Event operations system featuring event booking software and CRM

Manage bookings, clients and payments in one system

Planellio brings your CRM, bookings, payments, contracts, client portal, staff operations, automations and reporting into one calm, connected workspace.

Request a demo to see how Planellio fits your workflow

Designed for real event businesses, not generic booking systems

Event CRMBooking & operations platformClient & team workflows

Event operations platform

Bookings, CRM, operations and rostering
connected in one platform

Planellio is designed to manage the full operational workflow of an event business, from the first enquiry through to staffing, delivery and reporting.

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Bookings

Capture enquiries, manage availability and confirm events.

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CRM

Track leads, conversations, proposals and client history.

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Operations

Coordinate logistics, venues, staff and event workflows.

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Rostering

Assign teams, manage schedules and avoid conflicts.

Built for real event workflows

Different event businesses.
One connected platform.

Planellio adapts to the way different event businesses actually operate, from bookings and planning through to staffing and delivery.

Photo booth companies

Let clients choose templates, overlays and event options through an interactive client portal.

DJs & entertainment

Collect music requests, planning information and event details without long email chains.

Photographers & videographers

Create custom forms, questionnaires and workflows tailored to your booking process.

Dancefloor & hire companies

Track inventory, availability and equipment across multiple bookings and dates.

Venues & planners

Coordinate bookings, suppliers, communication and operational workflows in one place.

All event businesses

Give clients a branded portal to manage bookings, payments, documents and automated workflows.

Fast onboarding

Get your business live quickly with guided setup

Planellio includes a structured onboarding wizard designed to help event businesses configure their workflows, branding and booking process without technical complexity.

  • Step-by-step onboarding wizard
  • Configure branding, services and workflows
  • Import bookings and client data
  • Start taking bookings in as little as one hour
Planellio onboarding wizard

Booking engine

A booking engine built for real event operations

Most systems only check if a date is free. Planellio checks whether you can actually deliver the booking using real availability logic linked to services, assets, packages and staffing workflows.

  • Real-time availability linked to assets and packages
  • Single-item and package-based quoting logic
  • Live pricing updates during the booking journey
  • Interactive upselling linked to packages and inventory
  • Travel distance and operational variables calculated automatically
Planellio guided booking system
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Package logic

Support single services, bundled packages and linked inventory items.

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Live availability

Availability checks update instantly as selections change.

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Interactive upsells

Clients can add extras and upgrades during the checkout flow.

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Travel calculations

Distance-based pricing and operational variables calculated automatically.

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Saved journeys

Abandoned bookings become saved leads inside the CRM automatically.

Website booking

Turn your website into a booking engine

Planellio lets customers build their event directly on your site. No redirects, no friction, no lost trust.

  • Embeddable booking experience that matches your brand
  • Clients select packages, extras and options in one flow
  • Clear pricing builds confidence before payment
  • Higher booking value through guided upselling
01

Embedded journey

Keep clients on your website from enquiry to action.

02

Package builder

Make upgrades and extras clear while clients choose.

03

Less friction

Reduce drop-off with one connected booking flow.

04

Higher value

Guide customers toward better-fit bookings.

CRM

A CRM that actually matches how event businesses work

Manage leads, clients and event history from the same place your bookings happen.

  • Track every enquiry from first contact
  • Keep client history tied to bookings
  • See messages, invoices and documents together
  • Follow up without losing context
01

Lead tracking

Know who enquired and what stage they are at.

02

Client history

Keep every event and client record connected.

03

Email context

Keep communication close to the booking record.

04

Clear follow-up

Move faster without losing the human detail.

Client portal

A guided client journey from enquiry to event day

Planellio gives clients one branded place to build their booking, complete planning tasks, sign contracts, make payments and stay on track without long email chains.

  • Live availability, packages, services, upgrades and interactive extras
  • Music request forms for DJs and entertainment
  • Photo booth template and overlay selection
  • Custom forms for photographers and videographers
  • Invoices, contracts, payment tracking and automated reminders
Planellio client portal and guided booking journey
1. Pick a dateClients see live availability based on real services and assets.
2. Build the bookingSelect packages, services, upgrades and interactive extras.
3. Complete detailsClients complete planning details and event information.
4. Sign & payContracts and deposits are handled automatically based on organisation settings.
01

Planning forms

Collect the details you need before event day.

02

Payments

Let clients see invoices, deposits and balances.

03

Contracts

Keep signatures and paperwork moving.

04

Workflow updates

Keep clients informed as the event moves forward.

Operations

The part most systems don’t handle

Booking is only the start. Planellio manages everything that happens after the enquiry, not just the transaction.

  • All client communication tracked automatically
  • Emails linked directly to booking records
  • Staff, logistics and event details in one place
  • No lost messages, no duplicated work, no confusion
Planellio CRM and operations
01

Connected records

Keep bookings, clients and operations aligned.

02

Team workflow

Give staff the details they need to deliver.

03

Reporting

See bookings, finance and workload clearly.

04

Less admin

Reduce repeated updates and manual chasing.

Venue portal

Turn venues into your sales channel

Give your partner venues access to live availability and trade pricing so they can book you directly.

  • Venue-managed bookings
  • Trade pricing built in
  • No back-and-forth communication
  • More bookings without more admin
Planellio venue portal
01

Venue bookings

Let venue partners start bookings directly.

02

Trade pricing

Support partner rates and commercial terms.

03

Messaging

Keep venue communication with the booking.

04

More reach

Grow bookings through trusted venue channels.

Platform features

Everything your event business needs to keep moving

Never lose track of an enquiry or booking again

Manage enquiries, packages, multi-day bookings and confirmations without losing context.

Get paid without awkward chasing

Take deposits, balances and full payments with reliable records.

Keep paperwork moving before event day

Send consistent contracts and collect e-signatures before events.

Give staff the details they need

Assign jobs, share event details, track timesheets and coordinate teams.

Reduce the repetitive admin

Automate follow-up, reminders and operational handovers.

Know what is happening across the business

See performance, finance and booking activity as the business grows.

Planellio staff rostering system

Staff rostering

The right people, in the right place,
every time.

Planellio brings structure to staff scheduling with a clear, visual roster built for real event operations. Know who is available, what is assigned and where gaps need covering without relying on spreadsheets or messages.

  • See availability, assignments and gaps at a glance
  • Assign staff to bookings in seconds
  • Avoid double bookings and last-minute conflicts
  • Keep your team informed without chasing updates
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Live availability

See who is available and what they are assigned in real time.

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Easy assignments

Assign staff to events quickly with a clear visual workflow.

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Smart notifications

Automatic reminders keep your team informed before events.

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Clear oversight

View workloads, roles and event details in one place.

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Reliable coverage

Avoid gaps and deliver events with confidence.

Less chaos. More confidence. Better events.

Planellio takes the stress out of rostering so you can focus on delivering exceptional events.

Built differently

One connected system, built from real operational experience

Planellio brings event operations, healthcare rostering experience, interface thinking and system operations into one product, so your business is not forced to stitch together tools that struggle to talk to each other.

01

Isolated installation

Your setup is designed to run independently, avoiding the shared limitations common in generic platforms.

02

Event experience

Built around real bookings, clients, staff, venues, payments and event-day delivery.

03

Rostering knowledge

Shaped by experience with healthcare workforce systems, availability, reporting and complex schedules.

04

Connected operations

CRM, bookings, payments, staff, venues and reporting work together instead of living in separate systems.

Request a demo

See Planellio with your workflow in mind

Tell us about your event business and we’ll show you the most relevant setup