Plannr Technologies Limited

Gareth Thompson

Zoe Bennett

Abi Hortin

Clients

Staff Members

Business Client Fields

Learn how to set up your business clients in Plannr

Business Clients

Creating a circle

Sending a fact find request to a circle

Fact find access controls

Working with your circles and giving them the correct circle portal access

Portal Logins for Circles

Circles

Adding client documents

Audits

Impersonating a client

Client portal access

Creating a client

Creating and viewing client goals

Creating relationships

Managing client details

Explaining the types of client records

Managing duplicate client records

Zoe Coxon

General options for managing clients in Plannr

General

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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