Help centre

Sign in and check your account’s sign-in methods

Use your PlanWell sign-in method, reset an email password, and review connected account identities.

For planners & clients · Your account

How to do it

These steps are for PlanWell on the web.

  1. Use your email and password on the sign-in page, or an available provider sign-in button for the identity you use with PlanWell. Complete email confirmation or a security check if prompted.
  2. If you forget your password, choose Forgot password? on the sign-in page. When already signed in, open your account menu: business accounts choose Settings → Your account; clients choose Settings. Use Send password reset link to send instructions to your account email.
  3. In those account settings, review Ways to sign in to see which identities are connected. Use Sign out in the account menu when finished on a shared device.

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