Getting started
An intro to upgraded Planhat (ws.planhat.com), training and setup guides
AI
Learn how Planhat's AI functionality can increase your efficiency
Automations and Integrations
How to sync data and automatically act on data via the App Center
Portals
How to set up Portals - collaborative hubs for you and your customers/prospects
Workflows (Playbooks)
Projects and Sequences for automated tasks and emails
Global Tools and Home features
Built-in features of upgraded Planhat in the top gray bar or in the top left of your Home
Content - Pages etc.
What Pages are, how to design them and how to organize them
Email and calendar
How to sync your email and calendar, and other email tips
Data - CRM and time-series
Planhat data models, calculated metrics and more
Revenue
System Reports, Licenses, Sales and currencies
Service Delivery (PSA)
Specialist features for Professional Services etc.
Miscellaneous
Health Scores, notifications and more!