About PlanRight
PlanRight is ideal for anyone using WorkflowMax (WFM) or Xero Practice Manager (XPM) who wants the ability to schedule their staff, view capacity and mak...
Thu, 14 Nov, 2024 at 10:12 PM
No. PlanRight is currently designed to only sync Job and Task data from WorkflowMax or Xero Practice manager. However this means your workflow manager an...
Thu, 14 Nov, 2024 at 10:12 PM
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 expiratio...
Thu, 14 Nov, 2024 at 10:12 PM
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’ us...
Thu, 14 Nov, 2024 at 10:13 PM
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 ...
Thu, 14 Nov, 2024 at 10:13 PM
Subscribing to PlanRight is simple and quick. Select “Signup” on the PlanRight webpage https://go.planrightapp.com/signup. Use the Continue Sign up with ...
Thu, 14 Nov, 2024 at 10:13 PM
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 wit...
Thu, 14 Nov, 2024 at 10:14 PM
You can schedule 1 - 150 users in PlanRight. Get in touch with us if you want to schedule more than that.
Thu, 14 Nov, 2024 at 10:14 PM
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 m...
Thu, 14 Nov, 2024 at 10:14 PM
PlanRight has basic reporting functionality. Export the Schedule to PDF or export the Forecast to PDF or .csv.
Thu, 14 Nov, 2024 at 10:14 PM