Staff
Staff shows tasks each staff member is allocated to in a table view sorted b...
Jobs in progress with timesheets from WFM - what to do?
When you first connect your WFM account to PlanRight, there will be times wh...
Welcome to PlanRight
PlanRight is a powerful add-on for WorkflowMax and Xero Practice Manager...
Notifications
Turn on/off task start or due email notifications to allocated staff using t...
Setting up your first PlanRight trial
Great! You're ready to get started with your first trial. Follow the be...
Can I turn off 2-Step Authentication for logging into PlanRight?
No, 2-Step Authentication cannot be turned off. It is an important security ...