Features
EventPlan is built to take the admin off your plate so you can spend your time doing what you're actually good at. Every feature has been designed around how wedding and event suppliers actually work.
Bookings & clients · Contracts · Calendar · Services · Equipment · Accounts · Comms · Statistics · Branding · Security
From the first enquiry to the final invoice, every detail of every booking lives in EventPlan. Client details, venue, times, services, staff, costs, payments, and notes — all in a single record. An availability form lets potential clients check your diary and submit enquiries directly from your website.
Send a personalised booking form to each client and get their contract signed online. They review their details and sign — no printing, no scanning, no chasing. The signed agreement is stored against the booking automatically.
If you work with other staff or associates, they each get their own login. Staff accounts see only the bookings they've been assigned to — including services, equipment, payments, and mileage — without access to your wider client list or admin settings.
All your bookings, appointments, and reminders in one calendar view. Set reminders to chase a client, prepare for an event, or follow up afterwards. Export any booking straight to Google Calendar with one click.
Define the services you offer with standard pricing and descriptions. Attach them to any booking to keep your pricing consistent and quotes accurate. Costs can be automatically matched to your services with one click.
Log your gear and build rigs — preset packages of equipment you use together. Assign a rig to a booking in one click, then use the loading checklist before and after every event to make sure nothing gets left behind.
Log income and expenditure, track outstanding payments, record mileage, and generate PDF invoices in seconds. A tax dashboard brings everything together for self-assessment, and a cashflow forecast helps you plan ahead. Making Tax Digital (MTD) integration is coming soon. Coming soon
Send quotes and follow-ups using customisable email templates, and set up automated campaigns — scheduled sequences of messages that keep leads warm without any manual effort. WhatsApp is built in, and post-event surveys let you collect client feedback automatically.
Track booking numbers, enquiry sources, and venue history to understand how your business is growing. Standard reports are included, and additional custom stats can be added on request.
EventPlan is styled to match your existing website and always displays your logo. If your hosting supports it, we'll help you set it up at your own subdomain — something like planner.yourbusiness.co.uk — so the experience feels seamless to your clients.
Your data is stored on secure UK servers with SSL encryption on every connection. The system only retains personal data essential to your bookings, helping you stay compliant with data protection legislation. You can export everything to CSV at any time — no lock-in, no exit fees.
EventPlan is constantly evolving. Here's what's on the roadmap:
Got a feature request? Get in touch →
