Set Up
Getting started using PlanitEasy. Learn how to use the PlanitEasy planning flow from start to finish.
By Robbie and 2 others3 authors19 articles
Setting up your Email on PlanitEasy
Uploading a Logo to your Profile and Invoice
Daily Operations Summary Email
Managing Permissions for Users
Step-by-Step Flow After Receiving A Trip Request Form
Adding Terms & Conditions/Important information to Itineraries and Proposals.
Importing data from TESS
How to integrate your Sabre account
Training Videos on our YouTube Channel
Demo or Training with PlanitEasy Team
Managing Task Notification Settings
User Roles
Email Signature in My Account
10 Step Course
Customizable Tables
Main Menu
Creating Teams within your Agency
Email Templates