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Introduction - where to start?

Welcome to PlanRight, we're glad to have you with us! 

If it's your first time looking at PlanRight, or you're unsure about what PlanRight provides, checkout our Welcome to PlanRight section. 

If you want to dive right in, awesome! Stick with us and you will have a PlanRight organisation up and running in no time!


Getting Started - Setting up a demo organisation 

PlanRight syncs data from WorkflowMax and Xero Practice Manager. That is to say, almost all data you use will come from WorkflowMax/Xero Practice Manager. Because of this, we have provided some some dummy data for you to play around with while you learn all about PlanRight.

Setting up for a demo is easy. Once you have signed up with us and have accepted your sign up email, you will simply need to click the "I'll use the demo data" option when prompted on your first sign in.



Once selected, you will have the pick of two planning options to choose from. If you're not sure, no worries, just use the preselected daily scheduling option and follow with "Use this Demo Data". If you want to take a look at the differences between planning modes, check out our guide here. And that's it! You now have data in PlanRight to play around with.

For more information on getting started with your data, or if you have questions, please feel free to visit our getting started data guides or visit our FAQ. If you're ready to start a trial, take a look at our starting your first trial guide.

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