Features

Event operations system for bookings, clients, teams, assets and reporting

Planellio supports service-based event businesses including DJs, photographers, videographers, venues, planners, photo booth operators and hire companies, with proposals, asset protection and a full automation engine built in.

Built for different types of event businesses

Use the same connected system whether you sell services, manage spaces, coordinate suppliers or run a growing events team.

DJs and entertainment

Manage enquiries, planning details, payments and event-day requirements.

Photography and video

Track leads, contracts, client details and post-event delivery workflows.

Venues and spaces

Coordinate bookings, suppliers, venue details and client communication.

Photo booth and hire

Keep add-ons, stock, delivery details and booking logistics connected.

Planners and coordinators

Oversee clients, timelines, tasks and operational handovers.

Multi-service teams

Run staff assignments, reporting and finance across multiple event types.

Booking

Turn enquiries into organised bookings without losing control

Packages, extras, multi-day bookings, confirmations, proposals, quotes and invoices all stay connected for any event service workflow, with assets and delivery logic accounted for.

Enquiry capture

Package and service selection

Proposals, quotes and invoices

Contracts and e-sign

Deposits and balances

Multi-day bookings

Planellio booking feature

CRM

Know every client, booking and conversation without digging through emails

Planellio works as an event CRM with the context your team needs to sell and deliver across different event services.

Lead pipeline

Client history

Booking records

Email sync

Follow-up tasks

Event notes

Planellio crm feature

Client portal

Give clients a polished self-service experience that cuts admin

Clients can complete planning tasks, sign contracts and pay without chasing your inbox.

Event forms

Payments

Contracts

Documents

Planning details

Receipts

Planellio client portal feature

Staff tools

Coordinate teams without messy handovers on event day

Share job assignments, event details, one-click venue directions, timesheets and operational instructions with the people delivering the event.

Staff portal

Job assignments

Timesheets

One-click venue directions

Event detail access

Contractor workflows

Planellio staff tools feature

Asset protection

Keep equipment, stock and operational assets under control

Planellio helps event businesses protect delivery quality by keeping asset allocation, availability and protection rules tied directly to live bookings and operational workflows.

Asset allocation

Availability control

Inventory visibility

Package-linked assets

Operational oversight

Reduced double-booking risk

Planellio asset protection and operations

Automation engine

Let routine admin happen in the background before it becomes a bottleneck

Use the automation engine to support reminders, confirmations, follow-ups, proposal handovers and operational steps.

Booking reminders

Payment prompts

Client follow-up

Staff notifications

Status changes

Email tracking

Planellio automation engine feature

Reporting

Understand what is happening across the business before problems pile up

Track bookings, finance and performance so you can make decisions with less guesswork.

Reporting dashboard

Sales visibility

Finance overview

Booking trends

Team workload

Advanced analytics on Business

Planellio reporting feature

See it live

Want to see the full workflow?

Tell us about your event business and we’ll show you the right parts first