Planpage is your all-in-one workspace for selling, booking, and planning weddings and events. It brings your entire process together in one place, from the moment a lead reaches out all the way to the final event day. You can manage inquiries, send proposals and contracts, collect payments, organize timelines, track guests and vendors, and keep every detail in sync.
Whether you are exploring your demo project or setting up your first real event, this guide will help you understand how Planpage is structured and where to go next.
What you can do in Planpage
Planpage supports the full lifecycle of a planner's business.
Sales and Booking
Collect new inquiries from your website or social media
Qualify leads and track conversations
Send proposals and service packages
Share contracts and collect electronic signatures
Accept deposits and payments
Mark a lead as booked and move smoothly into project setup
Planning and Event Management
Organize every detail in one simple, beautifully designed platform
Build detailed timelines and share with ease
Manage guest lists and RSVPs across multiple events
Upload vendor contracts and invoices
Collaborate with your clients and team
Communicate with guests, vendors, and clients
Create templates and reusable files to streamline planning
How Planpage is structured
Planpage is built for professional planners and matches your natural workflow. The main pieces you'll interact with are:
Leads
This is where all inquiries and potential clients begin. You can track conversations, send proposals, manage contracts, and collect payments. Once someone books, they'll be automatically converted to a project.
Projects
A project represents a single wedding or event. After a lead is booked, all planning happens inside the project. Each project includes timelines, vendor details, tasks, documents, guest lists, mood boards, etc.
Events
Within a project, you can organize events such as ceremony and reception, rehearsal, welcome party, brunch, etc.
Vendors
Planpage gives you a global vendor list for your entire company. You can store preferred vendors and keep their contact information in one place. Inside each project, you can link vendors from your global list or create a new vendor if the event requires it.