Features

Event Business Software Features Built For Real Operations

Planellio brings together booking, CRM, client portals, venue portals, staff portals, proposals, contracts, payments, reporting, automation and delivery workflows so event businesses can run from one platform instead of a stack of disconnected tools.

Built for event businesses

Designed for service-led, equipment-led and venue-led event companies

Planellio is used by DJs, photo booth businesses, event hire teams, wedding suppliers, venue-led businesses and multi-user event operations. The common need is not just taking bookings. It is controlling everything that happens before, during and after those bookings.

DJs and entertainment

Music requests, planning forms, client portal workflows, deposits, balance reminders and contractor assignments.

Photo booth businesses

Photo booth CRM, selfie booth software workflows, magic mirror software support, 360 booth software options, template choices and print selections.

Venue-led operations

Venue portal access, preferred supplier workflows, venue calendars, venue invoices and booking visibility.

Event hire and stock-led teams

Asset allocation, inventory visibility, reusable asset or package pick lists on job sheets, delivery planning and reduced double-booking risk.

Planners and coordinators

Client communication, task management, project workflows and operational handovers.

Growing multi-user teams

Lead assignment, staff scheduling, reporting, automation and role-based operational clarity.

Booking

Live self-service pricing from date selection to checkout

Self-service: Date → availability → service → package or variant → extras → travel → tax → live price → checkout.

Planellio does more than display a starting price or check whether a date is free. The journey uses live availability and recalculates the customer's price from the selected service, package or variant, extras, travel and tax before checkout. Those choices become part of the same operational booking used for assets, staff and delivery.

Managed sales: Enquiry → lead → multiple quote options → visual proposals → customer selection → booking. This gives bespoke and higher-touch work a separate route without disconnecting it from the rest of the operation.

Date and availability

Check the date against live delivery capacity before the customer proceeds.

Service and package

Let customers choose a service and the right package or variant.

Variants and extras

Update the booking and price as options, upgrades and extras change.

Travel pricing

Apply configured distance-based travel charges in the same journey.

Tax and live price

Show the calculated price, including applicable tax, before checkout.

Checkout and operations

Carry the confirmed choices into payment and operational fulfilment.

Planellio live-pricing self-service booking workflow

CRM

CRM features built around the reality of event sales

Planellio works as an event CRM rather than a generic pipeline tracker. That means the CRM stays useful after the initial enquiry because it is tied to quotes, proposals, bookings, communication, planning and delivery context.

Lead management becomes clearer when notes, reminders and call logging live next to the enquiry. Messaging becomes easier to follow when the team can see the customer story in one place. Lead assignment matters for multi-user businesses that want the right opportunities handled by the right person. Client history matters when repeat bookings and venue relationships create long-term value.

Lead management

Track new opportunities from first contact to confirmed booking.

Notes

Keep important detail next to the client and booking record.

Reminders

Reduce missed follow-up with clearer task visibility.

Call logging

Record key conversations without relying on memory.

Messaging

Keep communication closer to the workflow it affects.

Lead assignment

Support cleaner ownership across growing sales teams.

Planellio CRM feature view

Client portal

Client portal features that reduce chasing and improve confidence

The client portal is where a lot of event businesses either look professional or create friction. Planellio helps businesses give clients a simpler place to complete planning tasks, sign contracts, review payments and keep bookings moving.

For DJs, this can include music requests and event questionnaires. For photo booth businesses, it can include template selection, overlay approvals, print choices and client-facing booking visibility. For every business type, the aim is the same: reduce scattered emails and give clients a clearer next step.

Forms

Collect the planning details you need before event day.

Contracts

Keep approvals and paperwork inside the client journey.

Payments

Support deposits, balances and payment tracking.

Music requests

Help DJs collect the right information without email chaos.

Template selection

Let photo booth clients choose overlays, prints and design options.

Booking visibility

Make it easier for clients to see what is booked and what is next.

Planellio client portal feature

Venue portal

Venue portal features that most event software platforms do not offer well

Venue portal software is one of Planellio's strongest differentiators. Many platforms can help a supplier manage a booking, but fewer help businesses work properly with venues, preferred supplier relationships and venue-led booking activity.

Planellio supports venue login workflows, venue bookings, venue calendars, venue invoices and broader venue collaboration. This is particularly useful for businesses that rely on venue referrals, managed venue access or direct venue-led commercial workflows.

Venue login

Give venues a dedicated way to access relevant information.

Venue bookings

Support booking activity that starts or moves through venue relationships.

Venue calendars

Keep scheduling visible for the people who need it.

Venue invoices

Keep venue-specific commercial steps connected to the workflow.

Preferred supplier workflows

Support agreed terms and trusted venue partnerships more cleanly.

Venue visibility

Reduce back-and-forth and keep shared context stronger.

Planellio venue portal feature

Staff portal

Staff portal and scheduling features for teams, contractors and standby cover

Staffing is often one of the biggest cracks in basic booking software. Planellio helps event businesses go beyond simple notes and create clearer staff operations with login access, availability, job assignments and scheduling visibility.

This matters for businesses that use contractors, second shooters, booth attendants, contract DJs, setup crews or venue support teams. Availability should be easier to see. Job assignments should be easier to hand over. Standby bookings should be easier to manage when cover is needed.

Staff login

Give staff a clearer way to access the work that relates to them.

Availability

See who can work before assignments become a problem.

Job assignments

Share the right event information with the right people.

Standby bookings

Keep backup coverage and contingency planning more organised.

Contractor workflows

Support external staff without losing operational clarity.

Rostering

Build a stronger operational picture as the team grows.

Planellio staff portal and rostering feature

Reporting

Reporting features that help event businesses make better decisions

Reporting should not stop at surface-level sales numbers. Event businesses need visibility into revenue, lead source quality, deferred revenue, asset usage, PAT dates, booking mileage and team workload if they want to scale with control.

Planellio supports reporting that gives businesses a clearer picture of what is happening across sales and operations. Revenue reporting matters for commercial control. The all-plan Asset Inspection & PAT report uses asset visual-inspection dates, re-test dates and repair flags to show current, due-soon, overdue and missing-date records. It is not a dedicated PLI, supplier or staff certificate approval and renewal system. The all-plan mileage report shows the latest saved mileage per booking and a total for the selected event-date range. Operational profitability is revenue less saved actual or estimated staffing costs; it is not a complete P&L or statutory account.

Revenue reporting

See the commercial picture more clearly as bookings grow.

Asset inspection & PAT

Review PAT re-test dates, due status, visual inspections and repair flags on every plan.

Mileage reporting

Review mileage per booking and total mileage for a selected date range on every plan.

Lead source reporting

Understand which channels and partners bring the right work.

Deferred revenue

Keep future booking value in view, not just today’s cash movement.

Team workload

See how operational demand is distributed across staff.

Planellio reporting feature dashboard

Automation

Automation features that remove repeated admin from the workflow

Automation is one of the clearest ways event businesses gain capacity without immediately adding headcount. Planellio's automation engine is designed to support workflow automation around the jobs teams repeat every week: reminders, handovers, status changes, follow-up and operational actions that depend on specific conditions.

The workflow builder uses triggers, conditions and actions so businesses can create more consistent processes. That helps teams reduce manual checking, improve response times and keep the client journey moving without constant intervention.

Workflow builder

Shape repeatable automation around the way the business actually works.

Triggers

Start workflows when booking or client events happen.

Conditions

Control what happens based on the status or context of the job.

Actions

Send updates, assign work or move the process forward automatically.

Client follow-up

Reduce chasing around reminders, balances and incomplete tasks.

Operational handovers

Make transitions between sales and delivery more reliable.

Planellio automation engine feature

Specialist workflows

Built for the way different event businesses actually work

Photo booth businesses need client portals, contracts, payment tracking, booking calendars and equipment visibility. DJs need music request workflows, questionnaires and contractor clarity. Photographers, videographers, wedding suppliers and rental businesses all need tools that fit the details of their service, not a generic booking process.

Planellio brings those workflows into one platform so each part of the business can stay connected from enquiry to event delivery.

Specialist hire

Deeper tools for hire businesses with specialist stock

Planellio helps equipment-led event businesses calculate the right dancefloor size, prevent overbooking, reserve light-up letters, add booking widgets to their website and carry delivery detail and reusable pick lists through to job sheets.

That means customers can book with more confidence, while your team has a clearer view of availability, pricing, components and event-day requirements.

Compare platforms

See how Planellio fits when you are reviewing alternatives

Event and hire companies often review new software when the day-to-day workflow becomes harder to manage. Planellio is designed for businesses that need bookings, stock, staff, payments, venue work and delivery planning to stay connected as they grow.

Use the comparison pages to understand where Planellio may fit better than a booking-only setup, especially if your business now handles mixed event services or more operational detail.

Guides and comparisons

Explore practical guides and software comparisons

Planellio’s guides cover the practical problems event businesses deal with every week: reducing admin, preventing double bookings, improving handovers and choosing software that can support growth.

Useful hubs

Support ecosystem

Support that grows with the platform

Planellio customers get more than software access. The support ecosystem brings together knowledge base content, built-in AI guidance, support tickets, product updates, release notes, diagnostics and continuous improvements.

That helps teams learn the platform, understand new features and get help without disconnecting support from the wider product experience.

See it live

Want to see the full workflow?

Tell us about your event business and we’ll show you the parts of Planellio that matter most to your sales process, client experience and event delivery.

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.