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Installation & Training

Ready right out of the box

You can sign up to the PlanHappy Software immediately, and with no additional software installs required.

Inside the system, you’ll find a wide range of settings and customisation to help you set-up and configure your PlanHappy Portal, including your own custom branding, workflows and automation.

Benefits of going Pro

To help you get started, there’s also a range of complimentary Account Management Services included as standard for our Professional licence subscribers such as:

  • Creating your Portal and adding users
  • Account and billing enquiries
  • Feature signposting
  • Technical support

It’s easy to get in-touch with your Account Manager, via the left-hand menu bar in your portal.

Next Steps

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