01Events
A workspace per event
Timeline, tasks, files, guests and money for each event, in a space of its own.
Vision for Planners
Run the Business Behind the Beautiful Event.
From first inquiry to final invoice, one platform holds your clients, timelines, vendors, contracts and budgets. Built by planners, for planners.
Vision for Planners
See the Planner Workspace.
Clients, events, timelines and budgets, all in one workspace.
Vision · Planner workspace
- One run of show
- Live budget
- Every event in one place
The business side
You became a planner to make events, not to administer them.
Talent gets you hired. Operations let you take the next booking without losing your weekends.
What you get
The Whole Business, Held Together.
02Paperwork
Contracts and invoices
Send, sign and get paid from templates that fill themselves in.
03Network
Vendors and RFPs
Source, compare and book the partners you trust, with the whole history attached.
04Pipeline
Leads to clients
Track every inquiry from first message to signed contract and never lose a warm lead again.
Clients and leadsLive
New2
Avery & Jo
Northwind Gala
Proposal1
Hartley Wedding
Booked2
Lumen Launch
Reyes 40th
05Clients
A portal under your name
Give every client a branded home for progress, payments and messages.
The Hartley Wedding · Client portal
72%
Planning on track
18 of 25 milestones complete
- Venue agreementSigned
- Deposit invoicePaid
- Menu selection formDue Friday
06Team
Roles for everyone
Staff and assistants see precisely what their work requires, and no more.
For every kind of planner
Fits the Way You Work.
A solo planner and a forty person agency use the same platform. What changes is the number of seats, the brands you manage and how finely you set permissions.
- Independent planners get one tidy workspace
- Teams get shared workspaces and clean hand-offs
- Agencies manage many events, planners and brands
- Assistants get access to tasks, not finances
In practice
More room for the creative work.
Everything else is the platform's job.
Florals RFP · 3 responses
VendorQuoteFit
- BBloom & Stem$4,200
- FFern AtelierBest fit$3,850
- WWild Meadow Co.$4,950
CompareAward
Budget · Hartley Wedding
Spent of $62,000
$48,900
- Venue$18,400
- Catering$22,200
- Florals$4,800
- Music$3,500
A season with Vision
What Your Week Starts to Look Like.
Monday
Open the dashboard and see exactly which events, tasks and payments need you first.
Midweek
Clients answer questions in the portal while you meet vendors with the full brief in hand.
Event week
The run of show is shared, the team is briefed and the details are one tap away.
After
Invoices settle, reviews arrive and the event becomes a template for the next one.
The shift
From Doing It All to Directing It.
Today
manual
- 01
Late nights chasing signatures and payments
- 02
Vendors asking for the schedule again
- 03
Clients unsure where things stand
- 04
A new assistant needs weeks to catch up
Questions
Planner Questions.
Is Vision only for wedding planners?
No. It works for weddings, galas, conferences, retreats, launches and more. Every event is a workspace, whatever its type.
Can my assistants work without seeing finances?
Yes. Roles control exactly what each person can open, so assistants can work without ever seeing invoices or contracts.
Can I manage several brands?
Agencies can run multiple brands and keep each client experience distinct.
What does founding access include?
Early access, direct input on what gets built and pricing locked in before public launch.
Make Space for the CreativityThat Makes Your Work Exceptional.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events