Event planning your customers do themselves.

You need three things: the GlanceMenu mobile app with a manager role, push notifications turned on (Settings → Notifications → Event Planning), and your customer's name and email address. That's it — your customer never creates an account, and you never chase paperwork again.

Every event starts with a planning portal. It takes about two minutes to set up.

1. 1.Open the Event Planning tab and tap Create Event Planning.
2. 2.Enter your customer's name and email address — double-check the email, since that's where the link goes.
3. 3.Add the event details: title, date, event type, and estimated guest count.
4. 4.Pick a package tier — the tiers come straight from your venue's Event Offerings, so customers only see what you actually offer.
5. 5.Tap Create. GlanceMenu generates a unique, secure portal link for this event.

Portal invitations are delivered by email. From the confirmation screen, your customer receives a personalized invitation with their secure link, what to expect, and their deadlines — instantly. Prefer to hand it off another way? Copy the portal link and paste it into any message, or show the QR code for an in-person handoff. The same link always works, so nothing is ever lost.

Your customer opens the link — no login, no app to install — and walks through their event section by section: package tier, menu selections, signature drinks, guest list, floor plan, bridal party, service providers, and their final appointment. The portal saves automatically every few seconds, so they can stop mid-menu on Tuesday and pick up Thursday without losing a thing. Most customers finish in 15–20 minutes. Green checkmarks show what's done; clear warnings show exactly what's missing. When everything's complete, they submit — and a final sheet PDF is generated with every selection in one document.

Your dashboard shows every active plan with a live completion percentage and a last-updated timestamp, so you always know who's on track and who's stalled. Push notifications keep you posted at the moments that matter:

1. 1.Started — your customer opened the portal and made their first selection.
2. 2.Halfway there — they've hit 50%. They're on track; let them work.
3. 3.Complete — everything's submitted and ready for your review.
4. 4.Gone quiet — no activity for a while. A friendly call usually gets things moving.

When the plan is ready, review it in the app: package tier and pricing, every menu selection, all three signature drinks, guest count, and dietary notes. Download the final sheet PDF — it's your single source of truth for the kitchen, the bar, and the floor. You can approve once a plan reaches 80% completion — handy when the only items left are optional. If the customer hasn't submitted their final sheet yet, GlanceMenu asks you to confirm before approving, so an early lock-in is always deliberate. Approving locks the portal so nothing changes under your feet. Need a change later? Reopen the portal, let the customer edit, and re-approve.

One tap turns an approved plan into a live event in GlanceMenu. Menu selections, signature drinks, guest list, and floor plan carry over automatically — your team runs event day from the same data your customer entered, with no retyping and no relay errors.