Sign in

Type in your email and password in the sign in form to log into the site.

If you forget your password click the Forgot Password button on the Sign In page.

Reset password

Simply type in your email address to get a reset password email.

If the reset was successful you will get the following prompt.

Then check your email account for the reset email and click on the link to set up a new password.

Settings

Click on the profile the top left of the screen to view user profile. You can use this menu to edit your, check out what’s new, update details, change password, email preferences and sign out of Planwisely. Update details lets you edit your name and phone number. Update password by clicking the change password .

What’s New

We’re frequently adding new features to the platform. The best way to see our latest additions is by clicking on What’s New in the User Menu. This will bring up a dialog with information about any new features or data updates.