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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.

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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