Quick Start for Event Planners

STEVEN isn't just for couples — it's built for professional event coordinators who manage multiple events, work with teams, and need deep vendor and budget workflows. Here's what you need to know.

Onboarding as a Coordinator

When you create your first event, STEVEN asks "Who Are You?" with three options:

• Event Coordinator — "I plan events professionally for clients"
• Couple / Host — "I'm planning my own event"
• Other — Friend, family member, or something else

Selecting Event Coordinator tailors your experience with relevant defaults, dashboard messaging, and feature suggestions. This choice is stored in your profile and tracked in analytics.

Multi-Event Management

Unlike single-event tools, STEVEN supports multiple events per account:

• Create a new event from the sidebar event switcher
• Each event has its own dashboard, guests, budget, vendors, and timeline
• Switch between events without logging out
• Draft and published states let you prepare events before going live

Client Collaboration

Invite clients and team members to help manage their event:

1. Go to Settings → Team in any event
2. Invite collaborators by email — they receive a secure invitation link
3. Collaborators get full access to manage the event alongside you
4. All changes sync in real-time across everyone's view

Collaborators can be assigned tasks, view the budget, and manage guests alongside you. Collaboration requires a paid plan (STEVEN Plus or Pro), which allows up to 4 collaborators per event. See the Collaboration guide for details.

Vendor Workflows

Professional vendor management is one of STEVEN's deepest features:

• Vendor profiles with business name, contact, services, and category
• Contract tracking with upload, payment milestones, and reminder dates
• Payment schedules with due dates, amounts, and paid/unpaid status
• Automated payment reminders — Steven notifies you 3 days before a payment is due and when payments are overdue
• Budget integration — vendor payments automatically flow into your budget tracking with deposit handling

Budget at Scale

When managing client budgets, the budget page gives you:

• Category cards with allocated vs. spent breakdowns
• Vendor payment tracking including deposits, installments, and overdue flags
• Cost-per-guest metric calculated from total expenses and confirmed attendance
• Dashboard summary with budget progress bar and upcoming payment count

Task Management for Teams

Assign tasks to your team, not just generic roles:

• Assignees from collaborators — pick real people from the event's collaborator list or wedding party
• List view for quick scanning and inline editing
• Priority and due date filtering to focus on what's urgent
• Dashboard integration showing overdue and upcoming tasks

CSV Import for Client Guest Lists

Clients often provide guest lists in their own format. STEVEN's smart CSV import handles this:

1. Upload any CSV or spreadsheet
2. STEVEN auto-detects column variations ("First Name", "first_name", "Email Address")
3. Preview the mapped data before importing
4. Review and confirm — no exact column names required

Notification Control

As a coordinator managing multiple events, control your notification volume:

• Go to Settings > Notifications
• Toggle per-workflow: RSVP updates, memories uploads, vendor payment reminders, task reminders, budget alerts
• Preferences are stored per-user across all events

Recommended Plan

The STEVEN Pro plan ($19/month) is designed for professional coordinators:

• Up to 500 guests per event
• Manage up to 5 events
• Event deletion for finished or cancelled events
• Full vendor management with contracts and payments
• Seating chart and layout planner with AI Polish
• Ask STEVEN AI assistant (100 AI credits per 30 days)
• Collaboration and team access (up to 4 collaborators per event)
• Priority support (12-hour SLA)

See Plan Comparison for full details.

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STEVEN grows with your business — manage one event or dozens from a single account.