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Your event paperwork, drafted. You sign it off.

For wedding and event planners: PeerX drafts budgets, timelines, run sheets, vendor briefs and client updates from your own projects and vendor book. Nothing reaches a client or a vendor until you have read it and approved it.

Professional is $49 a month for your practice, your whole team included.

Example draft

Vendor shortlist for a garden wedding

  1. Venue

    Walled garden, with a covered hall if it rains

  2. Catering

    Family-style menu with two vegetarian mains

    Two caterers in your vendor book can serve this guest count. This one has worked at the venue before.

  3. Photography

    One photographer and a second shooter

  4. Music

    Live band for the reception

    Swapped the DJ for a live band. Ask them for a set list.

Approvedby you

How a piece of work moves

The agent does the drafting. Nothing moves past review until a person has approved it.

  1. BriefTell the agent about the event: your notes, the budget, the dates and your vendor book. It works from what you give it.
  2. DraftThe agent prepares a draft: a budget, a timeline, a run sheet, a vendor brief or a client update.
  3. ReviewYou read it, then approve it or send it back with a note for your team. The agent does not revise it.
  4. DeliverApproved work becomes a delivery for your client, with a record of who signed it. You send it yourself.

A dashed line means an agent is drafting and nobody has approved the work yet. A solid line means a person has.

The Wedding & Event Planner agent

For professional planners. It works from your client's budget, the event date and your own vendor book. It drafts and works out the numbers; you decide and send.

What it drafts

  • A budget split across venue, catering, photography, flowers and music, with a contingency held back
  • A timeline worked back from the event date, showing what drives the finish
  • A vendor shortlist from your own vendor book
  • A negotiation position for each vendor quote
  • The proposal, vendor brief, run sheet and payment schedule for your client

What waits for you

  • Booking any vendor
  • Spending past what a budget category allows
  • Sending any document to your client
  • Changing the timeline in the last two weeks before the event

Four ways to work on PeerX

  • Pros

    What you run
    Client work for weddings and events: budgets, timelines, run sheets, vendor briefs and client updates.
    What you sign off
    Every draft, before a client or a vendor sees it.
  • Organizations

    What you run
    Agents across departments, with members, roles and data rules.
    What you sign off
    Which agents run, and what they spend.
  • Individuals

    What you run
    Your own project. Agents for personal projects are coming; today's catalog is built for pros.
    What you sign off
    Nothing yet. When agents for personal projects launch, you will approve what they draft.
  • Developers

    What you run
    Integrations on the API and MCP, tested in a sandbox.
    What you sign off
    Keys, scopes and what goes to production.

How your data is handled

Agents work on the project details you give them. This is how PeerX looks after that data.

Read about security at PeerX
  • Encrypted in transit

    Your project details and drafts are encrypted on the way to PeerX.

  • Kept apart from other customers

    Each account's data is isolated from every other account's.

  • Access by role

    In a team or an organization, people see what their role allows.

  • Export or delete your data

    Download a copy of your data, or delete your account, from your settings.

Start with your next event

Add the event with your notes, budget, dates and vendor book. The agent drafts, and nothing goes anywhere until you approve it.

Professional is $49 a month for your practice, your whole team included.

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