Agency is built for event planning teams that need a shared workspace. Once subscribed, you'll set up your team, invite members, and start collaborating on timelines, clients, and vendors — all under one roof.

Creating your team

After purchasing Agency, you'll be redirected to the team setup flow. Step one: give your team a name and add your company details — name, email, phone, and website. These are optional but help keep things organized.

Setting up branding

Step two is branding. Pick a brand accent color and canvas color using the color pickers. Upload your company logo. These colors and logo will be available to all team members when exporting timelines — so every export looks like it came from your company, regardless of who created it.

Your team dashboard

Once setup is complete, you'll see a new "Team" section in your dashboard sidebar. This is where you manage members, update company info, and adjust branding. All team members see the same shared pool of timelines, clients, and vendors.

Next: inviting your team members and assigning roles.