Give your client a mobile app to track the entire planning process and eliminate your endless text & email threads.
Built for professional wedding & social event planners.
When you assign a task for your client to complete, they receive a notification on their phone and can view task details. When they have a question, they can simply message you right from the task details.
Messaging feels familiar to your client and is as easy as sending a text message. The magic comes on your end with the ability to categorize conversations and link them to tasks, ensuring no critical conversation ever gets lost.
Schedule meetings and calls that will show up right within your client's app. Include event descriptions and agendas to give your client the context they need to make the meeting as productive as possible.
Start a new project using an existing or new task template, then customize the tasks based on the unique event. Take notes, set due dates, and share tasks with your client.
Every message is tied directly back to a task, ensuring that no decision made in your conversation gets lost. No more digging through old texts & emails to figure out what you decided with your client.
Create your own personal database of vendors you know and trust. Use our powerful search tool to find the vendor that matches your client's budget, style, and location.
Yes! Go ahead and start out with the free plan to get your first event started. If you love it (we think you will), then you can enter in your credit card info and get started with your next client!
If you are unsatisfied with our product in any way, please reach out to us and we will be happy to refund you.
The free plan comes with all the same features as the paid plan. You are simply limited to planning 1 event. We want you to experience the full power of Planline before you even link a credit card.
We understand that switching to a new way of doing things is difficult and you are busy! While Planline is easy to get started using, sometimes getting all your data moved over can be tedious. That's why we offer free data migration and setup, even if you are on the free plan!
