Execute Flawless Events Every Time
The Event Planning Business System gives you the tools to manage multiple events, vendors, and clients simultaneously.
What's Included
Event Dashboard: See all upcoming events and their status
Client Portal: Share plans, get approvals, collect feedback
Vendor Management: Track contracts, payments, and performance
Timeline Builder: Create detailed event timelines and run-of-show
Budget Tracker: Monitor spend vs. budget in real-time
Day-Of Checklists: Mobile-friendly lists for event day execution
Automations Included
| Trigger | Actions |
|---|---|
| Event booked | Create project, vendor checklist, client portal |
| Vendor contract signed | Add to budget, schedule payment reminders |
| 30 days to event | Send vendor confirmations, finalize timeline |
| 7 days to event | Send final details to all vendors, prep day-of kit |
| Event completed | Send surveys to client and guests, collect photos |
| Feedback received | Thank respondent, flag issues, update vendor ratings |
Integrations
Gmail • Google Calendar • Stripe • Google Drive • Slack
How To Get Started
Clone the Event Planning Business System
Set up your event types and templates
Add your preferred vendors
Create your first event
Start planning professionally