This guide will show you how to setup the Genovo Integration!
Setting up the Addon
Enabling the Plannr / Genovo Integration is all done via Genovo system.
Log into your account with Genovo and select Integrations on the main dashboard.
Within Integrations, find Plannr and select 'Manage Integration'
On the next screen, select verify integration
You'll then be asked to authorise the connection between Genovo and Plannr, click 'Approve App'
You're now good to go for using the Genovo integration with Plannr!
Adding a Client (in Genovo from Plannr)
From within Genovo, click Add Private Client
On the next screen, click Add from CRM
Then search for the Client you wish to use
You may be asked to re-verify the connection between Genovo & Plannr
Genovo Help Guides
Should you need any other help guides on how to use the Genovo system, they have a really great help section which can be found here
