Overview

Getting Started Contents
Follow these steps to start using PlanRight as quickly as possible: Connect to WorkflowMax/Xero Practice Manager Pick your Planning Mode Set up your tea...
Mon, 23 Mar, 2020 at 10:46 AM
Pick Your Planning Mode
When you first sign up to PlanRight, you'll be given a few options on how you'd like to set up your account. You can choose to use demo data o...
Mon, 23 Mar, 2020 at 10:53 AM
Connecting to WorkflowMax/Xero Practice Manager
In order to use PlanRight, you’ll need to connect to either WorkflowMax or Xero Practice Manager. The steps are the same, whether you are connecting to ...
Mon, 23 Mar, 2020 at 9:56 AM