For Agencies & Planners

Every client.
One platform.
Zero chaos.

Plan, staff, and run every client's event from one dashboard — instead of a different spreadsheet, folder, and group chat for each one.

Client catalogsScoped team & vendor rolesAI-assisted planning
The problem

Five clients means five different messes.

A different spreadsheet, folder, and group chat per client

Staff and vendors ending up with too much access, or not enough

No single, polished place to hand a client their live program

Rebuilding the same plan from a blank page, every single event

Catalogs

Every client.
Organized.

Catalogs group any number of events into one shareable collection — a wedding season, a conference series, or everything you're running this quarter. Each event keeps its own schedule, design, and guest list; the catalog just gives it one address.

Hand a client, a venue, or your whole active roster a single link instead of a folder of separate ones.

  • Group any number of events into one shareable catalog
  • Each event keeps its own schedule, design, and guest list
  • One link per client, venue, or season
  • Available on the Premium plan
Spring Season 2027
The Whitfield WeddingLive
Rowe & Co. Product LaunchDraft
Hart Family ReunionLive
Team & Vendors

Your staff. Their vendors.
Scoped right.

Every event gets its own team, assembled fresh — your planners and designers, the client's preferred caterer or AV crew, a day-of coordinator — each with exactly the access their role needs. Nothing shared across clients, nothing exposed that shouldn't be.

Manager

Your right hand on a client's event — edit, design, invitations, planner, everything but delete or transfer.

Co-host

Runs the live session on the day — highlight items, send announcements — nothing else.

Vendor

For the client's caterers, AV teams, and other suppliers — a task list, a message thread, and a place to exchange contracts. No visibility into the rest of the plan.

Protocol

Joins the collaboration channel for tasks and direct messages, without touching event content, design, or the guest list.

See all 10 roles →

AI Planning

From client brief to
full plan, in minutes.

Describe a new client's event and get a complete run of show, checklist, vendor recommendations, and budget guidance instantly — a real starting point for the proposal, not another blank page. Create from a written brief, a PDF, or a photo of a printed program. Everything stays fully editable afterward.

How It Works

Onboard a new client in minutes.

1

Create the event

From a brief, a PDF, a photo of last year's program, or from scratch — and add it to the right catalog.

2

Assemble the team

Add your staff and the client's vendors, each scoped to exactly what their role needs.

3

Run it live

Day-of control from whoever's on-site, with every guest's screen updating in real time.

Every client.
One platform.

Stop rebuilding your process from scratch every event. Bring your next client onto Programleaf.

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