The business platform built for event planners
Run every event.
Grow every relationship.
PlanWell brings your CRM, booking, planning, payments, and client experience into one beautifully organized workspace.
Emma & James
Priority work
View allFinalize floral proposalCompleted today · Anna
Approve invitation proofDue Friday · Waiting on client
Confirm catering tastingDue Jun 24 · Olive & Rye
Event day
TimelineFirst lookGarden courtyard
CeremonyOak lawn
Reception beginsGrand hall
One connected place for
From first contact to final send-off
Your whole client journey,
finally working together.
PlanWell connects the work that wins an event with the work that makes it successful. Nothing disappears between sales, planning, and event day.
Capture & organize
Turn every inquiry into a clear next step.
- Inquiry forms
- Client CRM
- Sales pipeline
Book & get paid
Make saying yes feel effortless.
- Proposals
- Contracts
- Invoices & payments
Plan & deliver
Give every event a dependable operating plan.
- Tasks & timelines
- Calendar
- Event workspace
A client experience worthy of your work
Professional on your side.
Remarkably simple on theirs.
Clients get one private destination for the details you choose to share—messages, tasks, schedules, files, proposals, contracts, and payments—while your internal planning stays private.
- One secure portal for each event
- Clear decisions and fewer follow-up emails
- Mobile-ready from the first invitation
PLANNED BYAnna Love Events
WELCOME BACK, EMMA
Everything for your event,
all in one place.
One dependable system
Powerful enough for the business.
Calm enough for the event.
Clients & leads
Complete relationship history, event context, private notes, and portal access.
See the connected workflowCommunication
Event conversations, email alerts, reusable replies, attachments, and notifications.
See the connected workflowBusiness numbers
Invoices, payment schedules, payout status, revenue, and outstanding balances.
See the connected workflowScheduling
Internal calendars, appointment booking, conflict checks, reminders, and Google Calendar.
See the connected workflowBuilt for event planners
Every kind of event. One connected operation.
Use the same dependable system across weddings, corporate events, conferences, nonprofit galas, private celebrations, and everything your business takes on.
- Flexible event types and reusable templates
- Client, team, and vendor collaboration
- Financials, documents, and decisions together
- Event-day timelines built for every role
A clearer way to work
One journey. No lost details.
Capture the opportunity
A branded form creates an organized lead, inquiry, and event record.
Create the booking
Send the right services, agreement, and payment schedule in one flow.
Plan in one place
Keep the client and planning team aligned without scattered email threads.
Deliver with clarity
Run the final timeline from the same source of truth used throughout planning.
Made for the events your business plans.
Simple pricing for event professionals
Your operating system
for less than one client call.
Both billing options unlock the complete PlanWell planner workspace. Choose the schedule that fits your business.
Planner access requires an active subscription. Client portal access is separate.