Planning Toolkit

The suppliers.
The spend.
The day.

Three tools that usually live in three different spreadsheets now live next to your seating plan. Link a budget line to a real vendor. Send the timeline to the people who need it. Everything stays in sync.

Optional. Turn on only the pieces you need. No feature you have to live with.

Vendors
Petal & StemFlorist
Harvest TableCaterer
Lens & LightPhoto
Send docs
Budget
Florist deposit1,800
Linked to Petal & Stem
Catering 50%6,250
Photography3,400
Total committed: 14,200
Timeline
11:30 Florist on-site
14:00 Canapés service
15:30 Speeches
16:15 Cake cutting
22:30 Last call
Pre-filled from your functions
Budget lines know their vendor • Timeline goes to the people who need it
One workspace
Links stay in sync

The operational side, finally in the same place

No more hunting through old emails for the caterer’s phone number or rebuilding a budget in a different tab every time the guest count moves.

Central vendor directory

Every caterer, florist, photographer, band, and supplier in one calm list. Add by hand or let AI look up contact details from a name and role.

One-click document sending

Email seating charts, run sheets, contracts or any export directly to a vendor from inside the planner. No copying emails out of another tab.

Budget with real numbers

Set a total, create categories, and log every cost and partial payment. See committed vs actual at a glance — always in whole dollars.

Budget items link to vendors

Connect a line item to the actual supplier record. The florist deposit knows it belongs to Petal & Stem. Reports and exports carry the context.

Timeline that starts itself

Your ceremony, reception and other functions already exist — the timeline is pre-filled with those anchors. Just drop in the moments between.

Exports your team actually uses

Generate the exact run sheet, vendor call times, or full day briefing your coordinator and suppliers need — straight from the same source of truth as seating.

How the planning toolkit works

Four steps. The connections between vendors, money and timing are automatic.

01

Add your vendors

Type a name and role or let the AI suggest contact details. Store emails, phones, and notes once. They’re now available everywhere else in the event.

02

Set the budget & link items

Create categories that match how you think (Venue, Catering, Florals, Entertainment…). Add a line and optionally attach it to a vendor record in two clicks.

03

Build the day timeline

Starts with the functions you already created. Add supplier arrival windows, speeches, cake cutting, first dance, last call — anything the team needs to know.

04

Share with the people who need it

From the Vendors screen, select one or many and send the latest seating chart, the timeline, or a custom document packet. They receive a clean, up-to-date copy.

They’re stronger when they talk to each other.

A budget item that knows its vendor. A timeline that the right supplier already received. One less thread to chase.

Budget knows its vendor

When you link a budget item to a vendor, the connection travels with exports, reports, and the vendor’s own document history. You stop asking “which florist was that deposit for?”

Send the right documents

The seating chart the caterer needs and the arrival window the florist needs can go out from the same Vendors page — each recipient only gets what matters to them.

Timeline is the single source

Your functions already define the big blocks. The timeline fills the gaps and becomes the version of truth you, your coordinator, and every supplier work from.

When the caterer’s arrival time changes on the timeline, the budget line for the final payment still points at the right supplier record. The connections survive edits.

What you get
  • A living vendor list that feeds documents, budget links and timeline context
  • Clear budget categories with committed vs paid, always two decimal places
  • A run sheet that starts from the functions you already planned
  • Exports that include the exact information each recipient needs
You stay in control
  • Turn the entire toolkit on or off per event
  • Link (or unlink) any budget item to any vendor at any time
  • Edit the timeline up to the last minute — exports update instantly
  • Nothing is forced on guests or vendors unless you choose to send it

These tools live in the same workspace as seating, RSVPs, and the day-of QR experience.

One less spreadsheet.
One calmer plan.

Vendors, Budget and Timeline are included on paid plans. Start free and turn them on only when you need them.