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, 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

Booking features that do more than check if a date is free

Planellio's booking features are built for event businesses that sell real services with real operational complexity. Instead of treating a booking like a simple diary entry, the platform connects the commercial journey to availability, packages, assets, staff and delivery logic.

The website booking journey supports businesses that want clients to move from enquiry to action without friction. Availability checking helps teams stay realistic about what can actually be delivered. Package builder logic helps businesses sell complete services rather than piecemeal quotes. Multi-day bookings support events that do not fit neatly into a single slot. Booking cloning helps with repeated or similar jobs. Booking imports reduce the pain of switching systems when live work already exists.

Website booking journey

Guide visitors from enquiry to purchase in a more structured client flow.

Availability checking

Use live logic linked to what the business can actually deliver.

Package builder

Combine services, extras and upgrades in a clearer sales journey.

Multi-day bookings

Support events that span several dates or delivery windows.

Booking cloning

Reuse proven booking structures for repeatable work.

Booking imports

Bring existing live bookings across without rebuilding by hand.

Planellio booking feature 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 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. Lead source reporting helps identify where profitable enquiries actually come from. Deferred revenue matters for businesses with future bookings and staged payments. Asset reporting matters when equipment availability affects fulfilment and profit.

Revenue reporting

See the commercial picture more clearly as bookings grow.

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.

Asset reporting

Understand where stock and equipment affect delivery pressure.

Team workload

See how operational demand is distributed across staff.

Business visibility

Connect sales, finance and delivery signals in one platform.

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

Industry pages are where topical authority starts to grow properly

Some of Planellio's strongest SEO and commercial angles come from how specific the platform can be. Photo booth businesses need more than generic event CRM software, which is why terms like photo booth client portal, photo booth contract software, photo booth payment software, photo booth booking calendar and photo booth inventory management belong in the conversation. DJs need music request workflows, questionnaires and contractor visibility. Photographers, videographers, wedding suppliers and rental businesses all search through their own lens rather than through one broad software category.

That is why the strongest next pages for many buyers are the specialist pages rather than the broad category page first.

Comparison and guides

The cluster now reaches beyond product pages

Topical authority grows faster when commercial pages sit next to comparison content and practical guides. That helps search engines understand the wider subject area, and it gives buyers more entry points depending on whether they are comparing software or trying to solve a business problem.

Useful hubs

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.