This is the area where all our training materials can be found such as FAQ’s, User manuals and E-Learning Modules.
Users Guide – The PlanPlus Planit Users Guide will provide you with an easy reference to the basic functions and features of Planit.
PlanPlus Planit Learning Circle - Webcast Registration and Login - PlanPlus Planit Learning Circle is a live weekly training community webcast designed to help you use the software effectively. Register here and then login to the webcasts from this portal.
ELearning - These new Elearning modules have been designed to allow users to choose the curriculum that is most appropriate to their business model and operating style. Learn the basics at your own convenience and at your own pace. To read more on this click here.
FAQs - Learn more about specific tasks and functions in the PlanPlus Planit by accessing our Frequently Asked Questions library. Watch for new additions, as this library will grow as users feedback their questions.
Email Quick Tips - As a Planit user you are able to receive regular emails that introduce you to various features and functions in the PlanPlus Planit. While these are automated, you may wish to revisit a previous topic to refresh your memory or perhaps even look at topics you'll receive via email in the future.
Fact Finders - In the PlanPlus Planit you are able to generate pre-populated fact finders that incorporate existing information for your client that is already in the database. While this is useful, there are circumstances where you'll want a completely blank fact finder to use for new clients who are not yet in your database.
Lunch & Learn - These training webcasts are available to PlanPlus Planit subscribers on a weekly basis. Lunch & Learn sessions are held every Wednesday at 12 pm ET (9 am PST). The sessions are approx. 20-30 minutes in length and are followed by a short Q&A period. A different topic is covered each week. View the current schedule.
The Planipedia Help Library - When you are working within the PlanPlus Planit all of the screens will have a “Help” link, which is located on the top menu bar. This link will bring you to the specific help we have on that page that you are on.
Technical Support Desk – So if you have been unable to locate the information you require in any of the above resources, you may contact Client Services either by email: email@example.com, or you may call the PlanPlus Help Desk at 1-800- 601-1762. The Technical Help Desk hours of operation are Monday thru Friday from 8:00 am to 6:00 pm.