PlannerDay is the all-in-one business management platform built specifically for wedding and event professionals. Whether you're a DJ, photographer, wedding planner, florist, caterer, or baker, PlannerDay helps you manage your entire client journey from first inquiry to final payment.
Core Features:
• CRM & Lead Management - Track inquiries, follow-ups, and bookings with visual sales pipelines
• Contracts with E-Signatures - Send and sign professional contracts digitally
• Invoicing & Payments - Create invoices and accept online payments via Stripe
• Client Portal - Give clients a branded space to view contracts, pay, and communicate
• Questionnaires - Gather event details and preferences with customizable forms
• Workflow Automation - Automate follow-ups, reminders, and task assignments with visual builder
• Calendar & Scheduling - Availability management with Google/Apple calendar sync
• Delivery Management - Driver assignment, route optimization, and public tracking links
• Portfolio & Gallery - Showcase your work to attract new clients
• Team Management - Staff scheduling, timesheets, time-off requests, and role permissions
• Inventory Tracking - Equipment management with PAT testing records
• Guest Lists & RSVPs - Manage guests, send invites, track responses and meal preferences
• Seating Charts - Table assignments and seating arrangements
• Event Timeline Builder - Drag-and-drop visual timeline with shareable links
• Pricing Guides - Create shareable pricing menus and packages
• Quote Builder - Generate professional quotes from templates
Vendor-Specific Tools:
• DJs & Bands: Music library (Rekordbox/Serato/Traktor import), playlist builder, client song requests with must-play/do-not-play lists, Spotify integration
• Photographers: Photo studio management, gallery delivery with password protection, shot lists, gear tracking
• Florists: Flower library with seasonal pricing, arrangement builder, floral proposals with visual mockups
• Bakers: Cake design builder with flavors, tiers, fillings, and decoration options; serves/pricing calculator
• Caterers: Menu builder, recipe management with ingredient costing, dietary tracking, staffing per event
• Planners: Timeline builder, vendor coordination, budget tracking, guest management
PlannerDay replaces the patchwork of tools event pros typically use. Start free and upgrade as you grow.