Planning Hub

So many moving pieces. So little time. The Planning Hub puts everything in one place — budget, tasks, vendors, creative direction — so you can stop switching between tabs and start making decisions.

Vision Board

This is where your event starts to feel real. Collect inspiration, set a mood, and share your creative direction with vendors and collaborators. Think of it as your event’s Pinterest — but actually useful.

Pro tip

Upload your mood board early. Vendors who see your vision deliver better results — and you’ll spend less time explaining what you want.

Tasks & Timeline

Your planning timeline, organized by milestones like “12 Months Before” and “Week Of.” Each task has a deadline and a completion ring so you always know where you stand.

• See upcoming deadlines at a glance
• Track progress with the completion ring
• Jump straight to your full task list

Note

Tasks are generated automatically based on your event type. A wedding gets different milestones than a corporate event.

Budget Overview

The number you actually care about: how much is left. See your remaining budget, total committed spend, and a progress bar showing allocation at a glance.

Click through to the Budget Manager for the full breakdown.

Vendor Management

Track who’s booked, who’s still in negotiation, and who needs a follow-up. Quick access to contracts, contact details, and payment status.

See the full Vendor Management docs for details.

Smart Suggestions

AI-powered nudges that surface what needs your attention — expiring contracts, upcoming deadlines, and unread vendor messages. You don’t have to remember everything; the system does it for you.

Page Layout

Two-column layout on desktop:

• Main area — Four planning cards (Vision Board, Tasks, Budget, Vendors) in a responsive 2×2 grid
• Sidebar — Smart Suggestions and Premium Templates

On mobile, everything stacks vertically.