Planners are professional rememberers. You hold the vendor list, the timeline, the client's taste, the budget conversation, and forty open loops per event — usually across a spreadsheet, a calendar, a notes app, and an inbox that never empties. The system works because you never stop tending it.
OpsVue gives each event one work record that holds it all: the proposal and every version it went through, the client's recorded approvals, the vendor paperwork, the timeline and its revisions, the tasks, the emails, and the money. It's client management for planners (not attendee registration software), built for the business where the client hires you, not the audience.
When a client approves the revised proposal, that approval is a recorded acceptance with a typed name and a document version attached — not a 'sounds good!' buried three weeks deep in a thread.
The client okayed the linen upgrade on a call and the revised total in a text. When the invoice lands and memory differs, you have vibes where you need a record.
The caterer's contract, the florist's quote, the venue's insurance requirements — each one is somewhere in your inbox, findable only by scrolling.
You email v4 to the venue, hand v5 to the photographer, and keep v6 in your head. Day-of, everyone is confidently working from a different run of show.
Your assistant knows whatever you remembered to say out loud. The walkthrough, the final count, the rental returns — if it isn't assigned with a date, it's a hope.
The same welcome email, the same intake questions, the same first invoice, rebuilt each time. The client experience you're known for depends on you re-doing that setup perfectly, every time, tired or not.
What was approved, what changed, what was paid, which vendors delivered — scattered. The recap the client deserves, and the history your next proposal needs, takes a day to reassemble.
Here's how an event runs on OpsVue, onboarding to recap:
Client, contacts, proposal versions, approvals, vendor files, tasks, emails, and money on a single work record — searchable in the words you actually use.
Client & Work Management →Clients accept, decline, or request changes on a no-login document link. A typed-name acceptance is recorded with the exact document version it applied to.
Quotes, Proposals & Contracts →Every revision is kept, the current version is explicit, and the client's approval always points at a specific version — which ends the 'which PDF was final' conversation.
Quotes, Proposals & Contracts →Contracts, insurance certificates, vendor quotes, and the run of show in per-event folders with version history and per-person sharing for your team.
Smart Files →Walkthrough Tuesday, final count Friday, rentals returned Monday — assigned, dated, and visible, with subtasks and labels for how you actually work.
Tasks & Team Operations →Events, tasks, payment due dates, and deliveries on one company calendar, with saved views per person or per event.
Scheduling & Calendar →Email templates in your voice, sent through your connected Gmail or built-in sending, with the send history logged on the event.
Email & Communication →OpsVue Intelligence dashboards show Revenue & Collections and Work Profitability across events — where the money came from, what's outstanding, and which events actually paid.
Reporting & Insights →Say a couple books you full-service for a 150-guest October wedding. Onboarding takes minutes instead of an afternoon: the work record opens with their details, the welcome email goes out from your template, and the proposal (ceremony, reception, design, and coordination) is assembled from your standard sections.
They request changes on their link — swap the string quartet for a DJ, upgrade the bar. Version two goes out, they accept with typed names, and the deposit is paid online the same evening. Over the following months, the caterer's contract, the venue's insurance requirements, and the florist's quote all land in the event's folder, and every vendor confirmation is a task with a due date instead of a sticky note.
Three weeks out, the venue moves load-in an hour earlier. The run of show gets a new version in the folder (older versions stay in history), and the day-of tasks shift with it. After the last dance, the record is the recap: what was approved and when, what was paid, which vendors delivered. When the couple's friends get engaged next spring, the referral is tracked back to them — and your next proposal starts from a complete history instead of archaeology.
No. Platforms like that manage attendees. OpsVue is client management for the planner: proposals, approvals, vendor files, timelines, tasks, and payments for the clients who hire you.
You send a document link — no client account or login needed. The client accepts with a typed name, requests changes, or declines, and each response is recorded as evidence tied to the exact version they were looking at.
Yes. Every event gets its own file folders with version history, so the caterer's contract and its revision don't blur together. You control per-person sharing for your team, and clients can send documents back through their link.
Not a standalone one. The money it manages is the documented kind: quotes and their versions, deposits, balances, and invoices, plus Revenue & Collections reporting across events. For client budget worksheets, keep the spreadsheet in the event's folder with version history.
OpsVue is available now. Start a 30-day trial (no credit card) and set up your first workflow today.
Proposals, approvals, vendors, timelines, tasks, and money — one record per event, from onboarding to recap. Start a 30-day trial.
No credit card required.