PlanRight Limited

About PlanRight 17

• Who is PlanRight for?
• Can I use PlanRight if I don't currently use Workflowmax or Xero practice manager?
• Do I have to input my credit card to trial?
• How long is my trial?
• Can I get a trial extension?

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Scheduling 5

• Can I plan by day?
• Does PlanRight schedule by jobs?
• How do capacity calculations work?
• Can I create new tasks directly on the PR schedule?
• How do I block out annual leave/public holidays?

Sync 7

• How do I connect Workflowmax/Xero Practice Manager to PlanRight?
• What are the differences between the sync options?
• How long does the initial sync take?
• How often does the automatic sync happen?
• How does the timesheet syncing work?

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