Category:Personal Information

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The Personal Information screen is the starting point of entering your clients into Planit. Below is a list of training articles related to the Personal Information screen.

Pages in category "Personal Information"

The following 22 pages are in this category, out of 22 total.

A

  • Planit:Add a Client
  • Planit:Address

E

  • Planit:Education Goal (Life Planning)
  • Planit:Education Goal (Modular)
  • Planit:Employment

F

  • Planit:Family Members
  • Planit:Frequently Asked Questions

G

  • Planit:Getting Started

H

  • Planit:Help

I

  • Planit:Initial Assessment
  • Planit:Introduction to the Personal Information Screen

L

  • Planit:Language
  • Planit:Live Chat

N

  • Planit:Notes Contact Log

O

  • Planit:Other Personal Information

P

  • Planit:Personal Information Screen

P cont.

  • Planit:Planipedia
  • Planit:Planning Process Tracks

R

  • Planit:Retired Clients

S

  • Planit:Specialists

T

  • Planit:Training Options

W

  • Planit:Why Use Planit?
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