Participants
Articles
5Adding Participants
Apr 28, 2025Add participant: Follow these steps to add a participant
4 months ago
6 Steps
Editing a Participant
Aug 12, 2025A quick‑reference guide for updating a participant’s details in the NDIS portal.
1 month ago
7 Steps
Email Monthly Statements to Participants
Aug 13, 2025The Statements section of Planaji lets you generate and send monthly billing statements to participants, either in bulk or individually. The system tr...
1 month ago
9 Steps
How to add a Participant’s Statement Email
Aug 15, 2025You can setup multiple emails to send the Participants statement to.
1 month ago
7 Steps
Deleting a Participant in Planaji
Aug 18, 2025Step‑by‑step instructions for permanently removing a participant from the system, including how to locate the record and confirm the deletion.
4 weeks ago
6 Steps