Plannr Technologies Limited

Gareth Thompson

Clients

Staff Members

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

Circles

Adding client documents

Audits

Impersonating a client

Client portal access

Creating a client

Creating relationships

Managing client details

Explaining the types of client records

Joint clients

General options for managing clients in Plannr

General

Create a custom design with text, images, and links

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Find answers and get help from Intercom Support and Community Experts

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