Client Portal

Collaboration, made easy.

No more endless email threads and missed updates. Now everyone has a central planning destination.

Chaos. Meet Clarity.

Before...

Missed Call from Kelly
Revised catering contract
Problem with venue
When is my next payment?
Missed Call from Josh
Venue contract changes
Insurance requirements
Meeting time changed
Missed Call from Lauren
Payment confirmation error
Timeline updates made?
Here is the new menu
Missed Call from Steve
Dates are conflicting

After Planpage

Now you can deliver exceptional service. Without losing your mind.

Documents

Say goodbye to endless email chains and sending files back and forth. Keep everything important in one place.

Document Sharing

Easily control which files are shared in the portal.

Clients can access everything they need, without having to reach out.

Client Upload

Let clients upload files directly to the portal—no more email clutter or lost attachments.

Tasks

Everyone's tasks and checklists, organized in Planpage.

Assign to Clients

It's easy to delegate tasks to your couples and check on their progress.

Discuss Tasks

Each task has its own comment and activity feed, keeping conversations in context.

Task Notes

Elaborate on a task by leaving notes and details your clients can view.

Permissions

You have full control over which tasks can be viewed and edited by a client.

Client Task Creation

Allow clients to create their own planning tasks from the portal, visible to you as well.

Vendors

Keep clients informed with updates and key details about their vendor team. They can update you too!

Recommend Vendors

Sending your vendor recommendations just got a lot easier.

Pull vendors from your contact list and attach them to a project. Clients can login to view a vendor profile page with all the details.

Client Booked Vendors

Your clients can add the vendors they're considering, or have already booked.

Vendor Booking Status

A single source of truth for you and your clients.

Know exactly where each vendor and category stands, all at a glance.

Ready to level up your planning software?

Try Planpage free for 30 days—you'll have access to every feature.

Modern software for wedding planners

Awesome Features
Intuitive Interface
Friendly Support
A Sprinkle of Magic

Sales Features

Leads CRM New Proposals Quotes Invoices Contracts Questionnaires

Planning Features

Timelines Vendors Tasks Guest Lists Guest Messages Mood Boards

Company Features

Dashboards Email Calendar Client Portal Contact List

Resources

Contact Support Pricing

Planpage is all-in-one software for the modern wedding planner. It has everything you need to stay organized, delight clients, and deliver exceptional events with precision and style.

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