Tools for planners

Every guest, every vendor, one weekend.

Every business gets the pipeline, contracts, client portal, marketing and books. A planning business also gets the tools below, switched on the day it signs up.

The guest list, built together.

Households with their guests, sides, plus-ones, meals and dietary notes, with the counts kept for you. You, your lead planner and the couple all work on the same list, and every change says who made it.

Bring one in from a spreadsheet, or start from scratch. Each household replies on the couple's website through its own private link, and the list updates itself.

The guest list: invited, expected and coming, with meals and dietary needs
The couple's guest list on their phone, with the counts and the meals

Seating and the room, drawn to size.

Seat the guest list at tables by dragging, or a whole household at once, with warnings for anyone who needs a step-free seat or should sit apart. Then place those tables in the room, drawn to its real size, with the dance floor, the bars and the band.

The rain plan is its own layout. One switch moves everybody to it, vendors included.

The floor plan: the great hall drawn to size, with the tables, the dance floor, the bars and the band

The day, vendor by vendor.

One timeline for the whole day, each row with where it happens and who is on it. Golden hour and sunset are worked out for the venue, and anyone booked for fewer hours than the plan asks of them is flagged in amber before it becomes a problem.

Each vendor gets a private page with just their part, and confirms it there. The couple tick off their own checklist on their portal.

The day in order, with golden hour, the rain plan switch and a vendor booked for fewer hours than planned
The couple's checklist on their phone, with what they have done

The look, on one page.

Keep the palette, mood boards and notes for florals, attire, stationery and the room in one place. The style guide prints as a single page.

Show it on your vendors' own pages when you are ready, so the florist and the caterer are working from the same look.

A printed style guide: the palette, notes for florals, attire, stationery and the room, and the table colours

Invitations, travel and shuttles.

Write the save-the-date and the invitation once, in the couple's colours, and send them from your own mailbox when you press send. Each invitation carries its household's own reply link, and you can see who was sent what.

Hotels, room blocks and shuttle runs go on the couple's website and in the invitation. Households with no email go on a list for the stationer.

Who was sent what: each household's save-the-date and invitation, and who sent it
The couple's website on a phone: the day, where to stay, shuttles and how to reply

The couple's budget, kept straight.

What they planned, what each vendor costs, what is paid and what is still due, with the late payments called out. The couple keep it with you on their portal.

It is their budget, kept apart from your own books, and your invoices show in it on their own.

The couple's budget by category, with a late payment and two coming due

Everything else every business gets.

The same pipeline, contracts, portal, marketing and books as every trade, in your own words.

Sales

Inquiries, the pipeline, proposals, contracts and custom forms.

Planning

The plan for each event, the calendar, meetings, and a portal for each client.

Marketing

Social posts, Instagram messages and comments, reviews and campaigns.

Money

Invoices, payments, the books, and paying your team.

See a planning business in a demo.

Thirty minutes, on a business like yours.