Plannr Technologies Limited

Verifying your FCA Number

Learn how the Plannr webhooks feature works, as well as integrating to apps like Zapier!

Webhooks

Personal Access Tokens

How can I locate my Firm UUID in Plannr?

Branding colour guide

Editing your Branding

System generated emails (from no-reply@plannrcrm.com)

Client Service Levels

Guides on configuring your Plannr settings!

Settings

Case Types

Case Statuses

The ability to set your firm defaults when it comes to task completion within a case.

Task Defaults in Cases

Cases

Client statuses

Client Statuses

Custom field settings

Custom Fields

Default folder structure

Default 'pseudo' Folders

How do I troubleshoot document upload issues and understand validation warnings in Plannr?

Guides for setting up default folder structures

Folders

Setting up your expenditure

Guides on how to tailor expenditure sections

Expenditure

Editing a fact find

Finding fact find information

How can I complete a fact find on behalf of a Client?

Creating a new template in Plannr's template builder for your fact finding

Fact find template builder

Changes to fact finds after the fact find V3 release

Migration of pre-existing fact find schemas to new fact find templates

Once you've created a fact find, it's time to send it to a client to fill out!

Starting a fact find session

This article will guide you through the steps of generating and downloading a fact find snapshot.

Generating a fact find snapshot

How to impersonate a clients fact find

Articles on setting up your business fact finds. 

Fact finds

Adding a group

Adding people to a group

Groups

About our email integration

Setting up your mailbox

Email Integration

Restricting access by IP

Security

Customising your tags

Task Statuses

Plannr now lets you add Checklists to a Task, so you can break a Task down into a tracked list of items and tick them off as you work.

Checklists on Tasks

Learn to configure your task boards in Plannr

Tasks

Setting up workflows

Learn how to set up reusable task lists (called workflows) in plannr

Workflows

Create a custom design with text, images, and links

Visit our website

Visit our community

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.