01Day one
Your brand is everywhere
Logo and colors appear across the workspace and every client touchpoint from the very first login.
How it works
Six Moves, One Afternoon.
You do not need a rollout plan. Set up your brand, invite your team, add your clients and you are running real events in the same sitting.
Setup · 4 of 5 done
- Brand kit uploaded
- Team invited
- Clients imported
- First contract sent
- Portal opened
Our promise
If getting started takes longer than a client meeting, we have built it wrong.
We built the onboarding the way a planner would run a kickoff call: short, clear and finished.
Getting started
The Six Moves.
Do them in order or jump around. Each one is useful the moment it is done.
- 1
Create your workspace
Sign up with your business name and tell us how you work. Your workspace is ready in a minute.
- 2
Add your brand kit, team and templates
Upload your logo, set your brand colors, invite your team and import the contract and document templates you already use.
- 3
Add clients, leads and events
Build your client database, track leads through the pipeline and open an event workspace for each project.
- 4
Send contracts, invoices, forms and documents
Generate contracts for e-signature, send invoices with online payment and share questionnaires and files.
- 5
Build timelines, budgets, guest lists and seating
Create the master timeline, track budgets by category, manage RSVPs and design seating layouts.
- 6
Give clients their branded portal
Invite clients into a white-labelled portal where they view progress, sign contracts, pay invoices and message your team.
Bring what you have
Nothing to Start From Scratch.
Your clients, your templates and your way of working come with you. Import a spreadsheet of contacts, drop in the documents you already use and keep going.
- CSV import for clients and vendors
- Bring your own contract and form templates
- Keep your existing client portal language
- Move events across one at a time, at your pace
In practice
You were never meant to be the glue between nine apps.
Let the platform hold the pieces together.
Today · Workspace
Events
7
Tasks due
12
Unpaid
$8.4k
- Confirm florist delivery window
- Send final headcount to caterer
- Review seating with venue
Clients and leadsLive
New2
Avery & Jo
Northwind Gala
Proposal1
Hartley Wedding
Booked2
Lumen Launch
Reyes 40th
The first week
What Changes, and When.
02Day two
Clients are in the system
Contacts imported, leads sorted into the pipeline and your next events opened as workspaces.
03Day three
Paperwork flows
Contracts and invoices go out from templates, and signatures start landing on their own.
04Week one
Timelines are shared
Vendors and team members are working from live slices instead of last week's PDF.
05Week one
Clients are inside
The first portal invitations go out, and the first questions stop arriving by email.
06Week two
It becomes the habit
The team opens Vision first, because that is where the current truth lives.
Before and after
From Juggling to Flow.
Before
nine tools
- 01
Every event starts with a hunt for the last one's files
- 02
Clients email you to ask where things stand
- 03
Staff see too much or too little
- 04
Onboarding a new hire takes weeks
Questions
Getting Started Questions.
How long does setup really take?
Most teams are branded, invited and holding their first real event inside one afternoon. Larger libraries of templates take a little longer.
Can I import my existing clients?
Yes. Upload a CSV and map the columns. Vendors can be imported the same way.
Do I need to move every event at once?
No. Start with the next event on your calendar and bring the rest across as they come up.
Is there training?
Yes. Short guides, templates and direct help from planners who use the platform every day.
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