The Things You’re Actually Wondering.
Straight answers about who Vision is for, how it works and what it costs. If yours is missing, write to us and a planner will answer.
Who it is for
Vision is built for the people behind events, whatever the size of the team or the kind of room.
Is Vision only for wedding planners?
No. Vision is built for all professional event planners: wedding planners, corporate planners, planning teams, agencies and independents. The platform is designed around event workspaces, which work for any event type, from weddings and galas to conferences, retreats and launches.
Is this available for teams?
Yes. The Planning Team and Agency plans support multiple seats with shared workspaces, task assignments and granular permissions. Invite staff, coordinators, contractors and virtual assistants with a different access level for each person.
I run a venue or a rental house. Is there a place for me?
Yes. Vision for Venues and Vision for Rentals are built for you, on the same account and the same shared directory.
Clients and access
What your clients see, what your team sees and how you stay in control of both.
Can my clients log into their own portal?
Yes. Every client gets a branded portal where they can view event progress, sign contracts, pay invoices, complete forms, check milestones, access shared documents and message your team. The portal carries your logo and colors, so it feels like your business and not someone else's software.
Can I control what staff and clients can see?
Absolutely. Role based permissions let you control exactly who sees what. Timeline assistants can edit timelines without seeing budgets. Virtual assistants can upload files without viewing invoices. Clients can open shared documents but never internal notes.
Will my branding appear on client facing pages?
Yes. Your logo, brand colors and business name appear throughout the portal, from the login screen to milestone updates and invoice emails. On Planning Team and Agency plans you can also use a custom domain for a fully white-labelled experience.
Contracts and payments
Getting agreements signed and invoices paid without leaving the event workspace.
Does the platform support contracts and payments?
Yes. Generate contracts from your own templates, send them for legally binding e-signatures and track signing status. For payments, create professional invoices and accept card payments directly through Stripe, all inside the platform and tied to each client and event.
Can I use my own contract templates?
Yes. Import the templates your business already uses and add fields that fill from the client and event details.
Can I track a budget per event?
Yes. Every event has its own budget by category, so you can see planned against actual at any moment.
Getting started
Moving in, bringing your data and when you can begin.
Can I import guest lists or vendor lists?
Yes, by CSV upload. The platform maps your columns automatically, so you can migrate off spreadsheets without re-entering data by hand. You can export lists again at any time.
How long does setup take?
Most teams are branded, invited and running their first real event inside one afternoon.
When will beta access open?
We are accepting applications for the Founding Planner Beta now. Founding planners get early access, direct input on what gets built and pricing locked in that will not increase after public launch. Spots are limited, so apply to reserve yours.
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