Getting you started

Making sure your onboarding is stress-free is key to getting you up and running as quickly as possible.

simple Installation

planhappy offer a simple guided install process. With pre built templates ready to go, 4 x 90-minute video calls and guidance at point of use,  you’ll get lots of support with your installation so it goes as smoothly as possible. Of course, if you discover you need more help with installation or even your business processes, we can step in and help.

Personalised Onboarding

Your account team will be with you from day one and all the way through the process – making sure your business can benefit from the great product features as soon as possible. We aim to migrate teams within X weeks.

Experience you can rely on

The planhappy account managers have experience and expertise you can rely on – because they have worked in financial services in different roles. And they know planhappy Software inside and out.

Easy In, Easy Out

We believe that planhappy is the best integrated financial adviser software available. One of our key values is “Simplicity in everything we do”. So, we make it as easy as possible to sign up and start using planhappy and also make it easy for you to walk away if you’re not 100% happy.



Guidance at point of use

planhappy is intuitive and easy to use, but we recognise that not everyone is tech savvy and sometimes you need a little reminder of how to use something. If you need support we’ve built in guidance videos and documents for each element of the software.

And if you’re well and truly stuck, you’ll have an account team available online or over the phone.

So, help is always on hand if you need it.

Additional on Site Installation Services

Optional services if you want help in mapping and installing your business processes

Site visit from a PlanHappy Process Expert to provide the following:

Additional personalisation of the software

Business Process Design – helping you install and design efficient processes in your business

Process Mapping – Documenting your business processes on a process map and configuring the workflow logic

Process Installation – Building and configuring your custom process map in the PlanHappy software (Forms, Tasks, Automated Communications, Events etc)

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