--- title: Planbase Reviews meta\_title: 'Planbase Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Planbase works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 5 scale: '5' date\_modified: '2026-07-18' parent\_category: name: HR url: https://www.g2.com/categories/hr ---

# Planbase Reviews & Product Details

Claimed

###### Profile Status

This profile is currently managed by Planbase but has limited features.  
  
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Planbase automates back-office operations for telehealth and home health teams. AI agents run forecasting, scheduling, call-outs, credential compliance, time tracking, and payroll. Planbase AI shapes the product to how your team works instead of forcing you to fit the software. Features: - AI scheduling & forecasting — staffing matched to predicted demand. - Call-out & open-shift — agents find qualified coverage and fill gaps. - License & credential compliance — continuous monitoring all qualifications - Time tracking — audit-ready records for distributed clinicians. - Payroll — runs directly from shift and time data. - Generative customization — describe it in plain English, Planbase builds it.

* * *

Seller
[Planbase](https://www.g2.com/sellers/planbase-055be74f-1e2b-4b47-bbe8-654526f5ffb5)
Discussions
[Planbase Community](https://www.g2.com/products/planbase-planbase/discuss)
Overview by
Joe Shearman

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## User Insights

Average based on 5 real user reviews.

[Log in to unlock pricing and user insights](/login)

## Planbase Integrations
(1)

What do users say about integrations?

Integration information sourced from real user reviews.

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

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 ![Courtney W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Courtney W.")
CW

Courtney W.

6/10/2026

"Streamlined Scheduling with Powerful AI"

5/5

What do you like best about Planbase?

I use Planbase to streamline provider schedules, which allows me to push availability slots into Athena EHR efficiently. I find its AI tool valuable as it will save me almost 5-10 hours a week from manually entering schedules. I like the claim shifts feature because it lets me add hours to specific days or providers in particular states where we need additional capacity to see patients. I also love that I can instruct the AI tool to take certain actions, and it's generally pretty accurate. The initial setup was straightforward and easy, with one of the founders, Joe, conducting a training session with our providers to help us get started. Review collected by and hosted on G2.com.

What do you dislike about Planbase?

There are some times glitches that take place (just like with any software) but only once in a while and the team is usually very fast about fixing any issues. Review collected by and hosted on G2.com.

What problems is Planbase solving and how is that benefiting you?

I use Planbase to streamline provider schedules and push availability into athena EHR, saving me 5-10 hours weekly. Its AI tool reduces manual work, and claim shifts feature helps manage capacity needs flexibly. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Aaliyah W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaliyah W.")
AW

Aaliyah W.

5/18/2026

"Effortless App Creation and Scheduling with Planbase AI"

5/5

What do you like best about Planbase?

I like how Planbase AI helps me create custom apps that are great for RN scheduling and seeing which RNs are assigned to which assignments. It's very easy to space them out and have an easy-to-view report. I also find the AI feature very useful because I can ask questions, and it can pull data right in. I like how easy it is to communicate and quickly build apps. At an easy glance, I can send out information to staff members to see who's there and who isn't. The initial setup was very easy, with great prompts to help me understand the system. They're constantly improving Planbase AI, which always impresses me. Review collected by and hosted on G2.com.

What do you dislike about Planbase?

Nothing that I do not dislike. Review collected by and hosted on G2.com.

What problems is Planbase solving and how is that benefiting you?

I use Planbase AI to create custom apps for RN scheduling, making it easy to categorize assignments. It solves scheduling concerns, shows who is clocked in, and allows quick data access and communication. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Noah V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Noah V.")
NV

Noah V.

Senior Manager, Practice Management

Mid-Market (51-1000 emp.)

5/16/2026

"Planbase AI: Revolutionized Our Capacity Planning and Scheduling"

5/5

What do you like best about Planbase?

I love Planbase AI, especially its built-in AI bot that lets me build any dashboard or report I need. It's super helpful for creating reports tailored specifically to my business. I also find the provider ease of use to be super great and easy on the provider end. The integrations with tools like Slack and the provider app allow providers to submit availability seamlessly. On the back end, there's a ton of data we can pull, which is really convenient. The AI makes manual updates a breeze with simple commands that update everything for us at the click of a button. It's equipped with lots of cool features that really hone in on our workforce and speeds things up for us. I also appreciate how easy it was to initially set up Planbase AI; it was just a matter of uploading things, and we were good to go. Their great support made setup even easier. Review collected by and hosted on G2.com.

What do you dislike about Planbase?

Do not have anything currently that I dislike Review collected by and hosted on G2.com.

What problems is Planbase solving and how is that benefiting you?

Planbase AI helps us with capacity planning, provider scheduling, and data management. It provides insights into day-to-day trends, helps us determine onboarding needs, and manages provider activities. Review collected by and hosted on G2.com.

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Validated ReviewerSource: G2 invite

 ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care")
AH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

5/29/2026

"Interactive, Easy-to-Use Platform with Excellent Tech Support"

5/5

What do you like best about Planbase?

Interactive easy to use platform. Excellent tech support Review collected by and hosted on G2.com.

What do you dislike about Planbase?

The AI bot is extremely promising and has great potential Review collected by and hosted on G2.com.

What problems is Planbase solving and how is that benefiting you?

Scheduling for a team of over 200, it has been smooth and easy Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

##### Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

[
View More Pricing Information
](https://www.g2.com/products/planbase-planbase/pricing)

##### Categories on G2

[Workforce Management](https://www.g2.com/categories/workforce-management)

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