How to Help Your Clients Quickly Start Working in the Planner: an Example of a Starter Guide
For new users, the most difficult step is the first interaction with the system. When the interface seems complicated and there are too many elements, the learning process may take time and cause uncertainty: “Where do I start?”, “Which modules should I use?”, “How do I apply filters and set parameters?”
We have prepared a ready-made solution that helps you get started quickly and create your first project from the very first minutes.
What You Will Get
1. A Structured Learning Guide
You can:
- learn how to configure a module and which parameters affect the result;
- go through a step-by-step scenario, starting from an empty scene and creating a project from scratch - from selecting the room shape to finalizing the design and cost.
2. Predefined Links (Smart Links)
We have prepared links that automatically open the necessary menu, apply filters to modules, or redirect you to a specific section of the interface.
This means:
- you no longer need to search for functions manually;
- the system automatically switches to the correct mode;
- you immediately see only relevant elements for the selected kitchen or room area.
3. Video Tips Right in the Guide
To make learning even easier, we’ve added tutorial videos at every key step.
The videos show:
- how to create a project;
- how to select modules;
- how to apply decors;
- how to check pricing and finalize your project.
Who This Solution Is For
This is a perfect tool for:
- new users opening the planner for the first time;
- managers and salespeople who need to learn quickly;
- client demonstrations showing the project creation process.
This approach:
- reduces learning time,
- increases engagement,
- gives the user a feeling of “I did it on my first try!”, which directly influences the decision to buy.
