Planning for clients

Planners and agencies work from a planner workspace: one home for every client event, your staff and your templates. Your personal workspace stays for your own events.

Your planner workspace

Open Workspace in the studio's top bar, or make one from the events home. Its settings hold the name, the plan and your brand; its members page holds your staff.

Create an event for a client

Start the wizard from the planner workspace and choose that you are the planner. At the end, invite the couple or the host by email. They sign in to their own event, and you stay its organizer. See Create an event.

Forms and templates

Send the couple forms for the details you need, such as the guest count or the menu. Answers arrive in the event, next to the plan. On Pro and Agency, save a form you reuse as a template for the whole workspace.

Blueprints

On Pro and Agency, save a finished event as a blueprint from its overview. The next event can start from it in the wizard, with its tasks, forms and features ready.

Approvals and the client's view

Working with the couple in the event asks the client to approve the site, the seating, the guest list or the budget, and sets what they may change on their own. Its preview shows the studio as the client sees it.

Team and your brand

Add your staff on the workspace's members page, then give each of them a role on the events they work on. See Team and roles. On Pro and Agency, add your logo and color in the workspace settings: your clients' sites show them in their footer.