Summary
Planhat comes with a wide range of self-service Enablement content
Access this via "Help" (question mark symbol) in the top-right of your Planhat tenant
You can read our Help Center articles, watch training videos, click through tutorials, and more
"Help" is also where you can contact our Support team (and their AI helper) via our in-app live chat
Who is this article for?
All Planhat users
Article contents
Introduction
In Planhat, you have a wide variety of resources available at your fingertips! These help you get up and running with Planhat, and mean you can soon become a super user: understand the full potential of Planhat, keep up-to-date with product updates, work efficiently, and ultimately achieve your business goals!
You have access to training material in a selection of formats, to suit every learning style and purpose (from quick overviews to in-depth technical details); and if you need additional support, you can reach out to our fantastic Support team (and their AI assistant) via live chat.
Various resources are available via the question mark icon in the top-right of your Planhat tenant:
Help Center
How-to Library
Keyboard Shortcuts
Chat
In this article, we'll take you through each of these in turn, so if you have any questions in future, you'll know how to quickly and easily resolve them!
Where to get help in upgraded Planhat
In upgraded Planhat (ws.planhat.com), you can access help via the Help icon (question mark symbol) in the top-right of the gray bar at the top of your tenant.
📌 Important to note
If you don't see the "Chat" option when you click on the question mark icon, check your permissions: access to this feature is controlled by a workflow permission called "Planhat Support Chat" - this needs to be enabled for your tenant and your Role to see the option.
Help Center
This is a library of instructional articles covering a wide range of Planhat topics. You're reading one of these articles right now!
You can also access the Help Center for upgraded Planhat by going directly here, so feel free to bookmark this link!
The Help Center is great if you prefer to learn by reading, and if you want to look up specific technical details. The Help Center generally covers more topics and in greater detail than the other resource types.
You can either browse collections (articles are organized in logical groups/order), or use the search box at the top of the page if you would like to search for a particular key word.
📌 Important to note
The Help Center for upgraded Planhat (ws.planhat.com) is help.planhat.com
The Help Center for the previous version of Planhat (app.planhat.com) is support.planhat.com
How-to Library
Here you will find a wide range of videos and tutorials.
Videos
Here you can find a selection of video content, great if you learn by watching/listening
Videos provide short overviews of features and concepts, mixing best-practice ideas with tips to get the most from Planhat
Tutorials
Tutorials are a fantastic way to learn the basics of Planhat
They explain how to do things in a quick and interactive way, helping you make the most of what Planhat has to offer
They are organized into two tabs corresponding to job roles, to make it easier for you to browse/identify the relevant resources for you:
Planhat User - general users of Planhat - not admins/builders
Planhat Admin - users of Planhat who are configuring Planhat for their organization
Click the image to view it enlarged
You can also use the search box at the top - useful if you are looking for something specific.
Keyboard Shortcuts
Keyboard shortcuts enable you to carry out some common actions within Planhat at speed!
In Help, you can view the wide range of keyboard shortcuts available to you in upgraded Planhat.
(Note that the Microsoft keyboard shortcuts are shown in the example screenshot below; for Mac users, it's the Command key instead of Ctrl.)
Chat
If you've checked our educational resources but would still like further support, here you can speak with our amazing Support team via the in-app live chat.
📌 Important to note
If you don't see the "Chat" option in Help, check your permissions: access to this feature is controlled by a workflow permission called "Planhat Support Chat" - this needs to be enabled for your tenant and your Role to see the option.
There's a smart AI agent (Fin) to answer your questions super quickly, but if you need to speak to a real person, we have a team of experts ready to help you.