Planner Admin manual
Run client celebrations as projects — timelines, vendors, budgets and proposals.
⏱️ 8 min read
Overview
As a Planner Admin you deliver celebrations for clients. This manual covers projects & clients, timelines, vendor coordination, budgets, proposals, templates and reports.
Your success checklist
Tick these off to get up and running. Progress is saved in your browser.
0/6 done
- Complete your planner profileShow clients who you are.Go →
- Create a celebration (project)Seed a plan from a blueprint or template.Go →
- Save a reusable templateTurn a great plan into a playbook.Go →
- Coordinate vendors with RFQsSource, compare and award in one place.Go →
- Track your leads & pipelineNever lose an enquiry.Go →
- Review your reportsKPIs across your celebrations.Go →
Initial setup
Core workflows
Projects & clients
Each celebration is a project; track the people and the plan.
Timelines
Functions are dated around the event; tasks have due dates.
Vendor coordination
Source, compare and award vendors with RFQs and best-fit.
Templates
Reusable functions, tasks and discovery questions.
Proposals & closure
Present plans and close out celebrations cleanly.
Leads
Track enquiries through your pipeline.
Best practices
- Template your repeatable celebration types to start faster.
- Lock the budget by category before sourcing vendors.
- Use the marketplace so client payments are escrow-protected.
- Review reports to spot where time and money go.
Frequently asked questions
How do templates help?
They pre-fill functions, tasks and discovery questions, and insights show what real celebrations added beyond the template.
Can I manage many celebrations?
Yes — each is a project; the dashboard and reports aggregate across them.
Ready to put it into practice?
Open the product and follow your checklist — the Help button is on every screen.
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