1. Subscribing to PlanRight is simple and quick. Select “Signup” on the PlanRight webpage https://go.planrightapp.com/signup. Use the Continue Sign up with Xero option and use your Xero credentials to login. You will then be asked to give access to your information from Xero. Once that is done, you will be redirected to a form which asks for some basic details to complete the sign up process. This process takes you into a trial state and you can choose Demo data or an active trial that syncs data from WFM/XPM.

Once you have an active trial you can subscribe, by selecting Settings > Billing and selecting which plan you prefer (Team or Premium). Remember to read and accept the Terms and Conditions before clicking the Subscribe button. At this stage, you will be asked to enter credit card details and complete your subscription.