Set Up
Getting started using PlanitEasy. Learn how to use the PlanitEasy planning flow from start to finish.
By Robbie and 2 others3 authors20 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
- Setting Up Your Account
- 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