A little help with the next step.
Practical answers for your team and your clients, from your first invitation to the final invoice.
30 articles to help you get things done.
Businesses
Set up the business, run each job, and keep the work moving.
Getting started
Events and clients
- Create an event in PlanWellStart an event with its type, date, venue, primary client, and a planning starter.
- Show or hide event sections with CustomizeChoose the sections you need in an event workspace without deleting its planning records.
- Invite clients and collaborators to an eventConnect people to an event and send their private client portal invitation.
Proposals and contracts
- Create and send a client proposalPrepare an itemized proposal, review its pricing, and send it for client acceptance.
- Prepare a contract and send it for e-signatureSave an agreement, select connected signers, and send it for signature.
- Add fillable fields to a contractUse bracketed field names in agreement text and mark the answers clients must complete before signing.
Invoices and payments
- Create an invoice and payment scheduleAdd invoice line items, choose installments, and publish a payment request to the client portal.
- Set up Stripe for test payment workflowsReview Stripe test mode, complete test onboarding, and check the connection status.
- Charge a client through StripeTake card payments for an invoice: connect Stripe once, send the invoice, and your client checks out with Stripe.
Calendar and booking
- Create a public appointment booking linkSet up an appointment type, choose availability, and share a link people can book.
- Use the Week, Month, and Agenda calendar viewsSwitch calendar views, add schedule items, and choose which dates clients can see.
- Connect Google Calendar and choose calendars to syncConnect your Google Calendar, select calendars that block availability, and configure PlanWell event sync.
Messages and email
- Send a message to an event’s clientsPost a shared event message, attach files, and check client portal and email delivery status.
- Send client email from your own business domainVerify a business email domain in PlanWell and use it as the workspace’s sender.
- Connect Yahoo Mail for client email sendingConnect a Yahoo address with an app password and choose it as a client-email sender when available.
- Connect Gmail for client email sendingAuthorize Gmail sending and choose it as your workspace’s client-email sender when available.
Imports and files
- Import contacts from a CSV or XLSX fileUpload a contact spreadsheet, map its columns, and review the import results.
- Import contacts or vendors from Google SheetsConnect a specific Google Sheet, map its columns, and return to the saved source to sync again.
- Upload and share event documentsOrganize event files, choose client visibility, and keep replacement files in version history.
Planning tools
Your account
- Choose your notification and email preferencesControl PlanWell alerts, email summaries, and device push notifications for your account.
- Download your account or workspace dataExport personal account data and, as a workspace Admin, download a structured workspace export.
- Delete your account or cancel a scheduled deletionSchedule PlanWell account deletion and cancel it during the 30-day recovery window.
- Sign in and check your account’s sign-in methodsUse your PlanWell sign-in method, reset an email password, and review connected account identities.
Clients
Join your event, work with the business, and take the next step.
Your account
- Choose your notification and email preferencesControl PlanWell alerts, email summaries, and device push notifications for your account.
- Download your account or workspace dataExport personal account data and, as a workspace Admin, download a structured workspace export.
- Delete your account or cancel a scheduled deletionSchedule PlanWell account deletion and cancel it during the 30-day recovery window.
- Sign in and check your account’s sign-in methodsUse your PlanWell sign-in method, reset an email password, and review connected account identities.
Joining your event
Contracts and payments
Still stuck?
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