How to do it
These steps are for PlanWell on the web.
- Create your planner account and confirm your email address. PlanWell then asks four things before your workspace opens: your name, your business name, a phone number, and what you mostly plan. Choose Start my free month: every feature is included for 30 days, and no card is needed.
- Before the trial ends, choose Solo, Studio, or Enterprise from See plans in the sidebar. If it ends first, the planner pages pause until you choose a plan. Nothing is deleted, and your clients keep their portals.
- As the workspace Admin, open Settings from the account menu and choose Company. Enter your business name, contact details, website, mailing address, and Business time zone, then choose Save business details.
- Review Client portal branding before inviting clients. Then open Events to create your first event.