Business Clients

• Staff Members

  When you have a Business Client, you can add staff members to the business. These staff members must already be listed as individual clients in Plannr. Adding Staff Members From the business client, go to Add New From the drop-down list that appears, select Staff Member (hSome readers

General

• Adding Documents

  You can add and organise your clients' documents easily in Plannr. From the Client Dashboard, select Work and then Documents. Here you can see all your folders and documents. By default, you will have folders for Plans, Conversations and Cases, in addition to any you set up via the Default Folder Structures. More infomation on this is available hereSome readers

• Audit

  Under the client you'd like to view, select the tab work and then audits. This page demonstrates any changes that have happened in the clients profile. The left hand column will show who made the change, the red column shows the old value, the green shows the updateFew readers

• Client Impersonation

  Within Plannr, you can Impersonate your Client to see how the Portal looks for them. This article will explain how to activate the Impersonation request. Please note, your Client must already have Client Portal access enabled, for the Impersonation request to work. For more information on how to activate a Client on the Portal, please click here Go into the relevant Client Record, then complete the following steps:Few readers

• Client Portal Access

  From an Existing Client Go to the desired client's page and select Add New and then Login. The following modal then appears allowing you to input the client's details and decide on what should be available for them within the portal. Either choosePopular

• Creating a Client

  From the Dashboard, select Quick Add. You can also add a new client from the Contacts page. From here, select Add New Client This brings up the following modal with sections along the left hand side. First, fill in the basic client details. This is the only section that has mandatory fields (unless you havSome readers

• Creating Relationships

  You can create Relationships between clients in Plannr Click into the client you'd like to edit. Go to the Personal Details tab, then click Relationships. Select Add New. This brings up the following modal Select the client from theFew readers

• Managing Client Details

  You can update client details at any time in Plannr. Firstly navigate to the desired client page. From here you’ll see an Actions button in the top right. Selecting this brings up a dropdown menu with the option to Update Basic Details. Choosing this will bring up the client’s details in a format like the one present when creating a client (/en/article/creating-a-clientFew readers

• Types of Client

  In this article, we'll go over the different types of Client you can create and why they're useful. Prospects In Plannr, while you can create regular clients, you also have the option to create Prospects. Clients are established customers of your company, e.g. paying customers with whom you likely have dealt with before. Prospects are potential customers that are at the enquiry stage, e.g. customers you will not have worked with before. If you ever need to change a proSome readers

Joint Clients

• Joint Clients

  In Plannr, we have four different client types. This article will focus on Joint Clients. Adding a Joint Client When going to add a new client, you will see the option to select joint as the client type. In Plannr, a joint account is made from two individual accounts. You can choose to either select the individual clients that make up the joint account from your existing client records, or you can create new individual clientsSome readers