Dream Planner Documentation
Welcome to the Dream Planner documentation. Everything you need to plan your perfect event, all in one place.
Overview
Dream Planner is an all-in-one event planning platform that helps you organise weddings, birthdays, corporate events, and more. Whether you are a planner coordinating vendors and guest lists, or a vendor managing enquiries and invoices, Dream Planner brings every moving piece into a single dashboard so nothing falls through the cracks.
Planners use the Planner Portal at portal.dreamplan.sagargandecha.dev to create events, track budgets, manage guests, and communicate with vendors. Vendors use the Vendor Portal at vendor.dreamplan.sagargandecha.dev to receive enquiries, send quotes and invoices, manage contracts, and grow their business.
The platform is free to get started. Upgrade to Pro for advanced features like unlimited events, priority vendor placement, and more. See Subscription Tiers for details.
Quick Links
Jump straight to the section you need:
| Section | Description |
|---|---|
| Getting Started | Create your account and set up your first event |
| Events Overview | How events work, statuses, and the event dashboard |
| Checklist Guide | Manage planning tasks with templates, kanban boards, and due dates |
| Budget Tracker | Track estimated vs. actual costs with charts and alerts |
| Payment Schedule | Manage deposits, instalments, and payment deadlines |
| Guest Management | Build your guest list, import CSV, track RSVPs, share RSVP links |
| Vendor Search & Management | Search, shortlist, compare, and book vendors |
| Vendor Recommendations | Smart suggestions matched to your event |
| Seating Planner | Assign guests to tables with drag-and-drop |
| Documents | Store contracts, mood boards, and event files |
| Messaging | Built-in messaging between planners and vendors |
| Vendor Portal | Full guide for vendors: inbox, quotes, invoices, contracts |
| Platform | URL structure, PWA install, and subscription tiers |
| Admin Portal | Platform administration and vendor approval |
| Account & Settings | Profile, password, notification preferences |
| Use Cases | Guides for weddings, corporate events, and birthdays |
| FAQ | Answers to common questions |
Key Features
Dream Planner includes everything planners and vendors need to work together smoothly. Here is what you can do:
| # | Feature | Description | Learn More |
|---|---|---|---|
| 1 | Event Dashboard | A central hub showing your event’s key stats with progress rings, upcoming tasks, payment summaries, and contextual quick actions. | Events Overview |
| 2 | Smart Checklist | Pre-built templates for every event type with a kanban board, due dates, categories, and progress tracking. | Checklist Guide |
| 3 | Budget Tracker | Track estimated vs. actual costs across categories with charts, over-budget alerts, and payment milestones. | Budget Tracker |
| 4 | Payment Schedule | Record deposits, instalments, and final payments with due dates and status tracking. | Payment Schedule |
| 5 | Guest Management | Add guests manually or import via CSV. Track RSVPs, dietary needs, plus-ones, and share public RSVP links. | Guest Management |
| 6 | Seating Planner | Visual drag-and-drop canvas and list views with dietary summaries and CSV export. | Seating Planner |
| 7 | Smart Vendor Recommendations | Rule-based suggestions matching your event type, date, location, and budget to the right vendors. | Vendor Recommendations |
| 8 | Vendor Search & Compare | Browse the vendor directory, shortlist favourites, and compare up to 4 vendors side by side. | Vendor Search |
| 9 | Built-in Messaging | Real-time messaging between planners and vendors, organised by event, with email forwarding support. | Messaging |
| 10 | Document Storage | Keep contracts, mood boards, inspiration photos, and other files organised alongside your event. | Documents |
| 11 | Vendor Portal | A full business hub for vendors with a 3-panel inbox, AI insights, quotes, invoices, contracts and e-signature, Stripe Connect payments, and auto-response templates. | Vendor Portal |
| 12 | Contracts & E-Signature | Vendors create contracts from templates; planners review and sign electronically. | Contracts |
| 13 | Subscription Tiers | Free and Pro plans for both planners and vendors, with Stripe-powered billing and a self-service customer portal. | Subscriptions |
| 14 | Progressive Disclosure | Focused and Advanced modes let you control interface complexity. Start simple, unlock more as you need it. | Onboarding |
| 15 | PWA Support | Install Dream Planner on your phone or desktop for a native app experience with offline access. | PWA Guide |
| 16 | Admin Portal | Platform administration tools for vendor approval, user management, and system monitoring. | Admin Portal |
| 17 | Onboarding Milestones | A guided checklist that walks new users through their first key actions so they get value from the platform quickly. | Onboarding |
For Planners
If you are organising an event, Dream Planner gives you a single place to manage everything. Here is a typical workflow:
- Create your account at portal.dreamplan.sagargandecha.dev . See Getting Started.
- Set up your event using the Guided Wizard or Quick Start. Choose your event type, date, and location.
- Build your checklist from a template or from scratch. Track tasks on a kanban board with due dates. See Checklist Guide.
- Set your budget with estimated costs per category. Log actual expenses as you go and track payment milestones. See Budget Tracker and Payment Schedule.
- Add your guests manually or import a CSV. Share your RSVP link and track responses in real time. See Guest Management.
- Find vendors using the search and recommendation engine. Shortlist, compare, and send enquiries directly. See Vendor Search and Vendor Recommendations.
- Message vendors through the built-in messaging system. All conversations stay organised by event. See Messaging.
- Plan your seating with the drag-and-drop canvas or list view. See Seating Planner.
- Store documents like contracts, floor plans, and mood boards alongside your event. See Documents.
Tip: Start in Focused mode if you want a simpler interface. You can switch to Advanced mode at any time from Settings > Features to unlock every feature. See Onboarding for details.
For Vendors
If you provide services for events (photography, catering, floristry, venues, entertainment, and more), the Vendor Portal is your business hub. Here is what you can do:
- Create your vendor account at vendor.dreamplan.sagargandecha.dev . See Vendor Onboarding.
- Set up your profile with your business name, services, pricing, photos, and availability calendar. See Vendor Profile.
- Receive enquiries from planners through your 3-panel inbox with AI-powered insights. See Vendor Inbox.
- Send quotes with line items, expiry dates, and optional notes. See Quotes.
- Create invoices and collect payments through Stripe Connect. See Invoices.
- Manage contracts with templates and built-in e-signature. See Contracts.
- Set up auto-response templates to reply to common enquiries instantly. See Templates.
- Track your bookings and events from a single calendar view. See Vendor Events.
- Manage your availability so planners only see you when you are free. See Availability.
- Connect Stripe to accept payments directly through the platform. See Stripe Connect.
Tip: Responding to enquiries within 24 hours earns you an SLA badge on your profile, showing planners you are reliable. See SLA Badge.
Use Cases
Dream Planner works for events of all sizes and types:
- Wedding Planning — Manage large guest lists, coordinate multiple vendors across categories, track complex multi-category budgets, plan table seating for hundreds of guests, and keep every detail organised across months of planning.
- Corporate Events — Track attendees, manage AV and catering vendors, handle structured departmental budgets, and coordinate logistics for conferences, team away-days, and company celebrations.
- Birthday Parties — Keep smaller events simple and organised with streamlined guest lists, focused budgets, and just the vendors you need.
See the Use Cases section for detailed guides tailored to each event type.
Need Help?
If you cannot find what you are looking for in these docs:
- Check the FAQ for answers to the most common questions about accounts, events, billing, vendors, and more.
- Browse by topic using the sidebar navigation on the left.
- Use the search bar at the top of any docs page to find specific topics quickly.
We are always improving these docs. If something is unclear or missing, the FAQ page includes guidance on how to get in touch.