Book the client, then plan every detail of the event.

Inquiries, proposals, agreements and invoices sit on the same event as the guests, vendors, budget and run of show. Your client sees the parts you share in their portal.

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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

What you get.

Where PlanWell fits a planning business.

Several clients, several events.

A couple and their parents can share one event, and a corporate client can hold every event they book with you. Nothing is copied between them.

The vendor team on the same event.

Add the photographer, florist and DJ with their contract status, and invite them to the vendor portal to see what is assigned to them.

Starters written for planners.

A new workspace already has questionnaires and checklists for weddings, corporate events and fundraisers.

Every kind of event you plan.

Every plan includes all of this, and your clients use their portal at no cost. Compare plans

Plan the next event from the first inquiry on.

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