Planhat
Getting startedAn intro to upgraded Planhat (ws.planhat.com), training and setup guides
AILearn how Planhat's AI functionality can increase your efficiency- Automations and IntegrationsHow to sync data and automatically act on data via the App Center
PortalsHow to set up Portals - collaborative hubs for you and your customers/prospects
Workflows (Playbooks)Projects and Sequences for automated tasks and emails
Planhat Service Automation (PSA)Specialist features for Service Delivery / Professional Services etc.- RevenueSystem Reports, Licenses, Sales and currencies
Global Tools and Home featuresBuilt-in features of upgraded Planhat in the top gray bar or in the top left of your Home
Content - Pages etc.What Pages are, how to design them and how to organize them
Email and calendarHow to sync your email and calendar, and other email tips
Data - CRM and time-seriesPlanhat data models, calculated metrics and more
MiscellaneousHealth Scores, notifications and more!- Planhat OSArticles on the newest version of Planhat: Planhat OS
- Other articles