Sign Up & Onboarding
This guide walks you through creating your Plannor account from scratch — from the registration form to your first login. Your first month is charged at just $1; the full plan price applies from month two.
Step 1 — Create Your Account
1
Go to Plannor.com.au and click the "Get Started Free" button in the top navigation or the hero section.
2
Fill in the registration form:
| Field | Details |
|---|---|
| Organisation Name | Your registered NDIS provider business name (e.g. "Sunrise Support Services") |
| Your Name | First and last name of the primary account holder |
| Email Address | Work email — this becomes your login and where verification is sent |
| Password | Minimum 8 characters. Use a mix of letters, numbers, and symbols. |
| Confirm Password | Must match the password above |
3
Tick "I agree to the Terms of Service and Privacy Policy" then click "Create Account".
Step 2 — Verify Your Email
1
After submitting the form, you will be redirected to the Email Verification page and an email will be sent to your address.
2
Open the email from noreply@plannor.com.au with the subject "Verify Your Email Address". Click the "Verify Email Address" button inside.
Didn't receive the email? Check your spam/junk folder. If it's not there, click "Resend Verification Email" on the verification page.
3
Once verified, you are automatically logged in and redirected to the Dashboard.
Step 3 — Complete Your Organisation Profile
After first login, an onboarding wizard may appear to help you set up the basics. You can also navigate to Settings → Organisation at any time.
| Setting | Where to find it | Why it matters |
|---|---|---|
| Organisation Name & ABN | Settings → Organisation | Appears on invoices and payslips |
| Logo | Settings → Organisation → Logo | Branded documents and portal |
| Time Zone | Settings → Organisation | Shift times, reports, and notifications all use this |
| NDIS Provider Number | Settings → Organisation | Required for PRODA claim file exports |
| Bank Details | Settings → Finance | Shown on invoices for payment |
Important: Set your correct time zone before creating any shifts or invoices. Changing it later will not retroactively update existing records.
Step 4 — Invite Your Team
1
Go to Staff → Add Staff Member in the left sidebar.
2
Enter the staff member's name, email, role, and employment type, then click Send Invite. They will receive an email to set their password.
3
Repeat for each team member. You can also bulk-import from a CSV under Staff → Import.