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Getting Started with Pro Planner

Pro Planner is built for professional event planners who manage multiple clients, coordinate with vendors, and need polished, branded deliverables. Here's what it unlocks beyond the free tier.

What you get

  • Client management — add clients, assign timelines, send intake forms
  • Vendor management — track vendors, assign them to timeline items, share vendor-specific links
  • Item tags — organize items with preset and custom tags
  • File attachments — attach contracts, floor plans, and reference images to items
  • Custom branding — your logo, your colors, premium fonts, custom URL slugs
  • Branded PDF export — professional documents with your logo and no watermark
  • Ultra HD image export — 3600x4800 print-quality resolution
  • To-do lists — with event-type templates and timeline item linking
  • Text reminders — automated SMS to vendors and team before their items
  • Save as template — reuse timeline structures across clients
  • Unlimited timelines and clients

Starting your trial

Go to the pricing page and select Pro Planner. Annual plans include a 14-day free trial — you get full access to everything before your card is charged.

Your dashboard

Once subscribed, your dashboard expands with new sections in the sidebar: Clients, Vendor Management, and To-Do List. The overview page shows quick stats for timelines, templates, clients, and vendors.

Pro Planner dashboard with expanded sidebar
The Pro Planner dashboard with Clients, Vendor Management, and To-Do List

If you're already comfortable with the editor basics, you can skip the DIY track. This Pro track focuses on the professional workflow that builds on top of those basics.

What's next

Start by setting up your first client.