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When it comes to implementing new systems into your business,

we know it’s never one size fits all.


While there are many DIY’ers out there who enjoy nothing more than getting stuck in, there are others who prefer to have someone do it for them. And, of course, those who sit somewhere in the middle.


We also know that no two business are the same and extra support may be required to get a system that really works for you.


So, at PlanHappy, our team of technical Gurus have got you covered. Whether that be completing a bulk transfer of client files for you, working with you to set up bespoke processes or training your team on how to create custom workflows – we can do it all.

Discover all the ways that PlanHappy Gurus can help

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You can access our PlanHappy Gurus whenever you need them and only use them for only the bits that you need – helping you stay in control of the time, spend and costs.


If it’s just a bit of ad-hoc support you’re after, you can book this directly from the Portal. The cost per hour is £75. Or, for larger projects such as a full process install, we will provide a fixed cost dependent on the scope of work required.


We’re also great mind-readers. So, if you have processes but there just in your head…we can help get them out and into the software!

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