Getting Started

Platform Overview — How Plenix Modules Connect

Understand how the Plenix modules relate to each other and which ones you should set up first.

Platform Architecture — How All Modules Connect

Understand how Plenix modules work together as a unified platform, which modules feed into which, and the key data flows that link them.

Start Here: What Plenix Is and How It Fits Together

A plain-English tour of the whole platform — what each part does, how they connect, and where to begin on your first day.

Set Up Your Company Profile

Configure your company branding, timezone, contact details, and settings before inviting your team.

Invite Your Team

Add team members, assign roles, and configure who has access to what in Plenix.

What Your Plan Includes, and Why Some Menus Are Missing

Why you can see some modules and not others, how to find out what you are on, and what happens if a subscription lapses.

Personalising Your Menu

Pin the pages you use every day to the top of your sidebar and drag them into the order that suits your job.

Add Your First Client

Create a company in the CRM, understand the difference between CRM clients and platform users, and link everything together.

Following Records and Getting a Digest

Ask Plenix to tell you when something changes, instead of opening it repeatedly to check.