September 19th, 2025

New

New: Click-to-copy now live!

We’re excited to share another little update that’s just gone live on Plannr and this time it’s click-to-copy!

A few of you provided some feedback that it would be really awesome if Plannr could offer a convenient way to quickly copy data out of the system and we’ve gone and built something that we think you’ll really like!

In Plannr, against various client fields you’ll see a new icon to copy. When clicked, this icon will automagically copy the content to your clipboard, ready to pop into something else. Handy!

The click-to-copy currently works on the following fields:

  • Client date of birth

  • Client National Insurance Number (it’ll even strip out spaces)

  • Client contact number

  • Client email addresses

  • Client addresses

If you can think of anywhere else where this would be useful, please do let us know!

We hope you like this little quality-of-life improvement.