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🗓️ Planning Your Event

Invite your planning team

Add family, a committee or an event planner, with the right level of access.

Essential 3 steps 1 min read

What is this?

Your planning team are the people who help you plan. Each person has a role, such as planner, treasurer or committee member.

Why it matters

Everyone sees the same plan and budget. Committee members can view and comment without changing anything.

How to do it

  1. Open the Planning team card

    Go to Event info & team, or choose Planning team at the top of your plan.

    The Planning team and Discussion cards.
    The Planning team and Discussion cards.
  2. Add a team member

    Choose Add Team Member, enter their email address and choose a role. If they do not have an account yet, they are invited to join.

  3. Talk it through in Discussion

    Use Discussion for questions and decisions. Everyone on the team can read and reply.

What’s next?

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