How to add a Participant’s Statement Email

Aug 15, 2025 1 month ago 7 Steps
You can setup multiple emails to send the Participants statement to.

Step-by-Step Guide

1 Log in to Planaji (email/password) and open the Participants (or Clients) tab

This page shows you all your Participants

Log in to Planaji (email/password) and open the Participants (or Clients) tab
2 Browse or search for the participant you want to update
Browse or search for the participant you want to update
3 Click Edit for that participant.
4 In the edit screen, enter the participant’s Statement Email address and click Save
In the edit screen, enter the participant’s Statement Email address and click Save
5 The email address is now stored
6 When you later go to the Statements screen, the participant’s statement email will be shown, allowing you to send monthly statements to that address
When you later go to the Statements screen, the participant’s statement email will be shown, allowing you to send monthly statements to that address
7 Congratulations—you’ve successfully added a participant’s statement email in Planaji.
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