Help
Guides and answers for everyday work with planni.
Welcome to the help center
planni is a business platform for events, contacts and orders. This section holds guides for everyday work in the admin area, answers to common questions, and how to reach support.
How this section is organised
The structure follows the navigation of the admin area. If you are stuck on a screen, look for the section with the same name here. Each article answers one question and describes one path from start to finish.
The fastest way to an answer is the search at the top.
Sections
To get started
Everyday work
Workspace
The dashboard and the inbox, the starting point of your work day.
Event Management
Create events, maintain dates and locations, manage attendees.
CRM
The master data behind registrations and orders: contacts and companies.
Commerce
Products, orders, invoices, discounts and setting up checkout.
Automation
Workflows and email templates that send recurring messages automatically.
Reporting
Revenue, product performance and attendee statistics at a glance.
Administration and support
Settings
Company details, mailboxes, user management and objects.
Help and contact
Common questions, frequent error messages and how to reach support.
Further documentation
Website and technical topics
If you want to connect planni to another system, the API reference documents every available endpoint. For embedding planni on your website, support will help you, see Contacting support.
What changed
Recent releases are listed under What's new.