How to add your own company logo
Video Transcript Hello and welcome to PlanMan. In this short tutorial, I will be showing you how you can customise the portal with your own company logo. Your company logo will replace the main PlanMan…
How to add clients
Video Transcript Welcome to PlanMan. In this tutorial I will be showing you how to manage your clients. To add a client manually, either click the add client shortcut, or go to clients, active clients,…
Project Live Chat
Video Transcript Welcome to PlanMan. In this video I will be showing you the project live chat features. Each project automatically gets a live chat room, and any user can post messages to it. To…
Organise your projects with project workflows
Video Transcript Welcome to PlanMan. In this video I will be telling you all about workflows. What they are, and how they can help you stay organised with your projects. Your workflow, is essentially any…
An introduction to call logs
Video Transcript Welcome to PlanMan. In this video, we will be going over call logs. What they are, and how to record them. Call logs are used whenever someone contacts your company, and wants someone…
Assigning tasks to your staff
In PlanMan, everything revolves round projects. Projects have stages and stages can have dates (but don’t have to). What does all that mean? Think of a project as a list of things that needs to…
How to setup Stripe for card payments
Hello and welcome to PlanMan. In this video, I will be walking you through setting up Stripe, so your clients can pay their invoices via credit or debit card. We start by going to setup,…
How to add clients
In today’s short tutorial, we will be showing you how to get your clients into PlanMan. Hello and welcome to PlanMan. In today’s short tutorial, we will be showing you how to get your clients…