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Step-by-step guides for every part of the Plannor platform. Find what you need below.

All Topics

Getting Started

4 guides

Introduction Sign Up & Onboarding Subscription Plans Dashboard Overview

Participants

8 guides

Add & Manage Participants Care Plans Goals & Goal Tracking NDIS Budget Tracking Progress Notes Medications Incidents & Reporting Risk Assessments

Staff Management

7 guides

Add & Manage Staff Compliance & Certificates Competency Matrix Staff Onboarding Training & LMS Leave Requests Timesheets

Rostering & Shifts

3 guides

Creating & Managing Shifts Open Shifts Recurring Shift Templates

Billing & Finance

4 guides

Invoices & Billing NDIS Claim Files (PRODA) Payroll & Payslips Service Agreements

Documents & Forms

3 guides

Document Management Custom Forms PDF Forms

Reports & Analytics

2 guides

Reports & Analytics Executive KPI Dashboard

Communication

2 guides

Messaging Mailbox (Email)

AI Tools

2 guides

AI Chatbot AI Connectors (MCP)

Platform

3 guides

Settings Integrations Notifications