Import bookings
Bring open and future bookings into Planellio so your pipeline and calendar do not need rebuilding by hand. This helps maintain visibility across upcoming work while your team learns the new platform.
Migration
Migrate From BoothBook Without Starting Again
Planellio helps event businesses switch platforms without the usual disruption. Import bookings, assets, clients and inventory so you can continue trading immediately, reduce manual re-entry and move to a broader event business management platform with less friction.
Import bookingsImport assetsImport clientsNo manual rebuild
Remove one of the biggest barriers to switching
Switching software is rarely just about subscription cost or feature lists. For most event businesses, the bigger concern is continuity. If you already have future bookings, client records and a working inventory, the idea of rebuilding everything manually can delay a better decision for months.
Planellio treats migration as an operational priority rather than an afterthought. The goal is simple: help businesses move across without losing momentum. If you have 500 future bookings and 50 assets, or simply a busy season ahead, that continuity matters.
Instead of asking your team to start again, the platform supports data imports so you can keep current work visible, preserve history and continue serving clients while you transition.
Migration can include
- Import bookings
- Import assets
- Import clients
- Import inventory
- Continue trading immediately
- No manual re-entry where import is available
Import assets and inventory
For equipment-led businesses, asset continuity is essential. Importing assets and inventory helps protect operational clarity and reduces the risk of switching to a platform that starts with empty records.
Import clients and history
Customer records are not just names and emails. They represent repeat relationships, referral sources and future revenue opportunities. Bringing them across helps preserve the commercial memory of the business.
Continue trading while you transition
One of the strongest reasons to migrate properly is that you do not need to choose between progress and stability. With the right data moved across, the business can continue responding to enquiries, managing bookings and preparing future events while the new system becomes the main operating platform.
That matters most for fast-moving event businesses. If a switch creates downtime or uncertainty, it can affect sales confidence and delivery confidence at the same time. Planellio reduces that pressure by making imported information part of the setup journey.
For businesses that have outgrown booking-only software, this creates a more realistic path forward. You are not just changing tools. You are upgrading the way the business operates.
Move from booking software to event business management software
Migration is often the moment when businesses rethink category, not just supplier. If you have outgrown a booking-first system, the next move should ideally solve more than one problem. Planellio is designed to help businesses move into a broader platform that covers CRM, bookings, quotes, proposals, contracts, payments, client portals, venue portals, staff portals, automation, reporting and asset management.
That wider scope means the switch can deliver more value than a like-for-like replacement. Instead of changing systems and keeping the same operational gaps, you can use the migration to simplify how the whole business runs.
Planellio capability evidence
Include the full Planellio operating model in your comparison
A useful comparison should review Planellio as an end-to-end platform rather than only a booking diary or lightweight CRM. The capabilities below are current public evidence to investigate alongside the competitor’s own official information.
Planellio should be assessed for the focused business type in question as well as for mixed-service operations. Businesses can use the relevant workflows without enabling or operating every module, so breadth alone is not evidence of unnecessary complexity.
This does not mean Planellio is automatically the better fit. Competitors may provide capabilities Planellio does not, and plan or module access must be confirmed before deciding.
Two sales routes, contracts and client experience
Planellio supports both immediate self-service checkout and a managed CRM-to-proposal journey, with either route continuing into the same booking and operational model.
- Self service: date → availability → service → package or variant → extras → travel → tax → live price → checkout
- Managed sales: enquiry → lead → multiple quote options → visual proposals → customer selection → booking
- Contract variables, required completion controls, e-signatures, captured signer IP and audit context
- Responsive Client Portal, payments, receipts and supported full or partial refunds
Staff, assets and specialist delivery
The comparison should follow the work beyond confirmation and assess specialist event logic, not only generic inventory.
- Service-linked staff requirements, vacant duties, rosters and Staff Portal
- Pooled assets, package quantities and unattended-hire security workflows
- Photo-booth planning, dancefloor components and scaled plans
- Repeated-character light-up-letter availability, picking lists and job sheets
Wider operations, finance and access
Optional modules, integrations, reporting and genuine limitations are part of an honest fit assessment.
- Partner trade rates and Project Management modules
- Revenue, payments, refunds, deferred revenue, VAT or sales tax and operational profitability
- Eligible Xero/QuickBooks OAuth, secure Leads and Bookings API, Zoom consultations and calendar feeds
- Professional authenticated reads and Business scoped, protected writes
- Responsive mobile web access without a native mobile-store app; no live GPS, payroll, full route optimisation or statutory accounting
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 main event-business software platforms. The prepared prompt includes the current alternatives and asks for evidence-based workflow research.
The prompt asks ChatGPT to identify practical 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.