Daily Summary
See what is on for the day each morning, and how it went each evening, across all your businesses.
Read articleSettings help
Help for Settings in Work Planner.
Subcategories
Activity LogBrowse articlesAutomationsBrowse articlesCustomer SourcesBrowse articlesDocument TemplatesBrowse articlesEquipmentBrowse articlesExpense CategoriesBrowse articlesIntegrationsBrowse articlesOrganisationBrowse articlesOrganisation InformationBrowse articlesPasskeysBrowse articlesPayment MethodsBrowse articlesProfileBrowse articlesRolesBrowse articlesSMSBrowse articlesServicesBrowse articlesTeamBrowse articlesTerminologyBrowse articles
Articles
Notification Settings
Choose what Work Planner notifies you about, set quiet hours, and turn on notifications for your phone or browser.
Read articleTerminology
How to rename the job-collection wording across Work Planner and what changes when you save a custom term.
Read articleSMS Settings
How the SMS settings page explains the managed reply number, the 4.5p SMS credit rate, and how replies are handled without using credits.
Read articlePasskeys
How to add and remove passkeys for passwordless sign-in, and what the warnings on the passkeys page mean.
Read articleProfile
How the Profile page works, what you can change there, and which actions are personal versus business-wide.
Read articleSettings Overview
How the main Settings page is grouped, what each section is for, and which screens sit one step deeper.
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