Who drafts, reviews, books vendors, manages guests and verifies payments in a wedding planning team.
| Role | Events and Venues | Vendor Commitments | Guest RSVPs | Payment Evidence | Review Queue | Activity and Evidence |
|---|---|---|---|---|---|---|
| Lead Planner | Edit | View | View | View | View | Edit |
| Planning Director | Approve | Approve | View | View | Edit | View |
| Vendor Coordinator | View | Edit | — | — | — | Edit |
| Guest Services Coordinator | View | — | Edit | View | — | — |
| Finance Coordinator | View | View | Edit | Edit | — | Edit |
| Admin | Edit | — | View | — | Edit | Edit |
Owns each wedding event from draft to close, including its dates, venue, capacity and documents.
Starts on: Event Calendar
Independently reviews submitted event versions and vendor commitments and records the decision to approve, reject or return them.
Starts on: Vendor Commitments Awaiting Approval
Prepares vendor commitments with the required-by date, agreed fee and client approval, and submits them for review.
Starts on: Vendor Commitments Awaiting Approval
Records guest RSVP reservations and admits guests at the venue within event capacity.
Starts on: Event Calendar
Verifies provider payment evidence, prepares refunds on cancellation and reconciles operation receipts.
Starts on: Closed and Cancelled Events
Maintains organizations, venues, team members and user access without taking planning decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.