Case Options

• Case Statuses

  In Plannr you have the ability to create Case Statuses which appear next to the case name. These statuses can help you organise clients and can be updated at any time. Editing Case Statuses Go to the Settings tab from the left hand side menu and select Case Options (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-11-at-1555Few readers

• Case Types

  In Plannr, you can customise your Case Types. To do this, go to the Settings tab from the left hand menu and select Case Options. From here, select Case Types. Here you can see all your current case types! (https://storage.crisp.chat/users/helpFew readers

Client Statuses

• Client Statuses

  In Plannr you have the ability to create client statuses which appear next to the client’s name. These statuses can help you organise clients and can be updated at any time. Creating a Status To create a client status, go to the Settings tab from the left hand side menu and select Client Statuses. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800Some readers

Custom Fields

• Custom Fields

  You can create a new custom field to appear on plans, clients, task & cases. Follow this interactive guide to setting up a custom field here. Adding Custom Fields Go to Settings from the right hand side menu From here, select Custom Fields Here you'll see all existing custom fields, including their typeSome readers

Default Folders

• Default Folder Structures

  In Plannr, Folders are used to organise client or case documents. While you can make new folders on a specific case by case basis, you can also set up the ability to have default folder set ups for different types of clients/cases. Follow our interactive guide on Setting Up Default Folder Structures here.Some readers

• Default 'pseudo' Folders

  When a contact is created (No site Defaults Folders Setup) the following will be added: Cases Conversations Plans As work is done within a contact record then additional folders will be created as follows: Document Builder Document Signatures Fact Finds WitFew readers

Expenditure

• Completing a Client's Expenditure

  More information on Expenditure can be found here. To view expenditure from a client’s page, go to Personal Details and then Expenditure. Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages. Circle Clients For circle clients, you navigate to ExpenditurFew readers

• Expenditure

  Plannr allows you to customise your expenditure to help with cashflow modelling. Setting Up Expenditure The Expenditure section can be found by going to the Settings tab. From here, you can either edit the Life Stages or the Expenditure Structure. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2025-03-13-at-160019ku2tis.pFew readers

Factfind Schemas

• Creating a Factfind

  Factfind is a feature that allows you to send a client a form for them to fill in. The information they input will be automatically added to the appropriate section on the client’s account. Select Factfind Schemas under the Settings section from the menu on the left. Select Add New to create a new schema. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6Some readers

• Editing a Factfind

  After sending a Factfind to a client, you may find the need to edit it after the client has submitted. Go to the Contacts tab from the left hand side menu. Select the client with the factfind you need to change. Click on the Work tab to bring up the following options. Select Factfind Requests. (https://storage.crisp.chat/users/helpdesk/website/bdf40aFew readers

• Factfind Sections

  There are various sections you can select to make up your bespoke Factfind. More information on Factfinds can be found here When you send a factfind request, the client will receive a branded email to the primary email address on their record, along with a notification in their client portal. (https://storage.crisp.chat/users/hSome readers

• Finding Factfind Info

  Once a client has completed a Factfind that they have been sent, the information they have entered will immediately be updated in their client record in your Plannr site. This guide will detail where to find the information from each section of the Factfind. More information on Factfinds can be found here Overview Select the Contacts option from the left side of any screen in Plannr. Select the desired client and click on their nFew readers

• Joint Factfinds

  Factfinds can be sent to joint clients to collect both clients' information in one! Further information on creating a factfind can be found here. Sending a Joint Factfind As with individual factfinds, sending a joint factfind is simple! From inside your joint client: Select add new. ChooseFew readers

• Sending a Factfind Request

  Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here. Go to the relevant client and select Add New From the dropdown list that appears, select Factfind Request This brings up the following modal: Select the Client using the drFew readers

Groups

• Adding a Group

  Groups can be used to categorise individuals in Plannr. To add a group, go to the Settings tab and select Groups. Here you can see all your existing groups. To add a new one, select Add new group from the top right. (httpsSome readers

• Adding People to a Group

  Adding people to a Group in Plannr is easy! More information on Groups can be found here. From the Individual’s page To add an individual to a Group from their page, go to Actions and select Update Basic Details. From here, click on Service then you can update which Groups the individual is in. A contact recorFew readers

Mailboxes

• Email Integration

  In Plannr, you can store and sort your emails from clients easily. To watch a quick video of the integration, click here. Mailboxes Your Mailbox can be found in the Settings area of Plannr, and here you will see all the mailboxes that are currently linked to this site. More inPopular

• Email Integration - Setting up your Mailboxes

  Here's how to set up your mailboxes to sync messages to Plannr. Setting up your Mailboxes Go to the Mailboxes tile from the Settings tab. From here, select Add New and choose the appropriate Mailbox type: Clicking this brings up the following for you to fill iPopular

Security

• IP Restrictions

  IP restrictions allow you to limit where people can log into your Plannr from. Setting Up IP Restrictions You must be an Owner or Admin to do this, more info on employee roles is available here. From the Settings tab, select Security. (https://storage.crisp.chat/users/helpdesk/webFew readers

Tags

• Tags

  Tags are a useful way of quickly categorising clients, or capturing soft facts that you would like visible on their contact record at a glance. Managing Tags To get to the Tags page, go to Settings and then Tags. Here you can see all existing tags. You can edit or delete a tag by going to that tag and selecting either the pen or bin icon respectively.Few readers

Task Board

• Task Statuses

  Task Statuses are used to categorise your Tasks in Plannr. This also customises the columns on the My Tasks task board. More information on Tasks is available here. Viewing Task Statuses You can navigate to Task Statuses from the Settings tab on the left hand side menu.Few readers

Workflows

• Workflows

  In Plannr, Workflows are a way of standardising processes within your business. A Workflow is made up of Tasks and these can be assigned to anyone in the business, even clients. To create a Workflow, go to Settings from the menu on the left. From here, select  Workflows. Here you can see all existing  Workflows. Select  Add New to createSome readers

• Verifying your FCA Number

  Your FCA number is can now be saved and stored against your firm on your Plannr site. This is required for EDI and upcoming improvements to our Addons. Adding your FCA number To access the FCA verification page, go to Settings and then select FCA from the list on the left hand side. You can also access this area from the top right by clicking on My account and thSome readers