Built for event planners
Event planner CRM for enquiries, vendors, timelines, and payments
The Booth Accelerator is an event planner CRM that brings enquiries, consultations, proposals, contracts, deposits, vendor coordination, budgets and event timelines into one place. Wedding and corporate planners can share a client portal, keep a run-of-show for the day, and automate follow-ups so every event runs on time and on budget.
- Set up in minutes
- Clear monthly plans
- Secure Stripe payments
- Cancel anytime
- Confirmed
Florist arrives
10:00 · Bloom & Co
- On track
Ceremony
14:00 · Orangery
- Awaiting arrival
DJ setup
18:30 · Main hall
Common challenges for event planners
Vendors in spreadsheets
Florist, caterer and DJ details, deposits and arrival times live in separate files.
Budgets drift
Clients lose track of what's committed versus what's left to spend.
Timelines change daily
The run-of-show is re-sent as a PDF every time something moves.
Consultations that don't convert
No follow-up after the first meeting means lost bookings.
Your workflow, start to finish
Enquiry → Consultation → Proposal → Contract → Deposit → Planning → Vendor coordination → Event day → Follow-up
Step 1 of 9
Enquiry
Lead with event type, guest count and budget.
Features for event planners
Planning packages
Proposals for full planning, partial planning and coordination.
Task checklists
Reusable planning checklists per event type.
Client portal
Clients see documents, payments and send change requests.
Automated reminders
Payment, questionnaire and final-details reminders.
Team scheduling
Assign assistants to events with availability checks.
Reports
Revenue, enquiry-to-booking time and lead source performance.
Vendor management
Record each supplier on the booking with contact, role and arrival time in planning notes, and share the job sheet with your team.
Budget tracking
Log per-event expenses against the booking so you can see committed spend and profit for every event.
Event timeline
Keep key timings — ceremony, speeches, first dance — on the booking, collected straight from the client questionnaire.
Client portal
One link for clients to view contracts, invoices, design choices and message you.
Run-of-show
Job sheets put arrival times, on-site contacts and notes on every team member's phone the night before.
Explore the tools for your bookings
- Online booking software →
Let clients request dates, choose packages and provide event details through your branded booking page.
- Quotes and proposal software →
Present packages, optional extras and event details in a branded proposal clients can review online.
- Event contracts and e-signatures →
Prepare personalised agreements and collect client signatures without printing or chasing attachments.
- Deposits and payment schedules →
Keep deposits, invoices and outstanding balances connected to the event they belong to.
- Booking automations and reminders →
Build follow-ups around booking events, conditions and waits rather than remembering every message yourself.
- Staff scheduling and job sheets →
Assign staff to events and share the timings, venue details and kit notes they need on the day.
- Client portal for event bookings →
Give clients one place to see booking details, documents, payments and event updates.
- Enquiry forms and event questionnaires →
Gather the information you need for each event with reusable forms and conditional questions.
Related event businesses
Ready to stop chasing paperwork?
Who uses it
Wedding planners
Long planning timelines with staged payments.
Corporate event planners
Purchase orders, invoices and multi-day events.
Party and celebration planners
Fast turnaround with packaged services.
Works with the tools you already use
Stripe card payments, Apple Pay and Google Pay into your own account, calendar feeds for Google and Outlook, email and SMS reminders, and Zapier-ready webhooks.
Templates to get started
Frequently asked questions
What is an event planner CRM?
An event planner CRM manages enquiries, client communication, contracts, payments, suppliers and timelines for every event in one place.
Can I track vendors for each event?
Yes. Record suppliers, contacts and arrival times on each booking and share them with your team on the job sheet.
Does it work as a wedding planner CRM?
Yes. Staged payments, questionnaires and a client portal suit long wedding planning timelines.
Can I track the event budget?
Yes. Log expenses against each booking to see committed spend and profit per event.
Related
Run your event planner business from one place