Everything you need to know about Planfirme. Can't find your answer? Email us at hello@planfirme.app
Planfirme™ is a shared planning workspace for life's most important moments. Whether you're planning a wedding, buying a home, launching a business, navigating a major illness, or organizing your bills — Planfirme gives you and a helpmate expert checklists, real-time messaging, a budget tracker, a decision log, a vendor directory, and photo storage, all in one place.
Think of it as the organized, calm center of your most chaotic life moments — shared with the person who's going through it with you.
Create a free account, choose your project type from 34 options, and your expert checklist loads instantly — no setup required. A wedding project loads 63 tasks across 6 phases the moment you create it. You can then invite your helpmate with one link.
Planfirme currently supports 34 project types: Wedding, Birthday Party, Baby Shower, Home Purchase, Home Sale, Home Renovation, Moving & Relocation, Business Launch, Graduation Party, New Baby Arrival, Vacation & Travel, Nonprofit & Fundraiser, Anniversary Party, Estate Planning, Retirement Party, Separation & Divorce, Adoption Journey, Bill Organizing, Property Investment, Caregiving, Illness & Diagnosis, College Planning, Immigration Journey, Loss of a Loved One, Family Reunion, School Reunion, Back to School, Meal Prep, Personal Shopping, Pet Care & Grooming, Salon & Beauty Business, Film/TV Project, Tax Season Planning, and Custom Project.
New project types are added regularly. Planfirme Team members get early access to new types before they're released to everyone.
Google Docs gives you a blank page. Planfirme gives you an expert checklist the moment you create a project — 63 tasks for a wedding, 34 for a home purchase, 40 for caregiving. You don't have to figure out what you're supposed to be doing. We already know.
Beyond that: real-time messaging between helpmates with translation in 130+ languages, a budget tracker, a decision log, a vendor directory, photo uploads with safety moderation, and overdue nudges — none of which a spreadsheet does.
And critically — it's designed for two people sharing one project, not one person maintaining a document that another person has to remember to open.
Yes — on Planfirme Pro, Business, and Team you can have unlimited active projects simultaneously. A couple might be planning a wedding and buying a home at the same time. A contractor might manage a renovation and a business launch. Each project is completely separate with its own checklist, messages, budget, and photos.
Within a shared project, your helpmate can see everything in that project — tasks, messages, budget, decisions, photos, and vendors. That's the point of a shared workspace.
However, your account information, other projects you're not sharing with them, and your personal settings are completely private. Your helpmate only sees what you've explicitly shared in your shared project.
Messages within your project are visible only to people invited to that project. Planfirme staff do not read your messages. Your messages are stored securely in your project and are not used for advertising or shared with third parties.
Planfirme is entirely ad-free. We make money from subscriptions — not from your data.
Every photo uploaded to Planfirme is automatically scanned by software — not viewed by humans — before it appears in your project. This process happens instantly in transit and protects all users, especially in shared projects where multiple people may be uploading.
Photos that don't pass moderation are rejected before they're stored. Appropriate photos — site progress shots, inspiration images, milestone moments — are approved instantly.
Planfirme is not currently HIPAA certified. For our Illness & Diagnosis and Caregiving project types, we strongly recommend not storing specific medical records, test results, or detailed health information in Planfirme. Use it for task organization, appointment tracking, and coordination — store sensitive medical documents in a HIPAA-compliant system like your healthcare provider's patient portal.
We take the sensitivity of these project types seriously and are evaluating HIPAA compliance as the product grows.
No. Only the project owner pays. Your helpmate — whether that's your spouse, co-founder, sibling, or contractor — joins for free on any plan. They get full access to the shared project without needing their own subscription.
Planfirme still works as a solo planning tool — you use it to organize your checklist, track your budget, log decisions, and manage vendors. The messaging and collaboration features simply won't be used until they join.
Most people find that once their helpmate sees the project, they engage naturally. The checklist alone is often enough to get someone involved — nobody wants to be the one who dropped the ball on "Book photographer."
Open your project, tap "Invite" in the project header, and enter your helpmate's name and email. They'll receive a link to join. They open the link in any browser — no App Store, no download required. They can be contributing to your shared checklist within two minutes.
It depends on your plan. Planfirme Pro supports 3 helpmates per project. Planfirme Business supports up to 6 helpmates. Planfirme Team supports up to 10 — designed for professional planners who need to include a couple, a venue coordinator, a maid of honor, and other collaborators all in one project.
Yes — on Planfirme Pro, Business, and Team, messages are automatically translated. Your helpmate can write in Spanish, Tagalog, Portuguese, Mandarin, or any of 130+ supported languages. You see the message in English (or your preferred language). They see your replies translated into theirs.
This feature was designed specifically for cross-cultural couples and international collaborations. No separate translation app needed — it works inside the messaging tab of every project.
Yes. Hover over any message in the Messages tab and tap the 📌 pin button. Choose which task to attach it to. The message then appears as a preview directly beneath that task in your checklist — so when you open "Book florist," you'll see the message where your helpmate shared the florist's contact details or quote right there.
Tapping a pinned message preview jumps you straight back to the Messages tab.
Available on all paid plans — Pro, Business, and Team. Add budget items with an estimated cost and an actual cost. Planfirme tracks the difference — showing you where you're on track and where you've gone over. The budget summary shows total estimated, total actual spent, and the variance at a glance.
You can add as many budget items as you need, organized by category.
The decision log is a running record of every important choice made in your project. Selected your venue? Log it. Finalized the menu? Log it. Every entry records what was decided, the details, who made the call, and when.
This solves a real problem — "wait, did we decide on the outdoor reception or indoor?" — because the answer is always in the decision log, with a timestamp. Available on all paid plans.
When a task has a due date and that date passes without the task being marked done, Planfirme flags it as overdue. Overdue tasks appear in a dedicated filter in your checklist and show a ⚠️ warning. You'll also see overdue task counts on project cards in your dashboard.
The weekly digest email (available on Pro and above) summarizes all overdue tasks across all your projects so nothing falls through the cracks.
Yes — on all plans. The pre-loaded checklists are a starting point, not a cage. Tap "+ Add Task" in your checklist tab, give it a name, assign it to a phase, and optionally set a due date. It's added instantly to your project.
On Planfirme Team, you can also save customized checklists as templates and reuse them for every new client project.
When your project is complete, you can order a professionally formatted keepsake — a record of everything you planned, decided, and photographed together. Available in three formats:
Keepsake PDF ($19.99) — A beautifully designed memory book with photos, timeline, and highlights formatted for printing or sharing.
Printed Keepsake Book ($59.99) — Your keepsake professionally printed and delivered to your door via Lulu.com. Premium paper, lay-flat binding.
No. Planfirme works in any browser — Safari, Chrome, Firefox — on any device. There's nothing to download or update.
If you want Planfirme on your home screen like a native app, you can install it in one tap without going through the App Store or Google Play. It then opens full-screen with your icon, works offline, and can send you push notifications.
Open Planfirme in Safari on your iPhone. Tap the Share button (the box with the arrow pointing up) at the bottom of the screen. Scroll down and tap "Add to Home Screen." Tap Add in the top right.
Planfirme now appears on your home screen exactly like any other app — but it came from your browser, not the App Store.
Open Planfirme in Chrome on your Android phone. You'll see a banner at the bottom saying "Install Planfirme" — tap it. Or tap the three-dot menu in the top right and select "Add to Home screen."
After a brief moment, the Planfirme icon appears on your home screen. It opens full-screen without browser chrome, just like a native app.
Yes — once installed as a PWA (Progressive Web App), Planfirme caches your project data so you can view your checklist, read messages, and review your budget without an internet connection. Changes you make offline are synced automatically when your connection restores.
Note: sending new messages and uploading photos require an internet connection.
Yes — after installing Planfirme on your home screen, you'll be asked if you want to enable notifications. If you say yes, Planfirme can send you push notifications directly to your lock screen for overdue tasks, helpmate messages, and important reminders — even when the app isn't open.
You can turn notifications on or off at any time in your device settings.
Free trial — 14-day free trial, no credit card required. One project, one helpmate. After your trial, projects stay in read-only mode forever.
Planfirme Pro — $19.99/month or $192/year — All 34 project types, unlimited projects, 3 helpmates, budget tracker, decision log, translation in 130+ languages, weekly digest.
Planfirme Business — $79.99/month or $780/year — Everything in Pro, plus 6 helpmates, invoices, contracts, payment schedule, PDF export, revenue reporting, and planner notes.
Planfirme Team — $199.99/month or $1,980/year — Everything in Business, plus up to 10 helpmates, client share link, planner dashboard, custom templates, priority support, early access to new project types.
Yes — start with a 14-day free trial, no credit card required. Create one project, invite one helpmate, and explore the full app. After your trial ends, your project switches to read-only — nothing is deleted. Upgrade anytime to restore full access and unlock all 34 project types.
Your account moves to read-only mode. Your existing projects are saved — nothing is deleted. You can still view everything and export your data. You cannot add new tasks, send new messages, or create new paid-tier projects.
If you resubscribe at any time, everything is restored immediately — exactly where you left off. Your data is stored indefinitely. There is no expiration window and no deletion deadline.
Yes — annual billing saves you approximately 20% compared to monthly. Pro annual is $192/year ($16/month effective). Business annual is $780/year ($65/month). Team annual is $1,980/year ($165/month).
You can switch between monthly and annual billing at any time. Switching to annual will prorate your current billing period.
All payments are processed by Stripe — the same payment infrastructure used by Amazon, Google, and millions of businesses worldwide. Planfirme never stores your card number. Stripe handles all payment security and PCI compliance.
Yes — Team was designed for you specifically. You get unlimited projects (one per couple), up to 10 collaborators per project (planner + couple + venue coordinator + MOH + others), and a client share link so each couple sees only their own project — never yours or another client's.
A planner managing 20 weddings per year pays $8.25/month per wedding on the Team annual plan. That's less than a cup of coffee per client for a tool that replaces your planning software, your workspace app, and endless text threads.
A unique link you generate for each client couple. They open it and see their wedding project — checklist, messages, budget summary, photos — without needing their own Planfirme account and without being able to see any of your other client projects.
They can check off tasks, upload photos, and message you directly. You stay in control. They stay organized. Each couple's link is unique and can be revoked at any time.
On Planfirme Team, you can customize the wedding checklist to match your exact planning process — add your signature tasks, remove ones that don't apply to your style, reorder phases — and save it as your template. Every new client project starts from your template, not the generic one.
This means after your first client, every subsequent wedding takes minutes to set up instead of hours.
A single-screen view of all your active client projects — sorted by wedding date, showing progress percentage, overdue task count, days until the event, and last activity. Color-coded urgency so you see at 9am Monday exactly which couples need attention.
Switch between the standard project grid and the planner table view with one tap.
Absolutely. Planfirme Team is built for any professional managing multiple client projects simultaneously — and real estate is a perfect fit. You get Home Purchase, Home Sale, and Property Investment checklists loaded instantly for every new client, a client share link so each buyer or seller sees only their transaction, a decision log for every negotiation (timestamped and permanent — no more "you said" disputes), and a vendor directory for every lender, inspector, and attorney.
At 20 transactions a year on the Team annual plan, you're paying $8.25/month per closing. On a $400,000 sale that's 0.4% of your commission.
Yes — white labeling, custom branding, SSO, dedicated account management, and custom contracts are available for organizations that need them. This falls under our Enterprise offering.
Contact us at hello@planfirme.app to discuss what you need and we'll put together a custom proposal.
Yes — on Planfirme Business and Team, you can export any project as a PDF at any time. Your data is always yours — we don't hold it hostage.
If you cancel your subscription, your data stays safe in read-only mode — always yours, come back anytime. If you want your data permanently deleted, email us at hello@planfirme.app and we'll process the deletion within 30 days.
No — never. Planfirme is entirely subscription-funded. We do not sell your data, share it with advertisers, or show ads of any kind. The only data we share with third parties is what's necessary to run the service — payment processing, photo moderation, email delivery, and error monitoring. These providers are contractually prohibited from using your data for any other purpose.
Your data is stored with a secure cloud database provider. Your photos are stored in encrypted cloud storage. All data is encrypted at rest and in transit using industry-standard protocols and SOC 2 Type II compliant infrastructure.