01Clients
A pipeline that follows up
Move every inquiry from first message to booked, with an automatic reply the moment it lands in a stage.
For independent planners
Run the Whole Business Without a Back Office.
You are the planner, the accountant, the account manager and the admin. Vision gives one person the tools of a whole studio, so more of your week goes to the events themselves.
The one-person studio
Your business should not live in twelve tabs.
Inquiries in one inbox, contracts in another folder, payments in a banking app. Every booking costs you evenings.
What you get
Built Around the Way You Work.
02Events
One timeline per event
Build the run of show once and share the right view with the client, the venue and each vendor.
03Money
Invoices that collect themselves
Send an invoice, take a card payment and see what is owed across every event on one screen.
04Portal
A branded client portal
Give each client a calm place for their timeline, contracts and invoices, under your name.
05Vendors
Quotes without the chase
Write one brief, send it to the vendors you trust and compare their answers side by side.
06Time
A morning list that matters
Start the day with the few things that need you, instead of a list of everything.
Built for one
The Tools of a Studio, Priced for You.
Independent planners get the same core platform as the largest agencies. Start with your own clients and events, and add people only when the business grows into them.
- Everything in one login, from inquiry to final invoice
- A client portal that looks like your business
- Room to add teammates later without moving anything
Be the planner your clients remember, not the one buried in admin.
Spend your attention on the event.
Getting started
Up and Running in Four Steps.
- 1
Bring your clients
Add the people you are working with, or start with your open inquiries.
- 2
Set up your brand
Add your logo and colors so every client sees your business, not ours.
- 3
Build your first event
Create the timeline, invite the client and send the first invoice.
- 4
Let it run
Follow-ups, reminders and payments carry on in the background.
Questions
Questions We Hear.
Do I need a team plan to use Vision alone?
No. Independent planners use the core platform on their own account, with room to add teammates later.
Can my clients see everything?
Only what you choose to share. You decide which timeline, contracts and invoices appear in each client's portal.
Can I bring my existing clients across?
Yes. Add them one at a time or import a spreadsheet, and keep your notes with each of them.
What if I only plan a few events a year?
Vision still saves you the set-up each time, because your forms, timelines and templates are ready to reuse.
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