A detail changes. Not everyone knows.
Client preferences and planning decisions need a dependable home beyond the latest message thread.
A successful event has a lot of ordinary work behind it. Keep enquiries, client and vendor contacts, planning tasks, decisions and billing documents organised before the schedule gets busy.

Client preferences and planning decisions need a dependable home beyond the latest message thread.
Many small jobs can become one big risk when nobody is clearly responsible for them.
Collecting the right brief upfront makes it easier to review new work while the team is already delivering.
Start with what matters to event planners. Keep the work and its context in the same workspace.
Ask for the occasion, target date, location and contact details in a published or embedded enquiry form.
Record the client and vendor contacts, then capture consultation notes and agreed preferences.
Create planning tasks with owners and deadlines. Add checklists and comments for the detail behind each milestone.
Prepare the agreed quote and invoice. Add your payment instructions and record the payment status yourself.

A working process, not an automatic setup. Choose the apps you need and organise them around your business.
Each app has a clear job. Together, they give event planners room to work without juggling a separate account for every task.
Collect the date, occasion, location and brief before the planning conversation.
Explore Lead FormsKeep client and vendor contact details with useful relationship context.
Explore CRMOffer a clear booking route for planning consultations.
Explore Appointment SchedulingAssign planning work and keep due dates and checklists visible.
Explore TasksRecord preferences, decisions and changes without relying on chat history.
Explore NotesPrepare a clear pricing document for the scope you agree.
Explore Estimates & QuotesIssue billing documents and record payment follow-up status.
Explore Invoice MakerAll included in one account, within your plan’s limits. Use one app today and add another when the work calls for it.
Keep the people, apps and records for each business in a dedicated workspace. Bring your teammates into the work without a per-seat bill.
Find the plan that fitsEvery plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.
A workspace is a dedicated home for one business. Switch between your workspaces from the same account.
Use workspace roles and app permissions to manage who can see and work with business records.
Start with the decisions and deadlines that matter this week, rather than rebuilding your whole business.
Start in CRM. Shape the workspace around your own work.Add the client and key vendor contacts.
Write down the event brief and latest decisions.
Assign the next planning tasks with due dates.
What event planners should know before getting started.
See pricing and plan limitsIt helps organise the business and planning work behind an event. It is not a ticketing, venue-inventory, seating-plan, catering or attendee check-in system.
Yes. Record people and companies, add useful context and organise follow-up. You choose how to categorise the relationships for your planning business.
Yes. Invite teammates, assign tasks and keep comments, checklists and due dates with the work so ownership is visible.
Invoice Maker does not collect payments or enforce deposit contracts. Put your payment instructions on the invoice and use your existing payment and contract process.
No. Embed a ToolsPad enquiry form in an existing site or share its hosted URL. Use Landing Pages later if a particular offer needs its own page.
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features. See Pricing for current limits.
Event planning also needs feedback, offers, reusable documents and visual thinking. Explore those tools when the work calls for them—not before.
Collect the date, occasion, location and brief before the planning conversation.
Keep client and vendor contact details with useful relationship context.
Offer a clear booking route for planning consultations.
Assign planning work and keep due dates and checklists visible.
Record preferences, decisions and changes without relying on chat history.
Prepare a clear pricing document for the scope you agree.
Issue billing documents and record payment follow-up status.
Map ideas alongside the work they belong to.
Ask better questions. Learn from every response.
Let your audience help make the next decision.
Build a focused page around your next offer.
See what renews before you pay again.
Collect customer stories and publish your best proof.
Work through pricing, margins and business scenarios.
Know where the working hours are going.
Route visitors and compare campaign results.
Keep promising deals moving toward a decision.
Create branded QR codes and review their reach.
Bring useful business signals into one view.
Find, share and reuse your business files.
Give your expertise a place to grow.
More tools. One free account.Scroll to explore, or use the arrows.
Keep the people, decisions and planning work together. Start free and organise the next milestone today.