New onboarding flow

The simple steps for creating a Planned account.

We have a new onboarding flow!All new users will go through a new onboarding flow: a few screens that ask some questions to make their first experience of the platform smoother.

We prompt users to create an event right away (even if it’s a test event!) so that they can explore Planned’s features as best possible. We’re also introducing our new referral program in this flow: inviting colleagues will earn you a $25 Amazon gift card!

A new look for the marketplace

The new navigation bar in the Planned marketplace.

The marketplace has a new look!

We’ve combined the categories into one menu, with examples of supplier types under each, to make easier to browse. 

We’ve also adjusted the cards to represent the information better so it’s easier to know which suppliers you want to click into!

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2 min read 4 months ago

Saving Money with Planned

Saving Money with PlannedPromoting company savings has been a core value of the Planned business model since day one. Enterprise Clients Planned Enterprise clients are able to save time and money simply by being a client and using the Planned platform. Without Planned, these event planners go through a vendor on-boarding process every time they want to make a payment to a vendor. However, with Planned, clients only have to onboard one vendor (Planned) once, and have the ability to book thousands of vendors without any additional on-boarding. By avoiding the tedious process of having to onboard new vendors every time they host an event, enterprises are saving time and can focus on creating a successful event. Discovery of suppliers In all industries, but especially in event planning, time is money! By using the Planned marketplace and it’s fine-tuned filters, Planned clients are able to quickly narrow down their search for suppliers and find exactly what they need in less than half the time it would’ve taken them if they had used Google or other search engines. Compare quotes The beauty of having access to a large marketplace filled with incredible options is that clients are able to receive multiple quotes from various suppliers and compare their options internally. Clients can contact suppliers directly in Planned to receive quotes quickly and efficiently compare, side by side, to choose their best option. Planned exclusive discounts are only offered in the Planned marketplace. Exclusive discounts Unlock Planned discounts from suppliers all across North America. By joining Planned, event planners get immediate access to discounts that suppliers offer exclusively to Planned. This discounts won’t be found anywhere else! It’s the Planned mission to not only streamline the event planning process, but also make it efficient, cost-saving, and fun to do!

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