Job Tracking Software for Event Planning Businesses
PLAN 7/24 brings consultation appointments and project-based finance tracking into one panel for businesses that plan weddings, birthdays and corporate events. See every consultation and event date clearly on one calendar.
The problem this usually causes
Consultation dates, deposits and delivery dates for multiple events scattered across different tools get confusing fast.
Why businesses in this space use PLAN 7/24
- Define weddings, birthdays and corporate events as distinct service types
- See consultation appointments and event dates on the same calendar
- Track project-based income and expenses to see each event’s profitability
How it works
- 1Define discovery meetings, planning meetings and event days as separate appointment types.
- 2Clients book a discovery or quote meeting on your link.
- 3Keep notes, dates and income and expense items on each client card.
Example reminder message
Hello, a reminder of our event discovery meeting tomorrow at 12:00. Just bring your questions.
A sample template. You can edit the wording to suit your business.
Also included
Which plan do I need?
- Free: 50 appointments per month, basic appointment and customer management.
- Standard: online booking link, SMS & push notifications and income/expense tracking (100 appointments per month).
- Professional: adds staff management and detailed analytics (300 appointments per month).
- Corporate: unlimited appointments and multi-branch management.
All plans include a 14-day free trial. See current pricing on the home page.
Frequently Asked Questions
Do consultation appointments and the event day show on the same calendar?
Yes, you can define both as appointments with different service types and track them on the same calendar.
Can I see the cost of each event separately?
Yes, the finance module lets you log income and expenses per event to evaluate profitability individually.
Can I track income and expenses per event?
Yes, record income and expenses to see monthly profitability.
Can a team use it?
Yes, staff management lets you manage each team member’s calendar (Professional and above).
Can I run online meetings?
Yes, you can attach an online meeting (Meet) link to appointments.