Team roles that match real workflows
Invite admins, planners, and assistantsāeach with clear permissions for day-to-day work.
Organizations & Event Planners
Run multi-client planning like a teamāwithout the chaos.
Create events for customers, invite teammates with roles, and keep ownership clear with assignments. Everything stays organized as your client list grows.
Manage customers in one workspace
Add customers with contact details and notes. Keep all your clients organized in one place.
Create events on behalf of clients
Spin up an event for a customer and jump straight into the builderāno back-and-forth setup.
Send customer invitations
Invite customers when you're ready, so they can review details while you keep control of the build.
Assignments & accountability
Assign planners to customers so ownership is clear across your team as your organization grows.
Multi-client planning, simplified
Run multiple events across many customers without losing consistency, speed, or visibility.
Want this for your planning business?
Get the Agency plan with team members, client management, and more.
Organization workspace
Customers, team, assignments ā one shared home
CustomersTeamAssignments
Customers
Invite ā¢ Create eventAdd customers, keep notes, and start building in seconds.
Fatima & Omar
Sara & James
Alex & Diana
Team
Roles ā¢ AccessOne workspace for customers, team members, and client events.