Solutions Event PlannersFor independent event planners & planning teams

Keep every event detail moving toward the big day.

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.

  • No card required
  • 30 days of Premium included
  • Free plan to keep
Real ToolsPad interface Demonstration workspace
ToolsPad task board showing assigned work, priorities and deadlines in a fictional demonstration.
Keep responsibilities visibleReal ToolsPad interface · Fictional demonstration data
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One account. A more connected way to work.
21 focused apps
Unlimited human teammates
Free plan limits apply
Less scattered work

You have enough to manage.
Keep the moving parts together.

01

A detail changes. Not everyone knows.

Client preferences and planning decisions need a dependable home beyond the latest message thread.

02

The deadline is shared. The owner is not.

Many small jobs can become one big risk when nobody is clearly responsible for them.

03

New enquiries interrupt live events.

Collecting the right brief upfront makes it easier to review new work while the team is already delivering.

A practical way to work

From the first step
to the next useful outcome.

Start with what matters to event planners. Keep the work and its context in the same workspace.

  1. Collect the event brief

    Ask for the occasion, target date, location and contact details in a published or embedded enquiry form.

  2. Keep people and decisions together

    Record the client and vendor contacts, then capture consultation notes and agreed preferences.

  3. Build the working checklist

    Create planning tasks with owners and deadlines. Add checklists and comments for the detail behind each milestone.

  4. Keep commercial paperwork clear

    Prepare the agreed quote and invoice. Add your payment instructions and record the payment status yourself.

ToolsPad quote document for a fictional client, with line items and terms.
Make the commercial details clearReal ToolsPad interface · Fictional demonstration data
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A working process, not an automatic setup. Choose the apps you need and organise them around your business.

Space for the people behind the work

One business home.
Room for your whole team.

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 fits
01

Invite the people who do the work

Every plan, including Free, supports unlimited human teammates. Resource and feature limits still depend on your plan.

02

Keep separate businesses separate

A workspace is a dedicated home for one business. Switch between your workspaces from the same account.

03

Keep access intentional

Use workspace roles and app permissions to manage who can see and work with business records.

Your first useful step

Give the next event a working checklist.

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.
  1. 01

    Add the client and key vendor contacts.

  2. 02

    Write down the event brief and latest decisions.

  3. 03

    Assign the next planning tasks with due dates.

Straight answers

Make a confident
first move.

What event planners should know before getting started.

See pricing and plan limits
Does ToolsPad handle the event itself?

It 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.

Can I keep clients and vendors in CRM?

Yes. Record people and companies, add useful context and organise follow-up. You choose how to categorise the relationships for your planning business.

Can several planners share responsibility?

Yes. Invite teammates, assign tasks and keep comments, checklists and due dates with the work so ownership is visible.

Can I take contractual deposits through ToolsPad?

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.

Do I need to replace my current website?

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.

Can I start free and bring my team?

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.

One account. 21 connected apps.

Start with what matters to you.Discover the rest of ToolsPad.

Event planning also needs feedback, offers, reusable documents and visual thinking. Explore those tools when the work calls for them—not before.

Create your free account All 21 apps · Unlimited teammates
No card required · Free plan limits apply

More tools. One free account.Scroll to explore, or use the arrows.

A simpler next step

Make the next event easier to coordinate.

Keep the people, decisions and planning work together. Start free and organise the next milestone today.

Create your free account No card required. Start free.
Choose a paid plan only when you need it.