MUSE FOR PLANNERS

Built for wedding planners.
Not adapted.

Stop juggling spreadsheets and separate tools. Muse is the operational hub that runs your planning business — from first inquiry to final vendor payment.

Free 14-day trial. No credit card required.

app.planwithmuse.com/pro
Sarah & Michael ChenCONFIRMED
October 12, 2026• 47 days
Overview
Timeline
Vendors
Guests
Budget
Tasks
Docs
Billing ▾
+5 more
24
Timeline
8
Vendors
156
Guests
$45.2K
Budget
Next Up
4:00 PM — Hair & Makeup
5:30 PM — First Look Photos
6:00 PM — Ceremony
Budget
Venue
Catering
Florals
THE PROBLEM

Planners juggle too many tools

  • Lead info scattered across email, DMs, and different platforms
  • Financial tracking scattered across spreadsheets, bank apps, and notes
  • No client-facing view — couples constantly asking for updates via text
  • Day-of run sheets manually reformatted from planning timelines
THE SOLUTION

One hub for your business

  • Leads auto-import from email, Instagram, and website forms — or paste screenshots and let AI extract the details
  • Full financial command center with bank integration, P&L, and tax reports
  • Client portal with shareable access code — couples view their own timeline and vendors
  • 14-tab project workspaces with timeline, vendors, guests, budget, tasks, documents, and more
Core Pillars

Built for how planners
actually work

Automation-First

Planning

Add leads from your website, email, Instagram, or referrals — or let AI extract them from screenshots. Six-stage pipeline tracks every prospect from first inquiry to conversion.

Single Source

of Truth

One workspace per wedding with integrated tabs for timeline, vendors, guests, budget, tasks, documents, website, and more. Everything lives together.

Execution-Ready

Outputs

Generate color-coded day-of run sheets with vendor contacts and timing. Print-ready, mobile-optimized, and shareable via client portal.

Scoped

Collaboration

Invite team members with role-based access. Couples get their own portal with a simple code — they see timeline, vendors, and billing. You stay in control.

Features

Everything you need to
run your business

01

Lead Inbox

All inquiries in one place. Add leads from your website, Instagram, email, and referrals — or upload a screenshot and let AI auto-extract the details. Track every prospect through a six-stage pipeline from inquiry to conversion.

Lead Inbox
Search leads...
12 leads3 new2 calls scheduled5 converted
ALL 12
NEW 3
RESPONDED 4
SCHEDULED 2
CONVERTED 3
Sarah & MichaelNEWWebsite
2h ago
sarah.chen@email.comMar 15, 2026
Emma ThompsonRESPONDEDInstagram
1d ago
emma.t@email.comApr 22, 2026
Jessica RiveraCALL_SCHEDULEDReferral
3d ago
jess.rivera@email.comMay 8, 2026
Priya PatelNEWWebsite
5h ago
priya.p@email.comJun 14, 2026
02

Project Workspaces

Central hub for each wedding with integrated views for timeline, vendors, guests, budget, tasks, documents, website, and client portal. Cross-project dashboards give you the big picture across all active weddings.

Sarah & Michael ChenCONFIRMED
October 12, 2026• 47 days
Overview
Timeline
Vendors
Guests
Budget
Tasks
Docs
Billing ▾
More ▾
24
Timeline Items
8
Vendors
156
Guests
90%
Budget
Client Portal
Code: CHEN-2026
Vendor Progress
6/8
03

Financial Command Center

Track your business finances with bank-level precision. Connect via Plaid to automatically import transactions, match payments to wedding projects, generate P&L reports, and export tax summaries.

Finances
Connected via Plaid
Overview
Transactions
Reports
Rules
Banks
Income (MTD)
$24,500
Expenses (MTD)
$8,200
Net Profit
+$16,300
Monthly P&L
Jan
Feb
Mar
By Category
Venue
$18,000
Catering
$12,500
Florals
$8,200
Photography
$6,800
04

Day-of Timeline

Color-coded day-of run sheets with 8 event categories, vendor contacts, and location details. Key contacts at the top. Export as PDF, share via client portal, or print for your binder.

Day-of Timeline
Saturday, October 12, 2026 — Chen Wedding
Print
Export
Key Contacts:Sarah Chen Photo 555-1234Bloom & Co 555-9012DJ Marcus 555-3456
3:00 PM
Hair & Makeup BeginPREP
Glam Squad(555-2345)📍 Bridal Suite
4:30 PM
Groomsmen ArrivePREP
📍 Groom Lounge
5:00 PM
First Look & PortraitsPHOTOS
Sarah Chen Photo(555-1234)📍 Garden
5:30 PM
Guests Begin SeatingCEREMONY
6:00 PM
ProcessionalCEREMONY
6:30 PM
Cocktail HourCOCKTAIL
The Grand Ballroom(555-7890)📍 Garden Terrace
7:30 PM
Grand Entrance & First DanceRECEPTION
DJ Marcus(555-3456)
8:00 PM
Dinner ServiceRECEPTION
The Grand Ballroom📍 Main Hall
05

Guest Management

Complete RSVP tracking across all your weddings. Dietary restrictions, meal selections, table assignments, plus-ones, and group management. Cross-project analytics show response rates and headcount projections.

Guest Management4 active projects
482
Total Guests
287
Attending
142
Pending
312
Est. Headcount
Attending287 (60%)
Pending142 (29%)
Declined: 53Plus Ones: 25Response Rate: 70%
Guests by Project
ProjectTotalAttendingPending
Chen Wedding Oct 121569842
Rivera Wedding Nov 820411267
Thompson Wedding Dec 141227733
CLIENT PORTAL

Your clients get
their own portal

Share a simple access code. Couples see their timeline, vendors, seating chart, and billing — nothing more. You stay in control.

"No more texting updates. Share the code and they're in."

Chen Wedding PortalCode: CHEN
Timeline
Vendors
Seating
Billing
Your Wedding Day
October 12, 2026 — The Grand Ballroom
4:00 PM
Hair & Makeup
5:30 PM
First Look Photos
6:00 PM
Ceremony
6:30 PM
Cocktail Hour
7:30 PM
Reception & Dinner
Your Vendors: Sarah Chen Photo, Bloom & Co, DJ Marcus, The Grand Ballroom

Works with tools you already use

Connect your existing workflow. Leads, emails, finances, and scheduling all sync automatically.

P

Plaid

Bank integration

S

Stripe

Subscription billing

G

Google

Sign-in & auth

C

CSV Import

Bulk data import

A

AI Vision

Lead extraction

Pricing

Start with a free trial

Explore all features free for 14 days. No credit card required. Contact us for team and enterprise pricing.

FAQ

Common questions

How is Muse different from other planner tools?

Most tools handle one slice — contracts, or timelines, or guest lists. Muse is a complete business management platform: full financial tracking with P&L reports, bank integration via Plaid, a client portal with shareable access codes, 14-tab project workspaces, event website builder, AI-powered lead parsing, and day-of execution tools. Everything lives in one place so nothing falls through the cracks.

Can my clients access their timeline?

Yes! Each project generates a shareable access code. Couples can log into their own portal to view the day-of timeline, vendor contacts, seating charts, and invoices. They see only what you want them to see — you stay in control.

How does bank integration work?

Connect your business bank account via Plaid (bank-level encryption). Muse automatically imports transactions and helps you match them to wedding projects. Get P&L reports, category breakdowns, and tax summaries without manual entry.

Is there a free plan?

We offer a free 14-day trial to explore all features. No credit card required. Contact us for current pricing and plans.

Ready to streamline your
planning business?

Join planners who've replaced spreadsheets with a purpose-built operational hub.

Get Started Free