Questions & answers

The details that matter before you start.

Short answers to the questions planners ask most.

Who is PlanWell for?

PlanWell is for independent event planners and planning teams. It supports weddings, corporate events, galas, conferences, social events, and other event work.

Do clients need to pay?

No. A planner pays for the workspace. Invited clients can use their private portals without buying their own planner subscription.

Can one client have more than one event?

Yes. A contact can be connected to multiple events, and each event keeps its own planning details and client portal.

Can an event have more than one client?

Yes. Planners can invite the primary client and additional collaborators while controlling event access.

Does PlanWell process client payments?

PlanWell connects each planning business to its own Stripe account. Stripe handles card details, verification, and payouts.

Are the contract templates legal advice?

No. Sample agreements are starting points only. A qualified attorney should review the final language used by each business.

Can clients see planner notes?

No. Planner-only information stays private. Planners choose which tasks, files, dates, and other event details appear in the client portal.

Can I use my own templates?

Yes. Planner workspaces can create and reuse checklists, questionnaires, messages, budgets, workflows, and contract drafts.

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