Planner Settings

Profile

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Manage your planner profile, client event workflow, service areas, and future Planner Pro tools.

Planner Account Event Planner Service Area

Planner Info

Paste a link to a photo of your work. Good photos are the single biggest thing that gets you booked.

Planner profile preview

Service Area

Events You Manage

Planner Tools

Planner Dashboard

Your planner dashboard can manage client events, vendor sourcing, requests, and messages.

Budget Tracker

Track estimated costs, booked totals, deposits and balances for each client event.

Timeline Builder

Build wedding and event timelines to share with vendors, clients and setup crews.

Preferred Vendor Lists

Save your preferred vendors by event type, budget, location and client style.

Planner profiles are separate from vendor profiles so a planner can manage client events without mixing planning tools with vendor listings.