DJs and entertainment
Music requests, planning forms, client portal workflows, deposits, balance reminders and contractor assignments.
Features
Event Business Software Features Built For Real Operations
Planellio brings together booking, CRM, client portals, partner trade rates, 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 and equipment-led event companies
Planellio is built for DJs, photo booth businesses, event hire teams, wedding suppliers 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.
Photo booth businesses
Photo booth CRM, selfie booth software workflows, magic mirror software support, 360 booth software options, template choices and print selections.
Partner trade rates
Trade rates and clearer commercial terms for event companies working with trusted venues and referral partners.
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.
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.
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.
Partner Portal and trade rates
Turn venue relationships into a controlled booking channel
Event companies can create venue and partner trade rates, then give authorised users their own permission-controlled portal.
Partners can switch linked venues, check general and specialist availability and create venue-managed bookings using approved services, packages, extras and pricing. Separate permissions control booking, client, financial, note, document, report and export access.
Availability and trade bookings
Let authorised partners check availability and create bookings inside the catalogue and pricing rules you set.
Booking collaboration
Provide permitted calendars, notes, staffing requirements, documents, contracts and payment actions.
Controlled access
Grant only the venue, client, financial, reporting and export capabilities each partner needs.
Project Management
Connect the enquiry, project quote, booking and complete delivery lifecycle
Project Management supports two routes. A corporate activation or other enquiry-led project can be planned, quoted to the client and converted into a booking while retaining the continuing project. An existing booking can also be converted into a project.
The project can remain active through event delivery and afterwards, keeping stages, tasks, checklists, documents, financials, payment milestones, suppliers, costs, deliverables and client approvals connected.
Enquiry-led projects
Plan the project, prepare its quote and convert accepted work into a booking without losing the project lifecycle.
Booking-led projects
Convert an existing booking when the work needs deeper coordination and continuing delivery control.
Stages and tasks
Use workflow stages, tasks, checklists, notes, due dates and documents to structure delivery.
Commercial control
Keep project financials, payment milestones, suppliers and costs with the project.
Client visibility
Share selected progress and deliverables through the Client Portal.
Approval and sign-off
Let clients approve or request changes while versions, notes and decision history remain attached.
Review management
Turn completed events into more reviews
Planellio keeps review follow-up connected to the booking that produced the client experience. Completed events can be filtered, contacted and tracked without maintaining a separate review spreadsheet.
Businesses can configure several review destinations, create reusable email and SMS templates and use the review-eligibility automation trigger to schedule requests after the event. Cancelled or postponed bookings, blocked contacts and clients already marked as reviewed are excluded from eligible automated requests.
Multiple destinations
Choose the websites clients can use and record where a confirmed external review was left.
Email and SMS requests
Send requests manually or through automations using reusable templates and booking-linked review URLs.
Status and follow-up
Track ready, awaiting, request sent, review received and do-not-send states.
Completed-event filters
Search by client, booking, venue, status, event type and event-date range.
Performance reporting
Track requests sent, clients requested, confirmed reviews, conversion rate and review destinations.
Original booking context
Keep the client, event, venue, category, package, assets and assigned staff alongside the review workflow.
Roadmap: event-generated lead, booking and revenue attribution back to the originating event is planned but is not currently live.
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.
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.
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.
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 and completed-event review follow-up.
- Photo Booth CRM for selfie booth, magic mirror, 360 booth and booking workflows
- DJ CRM for music requests, planning and contractor-led businesses
- Photographer CRM for enquiries, planning forms and client workflow
- Videographer CRM for project-led event video workflows
- Wedding Supplier CRM for venue-linked wedding businesses
- Party rental software for inventory, scheduling and operational control
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
- Comparison hub for Planellio vs competitor pages
- Blog hub for growth, workflow and admin-reduction guides
- Best photo booth CRM for photo booth software comparisons
- How to manage event staff for stronger operations
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.
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
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