About PlanRight

Who is PlanRight for?
PlanRight is ideal for anyone using WorkflowMax (WFM) or Xero Practice Manager (XPM) who wants the ability to schedule their staff, view capacity and make m...
Tue, 30 Jun, 2020 at 4:21 PM
Can I use PlanRight if I don't currently use Workflowmax or Xero practice manager?
No. PlanRight is currently designed to only sync Job and Task data from WorkflowMax or Xero Practice manager. However this means your workflow manager and j...
Mon, 14 Sep, 2020 at 3:09 PM
Do I have to input my credit card to trial?
No. Your 14-day trial of PlanRight is absolutely free.  You will not be asked for credit card details during your trial period.   At the expiration of your...
Mon, 14 Sep, 2020 at 3:24 PM
How long is my trial?
You will have 14 days to trial PlanRight and the ability to trial using either our demo data, or syncing to your WFM/XPM account for an ‘Active trial’ using...
Tue, 30 Jun, 2020 at 4:23 PM
Can I get a trial extension?
Yes. We appreciate that fluctuating workloads mean that sometimes people don’t have time to get the most out of their trial period.  Simply reach out to us ...
Tue, 30 Jun, 2020 at 4:23 PM
How to I begin my subscription with PlanRight?
Subscribing to PlanRight is simple and quick. Select “Signup” on the PlanRight webpage https://go.planrightapp.com/signup. Complete the form and click “Sign...
Mon, 14 Sep, 2020 at 3:20 PM
What is the difference between PlanRight Team and PlanRight Premium?
Ideal for any number of users, PlanRight Team gives you a granular view of your scheduling and the ability to future-plan more confidently.  It syncs with X...
Mon, 14 Sep, 2020 at 3:19 PM
Is there a limit to how many staff can be managed in PlanRight?
You can schedule 1 - 150 users in PlanRight. Get in touch with us if you want to schedule more than that.
Mon, 14 Sep, 2020 at 3:21 PM
What are the differences between Monthly and Weekly planning?
Monthly planning gives the user all the functionality of weekly planning and adds a few more screens to allow a monthly aggregation of schedule data, a mont...
Tue, 30 Jun, 2020 at 4:22 PM
Does PlanRight have reporting?
PlanRight has basic reporting functionality. Export the Schedule to PDF or export the Forecast to PDF or .csv.
Mon, 14 Sep, 2020 at 3:22 PM