner System: Ring Bound vs. Disc Bound

• Ring Bound: A ring bound system uses metal rings to hold the pages in place. This type of planner offers a structured, stable design, with holes in each insert that line up with the rings. It's easy to rearrange inserts or add new ones, making it a flexible choice for those who need a reliable, organized system.
  
  
• Disc Bound: A disc bound system uses discs (typically made of plastic or metal) to bind the pages, offering far more flexibility. One of the main advantages of a disc bound system is that it allows for customization in terms of the size and capacity of your planner. You can change the size of your planner by swapping out discs for larger or smaller options. This means you can go from a compact planner for portability to a larger one for extensive notes, all without hassle. The discs allow you to easily add, remove, or rearrange pages as needed, offering a high level of adaptability.

Both ring bound and disc bound planners come in a range of sizes to fit your specific needs. Whether you're opting for a smaller, more portable planner or a larger one for detailed planning, there’s a size for everyone. For disc bound planners, we offer Large, Small, and HP Classic sizes, and for ring bound planners, you can choose from Personal and A5 sizes.  

Be sure to check our Size Guide for all the available sizes and to see which popular planner systems fit each size.

Planner Inserts, Dashboards, and Dividers

• Inserts: Inserts are the pre-punched pages that fit inside your planner. You can choose from a variety of insert types, including dated monthly calendars, weekly layouts, or daily agendas, depending on how detailed you want your planning system to be. Inserts can be customized to fit your planning style, whether you prefer a minimalist layout or a more intricate one. Check out all our planner inserts here.
  
  
• Dashboards: Dashboards serve both a functional and decorative purpose. They help organize sections of your planner, protect pages, and provide a visual appeal. Some dashboards include pockets to store notes, business cards, or stickers. You can find dashboards in a variety of designs, from motivational quotes to beautiful artwork, making them a great way to personalize your planner. Find the perfect dashboard for your planner here.
   
• Dividers: Dividers are tabbed pages used to separate different sections of your planner. They can be customized with different designs, colors, and labels, helping you stay organized and making it easier to navigate your planner. Dividers are a key element for keeping your planner both functional and visually pleasing. Get organized with our planner dividers here.

How Much Should You Spend? Setting a Budget

Building a custom planner can be an exciting process, but it’s important to know what to expect when it comes to cost. With so many options available, the costs can add up quickly, but the good news is you can customize a planner that suits your needs at any price point. Whether you’re just starting out or treating yourself to something extra special, we’ve broken down potential costs across different budget ranges so you can pick the right fit for your planner journey.

Learn more about How To Build A Dream Planner At Any Budget.

Must-Have Planner Accessories

When it comes to crafting a planner that truly reflects your style and keeps you on top of your goals, the right accessories can make all the difference. From practical tools to creative touches, these additions not only enhance your planner’s functionality but also transform it into an inspiring daily companion. Here’s a curated selection of must-have accessories to elevate your planner experience:

• Sticky Notes & Page Markers: These little essentials are perfect for quick reminders, jotting down fleeting thoughts, or highlighting must-read pages. With a variety of fun designs and sizes, they make it easy to stay on track without cluttering your planner.
  
  
• Markers & Highlighters: Add a pop of color to your planning routine with vibrant markers and highlighters. Color-coding tasks, setting priorities, and bringing structure to your schedule has never been more fun (or stylish!).
  
  
• Planner Pockets or Folders: Keep all your loose papers neatly tucked away in planner pockets or folders. These organizational tools add extra space while maintaining a sleek, streamlined look.
  
  
• Writing Tools: The right pen can make or break your planning experience. Opt for smooth-writing pens with ergonomic grips, ensuring a comfortable writing session that lasts as long as your ideas do.

For that final personal touch, don’t forget to add photos, motivational journaling cards, or even customized headers to make your planner truly one-of-a-kind. These creative accents not only inspire you but also make your planner feel like an extension of your unique personality.

Assembling Your Planner

Now that you’ve selected your planner system, inserts, and accessories, it’s time to assemble your planner. Here’s a quick guide for both disc bound and ring bound systems:

• Disc Bound System: Start by slipping your pre-punched pages onto the discs. Keep in mind that smaller discs hold fewer inserts, while larger ones can accommodate up to 170 pages. Just be careful not to overload them, as too many pages can cause misalignment and make it tricky to close your planner.

• Ring Bound System: Open the rings, slide in your pre-punched pages, and secure them back in place. We offer planner covers with 30 mm rings measuring 1 inch, so it’s best to have 100 - 150 pages at once. 

💡 Tip: When adding planner dashboards, dividers, credit card holders, or other planner accessories, keep in mind that they will take up additional space in your planner. Be sure to factor these in when determining how many pages your planner can hold.

Subscriptions for Continued Customization

To keep your planner updated and aligned with your goals throughout the year, consider subscribing to the Intention Box. This subscription offers a variety of sizes to suit your needs, including popular options as well as an unpunched version for A5 and Half Letter sizes, giving you flexibility in organizing your planner exactly how you like it.

Each month, you'll receive a curated set of planner essentials centered around a specific theme designed to inspire and enhance your productivity. Whether it's tools for goal setting, tracking habits, or staying motivated, the items in your box are carefully chosen to help you thrive. These themed kits bring fresh ideas and personalized touches to your planner, ensuring it evolves along with your journey throughout the year.

The Power of Personalization

Your planner should be as unique as you are. It’s a tool that works with you, not against you. Whether you’re looking to boost productivity, reflect creativity, or keep your life organized, a custom planner allows you to build a planning tool that supports your goals and fits your unique planning style.

We’d love to hear about your custom planner journey! Share your ideas, photos, or ask questions in the comments below. Let’s inspire each other to create planners that keep us organized and motivated throughout the year.