Plannr Technologies Limited

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

Create a custom design with text, images, and links

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