MAYA & ELLIS
ReviewConfirm the photo brief.
June Studio · Jordan to follow up
FOR PLANNERS / THE WORK BEHIND THE DAYMany weddings. One considered way to work.
Hold the whole day.Not every detailin your head.
Your judgment makes the day work. Plantoat gives the plans, people, and handoffs a place to stay aligned—across every wedding you’re trusted with.
Explore the planner workspacePlanner early-access interestTHE WEDDING PORTFOLIOIllustrative workspace · June 2027
ACTIVE WORKSPACE / 19 JUNE
Maya & Ellis
Final preparations. Keep the execution details close.
- Guest replies
- 86 attending
- Vendors
- 5 of 6 day-of ready
- Next handoff
- June Studio · Photo brief
01 / KNOW WHERE TO LOOKDifferent weddings.
Different weddings.
Clear next moves.
Switch into each wedding with its context intact. A next action, an owner, and a date are easier to work with than another thread to reconstruct.
THREE WEDDINGS / THREE FOLLOW-UPSAn illustrative review across sample workspaces
ROBIN & JULES
Check the venue requirements.
Cedar House · Casey to verify insurance
NOOR & AVERY
Make room for the first decisions.
Budget conversation · Noor & Avery
A workflow illustration, not a claim of an automated cross-wedding inbox.
02 / BOOKED IS NOT THE SAME AS READYA signature is a start.
A signature is a start.
The day needs a little more.
Separate booking readiness from execution readiness. Track applicable requirements, due dates, follow-ups, and who is responsible for the next move.
MAYA & ELLIS / JUNE STUDIOPhotography,
Photography,
with the details handled.
- Booking
- Ready
- Execution
- 1 item to confirm
- Last contact
- 7 June
- Follow-up
- 10 June · Jordan
Next action: agree the final photo brief and arrival route.
BOOKING READINESS
Contract signedComplete
Deposit recordedLinked to Budget LedgerRecorded
Insurance verifiedNot required for this sample bookingNot applicable
EXECUTION READINESS
Final payment recordedLinked to Budget LedgerRecorded
3 of 4 applicable requirements cleared
“Not applicable” stays outside the readiness total. Completing a requirement does not automatically close a follow-up.
03 / THE TEAM, ON PURPOSEEnough access to help.
Enough access to help.
No more than they need.
Use superuser, editor, and viewer roles. Scope editors and viewers to the appropriate tools or individual timelines, with separate permissions for running, comments, and media.
Maya & Ellis
The decisions and personal details remain theirs.
Jordan / Superuser
Broad workspace access to coordinate the plan and team. Superuser is a trusted role, not a restricted vendor role.
Casey, June & Morgan
An assistant runs an assigned timeline. A photographer edits the Shot List. A DJ works with the Setlist.
ACCESS PREVIEW / CUSTOM SCOPE
Ceremony timelineEdit & run
Rehearsal timelineNo access
Shot ListNo access
SetlistNo access
Cheat SheetView
Private vows are separate from shared working notes. Keep the couple’s private writing out of the operational handoff.
Illustrative roles and grants. No live access is changed.
04 / PREPARE THE PLAN. OPERATE THE DAY.Your judgment, in the room.
Your judgment, in the room.
Your team, in step.
The timeline holds the sequence. The Run of Show makes timing, ownership, and cues usable when the room is full and the next moment matters.
MAYA & ELLIS / CEREMONY19 JUN 2027 · GARDEN ROOM
PREPARED IN THE TIMELINE
- Welcome guestsCasey · Guest check-in
- Take your placesJordan · Confirm the room is ready
- The ceremonyAlex · Officiant
Share the appropriate schedule with each person before the day.
RUN OF SHOW / 15:55Five minutes.
Five minutes.
One clear handoff.
- Casey
- Finish check-in and guide remaining guests.
- June
- Ready for the aisle shot.
- Morgan
- Processional loaded; wait for Jordan’s cue.
The essential details, still at hand.
Locally available wedding information remains usable when connectivity is unreliable. Prepare and sync before arrival; reconnect for updates and transfers. Offline does not mean every teammate’s latest changes are already on your device.
05 / ONE WORKSPACE, A CHANGING PACEMonths to consider.
Months to consider.
Minutes to respond.
The plan gets more specific as the day gets closer. Keep the working context together as attention shifts from possibilities to readiness.
Build the shape.
Keep budgets, guest plans, calendars, and Style Plan alongside the decisions you’re helping the couple make.
Close the open loops.
Review Vendor Readiness, chase the applicable requirements, and confirm the timelines and access your team will use.
Stay with the room.
Use the Run of Show, check-in, Shot Lists, Setlists, and locally available information to support the next handoff.
The professional toolkit
Wedding portfolio · Workspace switching · Vendor Readiness · Follow-ups & deadlines · Timelines & Run of Show · Scoped collaboration · Team notes · Cheat Sheet · Offline working
See the proposed planner pathKeep your attention
where it matters.
Help shape a workspace for professional planning.
Planner access and packaging are still being defined.