∞
Unlimited bookings
Manage more confirmed work without a booking-volume upgrade.
Event business management software
30-Day Free Trial Available
Run Your Entire Event Business From One Platform
From bookings and CRM to staff, partner trade rates, inventory, dancefloors, light up letters, payments and operations, Planellio connects every part of your business so you spend less time managing systems and more time delivering events.
Start your 30-day free trial
Card required. Cancel any time before your first payment.
Built for DJs, photo booths, event hire, wedding suppliers and multi-user event teams
CRM & SalesBookings & InventoryOperations & StaffFinance & Automation
Predictable pricing as you grow
Grow your bookings without growing your software bill
Unlimited bookings. 0% additional Planellio transaction fee.
Planellio does not limit how many bookings you can manage based on your subscription, and we do not take an additional percentage when your customers pay you. Your normal payment-provider charges still apply, but Planellio does not add another transaction fee on top.
0%
Planellio transaction fee
Planellio does not take an additional percentage from customer card payments.
01
Provider fees stay separate
Your configured payment provider can still charge its normal processing fee.
02
Built to scale
More bookings should mean more revenue for your business, not higher booking charges.
The real Version 4 platform
See the product before the feature list
This is the working Planellio dashboard: one place to move from setup into live bookings, sales, staff and operations, with a light or dark workspace to suit your team.
Set up
Configure the business, services and team.
Sell
Move enquiries through CRM, quotes and booking.
Deliver
Coordinate staff, assets and event operations.
Review
Keep payments, reporting and follow-up visible.
Connected tools
Integrates With The Providers Your Business Already Uses
Connect payments, accounting, communications and workflow tools without splitting the booking from the operational record. Availability depends on plan, provider account, country and configuration.
Payments
Collect money and keep payment status connected to the booking.
Stripe
Checkout, payment updates and eligible security-deposit preauthorisation.
Square
Checkout, payment links, reconciliation, refunds and eligible holds.
PayPal
Hosted checkout, verified payment updates and full or partial refund tracking.
GoCardless
Hosted Direct Debit authorisation and confirmed-payment updates.
Accounting
Choose invoice-only or full-transaction workflows with safeguards against duplicate exports and payment-gateway settlement duplication.
Xero
OAuth connection with supported contact, invoice, payment, refund and partner-payout sync.
QuickBooks
OAuth connection with supported accounting sync and configurable transaction mode.
Workflow & communications
Extend Planellio while keeping the platform honest about how each connection works.
Zoom
OAuth connection for consultation bookings and supported automatic meeting creation.
Twilio
Optional SMS automation through your organisation's connected Twilio account.
WhatsApp messaging through your organisation's connected Twilio account.
Read/write Leads and Bookings API
Connect authenticated lead and booking reads, protected scoped POST/PATCH integrations and Zapier-compatible polling, with access determined by your plan.
Microsoft
Outlook email OAuth, plus compatible calendar subscriptions and busy-time feeds.
Gmail OAuth, plus compatible calendar subscriptions and busy-time feeds.
Photo booth design
Offer template selection through an external catalogue or Planellio's built-in visual editing workflow.
TemplatesBooth
Connect a TemplatesBooth membership by API and use its catalogue for client template selections.
Built-in WYSIWYG artwork editor
Let clients personalise a layout you have configured, preview the finished artwork and approve it for production.
TemplatesBooth catalogue mode and Planellio's built-in artwork editor are alternative provider options.
Photo booth artwork editor
From your configured layout to production-ready artwork
Planellio's built-in visual editor gives photo booth clients a guided way to personalise the layout you provide. They can add their wording, review the result and approve the finished artwork without a separate email proofing chain.
- Your business configures the layout and editable areas
- The client personalises permitted wording in a visual editor
- A live preview shows the finished design before approval
- The approved artwork stays connected to the booking for production
Prefer a catalogue? TemplatesBooth remains available as an alternative template-selection provider.
1. ConfigureSet the layout and the areas clients can personalise.
2. PersonaliseThe client adds their wording in the visual editor.
3. PreviewThey review the completed layout before confirming it.
4. ApproveThe finished artwork is approved and ready for production.
Four connected pillars
Everything your event business needs to stay joined up
Planellio brings the commercial, operational and delivery sides of the business together, so every booking has the context your team needs.
CRM & Sales
Track leads, quotes, proposals, contracts, messages and client history from first enquiry to confirmed booking.
Bookings & Inventory
Manage availability, packages, assets, reusable job-sheet pick lists, dancefloors, light up letters, reservations and specialist hire stock.
Operations & Staff
Coordinate venues, staff portals, job sheets, operations calendars, booking vehicle and driver assignments, setup notes and event-day handovers.
Finance & Automation
Keep deposits, balances, security deposits, payment reporting, reminders and repeat workflows moving with less manual admin.
Category shift
More Than Booking Software
| Feature | Planellio | Typical CRM |
|---|---|---|
| CRM | ✓ | ✓ |
| Booking Engine | ✓ | ✓ |
| Client Portal | ✓ | ✓ |
| Staff Rostering | ✓ | ✗ |
| Partner & Venue Trade Rates | ✓ | ✗ |
| Asset Protection | ✓ | ✗ |
| Operations Management | ✓ | ✗ |
Choose your path
See the version of Planellio that fits your business best
Different event businesses care about different workflows. Some need stronger CRM and sales control. Others care most about partner pricing, staffing, inventory or switching from another system without losing live bookings. Start with the route that matches what you need to improve first.
Helpful starting points
- Photo Booth CRM if you need templates, overlays, payments and asset control in one place
- DJ CRM if music requests, planning forms and contractor workflows matter most
- Photographer CRM if bookings, questionnaires and client planning need to stay organised
- Party rental software if inventory, scheduling and operations are your biggest pressure points
- Dancefloor hire software if sizes, panels, layouts and job sheets need tighter control
- Light up letter hire software if phrase availability and double booking are hard to manage manually
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, asset control, delivery and reporting.
Bookings
Capture enquiries, manage availability and confirm events.
CRM
Track leads, conversations, proposals and client history.
Operations
Coordinate logistics, staff, assets, partner details and event workflows.
Rostering
Assign teams, manage schedules and avoid conflicts.
Partner Portal and trade rates
Turn venue relationships into a controlled booking channel
Authorised venue and booking partners can use their own permission-controlled Planellio portal to check availability, create trade-rate bookings and work with the booking information and actions granted to them.
- Secure partner login and linked-venue switching
- General and specialist availability checks
- Approved services, packages, extras and trade pricing
- Venue-managed booking creation, calendars, documents and authorised financial actions
01
Availability
Let authorised partners check whether the requested work can be delivered.
02
Trade bookings
Create venue-managed bookings using approved choices and agreed pricing.
03
Controlled access
Manage client, financial, note, document, report and export permissions separately.
04
Connected delivery
Keep partner bookings connected to calendars, staffing, contracts, payments and operations.
Core profit drivers
Protect Equipment, Win More Bookings And Reduce Admin
These are not hidden extras. They are core parts of how Planellio helps event businesses stay in control, close work faster and remove repeated manual effort.
Asset protection
Use pre-authorisations to protect equipment before the event even starts
Connect bookings to pre-authorisations, asset allocation and clear protection rules so high-value equipment is covered before it leaves for site.
Proposals
Send polished proposals that move clients from interested to confirmed
Keep proposals, approvals, contracts and payments inside one connected journey instead of scattered email threads.
Automation engine
Automate the repetitive work that slows your team down
Trigger reminders, handovers, client updates and operational workflow steps automatically as bookings progress.
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, approve proposals, 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, overlay, print design and sharing option selection
- Custom forms for photographers and videographers
- Invoices, proposals, contracts, payment tracking and automated reminders
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, proposals 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
Proposals & contracts
Keep approvals, signatures and paperwork moving.
04
Workflow updates
Keep clients informed as the event moves forward.
Multilingual customer experience
Help every customer book in the language they're most comfortable using
Whether your customers speak English, Spanish, French, Portuguese or another supported language, Planellio allows them to complete the Public Booking Journey and access the Client Portal in their preferred language.
Your customers enjoy a familiar booking experience while your team continues managing everything in the language that works best for your business.
Designed for businesses serving multilingual communities, without the need for multiple websites or separate booking systems.
- Public Booking Journey available in multiple languages
- Client Portal available in multiple languages
- Businesses continue working in their preferred language
- Built for multilingual communities
Built for multilingual communities
- Serve customers in the language they prefer using
- Keep one booking journey instead of separate websites
- Support a clearer multilingual client portal experience
- Continue running the business in the language that suits your team
Operations
The part most systems don’t handle
Booking is only the start. Planellio manages everything that happens after the enquiry, including delivery, coordination, asset protection, proposals and automation workflows, not just the transaction.
- All client communication tracked automatically
- Emails linked directly to booking records
- Staff, logistics, assets and event details in one place
- No lost messages, no duplicated work, no confusion
01
Connected records
Keep bookings, clients and operations aligned.
02
Team workflow
Give staff the details they need to deliver.
03
Asset protection
Link pre-authorisations to high-value equipment so assets are protected before they go out on a booking.
04
Automation engine
Reduce repeated updates and manual chasing with workflow automations.
Review management
Turn completed events into more reviews
Keep your reputation growing without adding another job to your list. Planellio brings review management into the event workflow, so completed bookings can move into a structured review-request and follow-up process.
- Configure multiple review destinations
- Send manual or automated requests using your own email and SMS templates
- Track ready, awaiting, reviewed and do-not-contact statuses
- Filter completed events and report on requests, confirmed reviews, conversion and destinations
- Keep every request connected to the original booking
Coming next: event-generated lead attribution, including connecting future enquiries, bookings and revenue back to the originating event. These attribution capabilities are roadmap, not live functionality.
01
Completed events
See which bookings are ready for review follow-up.
02
Email and SMS
Use reusable templates for manual or automated requests.
03
Status tracking
Separate ready, awaiting, reviewed and excluded clients.
04
Review reporting
Track requests, confirmed reviews, conversion rate and destinations.
Staff workflow
The right people, in the right place,
every time.
Planellio connects the whole staff journey, from finding a suitable available person and assigning the duty through to timesheet approval, staff invoicing and payment tracking.
- Match suitable, available staff to each booking
- Share the duty details and keep assignments visible
- Let staff submit completed hours and timesheets
- Approve duties and process staff invoices with a clear record
01
Find suitable staff
Review availability, role suitability and existing assignments before allocating the work.
02
Assign the duty
Give the right person the booking details, timings and responsibilities they need.
03
Complete and submit
After the event, staff can submit completed hours and the supporting timesheet.
04
Review and approve
Check submitted duties and approve the record before it moves into invoicing.
05
Invoice and pay
Process staff invoices from approved duties and keep payment progress visible.
One staff record from assignment to payment.
Rostering, completed duties, timesheets, approvals and staff invoices stay in one connected workflow.
Booking engine
Live pricing from date selection to checkout
Planellio's self-service route takes a customer through date → availability → service → package or variant → extras → travel → tax → live price → checkout. It checks whether you can actually deliver the booking and recalculates the price as their choices change.
- Live availability linked to services, assets, packages and secure allocation rules
- Service, package, variant, extra, travel and tax pricing in one journey
- A calculated live price shown before payment and checkout
- Interactive upselling linked to packages and inventory
- Confirmed choices carried into the same operational booking
📦
Package logic
Support single services, bundled packages and linked inventory items.
⚡
Live availability
Availability checks update instantly as selections change.
➕
Interactive upsells
Clients can add extras and upgrades during the checkout flow.
📍
Travel calculations
Distance-based pricing and operational variables calculated automatically.
🛒
Saved journeys
Abandoned bookings become saved leads inside the CRM automatically.
Website booking
Turn your website into a live-pricing booking engine
Planellio lets customers build and price their event directly on your site. The price updates as they choose a service, package or variant, extras and travel, with tax applied before checkout.
- Embeddable booking experience that matches your brand
- Clients select services, packages or variants, extras and options in one flow
- Live 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
Live price
Calculate options, travel and tax before checkout.
04
Higher value
Guide customers toward better-fit bookings.
Platform features
Everything your event business needs to keep moving
Never lose track of an enquiry or booking again
Manage enquiries, packages, additional-day pricing 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, approve submitted timesheets and process staff invoices from approved duties.
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.
Support multilingual communities
Let customers complete the booking journey and access their client portal in their preferred language while your team continues working in the language that suits the business.
Built differently
Built By People Who Run Event Businesses
Planellio was built from real event operations experience, combining bookings, payments, staffing, partner relationships and event delivery into one connected platform.
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, partner relationships, payments, assets and event-day delivery.
03
Asset security
Protect operational control by linking equipment, availability and usage into the booking workflow.
04
Connected operations
CRM, bookings, payments, staff, partner rates and reporting work together instead of living in separate systems.
Built For Real Event Businesses
Built For Real Event Businesses
Planellio is built for DJs, photo booth companies, event hire businesses, wedding suppliers and multi-user event teams managing bookings, operations and delivery.
Photo Booth Companies
Manage client choices, bookings, paperwork and event-day delivery in one system.
DJs & Entertainment
Keep enquiries, music requests, payments and live event planning connected.
Event Hire Companies
Control bookings, allocations, asset protection and operations from one platform.
Wedding Suppliers & Planners
Coordinate client journeys, partner details and event delivery without extra admin.
Start risk free
Start Using Planellio Today
Full access. Your own subdomain. Guided setup included, with optional launch services available. Cancel before your first payment.
- Full platform access
- Your own Planellio subdomain
- Guided onboarding wizard
- Secure Stripe payment method collection
- Cancel before renewal and pay nothing
Card required. Cancel any time before your first payment.
Subscription pricing
Choose the Planellio subscription that fits your business
Start with booking and client control, then add staff operations, partner trade rates, the automation engine, asset protection, proposal workflows and deeper reporting as the business grows.
Starter
£29/monthApprox $39
For smaller event businesses that need bookings, clients, payments, paperwork and basic operational control under one roof.
Unlimited bookings
0% Planellio transaction fee
- Event CRM and enquiry tracking
- Booking management, quotes and invoices
- Contracts, e-signatures and basic client portal
- Online deposits and balance payments
Professional
£59/monthApprox $80
The best fit for growing teams that need staff tools, the automation engine, asset protection and stronger operational visibility.
Unlimited bookings
0% Planellio transaction fee
- Everything in Starter
- Payments, contracts, proposals and full client portal
- Staff portal, job assignments, approved timesheets and staff invoices
- Automation engine with WhatsApp messaging and SMS through Twilio, connected Gmail/Outlook email and reporting dashboard
- Authenticated read-only Leads and Bookings API
Business
£99/monthApprox $134
For established event businesses that need deeper analytics, finance tools, advanced control and more complex operational governance.
Unlimited bookings
0% Planellio transaction fee
- Everything in Professional
- Automation processing-health monitoring and full analytics
- Advanced finance reporting and full proposal builder
- Secure read/write Leads and Bookings API with protected writes and Zapier-compatible polling
Planellio Launch Services
Need help getting started?
Every Planellio subscription includes our guided onboarding wizard, allowing you to configure your account at your own pace. If you would rather spend your time running your business, we can take care of the setup for you.
DIY Launch
Included
Set everything up yourself using the guided onboarding wizard and launch at your own pace.
- Guided onboarding wizard
- Knowledge base access
- Email support
Assisted Launch
£499 one offApprox $675
Ideal for businesses that want a fast, professionally configured system ready to start taking bookings.
- Company branding and logo setup
- Payment gateway configuration
- Services, pricing and booking workflows
- Email templates and terms and conditions
- Initial automations
- One hour personalised onboarding session
Fully Managed Launch
£999 one offApprox $1,350
Perfect for established businesses moving from another platform and wanting a more complete launch and migration service.
- Everything in Assisted Launch
- Customer and booking migration where possible
- Workflow optimisation and proposal template setup
- Website widget integration
- Staff configuration and partner trade-rate configuration
- Three hours personalised onboarding
- Thirty days of post launch support
Built from real operational experience
Your account is configured around the way your business actually works
We do not just know the software. We understand how event businesses operate because Planellio was built from real industry experience, backed by years of delivering operational systems, workflow automation and workforce rostering solutions.
That means your account is not simply configured. It is set up using practical operational experience to help you work more efficiently from day one.
Good fit for
- New businesses that want a cleaner launch
- Established teams short on implementation time
- Businesses moving from another platform
- Owners who want workflows configured around real operations
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
Connected platform evidence
From the first enquiry to the final operational handover
Planellio is an end-to-end business and operations platform for event-service businesses. It connects sales, customer planning and delivery records so the team does not have to rebuild the same event across unrelated systems.
Planellio can be configured for a focused single-service company or a mixed-service operation. A business uses the workflows relevant to it and does not have to enable or operate every module. Platform breadth must therefore not be interpreted as a requirement to sell several services.
Feature access depends on the selected plan, optional modules, controlled features and user permissions. Starter provides a focused core covering CRM, bookings, quotes and invoices, contracts and electronic signatures, basic Client Portal access, forms, payments and core asset-aware booking setup. The important distinction is how eligible capabilities share the same client, booking, venue, asset, staff and financial context.
Sales and booking journey
Enquiries can become assigned leads, quotes, branded proposals and accepted bookings while retaining the relationship between the original customer request and the event that is eventually delivered.
- Lead pipeline, sources and follow-ups
- Multiple quote options and proposal templates
- Real-time availability, packages, variants and extras
- Contracts, electronic signatures, deposits and balances
Customer and operational journey
A confirmed booking can continue through client actions, equipment reservations, staff requirements, partner trade-rate context, project delivery and event-day paperwork.
- Client Portal actions and customer journey tracker
- Pooled inventory and specialist stock
- Booking editing, cloning, imports and activity history
- Job sheets, function sheets, picking lists and operational files
Workforce and roster control
Staff demand remains connected from service requirements through availability, assigned/unassigned coverage and post-duty approval. Direct assignment, expressed interest and standby are separate operational states.
- Configurable skills, mandatory requirements and warnings
- Dated/recurring availability, notes and leave
- Weekly roster, drag-to-assign and coverage views
- Staff Portal job board, checkpoints and iCal
- Timesheets, invoice expenses, approvals and history
- Roster-change automation events, conditions and tokens
Finance, reporting and control
Payment and operational records feed a defined report catalogue rather than being described only as generic analytics. Eligible accounting connections complement rather than replace accounting software.
- Revenue, deferred revenue and outstanding balances
- All-plan mileage plus operational profitability, lead sources and client revenue
- VAT or sales tax, payment methods and year-end summaries
- Xero and QuickBooks connections where eligible
- Read/write Leads and Bookings API with entitlement determined by plan, pagination, rate limits, audit history and Zapier-compatible polling
API, widgets and external entry points
External access is documented with its real boundaries rather than a generic integration claim.
- One-time displayed, revocable hashed API keys
- Separate lead, booking, contact, financial, create and update scopes
- Optional IP/CIDR allowlists, expiry and per-key limits
- Booking filters, sorting, pagination and Zapier-compatible polling
- JSON-only writes with idempotency and optimistic locking
- Safe zero-value unconfirmed booking creation and restricted updates
- Request IDs and audit history without secrets or bodies
- No deletion, arbitrary-resource access or outbound subscriptions
- Availability, contact, service, team and manage-booking widgets
- Public links, consultations and qualified calendar connections
Keep exploring
Explore the connected workflows
See how each part of Planellio connects across the wider event journey.
Independent comparison
Don't just take our word for it
Use ChatGPT to independently compare Planellio with the event-business platforms you're considering. We've prepared a broad prompt that asks for a current, balanced review.
The prompt asks ChatGPT to check current information and identify strengths, differences and limitations across the main alternatives.
Ask ChatGPT to compare usOpens ChatGPT with a link to the complete current brief. View the brief.