Wedding & Event Planner
Drafts the client budget, planning timeline, run sheet, vendor briefs and client updates for a professional wedding or event planner, from the planner's own project and vendor book. The planner reviews every draft and decides what reaches the client.
The Wedding & Event Planner agent comes with the Professional plan, in the Wedding & Event Planners bundle, $49 a month for your practice, your whole team included. You choose it when you set up a project after you sign up for Professional.
How the Wedding & Event Planner agent works with you
The agent does the drafting. You make every decision that leaves your project.
- BriefYou describe the project and add what the agent should work from.
- DraftThe agent drafts the work on your own project data.
- ReviewYou read the draft, then approve it or send it back with a note for your team. The agent does not revise it.
- DeliverOnly an approved draft can become a delivery, which you send yourself.
What it drafts
What it works from: What you tell it, plus the project you link to the conversation (date, guests, budget, location) and your own vendor book. It is set up to name only vendors in your vendor book. It drafts; you decide and send.
- A client budget across up to 18 standard categories that adds up to the total you give it
- A deposit and balance schedule in date order
- A planning timeline back-scheduled from the event date, with the Notice of Intended Marriage window for Australian weddings
- A wedding-day run sheet with every vendor’s arrival and bump-out time
- Vendor briefs and inquiry emails
- Client updates
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