Advisors on the go can experience their client’s itineraries and travel details while using the app. Advisors will need to be using the PlanitEasy Pro platform in order to share itineraries and travel details with their clients.
Download the Advisor PlanitEasy app from the your mobile phones app store using THE SAME email address that you use for PIE.
Features Included
Messaging center including inbox & sent messages
Download PDF itinerary version
View & share itinerary
Current, upcoming & past itineraries will be displayed
Access to app while offline
