Quick Start — Planner¶

Planner

This guide walks you through your first steps on the platform. In just a few minutes you'll be able to navigate independently.

1. Register and log in¶

Go to the registration page and create your account with name, email and password
Log in with the credentials you just created

Waiting for your event

After logging in you'll see a waiting screen: this is normal. Your venue needs to link your account to the event. Once done, all features will unlock automatically.

2. Explore the Dashboard¶

After being linked to an event, the Dashboard becomes your starting point. Here you'll find the countdown to the event day, cards with confirmed guests, appointments and messages, and quick access to all sections.

3. Add your guests¶

Go to Guests in the sidebar and click "Add Guest"
Enter name, surname, type (adult, child, etc.) and any dietary requirements
As you receive responses, update the RSVP status (confirmed / declined) by clicking on the guest

Go to Menu to explore the dishes offered by the venue, organized by course
Select the dishes you prefer to compose your menu
Go to Catalog to choose mise en place, cake, tableau and floral decorations

5. Assign guests to tables¶

When tables are ready (configured by the venue), go to the Tables section and use the interactive map to assign each guest to their seat. Alternatively, you can assign the table from each guest's edit dialog.

6. Manage communications and documents¶

Messages → communicate with the venue directly from the platform, without using email or WhatsApp
Appointments → check upcoming scheduled meetings (site visits, tastings, planning)
Documents → download contracts, sign them and upload the signed version

Summary¶

What to do	Where
Add guests and manage RSVP	Guests
Choose dishes and services	Menu and Catalog
Assign table seats	Tables → Map
Communicate with the venue	Messages
Sign contracts	Documents
Check appointments	Appointments

Next step

Check the full Planner Guide for an in-depth look at every feature.