Event operations
Event management software for running the event itself
The operations half of event management software: functions, checklists, tasks, vendors, venues, quotations and expenses, all attached to one event record that moves as the work does.
Running the event is the easy half. Running the business around forty of them a year is the part nobody sells software for.
Functions, checklists, tasks, vendors, venues, quotations and expenses on one record that moves with the work built for a business running events every month of the year, not a single wedding weekend.
One event record, everything hanging off it
This is event management software for the part after the contract is signed. The event holds its functions, its checklist, its vendors, its venue, its quotations, its expenses and its guest list so "where are we on the Sharma wedding" is one screen, not four people’s memory.
Events and functions
An event splits into functions, each with its own date, venue and vendors. A corporate three-day conference and a four-function wedding are the same shape.
Checklists and tasks
Checklists attach to a function rather than to the event as a whole, so a five-function wedding does not become one list of two hundred items. Tasks carry an owner and a due date.
Vendors and venues
A vendor database and a venue database you build once and reuse across events, with the vendors for this event attached to it and their costs recorded against it.
Quotations and expenses
The commercial side lives on the same record: quotations with GST that the client accepts online, client payments coming in, vendor payouts and expenses going out.
Guests and WhatsApp RSVP
When the event has a guest list, it lives here too with RSVP collection and reminders over the Official WhatsApp Business API.
Guest and WhatsApp RSVP features are available on the Enterprise plan.
Stages that reflect reality
The event carries a stage and a status that move as the work does a quotation accepted moves it to Quotation Approved, an advance recorded moves it to Won. The board is current because the work updates it, not because someone remembered to.
Blog on this
- Event Management Software vs Excel: What Changes?Event management software vs Excel: compare spreadsheets with a connected system for leads, quotations, tasks, vendors, guests, expenses and profitability.
- What Is Event Management Software? A Complete Guide for Event PlannersWhat is event management software? Learn what event planners can manage across leads, quotations, tasks, vendors, venues, guests, RSVP and finances.
- The Complete Event Management Workflow: From Lead to Event DayLearn the complete event management workflow from lead capture and quotation to planning, vendors, guests, event day execution and profitability.
- Why Event Management Companies Outgrow ExcelWhy event companies outgrow Excel is rarely about the spreadsheet itself. Six signs that coordination, not capability, has become the limit.
- How to Manage 20+ Events at the Same TimeHow to manage multiple events at once is a portfolio problem rather than a planning one: the constraint is visibility across twenty events, not effort inside any one of them.
- How to Scale an Event Planning Business Without Losing Operational ControlLearn how to scale an event planning business without losing operational control through SOPs, ownership, vendor systems, financial tracking and software.
See it on your own work
Bring one real enquiry to a 30-minute demo and we will set it up live, using your own numbers.