How can we help you today?
Recent articles
Getting Started With PlanRight
Where to start - using PlanRight for the first time
- Introduction - where to start?
- Signing up and logging in with Xero
- Setting up your first PlanRight trial
- How to navigate through PlanRight
- Guide to picking your first sync mode
Getting started - using your Schedule
Connecting to WorkflowMax/Xero Practice Manager.
- How to connect to WorkflowMax/Xero Practice Manager
- Plan in PlanRight
- Plan in WorkflowMax
- The First Sync
- Sync Modes
Setting up your team
Setting up groups
Using groups
Solving capacity problems
Using the tasks page
Updating Tasks & Logging Time
View all (8)Cheat sheet
- Connecting to WorkflowMax/Xero Practice Manager
- Setting up your team
- Planning a job
- Setting up groups
- Solving capacity problems
FAQ
About PlanRight
- Who is PlanRight for?
- Can I use PlanRight if I don't currently use Workflowmax or Xero practice manager?
- Do I have to input my credit card to trial?
- How long is my trial?
- Can I get a trial extension?
Scheduling
Sync
- How do I connect Workflowmax/Xero Practice Manager to PlanRight?
- What are the differences between the sync options?
- How long does the initial sync take?
- How often does the automatic sync happen?
- How does the timesheet syncing work?