Planner Settings

Profile

Viewing as
RE

Loading Profile

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

Planner Account Event Planner Service Area

Planner Info

For now, paste a public image link. Later, this can become a real upload button.

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

Coming soon: track estimated costs, booked totals, deposits, and balances by client event.

!

Timeline Builder

Coming soon: create wedding and event timelines for vendors, clients, and setup crews.

!

Preferred Vendor Lists

Coming soon: save 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.