Getting started
Your start with planni: core concepts, the interface, and a first complete run from a location to an order.
What this covers
If you are working with planni for the first time, this is the right place to begin. It explains the core concepts, walks through the interface, and goes the whole way once, from a location through a product and an event to the finished order.
Set aside about half an hour for it. After that you will know where to find what, and can look up the remaining sections when you need them instead of reading them.
In this order
What is planni?
An overview of the platform and its areas.
Signing in
Getting access to the admin area and signing in.
Getting to know the interface
Navigation, lists, and the controls that recur everywhere.
Your first run
From a location through a product and an event to an order. The most important piece of this section.
Roles and permissions
Who can see and edit what.
Glossary
The terms that carry a specific meaning in planni, explained briefly.
Where to go next
For everyday work, Workspace, Event Management, CRM and Commerce are the sections you will end up in most often.