New - Ability to add sub-schemes to a Group Scheme

The Group Scheme functionality in Plannr has been updated.

You are now able to add sub-schemes against a Group Scheme.

  • To add a Sub Scheme select 'Add' and choose Sub Scheme
  • Once added any sub schemes will show in the new Sub Schemes area where you can edit the sub scheme and add the usual things such as New Business Events, Charges, Documents etc.
  • You will also be able to go straight to the parent scheme using the linkat the top of the page

When adding scheme members select the Scheme Members area under the parent scheme and select Add Scheme Member as you previously did, there is a new field so that you are able to slect teh appropriate sub scheme for the member to be added to.

We have also updated the Importers and Exporters

We hope you like this update! We will also be producing additional guides in the coming days.

All the best, Lysa and the Plannr team

What do you think about this update?