messaging within the app is the no. one thing for us. The ability to have multi user family chats - so each member of the family and all advisers and admin staff in the same channel. and preferably this being the default option, so that everyone can see all messages …. and if someone wants to send something specific to a single individual, then they can but need to select. Otherwise, everyone can see. As even with our emails now, we are using generics (hello@, adminteam@) rather than emails to specific people. Makes things much easier - sickness, holidays, anyone can pick up and run, more transparent for compliance, easier when people leave, etc
Adrian Pickersgill
•
Apr 3, 2025
I think this is vital. As time goes on, more people are used to doing everything on their phones and a mobile optimised website just isn’t the same as a dedicated app.
Gareth (G) Thompson
Team•
Feb 28, 2025
@Casey Mills just merged your feedback into this ticket, as we’re already planning to build / release the mobile app for Plannr’s client portal soon!
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Jon Rose
Apr 7, 2025
messaging within the app is the no. one thing for us. The ability to have multi user family chats - so each member of the family and all advisers and admin staff in the same channel. and preferably this being the default option, so that everyone can see all messages …. and if someone wants to send something specific to a single individual, then they can but need to select.
Otherwise, everyone can see. As even with our emails now, we are using generics (hello@, adminteam@) rather than emails to specific people. Makes things much easier - sickness, holidays, anyone can pick up and run, more transparent for compliance, easier when people leave, etc
Adrian Pickersgill
Apr 3, 2025
I think this is vital. As time goes on, more people are used to doing everything on their phones and a mobile optimised website just isn’t the same as a dedicated app.
Gareth (G) Thompson
Feb 28, 2025
@Casey Mills just merged your feedback into this ticket, as we’re already planning to build / release the mobile app for Plannr’s client portal soon!