Quick Start
Editing Account Details
To edit your account details, go to the Settings page and click account details on the left hand side. You can also navigate here by going to the arrow next to the profile icon in the top right and selecting My Account. In this section you are able to updaFew readersFiltering Contacts
When searching on the Contacts page, there are a variety of filters you can use to narrow down your results. Selecting More Filters gives the following advanced options for filtering: The first four fields are visible with or without the More Filters oFew readersNavigating around Plannr
When you log into Plannr, you’ll see the navigation bar collapsed to the left hand side. In this navigation bar, there are several icons that represent the following: a) Expand the Nav Selecting this icon allows you to expand the navigation bar, bringing up the different section details. b) Home This icon takes you to your home dashboard. c) Contacts This takes youPopularNotifications
Notifications in Plannr can be found from the bell icon at the top of any page in Plannr. Clicking on this bell opens up the following modal. Any new notifications, such as the first oneFew readersRocketbar
We have a cool feature with Plannr called the Rocketbar and it helps you quickly navigate around Plannr! You can search for anything in Plannr using this feature i.e create a new client, create a new note. To access this bar, hit the / button on your keyboard or select the rocket icon at the top of every page. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04Few readersSearching
The Plannr search feature allows you to quickly and easily find anything you need. Our search is optimised so that if you misspell something there's a good chance we'll still find it. You can also search multiple words and we'll return the most relevant results. How to Search There are two methods of searching in Plannr. The first and easiest way is by using the Search Bar. At the top of every page in Plannr is the Search Bar. (https://storage.crisp.chat/users/helpdesk/websiFew readersSetting Up 2FA
2-Factor Authentication adds a layer of security to your Plannr account and as such we would recommend all Plannr users enable it. Navigating to 2FA in Settings Select the Settings tab from the left hand side menu Select Account Details. Here you’ll see a section titled Manage 2-Factor Authentication. Setting up SMS 2FA Selecting the SMS 2FA optSome readersSwitching Accounts
In Plannr you have the ability to access multiple account using just one login. If you've been invited to more than one account you'll spot three dots in a vertical line next to the branding of the account you've logged into. Something like this: If you click anywhere in that panel where the branding is shown you'll be presented with our account switcher: (https://storage.crisp.chat/users/helpdesk/Few readersTime Logging
In Plannr, you have the ability to log the time you spend on a specific thing. Starting a TImer To start a Timer, select the clock icon from the bar at the top. This will open up the following modal. Form here, you can enter in what you're working on, and link it to a specific client if you wish. You can either have a timer for a set period of time, or you can hFew readersWelcome Widget
The Welcome Widget helps you get set up in Plannr! Select the Welcome Widget Icon Following these videos and viewing the linked documents will get Plannr personalised to you and your business and each point has a checkbox to tick when complete which will move the sectiSome readers
Your Team
Adding an Employee
Adding an Employee Contact Record Go to the Contacts tab from the left hand side menu Go to the top right hand side and select Add New Choose Employee This will bring up a modal to enter in the employees details Decide if the employee is also a Prospect. Enter the employee’s first and last name Enter their email address Enter their mPopularEmployee Roles
Within Plannr, employees can have one of three roles. More information on creating an employee login is available here. Member Users have day-to-day access to Plannr. They cannot access the Settings area, Key Metrics, Income Reconciliation, Reporting/Exports and Imports. They cannot see other individuals' Tasks or clients in Groups that they are not a part of. Admin Users have access to control all Settings except for BillinSome readersEmployee Access and Delete Permissions
An employee’s ability to access Plannr is now controlled under the Access tab. Once an employee is created, you can decide whether or not they should have a Plannr login, and what permissions they should have. More information on adding an employee is available here. From your new employee, go to the Access tab. From here, add a new login either via the Create Login option or the Add New button in the top right. (https://storSome readersManaging Employees
To get a list of all your employees, go to the contacts tab and filter by account type employee. Above their name will be their role- either Owner, Admin or Member. From here, click on the employee you want to manage. To edit their details, select Actions and Update Basic Details. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd8Few readersSharing Your Meeting Booking Link
If you use meeting booking services like Calendly you can share your personalised meeting booking link with clients through the client portal so that your clients can book meetings into your diary automatically. To do this, please go edit the employee that you would like to add a meeting booking link to. From the actions button please select "Update basic details" You'll be preseFew readers
Your Company
Branding Colour Guide
This guide will help you to identify the different areas of the app and emails where the colours are used - this will help you when planning out your own custom colour schemes. The sidebar sections relate to the app colour customisation, and the email branding is specific to the notification emails sent from the app to your employees and clients. Looking at the sidebar cPopularEditing your Branding
In this section you can change the colours of Plannr to match your firms branding and your companies logo. On the left hand side select settings. Then click branding. You can change the colours of every element within the app, the colour scheme for your branded emails, and add your company logo, icon and banner image. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshSome readersSetting Up a Branded Client Portal
In Plannr, you have the ability to personalise the login page to match your firm’s branding. Go to the Settings tab from the left hand side menu of any page in Plannr. Select Branding. When in *Few readers
Conversations and Notes
Conversations
Conversations are a great way to get in touch with your clients through Plannr. Clients can also create conversations with their advisers in Plannr! Creating a Conversation Select the Conversations icon from the top right hand side This brings upFew readersNotes
On a client’s page there is a notes page. You can add notes to keep on top of everything i.e. making note of an attempted call or meeting minutes. Clicking into this box allows you to enter in your message, including mentioning colleagues with the @ symbol. When ready, press the green send icon. Note Types There are four different types of notes, indicated by these symbols:Few readersMessage Reactions
In case you are rushed for time or simply want to react to a message we have added emojis! More information on Conversations is available here Hover over the message you'd like to react to and emoji reactions will appear on the left! Just click on the appropriate emoji and that's it!Few readersMentions
You can mention other clients/employees within conversations and notes. To do this open your conversation or note and type '@' this will load people you can tag. Select the person you'd like to mention and press send.Few readers
Feedback and Improvements
How to Provide Feedback
Let us know what you think about your Plannr team! From your Plannr site Click the drop-down next to your Initials in the top right of your screen: Scroll down and select Roadmap & Updates: This opens our system where feedback can be provided butSome readersRaising a Feature Enhancement
Tell us your great ideas! It's very easy to let us know your thoughts when it comes to improved functionality on Plannr - and we love to hear your suggestions as it helps us shape the system that truly makes your lives easier. From within your Plannr app, click on the dropdown menu next to your account initials (top right), and select Roadmap & Updates From here, a windoSome readers