Getting Started
Aug 10, 2025
1 month ago
17 Steps
To get started you will need to email the below information to support@planaji.com
Step-by-Step Guide
1 Your Company Name
What is your company name
2 Your NDIS registered number (if you are a Plan Manager)
3 Your ABN
4 Bank account details for the billing invoices
Account Name
BSB
Account Number
5 Company logo
6 Company colour palette
7 Quick book name if you are using QuickBooks
8 Website address
9 Notes you want added at the bottom of the Invoice
10 Notes you want added at the bottom of the statements sent to the Participants
11 Read and agree to the Planaji Privacy Policy
12 Read and agree to the Planaji Terms of Use
13 Obtain and sign the Zithera Software License Agreement and then get the login details to the system
14 First setup your participant details. See the Participant articles o h n ow to add/edit/view and delete participants
To setup participants please see this Setting up a Participant
15 Then enter the Contact details of the Participants if they have any
To setup Nominees/Contacts please see this Setting up Nominees link
16 Enter all your service providers
To setup a Service Providers please see this Setting Up Service Providers link
17 Enter all your Support Coordinators (if you h ave any)
To setup a Support Coordinator please see this Adding Support Coordinator link