Getting Started

Welcome! If you’re new to LiquidPlanner, you’re in the right place. The resources below will help you set up and utilize the powerful features that come with your workspace.

If you’ve been invited into an existing workspace, skip the Get to Know LiquidPlanner section. Instead, focus on learning how to Set Up Your Workspace and understanding how to use LiquidPlanner in your role and how to Onboard Your Team.

When you’re ready for more, watch the Getting Started video series and master the key concepts.