Getting started with Plannerpad and Optimo Pathfinder

Overview of steps:

Set up your log ins
Enter data in Planner pad
Upload your data to Pathfinder
Do your analysis in Pathfinder

	Step	Which application	How to do it
1	Make sure you have logins for Plannerpad and Pathfinder	See details in next column.	If you already have a log in for one platform, it's a good idea to register with the same email in the other platform Your log ins for each platform are separate, so if you change your password in one, it won't update in the other. If you do not have a log in for either platform: You can create log in for both platforms here: https://app.optimopathfinder.com.au/Account/Registrations You will receive an email to activate your log in, so follow the prompts to activate your accounts Once you have registered, you will have: A free 30-day trial with Plannerpad A free case in Optimo Pathfinder (but DO NOT click the 'Add new case' button, yet, because you'll add it when you upload data from Plannerpad) If you have a Plannerpad log in, but not a Pathfinder one: You can create a login for Pathfinder here: https://app.optimopathfinder.com.au/Account/Register It is recommended you register with the same email you use for Plannerpad In Pathfinder, your first case is free: If you want to try uploading data from Plannerpad to Pathfinder, DO NOT click the 'Add new case' button in Pathfinder, yet. Follow the steps below to learn how to upload data from Plannerpad If you just want to try Pathfinder by itself, then you can click the 'Add new case' button to add your free trial and get started (for more, see the Getting Started Guide. You do not need to do anything with your Plannerpad log in at this step. If you have a Pathfinder log in, but not a Plannerpad one: Register for a free 30-day trial of Plannerpad here: https://secure.plannerpad.com.au/auth/register It is recommended you register with the same email you use for Pathfinder You do not need to do anything with your Pathfinder log in at this step
2	Enter your case data in Plannerpad	Plannerpad	You have a few options for entering data: You can enter the data yourself You can send a link to your clients and they can fill in their own data If you have been using Plannerpad for a while, you can select a case you already have If you are familiar with Pathfinder and new to Plannerpad, you may find it helpful to review the Mapping of Plannerpad fields to Optimo Pathfinder fields For more information about entering data in Plannerpad, see the help menu in the header of Plannerpad.
3	Review your data in Plannerpad	Plannerpad	Before you upload data to Pathfinder, it is a good idea to ensure your data is complete and correct in Plannerpad, because if you need to make adjustments after uploading data to Pathfinder, you will need to adjust it in both applications.
4	Upload your client data from Plannerpad to Pathfinder	Plannerpad	In Plannerpad, on the left menu, click Upload to Pathfinder On the Upload to application screen, click the Upload to Pathfinder button You might be prompted to enter your log in details for Pathfinder Once you are connected to Pathfinder, a new case will be added: If you have a free trial available, it will add your free case If you have a subscription, or you have just purchased a single case, it will add a case. If you have no free trial and no paid cases or subscription, you will be directed to a payment page where you can choose your options and pay online with a credit card. After you have you paid for your case or subscription, you can try uploading the data again. Once you see a message confirming you data has been transferred, you can continue to Pathfinder. In Pathfinder, you can see if you have available cases on the Purchase history page. For more, see How to see your purchase history and how many cases you have used
5	Check your data in Pathfinder	Pathfinder	Log in to Pathfinder: https://app.optimopathfinder.com.au/ On the home page, you should see the case you downloaded from Plannerpad listed. Select the case, and click Edit case (not 'View case') Then you can check for data. For more, see Checking data imported to Pathfinder from Plannerpad
6	Do your analysis in Pathfinder	Pathfinder	For more information about completing a case in Pathfinder, see the Optimo Pathfinder User Help Documentation or the Getting Started Guide If you are unsure where your data appears in Pathfinder, see Mapping of Plannerpad fields to Optimo Pathfinder fields