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Event business management software

30-Day Free Trial Available

Run Your Entire Event Business From One Platform

From bookings and CRM to staff, venues, 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.

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Built for DJs, photo booths, event hire, wedding suppliers, venues and multi-user event teams

CRM & SalesBookings & InventoryOperations & StaffFinance & Automation

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

Connect consultations, messaging, email, calendars and workflow automation to your booking operations.

Zoom

OAuth connection for consultation bookings and supported automatic meeting creation.

Twilio

Optional SMS automation through your organisation's connected Twilio account.

WhatsApp

WhatsApp messaging through your organisation's connected Twilio account.

Zapier-ready API

Scoped read-only booking data through a Zapier-compatible polling endpoint.

Microsoft

Outlook email OAuth, plus compatible calendar subscriptions and busy-time feeds.

Google

Gmail OAuth, plus compatible calendar subscriptions and busy-time feeds.

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

FeaturePlanellioTypical CRM
CRM
Booking Engine
Client Portal
Staff Rostering
Venue Portal
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 venues, 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

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.

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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, asset protection and event workflows.

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Rostering

Assign teams, manage schedules and avoid conflicts.

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.

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.

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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.

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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.

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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
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, 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
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

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.

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.

Booking engine

Live pricing from date selection to checkout

Planellio's self-service route takes a customer through date β†’ availability β†’ service β†’ package or variant β†’ extras β†’ travel β†’ tax β†’ live price β†’ 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
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 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, venues 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, venues, 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, venues and reporting work together instead of living in separate systems.

Built For Real Event Businesses

Built For Real Event Businesses

Planellio is used by DJs, photo booth companies, event hire businesses, wedding professionals and venues to manage bookings, operations and event delivery from one platform.

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.

Venues & Wedding Professionals

Coordinate client journeys, venue workflows 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, venue workflows, the automation engine, asset protection, proposal workflows and deeper reporting as the business grows.

Starter

Β£29/monthApprox $39

For smaller event businesses that need bookings, clients, payments, paperwork and basic operational control under one roof.

  • Event CRM and enquiry tracking
  • Booking management, quotes and invoices
  • Contracts, e-signatures and basic client portal
  • Online deposits and balance payments

Business

Β£99/monthApprox $134

For established event businesses that need deeper analytics, finance tools, advanced control and more complex operational governance.

  • Everything in Professional
  • Automation processing-health monitoring and full analytics
  • Advanced finance reporting and full proposal builder
  • Read-only bookings API with scoped keys 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

Fully Managed Launch

Β£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 venue 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.

Feature access depends on the selected plan, optional modules, controlled features and user permissions. 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, venue workflows, project delivery and event-day paperwork.

  • Client Portal actions and customer journey tracker
  • Pooled inventory and specialist stock
  • Roster duties, assignments and Staff Portal
  • Job sheets, function sheets and operational files

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
  • Business read-only bookings API with scoped keys, pagination, rate limits, audit history and Zapier-compatible polling

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 the prepared comparison.