PlanWell
All features

Guests, vendors, budget, and the run of show share one event.

Each event has its own workspace: tasks and the run of show under Plan, guests and vendors under People, the budget and invoices under Finances, and what the client sees under Client.

Start your free month
One event
MessagesClient portalQuestionnairesWhat Maya Okafor sees

Shared next steps 1 open

Send floor plan to the venueDue Oct 9
Final guest numbers to JessDue Feb 26

Schedule Sun, Mar 14

4:00 PMDoors and seatingHarbour Hall
6:30 PMDinner serviceMain hall
BudgetPaymentsBooking
Working budget$48,000$2,400 contingencyProjected total$45,600$2,400 remaining
Working $48,000Projected $45,600

Vendors in this budget

Sync vendors

Vendor commitments are reflected in this budget.

PeopleGuestsVendors
Total220Attending187Awaiting RSVP21
Marcus LeeIndividual guest · Table 6attending
Bloom & Vineflorals · signed$6,200.00
Harbor Soundmusic · signed$3,400.00
Table & Linen Co.rentals · requested$1,850.00
TasksPlanningTimelineOperations

Tasks Today

Send floor plan to the venueToday · Client visible
Florist deposit dueThu, Oct 15

Run of show Sun, Mar 14

4:00 PMDoors and seating
6:30 PMDinner service
8:15 PMPaddle raiseCritical
Harbour Lights GalaSun, Mar 14, 2027 · Harbour Hall · 220 guests
Event · Harbour EventsPlanning

Harbour Lights Gala

Maya Okafor, Harbour Trust · Sunday, March 14, 2027 · 220 guests

OverviewPlanPeopleFinancesClient
01PlanTasks, planning, the timeline and operations
02PeopleThe client team, guests and vendors
03FinancesThe budget, payments and booking
04ClientMessages, the client portal and questionnaires
Client · The portal shows 1 open
Harbour Lights GalaSun, Mar 14, 2027 · Harbour Hall · 220 guests
04Client

Shared next steps 1 open

Send floor plan to the venueDue Oct 9
Final guest numbers to JessDue Feb 26
03Finances
Working budget$48,000$2,400 contingencyProjected total$45,600$2,400 remaining
Vendors in this budgetSync vendors

Vendor commitments are reflected in this budget.

02People
Total220Attending187Awaiting RSVP21
Marcus LeeIndividual guest · Table 6attending
Bloom & Vineflorals · signed$6,200.00
01Plan
Send floor plan to the venueToday · Client visible
Florist deposit dueThu, Oct 15
Event · Harbour EventsPlanning

Harbour Lights Gala

Maya Okafor, Harbour Trust · Sunday, March 14, 2027 · 220 guests

OverviewPlanPeopleFinancesClient
Client · The portal shows 1 open
  • Tasks with owners and due datesOne can wait on another.
  • The run of show, exportedAs a PDF or a spreadsheet.
  • Only the sections it needsHidden sections keep their data.

One event, every moving part.

Guests, vendors, the budget and files are sections of the same event, so a change in one is there when you open the next.

  • Guests and RSVPsMeal choices and seats, counted.
  • Vendor contractsFrom not started to signed.
  • A working budgetAgainst projected spend, overdue flagged.
  • Files with versionsPrivate until you share them.

Guests

Attending212Awaiting RSVP18Seated204/212
Dana EllisHarbor Arts Trust · Table 1attending
Marcus LeeIndividual guest · Unseatedpending

Three sections of the same event.

  • Bloom & Vineflorals · signed$6,200.00
    Harbor Soundmusic · received$3,400.00
    Table & Linen Co.rentals · requested$1,850.00

    Every vendor’s contract

    Each vendor on the event carries its status, from requested to signed.

  • Working budget$2,400 contingency$48,000
    Projected total$2,400 remaining$45,600
    Overdueexpense1

    The budget against the plan

    The working budget, the projected total, and any expense overdue.

  • Floor plan.pdfplanning · 1.2 MB · v3 · Client shared
    Vendor contacts.xlsxvendor · 48 KB · v1 · Planner only
    Seating chart.pdfguest · 310 KB · v2 · Client shared

    Files, private until shared

    Every version kept. Choose Share and the client can open them.

On the day, everything is already on the event.

Plan the next event in one place.

Start your free month