Holistiplan Knowledge Base

Our Knowledge Base is full of detailed articles and videos!

The fact that you are looking at this article indicates that you have already figured out at least something about our Knowledge Base. But there is so much here to offer! If you ever have a question related to Holistiplan, the searchable Knowledge Base is your best first option. To access it, navigate to the "Help" tab at the top of your screen and click the Knowledge Base option on the ensuing pop-up:

Want some tips from our Customer Success team on how to search our Knowledge Base like a pro? Watch this two-minute video!