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Account Management

Exclusive to PlanHappy Pro

Dedicated Support For Your Business

Along with our standard Support features, PlanHappy Pro licence subscribers also enjoy access to a personal Account Manager.

Help is here

You Account Manager can assist you with a range of services, including:

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

To contact your named Account Manager, simply select a suitable time for a video call from the left hand menu bar.

Additional Guru Services Available

In addition to our standard Account Management Services, we also offer a range of additional Guru Services to help you get the best from the software. These can also be booked directly from the support menu.

Next Steps

Need to import existing data?
No problem...

If you’re looking to switch to PlanHappy from your current back office system, our data import tools make it easy to migrate your client records and data.

We can import data from any existing back office software system or build custom imports for unique data formats.

If you currently manage your existing data on a spreadsheet, we can even import that to!

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