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 โข Google Calendar โข Stripe โข Google Drive โข 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
