How to do it
These steps are for PlanWell on the web.
- Sign in to the client portal after accepting your invitation. Select the event you want to work on if you have more than one.
- Start with the dashboard’s next steps, then use the event section navigation to find shared information. On a smaller screen, open the client portal menu to navigate.
- Use Messages to contact the business and Documents to find shared files. Complete assigned tasks or questionnaires in their sections.
- Open Booking to review proposals and agreements, and Payments for invoices. Read a proposal’s items and total before choosing Accept proposal or Decline. If declining, complete the feedback form and choose Decline proposal.