Introduction to Plannor
Plannor is a cloud-based NDIS management platform built for registered NDIS providers. It brings participant care, staff rostering, billing, compliance, and reporting into one place — so your team spends less time on admin and more time supporting people.
Who is this for? Company admins, support coordinators, and support workers at registered NDIS service providers.
What Plannor Does
Plannor covers the full operational lifecycle of an NDIS provider:
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Participant Management
Profiles, care plans, goals, budgets, medications, incidents, and progress notes.
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Staff Management
Employee records, compliance certificates, leave, and timesheet tracking.
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Rostering & Shifts
Create, assign, and track shifts. Open shifts, recurring templates, and check-in/out.
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Billing & Finance
Invoices, NDIS PRODA claim files, payroll, payslips, and service agreements.
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Documents & Reports
Centralised document storage and analytics dashboards.
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AI Tools
Built-in AI chatbot and optional ChatGPT integration for smarter workflows.
Account Types
Plannor uses role-based access control. Every user is assigned one of the following system roles:
| Role | What they can do |
|---|---|
| Company Admin | Full access to all modules, settings, billing, staff records, reports, and compliance. |
| Staff | View their own shifts, clock in/out, write progress notes, view assigned participant care plans. Admins can set a position title (e.g. "Support Worker", "Support Coordinator", "Team Leader") which appears on their profile. |
| Participant | Access their own participant portal — view their care plan, goals, and service agreements. |
| Plan Manager | External plan managers who receive invoices and can view relevant billing records. |
Position titles vs roles: "Support Coordinator" and "Support Worker" are position titles (a label on a staff member's profile), not separate system roles. All support staff share the Staff role in Plannor.
Getting Started in 5 Steps
1
Sign up — Create your organisation account at Plannor.com.au. Enter your business name, ABN, and contact details.
2
Choose a plan — Select a subscription tier that matches your participant count. Every plan starts at just $1 for your first month.
3
Add staff — Invite team members by email. Assign roles (Company Admin, Support Coordinator, Support Worker).
4
Add participants — Enter participant details, NDIS number, funding type, and budget allocations.
5
Create your first shift — Assign a support worker to a participant for a specific date and time.
Tip: Use the Dashboard's quick-action buttons to jump straight to the most common tasks without navigating the sidebar.
System Requirements
- Modern browser: Chrome 90+, Firefox 90+, Safari 15+, Edge 90+
- Stable internet connection
- Screen resolution 1280×720 or wider recommended
- Mobile app (iOS/Android) available for support workers in the field