Planner Portal: Planner/Company Info

Here you are able to provide personal information, provide a sample plan, as well as setting the default trial length (if desired) for clients.

Setting a Trial:

A trial allows potential clients full access to the platform for a set number of days. They can enter information and use the Projection Charts and AI strategies.

The only restriction they have is projection charts will only be accessible for 10 years, after this they will be greyed out (image below).

Once the trial is finished they will lose that access, but any information they have entered will be retained.

Client view when trial expires:

Adding a Sample Plan:

The sample plan link will be shown in the side navigation menu when a prospective client creates an account and signs in. This can be a great way to show off case studies, sample plans, or white papers. This can be a link to a page on your website or an externally hosted PDF .

This can be set to be the same as the Company Profile or it can be different.

Mark New Clients as Paid

If you are processing payments outside of the platform you may want to automatically mark any new client as paid. You can do so by selecting 'Yes' from this dropdown in the Company > Profile Section.