Automations

• Creating Automations

  In Plannr there is an inbuilt automation engine that can be set up to automate tasks that would otherwise take hours. This guide will detail how to set this up and what it looks like in action. Setting up a Blueprint From any page in Plannr, select Automations from the left hand side menu under the Business tab. Select Blueprints From here all the currenSome readers

• Automation Blueprint Triggers and Conditions

  Automations are a nifty way of speeding up processes within your business. They rely on Triggers to start the automations and they can have Conditions in order for the automation to run. More information on running automations is available here. Triggers Automations can have three triggers: Client Created: These automations will run when the client is first added to Plannr. Client Updated: These automations will run wheSome readers

Document Builder

• Document Builder

  In Plannr, you have a fast and efficient way of creating documents- The Document Builder! From any page in Plannr you can find the Document Builder under the Business tab from the menu on the left hand side. Creating a TemplatePopular

• Document Builder Elements

  This article details the different elements of the Document Builder. More information on the Document Builder is available here. Editing Options Along the top you can see the different options you have within the Document Builder. Save - Saves the document. Open - Gives you the option to open a .docx or .doc file in the DocSome readers

• Document Builder - Placeholders

  We've now created a helpful guide which outlines the current placeholders available within Document Builder! You can download the guide here In the first column, you'll find the Placeholder Name & Description - The description is there for some of the placeholders that aren't always self explanatory. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2024-05-24-at-Few readers

Form Builder

• Form Builder

  Form builder allows you to make bespoke forms within Plannr, to send to clients/employees, embed on an external website or to use internally for client records. Further information on Sending Forms is available here. Adding a New Form Go to the Form Builder tab on the left hand side menu under the Business section Select Add New. (https://storage.crisp.chat/users/helpdesk/websiSome readers

• Sending a Form

  Once you’ve created your form in Form Builder, you're now able to send a Form. There's a couple of different options for this: Sending a form to a Client Sending a form to an Employee Adding a form to a client record, for an internal procedure Sending a form to a Client To send a form to a client, go into a Client record. Click Add New in the top-right hand corner Select Form RequestFew readers

• Including Form Builder on your WordPress site

  In this article we’ll go through a few of the ways you can include your formbuilder form on your wordpress site. This article already assumes you’ve created a form within Plannr and are ready to include it using the HTML, Script and Style tags. Default Editor (Gutenburgh) Select/find the page where you’d like to add the form and add a new section. I have found the Custom HTML element to be best for tFew readers

Imports

• How to get Bulk Valuations from Providers (to upload into Plannr)

  In Plannr you’re able to bulk upload valuations against your clients policies, should there not be a datafeed in place. This guide will explain how you can pull the data from the various provider systems (where available). If a Provider isn't listed, they're either already integrated or we were unable to get a response from them, at time of writing this article. Importing Valuations into Plannr The valuations import spreadsheet requires the following information: (https://stoFew readers

• Business Staff Member Import

  In Plannr, you have the ability to import Business Staff Members. More information on Imports is available here. Completing a Business Staff Member Import Import Download the CSV Template Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, whereFew readers

• Charges Import

  In Plannr, you have the ability to import Charges, this is the Charge Schedule and not the actual expectations, expectations will then be created automatically based on the charge schedule. More information on Imports is available here.Some readers

• Client Import

  You can easily transfer your client data from your existing backend software into Plannr by downloading the data as a CSV. Information on the Data Fields and Types is available here. Go to Imports from the Business tab on the left hand side menu. Select Add New. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-26-at-125645ua649v.pSome readers

• Client Import - Creating Joint Clients

  You can easily create Joint Client records, via the Client Import function within Plannr. Once you've created your Individual Clients and you want to create a Joint Client record to link them to, follow these steps: Go to Imports from the Business tab on the left handFew readers

• Group Scheme Members Import

  Our Importer has the ability to add members to your Group Scheme via csv import. More information on Group Schemes can be found here. Download the Staff Member Import Template. You can find this by going to the importer under the Business tab and going to add a new Business Staff Member Import. (https://storage.crisp.chat/users/helpdesk/website/bdFew readers

• Imports

  In Plannr, you can easily import information from other sites. Go to Imports under the Business tab from the menu on the left. Select to the Add New button on the top right hand side. Select the relevant option, in this example we will be importing clients. Decide what importing method you wish to use: Validate- used to confirm there are no erroSome readers

• Notes Import

  In Plannr, you have the ability to import Notes. More information on Imports is available here. Completing a Note Import Download the CSV Template Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the type of importer you wFew readers

• Plans Import

  You can easily transfer your plan data from your existing backend software into Plannr by downloading the data as a CSV. Information on the fields and options is available here. Go to Imports from the Business tab on the left hand side menu. Select Add New. You're theSome readers

• Premium History Import

  In Plannr, you have the ability to import Premium History. More information on Imports is available here. Completing a Premium History Import Download the CSV Template Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the tFew readers

• Valuations Import

  In Plannr, you have the ability to import Valuations. More information on Imports is available here. Completing a Valuation Import Download the CSV Template Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the type of impoFew readers

• Tasks Import

  In Plannr, you have the ability to import Tasks. More information on Imports is available here. Completing a Tasks Import Download the CSV Template Go to Imports from the Business tab on the left hand side menu. From here, select Add New as if you were going to complete the import. You'll be taken to the Import Wizard, where you can select the type of importer youFew readers

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Reporting / Exports

• Charges Export

  In Plannr, you have the ability to export Charges, thee are the Charge Schedules and not the expectations. More information on exports is available here. Generating a Charges Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New.Few readers

• Client Reporting Filters

  When creating a report, there are multiple ways to filter for the information you require. This guide will detail the difference between the filter options in Plannr. Here you can filter by groups. More information on groups is available here. Select the mode. This can be all clients of the selected group or select clients of the group. Choosing select clients brings up a box allowing you to type to find the desired client. This filtFew readers

• Detailed Holdings Export

  In Plannr, you have the ability to export Holdings. More information on exports is available here. Generating a Detailed Holdings Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New. Select Holdings Export. Enter a nameFew readers

• New Business Events: Reports and Export

  Further information on New Business Events is available here. NBE Reports Select the Reporting tab from the left hand side menu Press the Generate New button in the top right Select New Business Summary Report. Give the report a name. Use filters to select which clients you want to appear on this report.Few readers

• Notes Export

  In Plannr, you have the ability to export Notes. More information on exports is available here. Generating a Notes Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New. Select Notes Export. Enter a name for your report.Few readers

• Plan Export

  In Plannr, you have the ability to export Plans. More information on exports is available here. Generating a Plan Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New. Select Plan Export. Enter a name for your report. FFew readers

• Premium History Export

  In Plannr, you have the ability to export Premiums. More information on exports is available here. Generating a Premiums Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New. Select Premium Export. Enter a name for your rFew readers

• Reporting / Exports

  Need to export your data out of Plannr? This can be done easily using the Reporting feature. From the left hand side menu, select Reporting under the Business tab. Here you'll see all previous reports and any report templates that have been saved. For now, we're going to look at creating an export so select Generate New. Now select what type of report you'reSome readers

• Tasks Export

  In Plannr, you have the ability to export Tasks. More information on exports is available here. Generating a Task Export Go to Reporting under the Business tab on the left hand side menu. Here you can see all your previous exports. Select Generate New. Select Task Export. Enter a name for your report. 5Few readers

Signature Requests

• Signature Requests

  To send a Signature Request, you first need a document to sign. To do this, the document must have the appropriate signature Data Placeholder in a document from the Document Builder. Setting up the Signature Request Go to the Signature Requests from the Business tab on the left hand side menu. Select New Signature Request. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fdSome readers