Learn about Plannr
Video Resources
-
A Closer Look at the Client Portal
-
A Closer Look at the Document Builder
-
A Deep Dive into Cases
-
A Deep Dive into Contacts
-
A Deep Dive into Plans
-
A Deep Dive into Workflows
-
Adding a New Business Event
-
Adding a Wrap Product
-
Adding an Employee
-
An Introduction to your Plannr Homepage
-
An Overview of your Plannr Dashboard
-
Automation Engine: Building and Running a Blueprint
-
Building and Sending Forms in Form Builder
-
Configuring your Settings Part 1
-
Configuring your Settings Part 2
-
Creating Tasks and Subtasks
-
Factfind Schemas and Requests
-
Form Builder Regular Fields
-
Importing your Data into Plannr
-
Plannr Quick Tips: Accessing Help & Support
-
Plannr Quick Tips: Accessing the Roadmap & Changelog
-
Plannr Quick Tips: Account Switcher
-
Plannr Quick Tips: Adding Claims to a Plan
-
Plannr Quick Tips: Adding Contact Details
-
Plannr Quick Tips: Adding Cover to a Plan
-
Plannr Quick Tips: Creating a Case
-
Plannr Quick Tips: Creating a Client
-
Plannr Quick Tips: Creating a Document Template via Upload
-
Plannr Quick Tips: Creating a Factfind Schema
-
Plannr Quick Tips: Creating a One-Off Document
-
Plannr Quick Tips: Creating a Plan
-
Plannr Quick Tips: Creating a Task
-
Plannr Quick Tips: Custom Fields
-
Plannr Quick Tips: Dependants
-
Plannr Quick Tips: Editing Client Details
-
Plannr Quick Tips: Email Integration
-
Plannr Quick Tips: Embedding a Public Form
-
Plannr Quick Tips: Generating a Document from Template
-
Plannr Quick Tips: Groups
-
Plannr Quick Tips: Joint Client Record Switcher
-
Plannr Quick Tips: Joint Clients
-
Plannr Quick Tips: Notes
-
Plannr Quick Tips: Relationships
-
Plannr Quick Tips: Tasks Bulk Actions
-
Plannr Quick Tips: Valuations & Holdings
-
Plannr Quick Tips: Welcome Widget
-
Sending a Signature Request
-
Setting Up Default Folder Structures
-
Setting Up Seccl and Generating Illustrations
-
Taskboard and Filters
-
The Tags System
