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PeerX for event and wedding planners

Planners run the Wedding & Event Planner agent on their own projects: the notes, budget, dates and vendor book they enter. It drafts the working documents; the planner reads each one and decides what reaches the client.
Start with ProfessionalRead about the agent
AvailableWedding & Event Planner agent, for planners on a pro plan

Who does what

An agent drafts. A person reads the draft and approves it or sends it back with a note for the team, and only approved work can be delivered.

What the agent drafts

In pencil: nothing here is final.

  • A budget split across categories for each client
  • A timeline worked back from the event date
  • Vendor shortlists from the planner's own vendor book
  • Proposals, vendor briefs and run sheets

What stays with you

In ink: a person decides.

  • What goes to the client, and when
  • Which vendors are approached
  • Any change to the budget or the timeline

Agents for this work

Wedding & Event Planner

Available to planners on a pro plan

Available

Your lead agent for each wedding or event. It drafts the client budget, the planning timeline, the run sheet, vendor briefs and client updates from your own project and vendor book. It drafts; you decide and send.

Start with Professional

Professional is $49 a month for your practice, your whole team included. Sign up, set up a project, and read every draft before it goes anywhere.
Start with ProfessionalSee how review works