01Workspace
A shared home for every event
Timelines, guests, vendors and budgets in one workspace the whole team opens.
For planning teams
Everyone on the Team, Working From the Same Page.
When several people touch the same event, the cost is hand-offs. Vision gives a planning team shared workspaces, clear assignments and permissions that match how you work.
The hand-off problem
The details live with the person who last touched them.
A client asks a question and three people have part of the answer. Shared records mean anyone on the team can pick it up.
What you get
Built Around the Way You Work.
02Tasks
Assignments that stick
Assign tasks to teammates, see what is overdue and keep each event moving.
03Roles
Permissions that fit the role
Decide who can see finances, send invoices or edit contracts, person by person.
04Focus
A daily list for each planner
Each planner starts the day with the few items that need them, ranked and explained.
05Clients
One record per client
Everyone sees the same notes, contacts and history, so no one asks a client twice.
06Training
Bring new people up to speed
Teams get training tools so a new hire learns your way of working inside the platform.
For firms of two to twenty
Hand Off an Event Without a Hand-Off Meeting.
The timeline, vendors and conversations stay attached to the event, not to a person. When someone is away, the next planner opens the same page and carries on.
- Assignments and due dates for every task
- Roles that control finances and contracts
- One client record shared by the whole team
A team is only as calm as its shared plan.
Give everyone the same picture.
Getting started
Up and Running in Four Steps.
- 1
Invite the team
Add each person and choose their role.
- 2
Share the events
Open the events everyone should see and assign the work.
- 3
Set the rules
Decide who can view finances, send invoices or edit contracts.
- 4
Work in parallel
Plan, source and communicate at the same time without stepping on each other.
Questions
Questions We Hear.
Can I limit what a teammate sees?
Yes. Roles and permissions decide who can view finances, send invoices or change contracts.
How many people can join?
Team plans add seats as you grow. See the pricing page for what each plan includes.
Can two people work on one event?
Yes. Everyone works from the same shared record, and assignments make clear who owns each task.
Is there training for new hires?
Team plans include internal training tools, so a new planner can learn your process in the platform.
Make Space for the CreativityThat Makes Your Work Exceptional.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events