Event Planning Agencies

Client Portal Software for Event Planning Agencies

Coordinate vendors, manage event timelines, and bill clients for planning fees and day-of coordination while tracking every coordination hour.

Event Planning Business Management System

Organize vendor coordination, share detailed timelines with clients, and ensure planning fees and coordination hours are properly billed.

Organize Event Projects

Keep all your events organized with custom folders, vendor management, and event timelines for easy coordination.

Track Planning Time

Automatically track time spent on event planning, vendor coordination, and client meetings with smart timers that understand your event workflow.

Bill Clients Transparently

Generate professional invoices based on tracked time with customizable rates for different event services and complexity levels.

Share Event Plans Securely

Share event timelines, vendor contracts, and planning documents with clients through secure file sharing with access permissions.

Analyze Event Profitability

Track which events are most profitable and identify bottlenecks in your planning workflow with detailed analytics.

Collaborate with Your Team

Coordinate with planners, vendors, and clients in real-time with event updates and approval processes.

From Initial Consultation to Event Execution

Learn how structured vendor management and transparent billing help planners handle more events while maintaining profitable margins.

1

Plan Event Details & Budget

Create event timelines, vendor lists, and budget breakdowns. Track time spent on venue research, vendor negotiations, and design planning. Set up payment schedules with deposits.

2

Coordinate Vendors & Logistics

Manage vendor contracts, coordinate deliveries, and track setup schedules. Log time spent on vendor communication, site visits, and day-of coordination. Keep all vendor contacts in one place.

3

Share Event Plans & Updates

Deliver detailed event timelines, vendor confirmations, and planning documents to clients. Clients can approve designs, menus, and layouts. Share real-time updates as plans evolve.

4

Invoice for Planning & Day-of Services

Bill for planning fees, coordination services, and day-of management separately. Track vendor payments and markups. Clients pay deposits upfront and final payments before the event.

Event Planners Managing 2.3x More Events

Agencies report faster vendor coordination, better client communication, and the ability to scale event management without sacrificing quality.

Stop Losing Money on Coordination

Track every hour spent on vendor coordination and event planning

Get Paid 2.5x Faster

Professional invoices with online payments reduce collection time

Impress Clients with Organization

Branded client portal with detailed event timelines builds trust

Increase Event Profitability

Identify which types of events are most profitable for your agency

Scale Your Event Business

Streamlined processes allow you to handle more events confidently

Build Stronger Client Relationships

Regular updates and transparent communication improves client retention

2.3x

More events managed

70%

Faster vendor coordination

94%

On-time event execution

Frequently Asked Questions

Get answers to common questions about our platform.

Start Planning More Profitable Events

Join event planners tracking every coordination hour, streamlining vendor management, and building sustainable event planning businesses.