Leads cool off while you are on-site
You are running an event, so email, calls, SMS, and form fills wait. By the time you reply, the couple or the company has booked the planner who answered first.
Event planning software
Event planning software that turns leads into booked events and events into paid invoices.
Leads arrive from everywhere — email, calls, SMS, website forms — and the planner who responds with a professional proposal first usually wins the event. Workspace369 attaches every lead to the client record, runs each event as a project, and keeps deposits and balances billing on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Proposalsquotes, scheduling, and follow-up automations
Paymentsinvoices, payment plans, reminders, and reporting
The problem
What breaks inside an event planning business
Every event is replanned from scratch
Proposals, task lists, and timelines get copy-pasted from the last event and fixed in a rush. Nothing carries forward, so planning season means admin season.
Deposits and balances drift
Invoices are rebuilt per event, payments are chased by hand, and nobody can say what is outstanding without opening a spreadsheet.
Workflow
How Workspace369 runs an event planning business
01
Catch every lead in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so you reply fast with full context — even from the venue floor.
02
Win the booking with fast proposals
Proposals and quotes go out from the client record, scheduling locks the date, and follow-up automations keep warm leads from going cold.
03
Run the event as a project
Tasks, timelines, and files keep every event organized, and the client portal keeps the client informed without extra status meetings.
04
Bill deposits and balances on schedule
Invoices and payment plans bill deposits and balances automatically, automated reminders chase anything outstanding, and reporting shows the season's revenue.
Product coverage
Event planning coverage
- It connects leads to bookings: shared inbox, proposals, scheduling, and automated follow-up in one client record.
- Projects and the client portal keep every event's tasks, files, and client visibility in one place.
- Invoices, payment plans, and automated reminders make deposits and balances predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Reporting
FAQ
Why Workspace369 fits event planning searches
What is event planning software?
Event planning software runs the business side of a planning practice: leads, client records, proposals, projects, scheduling, invoices, payments, and reporting. Workspace369 connects all of it in one workspace.
Does Workspace369 do floor plans or seating charts?
No. Workspace369 is not a floor-plan, seating-chart, or venue-layout tool. It runs the business side — leads, proposals, projects, portal, invoices, and payments — alongside the design and layout tools planners use.
Can clients follow along in a portal?
Yes. Clients see files, status, and invoices in a branded portal, which cuts the status-check messages your team answers daily.
Does Workspace369 handle deposits and payment plans?
Yes. Invoices with payment plans bill deposits and balances on schedule, with automated reminders for anything outstanding and reporting across events.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
