PlanWell
Resources

Open a workspace and put the first event in it.

Name the business, add a client, and keep the date, venue, people, and invoice on one record.

  1. 1

    Add your business

    Set the name, contact details, timezone, and client-facing brand.

  2. 2

    Choose your starting templates

    Keep only the checklists, questionnaires, emails, and documents you will use.

  3. 3

    Capture or add a client

    Use an inquiry form or create the relationship yourself.

  4. 4

    Open the event

    Add the date, venue, people, work, and client visibility.

  5. 5

    Invite the client

    Send portal access when the shared experience is ready.

Client portalInvite Maya
ToMaya Okafor
Shared✓ Run of show✓ Files✓ Booking
Send invitation
Invitation sent
Client portalInvite Maya
ToMaya Okafor
Shared✓ Run of show✓ Files✓ Booking
Send invitation
Invitation sent

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