Powerful Features for Everyone
Whether you're an event professional or planning your special day
50+ Features Designed for Event Professionals
PlannerDay was built from the ground up to solve the real problems event professionals face every day. From the first client inquiry to collecting the final payment, every feature has been carefully designed to save you time and help you deliver an exceptional client experience.
Unlike generic business software, PlannerDay understands the event industry. Our features work together seamlessly: contracts link to invoices, invoices trigger payment reminders, and your calendar stays updated automatically. This means less admin work and more time doing what you love — creating unforgettable events.
Everything to Run Your Event Business
From first inquiry to final payment — manage it all professionally
Client Management
Booking Requests
Receive and manage client inquiries through customizable intake forms. Capture all the details you need upfront.
Booking Request Templates
Create reusable intake form templates for different event types. Customize fields and questions.
Client Accounts
Clients create their own account to view events, sign contracts, pay invoices, complete questionnaires, and track event progress.
Client Database
Store and manage all your client information. Track history, preferences, and past events.
Messages & Communication
Keep all client communication in one organized place. No more digging through endless email threads.
Direct Messaging
Real-time chat with clients and team members. Threaded conversations for each event.
Questionnaires
Gather client preferences and requirements with customizable questionnaire templates.
Questionnaire Templates
Build reusable questionnaire templates with custom fields, dropdowns, and file uploads.
Client Invitations
Send secure invite links for clients to access their account and complete onboarding.
Client Event Linking
Get booked onto client events and see your role in their wedding or celebration.
Contracts & Payments
Contracts & E-Signatures
Create professional contracts from templates, send for signature, and collect legally-binding digital signatures.
Contract Templates
Design reusable contract templates with your terms. Use variables for automatic personalization.
Multi-Signer Contracts
Add multiple signers to contracts. Track who has signed and send reminders.
Invoices & Billing
Create beautiful, customizable invoices. Accept online payments via Stripe.
Invoice Templates
Design invoice templates with your branding. Customize line items, terms, and layout.
Payment Tracking
Track deposits, installments, and final payments. Get notified when payments are due or overdue.
Automated Payment Reminders
Set up automatic payment reminders before and after due dates.
Pricing Guides
Create shareable pricing guides and menus for clients to browse your offerings.
Event Planning
Event Dashboard
See everything about an event at a glance: timeline, tasks, budget, documents, and more.
Drag & Drop Timeline
Visually organize your event schedule with our intuitive drag-and-drop timeline.
Timeline Templates
Save and reuse timeline templates across events. Perfect for recurring event types.
Event Templates
Create complete event templates including timeline, tasks, budget categories, and staff roles.
Task Management
Create tasks, set deadlines, assign to team members, and track completion.
Budget & Expense Tracking
Set budgets, track expenses, and monitor spending in real-time.
Guest Lists & RSVPs
Manage guest lists, send invitations, track RSVPs, and meal preferences.
Public RSVP Pages
Send beautiful RSVP links for guests to confirm attendance online.
Venue Management
Store venue details, capacities, contacts, and assign venues to events.
Event Sharing
Share event details with clients, vendors, and team members via secure links.
Business Tools
Company Profile
Set up your business profile with branding, bio, photos, and contact information.
Portfolio & Gallery
Showcase your best work with a beautiful portfolio. Add photos, videos, and testimonials.
Services & Packages
Define your services with descriptions, pricing tiers, and package options.
Service Areas & Travel Fees
Define your coverage areas on an interactive map. Set automatic travel fees based on distance.
Minimum Spend
Set minimum spend requirements by date, event type, or service area.
Availability Calendar
Manage your availability, block off dates, and prevent double-bookings.
Calendar Sync
View all your events, bookings, and availability in one unified calendar. Syncs with Google, Apple, and Outlook.
Document Storage
Store and organize all event documents securely. Upload contracts, photos, and files.
Finance Settings
Configure currency, VAT rates, bank details, payment terms, and accepted payment methods.
Team Management
Team Management
Invite team members with role-based permissions. Control who can access what.
Role & Permissions
Create custom roles with specific permissions for admins, managers, and team members.
Shift Scheduling
Create and assign shifts for events. Team members can view their upcoming schedules.
Timesheets
Track hours worked. Review and approve timesheets for payroll.
Time Off Requests
Team members can request time off. Managers can approve or deny requests.
Team Invitations
Send invite links for people to join your team and set up their accounts.
Inventory & Equipment
Inventory Management
Track all your equipment, supplies, and rental items. Know what you have and where it is.
Inventory Reservations
Reserve inventory for specific events. Prevent double-booking of equipment.
PAT Testing Records
Track electrical safety testing for equipment. Get reminders when tests are due.
DJ & Music (For DJs & Bands)
Music Library
Import and organize your music library. Search tracks by title, artist, BPM, and genre.
Rekordbox & Serato Import
Import your existing library from Rekordbox XML, Serato, or Traktor. Auto-match tracks to Spotify.
Playlist Builder
Create playlists for events. Share with clients for approval and collaboration.
Spotify Integration
Connect to Spotify to import playlists and let clients browse and request songs.
Client Song Requests
Let clients submit song requests with must-play and do-not-play lists before the event.
Live QR Guest Requests
Guests scan a QR code at your event to request songs live. Approve, queue, or decline requests in real time.
Photography Studio
Photo Galleries
Create password-protected galleries to deliver photos to clients. Track views and downloads.
Shot Lists
Build and share shot lists with clients. Organize by category, priority, and location.
Gear Tracking
Manage your camera gear, lenses, and lighting equipment. Track condition and maintenance.
Gallery Delivery
Share gallery links with clients via email. Include download options and watermarking.
Floral Studio
Flower Library
Build a library of flowers with seasonal availability, pricing per stem, and supplier info.
Arrangement Builder
Design arrangements with stems, greenery, and pricing. Generate client proposals.
Seasonal Pricing
Set peak season prices and off-season surcharges. Auto-calculate based on event date.
Floral Proposals
Create beautiful visual proposals with arrangement mockups and itemized pricing.
Cake & Bakery
Cake Design Builder
Configure cakes with tiers, flavors, fillings, and decorations. Auto-calculate serving sizes.
Flavor Library
Manage cake flavors, fillings, and frostings. Mark signature and seasonal options.
Decoration Options
Track decoration styles, toppers, and custom elements with complexity-based pricing.
Dietary Tracking
Tag flavors with allergens and dietary info (gluten-free, vegan, nut-free).
Delivery Management
Delivery Scheduling
Schedule deliveries with time windows. Coordinate multiple drops on the same day.
Driver Assignment
Assign drivers to deliveries. Track who is delivering what and when.
Route Optimization
Plan efficient delivery routes with turn-by-turn directions via Mapbox.
Public Tracking Links
Share live tracking links with clients so they can see delivery status and ETA.
Automation & Workflow
Workflow Automation
Automate repetitive tasks with triggers and actions. Send emails, update status, sync data.
Workflow Templates
Create reusable workflow templates for common processes like onboarding or follow-ups.
Workflow Logs
See a complete history of all automated actions. Debug and troubleshoot workflows.
Email Templates
Design reusable email templates with variables. Use in workflows or send manually.
Template Variables
Use dynamic variables like {client_name} across all your templates.
Automated Reminders
Set automatic reminders for payments, questionnaires, and milestones.
Status Pipelines
Customize event stages from inquiry to completion. Track progress visually.
Notifications & Communication
Real-time Notifications
Get instant notifications for new bookings, payments, messages, and more.
Email Notifications
Receive email alerts for important events. Customize which notifications to receive.
In-App Messaging
Send and receive messages within the app. Keep all communication in one place.
Analytics & Reporting
Dashboard Analytics
See key metrics at a glance: revenue, bookings, upcoming events, and tasks.
Financial Reports
Track revenue, outstanding invoices, and payment history.
Event Reports
Analyze your events: types, clients, venues, and performance over time.
Sales & Lead Management
Sales Pipeline
Track leads from inquiry to booking with a visual pipeline.
Lead Stages
Customize pipeline stages and move leads with drag & drop.
Lead Notes & Tags
Add private notes and organize leads using tags and filters.
Conversion Tracking
Analyze conversion rates and identify bottlenecks in your sales process.
Follow-up Reminders
Automated reminders ensure timely follow-ups with prospects.
Guest Management
RSVP Tracking
Send RSVP links and track responses. See attendance at a glance.
Meal Preferences
Collect dietary requirements and meal choices per guest.
Seating Charts
Create table assignments and seating arrangements for your venue.
Guest Import (CSV)
Bulk import guests from spreadsheets to save time.
Accommodation Tracking
Track hotel bookings and travel arrangements for guests.
Plus-One Management
Handle plus-ones and guest companions seamlessly.
Calendar & Scheduling
Unified Calendar
View events, bookings, and availability in a single calendar.
Calendar Sync
Two-way sync with Google, Apple, and Outlook calendars keeps everything up to date.
Availability Blocking
Block unavailable dates to prevent double-bookings.
Time Zone Support
Automatic time zone handling for international events.
Find & Book Your Perfect Suppliers
Discover vendors, request quotes, and manage your bookings effortlessly
Create Your Event
Plan your wedding, party, or special occasion. Create your event and start organizing everything in one place.
Build Your Vendor Team
Add and manage all your booked suppliers. See your complete vendor lineup for every event.
Budget Planning
Set your total budget and track spending by category. Never lose sight of your event costs.
Task & To-Do Lists
Create tasks, set deadlines, and check off items as you plan. Stay organized and on schedule.
Share Event Details
Share your event with family, friends, or wedding party via a shareable link.
Search & Discover Suppliers
Find the perfect suppliers for your event. Browse by category, location, price range, and availability.
Browse Portfolios
View supplier portfolios with photos and videos to find the style that matches your vision.
Read Reviews
Read verified reviews and ratings from real clients to make confident decisions.
Request Quotes
Send booking requests to multiple suppliers and compare quotes easily.
View Pricing & Packages
See transparent pricing, packages, and service options before booking.
Check Availability
See real-time availability and book your preferred date instantly.
Sign Contracts Online
Review and sign contracts digitally. No printing, scanning, or mailing required.
Secure Payments
Pay deposits and invoices securely online with credit card or bank transfer.
Client Dashboard
Track all your bookings, contracts, payments, and questionnaires in your account.
Complete Questionnaires
Fill out questionnaires to share your preferences and requirements with suppliers.
Message Your Suppliers
Chat directly with your suppliers. Keep all conversations organized by event.
Submit Song Requests
For DJ bookings: submit your must-play and do-not-play song lists, or request songs live at the event via QR code.
Track Event Progress
See the status of your bookings and what's completed or pending.
RSVP Management
Manage your guest list and send RSVP links to your guests.
View Event Timeline
See your event timeline and schedule shared by your suppliers.
Document Access
Access all your contracts, invoices, and event documents in one secure place.
Ready to Get Started?
Join thousands of event professionals and clients on PlannerDay