Getting Started
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      Log in, Main Screen, and Virtual Walkthrough

      This article will walk you through how to log into the PlanGuru App, navigate the Home screen, and use built-in virtual walkthroughs to help you get started.

       

       

      🔐 Logging In to PlanGuru

      Access your PlanGuru account securely from any device with an internet connection.

      Steps to log in:

      1. Visit app.planguru.com

      2. Enter your email and password

      3. Click Login

      💡 Forgot your password?
      Click the "Forgot password" link and enter your email. You’ll receive instructions on how to reset your password.

      Haven’t signed up yet?

      • Click “Sign up free” in the upper right corner of the login page.

      • Fill in your information to create your account and access the PlanGuru App.

      🏠 Navigating the Home Screen

      Once logged in, you’ll land on the Home page. This is your launchpad for managing your profile, Companies and Scenarios.

      What you’ll see:

      • Edit Profile & Preferences: User & Account Settings where you can edit your name, update your password, manage subscription plans (e.g., switch from Monthly to Annual).

      • Company Workspace: Create a new company or choose from existing ones.

      📁 Accessing Companies, Projects, and Scenarios

      After selecting a Company, you can manage your planning work through Projects and Scenarios.

      To open a scenario:

      1. Click your company name

      2. Select a Project

      3. Choose a Scenario you'd like to open

      You can also create new projects and scenarios directly from this screen.

      🎥 Want a deeper dive into creating Companies, Projects, and Scenarios?
      Check out our Creating Companies, Projects & Scenarios video tutorial

      👣 Using the Built-in Virtual Walkthroughs

      PlanGuru offers interactive, guided walkthroughs to help you navigate and learn features in real-time.

      Look for these helpful buttons:

      • Take a Tour: Usually in the top-right corner of a screen

      • Question Marks (?): Click them to launch tooltips or initiate step-by-step tours

      📸 [Insert Screenshot: Take a Tour button]
      📸 [Insert Screenshot: Question mark tooltip example]

      If you don’t see any guides on your screen:

      • Click the question mark icon at the bottom-right of the screen to open the walkthrough menu.

      • Search for specific features

      • Track your onboarding tasks

      Need Help?

      We’re here for you. If you have any questions or need personalized support:

      📩 Submit a support ticket

      Our team is always happy to help you get the most out of your PlanGuru experience.