Inviting Your Planning Team

How to Invite to Your Planning Team

1. Go to Planning Team in the main menu.
2. Click + Invite Member.
3. Enter the person's phone number.
4. Click Send Invite.

When they log in with their phone number, they'll have access to your planning team and any events they've been added to.

What Planning Team Members Get

Planning team members have access to shared resources across your business:

• Quick-add to events: When creating or managing an event, you'll be prompted to select which team members are working on it. No need to re-invite each time.
• Shared custom message templates: Your team shares a library of message templates, so everyone sends consistent, on-brand communications.
• Shared vendor lists: Vendor contacts are shared across your planning team, making it easy for any team member to coordinate.

Adding Team Members to Events

Once someone is on your planning team, adding them to an event is simple. When you create a new event or go to an existing event's settings, you'll see a prompt to select which team members are working on that event.

Each team member's access is per-event, so you can assign different people to different events as needed.

FAQs & Common Gotchas