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- Wedding Planning Platform
- Who it's for
- Multi-planner agencies
Multi-planner agencies
A larger agency runs many weddings in a season, with several planners, a vendor team and a guest services team. The director needs to see every event in the pipeline, approve plans and vendor fees, and catch problems before the wedding day. Planners need their own list of events and a clear answer when work comes back.
How Wedding Planning Platform is set up for you
Planner ownership
Each event names its owning planner, and each planner works from their own events.
A review queue for the director
Submitted events and vendor commitments wait in one queue with the version, reason and decision kept for each.
Vendor fees across weddings
Agreed fees by event and vendor show where the agency spends and which vendors it books most.
Venue directory
A shared list of venues with contacts, addresses and eligibility notes saves each planner from starting over.
A larger agency runs many weddings in a season, with several planners, a vendor team and a guest services team. The director needs to see every event in the pipeline, approve plans and vendor fees, and catch problems before the wedding day. Planners need their own list of events and a clear answer when work comes back.
Start with the weddings in the next two months. Load the venue directory and team members, migrate open events and vendor commitments, and route every new submission through the review queue. Review the pipeline and vendor fees after the first month before migrating later weddings.
[Plan the rollout](/wedding-planning-platform/implementation), [review the modules](/wedding-planning-platform#modules), and [compare the source data](/wedding-planning-platform/data-model).
Features to start with
Review Queue
Record independent decisions to approve, reject or return each submitted event and vendor commitment.
Events and Venues
Record each wedding event with its dates, guest capacity, venue and owning planner, from draft to close.
Vendor Commitments
Prepare each vendor booking with its deadline, agreed fee and client approval, and get it approved.
Roles on the team
- Lead Planner
- Owns each wedding event from draft to close, including its dates, venue, capacity and documents.
- Planning Director
- Independently reviews submitted event versions and vendor commitments and records the decision to approve, reject or return them.
- Vendor Coordinator
- Prepares vendor commitments with the required-by date, agreed fee and client approval, and submits them for review.
- Guest Services Coordinator
- Records guest RSVP reservations and admits guests at the venue within event capacity.
- Finance Coordinator
- Verifies provider payment evidence, prepares refunds on cancellation and reconciles operation receipts.
- Admin
- Maintains organizations, venues, team members and user access without taking planning decisions.
Set up Wedding Planning Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.