Built by planners

Empowering thePeopleBehindExtraordinary Events.

One platform for the whole operation — clients, timelines, vendors, contracts, budgets, and a branded portal. Built by working planners, for the way events are actually run.

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An event is hundreds of small promises, made to different people, on different days — and all of them come due at the same hour.

Most planning software was built for software teams and then pointed at events. It assumes the work is a backlog. It isn’t — it’s a room, a night, a run of show, and forty people who each need a different slice of the same truth.

Vision was built the other way round: by people who have stood in the room at 4pm when the call time changed. Everything here exists because a real event needed it, not because a competitor shipped it.

Take the tour

See the Platform at Work.

Short clips from the real platform, from first brief to final invoice.

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Vision · Timeline

One schedule, everyone in sync

Move the dinner once and the whole run of show stays in line.

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Who it’s for

Find Yourself on This List.

Same core platform for every one of them. What changes is the seats, the brands and the permissions.

Independent planners

Solo professionals managing multiple clients and events. One workspace to run the entire business.

Wedding planners & coordinators

Full-service and day-of coordinators who need timelines, vendors, budgets, and a portal couples will love.

Corporate event planners

In-house teams running conferences, galas and retreats, with budgets, approvals and controlled team access.

Planning teams

Multi-person firms that need shared workspaces, task assignments, permission controls and clean hand-offs.

Agencies at scale

High-volume studios managing dozens of events, multiple planners and complex vendor networks.

VAs & coordinators

Support staff who need specific tasks and files — without seeing financials, contracts or internal notes.

The platform

Three Halves of the Job.

A planner laying out swatches and materials on a sunlit floor

Operations

Run your planning business.

One workspace shaped like an event — not a generic board you have to bend into shape.

Client CRM
Event workspaces
Tasks
Vendors
Templates

Pipeline14 active

The Hartleys

Proposal sent

Meridian Corp — Q4 Gala

Contract signed

Okafor / Reyes

New enquiry

A printed wedding stationery suite laid out on linen

Client experience

Serve clients beautifully.

A portal carrying your brand, where clients approve, sign and pay instead of emailing you.

White-label portal
E-signature
Invoicing
Payments
Milestones

VISION

Your brand, not ours

Tablescape — final look

Awaiting approval

Invoice 004 — $4,200

Due 1 Oct

Approve & sign

An event team working together around a table

Community

Grow as a professional.

The part no project tool has — education, certification, and peers who know your venues.

Courses
Workshops
Retreats
Certification
Vision Connect

This month2 sessions

04

Oct

Pricing your day-of package

Live workshop

19

Oct

Certification — module 3

Course

Vision in numbers

pieces in the layout library, from tables to tents
vendor types you can source with one RFP
kinds of event business, on one platform

The honest comparison

A Project Tool Can Hold an Event. It Just Can’t Run One.

VISIONone subscription

Project boardIncluded

Contract toolIncluded

Payment appIncluded

Form builderIncluded

File storageIncluded

Client portalIncluded

1

Logins

1

Bills

Generic project tools+ 4 subscriptions

Project boardOwn login

Contract toolOwn login

Payment appOwn login

Form builderOwn login

File storageOwn login

Client portalOwn login

6

Logins

5

Bills

Drag to compare

Event workspaces
Built around event workspaces
Timelines, payments, files
One master timeline with role-based views
Client portal
Branded client portal included
Event workflows
Vendor, budget, guest, seating and file tools included
Permissions
Permission controls for staff, VAs, clients and collaborators

From the field

We ran three weddings in one weekend off a single timeline. My production lead, two florists and the venue coordinator were all looking at the same thing at the same time. That had genuinely never happened before.

Lead plannerFour-person studio · placeholder quote

The client portal is the first tool I've used that I'm not embarrassed to send. It looks like my brand, not like a project tracker.

Creative directorWedding & events studio

RFPs used to live in my inbox for weeks. Now they close inside the event they belong to, and I can still find them a year later.

Director of eventsUniversity venue

Onboarding took an afternoon. I'd budgeted a month, and I'd already warned my team to expect a painful one.

Operations leadCorporate events team

The budget finally reconciles against one number. My bookkeeper noticed before I got round to telling her we'd switched.

Managing partnerTwelve-person agency

My coordinators can edit the run of show without ever seeing what a vendor costs me. That alone was worth the move.

OwnerIndependent planner

The ecosystem

More Than Software. A Place the Whole Industry Meets.

The events industry is built on relationships, and we believe its technology should be too. Four products, one account, one shared directory of the people you actually work with.

The network

VISIONConnect

The industry directory and referral network. Find the florist who has actually worked your venue, see who your peers trust, and bring them into the event in one step.

2,400+ vetted professionals

The core

VISIONforPlanners

Timelines, vendors, budgets, contracts, and the client portal. Everything the person holding the whole event needs, in the order they actually need it.

The full platform

The brief

VISIONforRFPs

Write one brief, pick your vendors and venues from the directory, and send it to all of them at once. Quotes come back side by side, ready to compare and book.

Requests, quotes and booking

The inventory

VISIONforRentals

Catalogue, quoting, holds, and delivery windows. Quotes that turn into confirmed holds without anyone re-typing a line item.

Catalogue to load-out

Pricing

Simple pricing that grows with you

Every plan includes clients, contracts, invoices, the client portal and Vision Connect. Each tier adds to the one before it — change plans any time from your billing page.

Vision Studio

Run your business.

$19/ month

Founders rate, locked in forever. Regularly $29/month.

Get started

Client profiles and lead management
Contracts, invoices and payments
Files and document storage
Client portal
Business templates and workflows
Vendor directory and RFPs
Vision Connect access (included)

Vision Planner

Vision Planner Teams

Run the company.

$119/ month

Founders rate, locked in forever. Regularly $179/month.

Get started

All Planner and Studio features included
Up to 5 team members included
Team permissions and custom roles
Staff workspace and task assignments
Internal training and quizzes
Team updates and notifications
Priority support
Additional team members: $15/month each

Start with a free preview. No card needed: choose a plan when you're ready.

9:41

The Vision app

Run the Day from Your Pocket.

A companion app for the crews who pick, load, deliver and return what your events are made of. It reads from the same record as the platform.

Scan to move stock. Every scan advances an item from pick to stage, load, delivery and return.
Proof on the spot. Photos, signatures and a location check at the door, even offline.
Exceptions in seconds. Flag damage or a shortfall and the office sees it straight away.

Download on theApp Store Get it onGoogle Play

Questions

The Things You’re Actually Wondering.

Still unsure? Write to us — a planner answers, not a sales rep.

Is Vision only for wedding planners?

No. Vision is built for all professional event planners — wedding planners, corporate event planners, planning teams, agencies, and independents. The platform is designed around event workspaces, which work for any event type: weddings, galas, conferences, retreats, launches, and more.

Can my clients log into their own portal?

Yes. Every client gets a branded portal where they can view event progress, sign contracts, pay invoices, complete forms, check milestones, access shared documents, and message your team. The portal carries your brand — your logo, your colours — so it feels like your business, not someone else's software.

Can I control what staff and clients can see?

Absolutely. Vision uses role-based permissions so you control exactly who sees what. Timeline assistants can edit timelines without seeing budgets. Virtual assistants can upload files without viewing invoices. Clients can access shared documents but not internal notes. You decide what's visible for every role.

Does the platform support contracts and payments?

Yes. Generate contracts from your own templates, send them for legally binding e-signatures, and track signing status. For payments, create professional invoices and accept card payments directly through Stripe — all inside the platform, tied to each client and event.

Can I import guest lists or vendor lists?

Yes, via CSV upload. The platform maps your columns automatically, so you can migrate off spreadsheets without re-entering data by hand. You can export lists again at any time.

Will my branding appear on client-facing pages?

Yes. Your logo, brand colours, and business name appear throughout the client portal — from the login screen to milestone updates to invoice emails. On Planning Team and Agency plans you can also use a custom domain for a fully white-labelled experience.

Is this available for teams?

Yes. The Planning Team and Agency plans support multiple seats with shared workspaces, task assignments, and granular permission controls. Invite staff, coordinators, contractors, and virtual assistants with a different access level for each person.

When will beta access open?

We're accepting applications for the Founding Planner Beta now. Founding planners get early access, direct input on what gets built, and pricing locked in that won't increase after public launch. Spots are limited — join the waitlist to reserve yours.

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