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Getting Started With PlanRight

Includes everything you need to get started using PlanRight

Where to start - using PlanRight for the first time

Getting started - using your Schedule

Connecting to WorkflowMax/Xero Practice Manager.

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Setting up your team

Planning a job

Setting up groups

Using groups

Solving capacity problems

Using the task list

Updating Tasks & Logging Time

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Capacity colour codes in PlanRight

Forecast

Cheat sheet