One Complete Platform. Every Feature You Need.

AI Drafting: Messages, Templates, Workflows and Packages

Describe what you need in plain words and AI drafts it: a client message, an email template with its text version, a whole workflow, or your packages. Nothing is saved until you approve it.

• ✓One-click AI draft of a client message from any event, with your smart tags filled in
• ✓Draft an email template and its text version, starting from the core templates
• ✓Describe a workflow and it is drafted switched off, with every client message waiting for your approval
• ✓Describe your packages in plain words and AI drafts them with prices, retainers and add-ons, using only the amounts you give it
• ✓Paste or upload meeting notes or a call transcript into a note and get a summary of decisions, open questions and what differs from your event
• ✓Tone-matched to your Company AI Profile
• ✓An approved change can be undone for 30 days

Call Transcripts, Summarized Against Your Event

Had the planning call on Zoom, Teams or Google Meet? Drop the transcript on the event, or paste it, and get a summary built for event work: what was decided, the timeline, the people, the open questions, and anything that differs from what you have on file.

• ✓Upload a .vtt, .docx, .doc or .txt transcript from Zoom, Teams, Google Meet or any recorder that exports text, or paste it in
• ✓Sorted the way event work is: decisions, music, timeline and logistics, people and vendors, and open questions with who owns each
• ✓Checked against the event record: where the call differs from what is on file, the summary quotes both
• ✓Written to use your clients' names and neutral wording, not an assumed bride or groom
• ✓Nothing is saved until you add the note, and the original transcript is one click away
• ✓The uploaded file is read and never stored
• ✓No meeting app to connect. Counts toward your plan's monthly AI allowance. Files up to 10 MB; PDF is not supported yet

Ask AI: Answers From Your Business

Ask a question in plain words and get an answer from your own events, clients, balances and workflows, or from the help built into the app, with a link straight to the right page.

• ✓Answers say whether they came from your data or from the help, and quote the help word for word
• ✓Links only go to pages that exist, so "where do I change my retainer" takes you there
• ✓Sees only what the person asking is allowed to see, so money stays with the people who handle it
• ✓Can suggest small changes, like your tax rate, business hours or a to-do, applied only when you approve them and undoable for 30 days
• ✓Never moves money, messages a client or deletes anything

Embeddable Chat Widget

Add a floating AI chat bubble to your own website. Visitors can ask about pricing, availability, and packages - powered by your AI profile and live calendar data.

• ✓One-line script embed for any website
• ✓Answers availability questions in real time
• ✓Takes the visitor's details and emails you the inquiry
• ✓Fully branded with your colors and greeting

AI Prep Inspector

Before load-in, the Prep Inspector reviews your event record for gaps, then compares it against your connected email, a document you add, or your own notes, to catch what never made it into the system. When two sources disagree, the newest one is treated as the decision.

• ✓Flags empty timed sections, missing phone numbers, conflicting roles, song-list clashes and more
• ✓Connects to Outlook (read-only) and reads its PDF, Word, Excel and image attachments, plus the files on the event
• ✓No mailbox needed: your own notes, or a planner's timeline you add, are checked against the event
• ✓Gmail support is built, and goes live after Google's security review
• ✓Suggests section times and answers you can apply one at a time; nothing changes until you do
• ✓Available to every business type, not just DJs

Company AI Profile

Configure exactly how the AI represents your business - tone, specialties, FAQs, service area, and which packages and add-ons to surface in conversations.

• ✓Tone options: Professional, Casual, and more
• ✓Custom FAQ library the AI references
• ✓Control which packages appear in AI responses
• ✓Drives both the draft assistant and chat widget

Business Intelligence

Lead conversion tracking, pipeline analytics, and financial summaries.

• ✓Lead conversion tracking
• ✓Pipeline analytics
• ✓Quote abandonment analysis
• ✓Financial reporting

Dashboard Widgets

Upcoming events, activities feed, pipeline summary, and quick actions.

• ✓Upcoming events calendar
• ✓Recent activities feed
• ✓Pipeline summary
• ✓Quick action buttons

Deep Analytics

Comprehensive KPIs with lead ghosting tracking, win/loss analysis, and heatmaps.

• ✓Lead ghosting detection & tracking
• ✓Win/loss percentage analysis
• ✓Conversion rate heatmaps
• ✓Comprehensive KPI metrics

Business Health Check

An audit of your booked events that flags any missing a signed contract, a payment schedule, or a dollar amount.

• ✓Flags bookings with no signed contract
• ✓Flags bookings with no payment schedule
• ✓Flags signed contracts left at $0
• ✓One click through to the event to fix it

Who Sends You Leads

When a lead comes in as a referral, record which of your vendors or venues sent it, then see who sends you the most work.

• ✓A Referred By field appears when the lead source is a referral, including your own referral sources
• ✓Pick the referrer from your own vendors and venues
• ✓Leads and bookings per referrer over any date range in Analytics
• ✓Each referrer links straight to its vendor or venue page

Client Portal

Passwordless secure access for clients with proposal viewing, contract signing, and payments.

• ✓Token-based secure access
• ✓Digital contract signing
• ✓Online payment processing
• ✓Custom branding
• ✓Ask for a change on the signed agreement, tracked until a revision is signed
• ✓Your Day: the moments that matter on the front page, with their times

Client Registry

Centralized client database with contact management and history tracking.

• ✓Contact information management
• ✓Client history tracking
• ✓Address geocoding
• ✓Communication preferences

End-User Discovery

The public directory at zenvents.com, where clients find event businesses. Listing your business there is free, for good.

• ✓A free listing for any event business: profile, photos, services and the area you cover
• ✓Inquiries from your listing go straight to your email
• ✓A fresh random order on every visit, weighted by distance, with no paid ranking
• ✓Start a 30-day trial of the full platform from your dashboard whenever you want it
• ✓Vendors and venues you add to an event can claim their listing in about a minute, filled in from what you have on file

Reviews & Reputation

Collect a review from the client after the event, then point them at the platforms where it counts.

• ✓Send the client a review request from the event
• ✓Client submits from the portal, a direct link or an email link
• ✓They are then prompted to post it to Google, Yelp, Facebook, WeddingWire, The Knot or Zola, and the platform records which they used
• ✓Reviews publish to your Zenvents directory profile automatically
• ✓Auto-stages to your WordPress site as a draft

White-Label Portal Domain

Run the client portal on your own domain with your own branding.

• ✓Custom portal domain
• ✓Your logo, colors and fonts throughout
• ✓Portal links in proposals, workflow emails and payment reminders use your domain

Event Notes

Rich text notes attached to the event, pinned and categorized.

• ✓Rich text editor
• ✓Note pinning
• ✓Note categories
• ✓Attached to the event, not a separate doc

Unified Inbox

Three-column chat-style inbox with email and text threading, live client context, and event-based conversation management.

• ✓Email and text threading
• ✓Chat-style layout with client & event context
• ✓Communication history per event
• ✓Activity logging

Email Integration

SMTP integration for transactional emails with automated workflows.

• ✓Transactional email support
• ✓Email templates
• ✓Automated sending
• ✓Send through your own Gmail, Outlook or other mailbox

Text Notifications

Automated text notifications for important event updates.

• ✓Event reminders
• ✓Payment confirmations
• ✓Status updates
• ✓Custom messages

Client Broadcasts

Email your whole client book from the same composer you use for one-to-one mail.

• ✓One-click unsubscribe on every broadcast
• ✓Start from any saved email template
• ✓Bounced and unsubscribed addresses skipped on every broadcast
• ✓The full editor, not a stripped-down bulk form

Cold Prospect Lists

The expo badge scans and bought lists live somewhere separate, so they never pollute your pipeline or your reporting.

• ✓Bulk import a cold list yourself, no service needed
• ✓Prospects are a separate record type, not a label on a lead
• ✓Kept out of your pipeline and out of every funnel metric
• ✓A reply automatically promotes them to a real lead, dated from the reply
• ✓Campaign several lists at once, deduped to one email per person
• ✓Tag lists so a campaign can target every list carrying that tag

Texting & Opt-In

Text your clients, with consent tracked properly.

• ✓Opt-in captured on your lead form and kept on the contact
• ✓Automated texts from your workflows, only to clients who agreed
• ✓A client can reply STOP: texts to them stop, their preferred contact becomes email, and you are told
• ✓Two-way threading into the unified inbox

Custom Sending Domain

Send from your own domain, so client mail arrives from you rather than from a platform.

• ✓Full domain authentication
• ✓Applies to the mail you write, workflow emails, proposals and payment reminders
• ✓Setup names any DNS record still missing

Email Signatures with Smart Tags

One signature for the whole business, added to the mail you send.

• ✓Smart tags fill in on workflow mail and on the mail you write in Comms
• ✓Your name fills in on the mail you write
• ✓Consistent across the whole team

Community Discussions

A Reddit-style community built exclusively for event professionals - discuss, share resources, and connect with DJs, photographers, planners, venues, and more.

• ✓Broad community support
• ✓Threaded discussions with upvotes and karma
• ✓Open and mindful community guidelines
• ✓SSO via Zenvents360, Social, or local login

Event Readiness

One indicator across five areas that answers whether an event is actually ready, instead of making you open five tabs to find out.

• ✓Contract, payment, documents, music and logistics at a glance
• ✓Shows on the event, the events list and your dashboard
• ✓Distinguishes "not done" from "not recorded" so nothing reads as a failure it is not
• ✓Music only appears on events that actually have music

Your Day, Door to Door

Every event draws your day from the booking and the drive: when to leave, arrive, set up, start, strike and get home.

• ✓Built from the service times, your package setup and strike, and the drive to the venue
• ✓The hourly forecast on each step once the event is two weeks out
• ✓Says whether rain is expected during load-in or strike
• ✓The venue card shows the drive each way and when to leave

Crew Lanes

Everyone on the event gets a lane on the Run tab, so you can see who is working when, where nobody is scheduled, and what the crew costs.

• ✓A hatched band marks any stretch of five minutes or more when nobody assigned is scheduled
• ✓A line names the uncovered times, such as 7:40 PM to 8 PM
• ✓Each employee's pay, hourly, flat or a percent of payments, and each contractor's agreed amount
• ✓The crew total uses the same figures the event's Deal tab counts as cost
• ✓A missing rate shows as "Not set" and the total as a minimum, such as $550+
• ✓Pay is shown only to people who can see finances

Inquiries & Quotes System

Capture leads and deliver real-time pricing the moment a client reaches out - with smart conditional fields that show only what's relevant.

• ✓Conditional visibility hides irrelevant fields
• ✓Embedded inquiry forms for your website
• ✓Instant quote wizard with real-time pricing
• ✓Automatic lead creation on form submission

Event Lifecycle Management

Complete event pipeline from inquiry to completion with multi-stage tracking.

• ✓Multi-stage lead management
• ✓Event type categorization
• ✓Lead source tracking
• ✓Lost/cancelled tracking
• ✓Events and leads grouped by month, with each month's count and value

Event Hand-Off

Transfer event details to designated businesses while maintaining data security and monitoring capabilities.

• ✓All data but financial data is sent
• ✓Perfect for sub-contracting
• ✓Data ready in case of an emergency
• ✓Choose to monitor hand-off events

Floor Plan Designer

Visual floor plan builder for event spaces - store common venue layouts and annotate critical infrastructure to help professionals plan every detail in advance.

• ✓Store and reuse common venue layouts
• ✓Mark power outlets, doors, and entrances and exits
• ✓Place the stage, dance floor, tables and seating, and label any of them
• ✓Layouts stay private drafts until you switch one on for the client portal
• ✓See whether the client has opened a shared layout, with the date; the portal marks it New until they do

Guest Lists

Centralized guest list management for all your events - everything your clients need in one place.

• ✓Single source for all guest information
• ✓RSVP tracking and management
• ✓Dietary notes per guest
• ✓Plus-ones, VIPs, tables and seats

Calendar & Scheduling

Month, week, and Gantt day views - plus a webcal subscription feed that syncs your schedule to Apple Calendar, Google Calendar, or any compatible app.

• ✓Month, week, and Gantt day views
• ✓Webcal subscription feed for external calendar apps
• ✓Calendly, TidyCal, Acuity scheduling integration
• ✓Client portal prompts clients to book their next meeting, timed to their event stage
• ✓Holds: put a placeholder on a date that takes a slot without counting as a booking
• ✓A weekly invoice run: each event's next balance due that week, plus anything overdue

Advanced Scheduling

Travel, setup, event and strike times planned as separate blocks for every booking.

• ✓Travel time tracking & routing
• ✓Setup & teardown scheduling
• ✓Event duration management
• ✓Strike time coordination
• ✓Your own fee or discount at each venue, added to Venue & Travel on new proposals and instant quotes

Yearly Calendar View

Weekend-aligned yearly calendar showing all events at a glance with multi-event day indicators.

• ✓Full year view at a glance
• ✓Weekend-aligned layout
• ✓Multi-event day visualization
• ✓Quick event density overview

Unique Views

Four views built for the way event professionals actually think about time, coverage, and their business.

• ✓Weekend-aligned yearly calendar for instant season scanning
• ✓Gantt day view for multi-op scheduling across simultaneous events
• ✓Per-event employee schedule Gantt showing who is on the floor and when
• ✓Inquiry heatmap across your full business history

Staff Scheduler

Visual Gantt-style day view for assigning and managing large event teams at a glance - the command center for multi-op organizations.

• ✓Gantt-style visual day timeline
• ✓At-a-glance personnel coverage
• ✓Multi-event staff coordination
• ✓A heads-up when an event has nobody assigned
• ✓Built for multi-op teams

Payment Processing

Multi-processor payments with Stripe, Square and QuickBooks Payments, with PayPal coming soon - including hosted checkout, partial/full refunds, and flexible payment schedules.

• ✓Stripe, Square and QuickBooks Payments support, PayPal coming soon
• ✓Partial and full refund processing
• ✓Net terms and custom payment schedules
• ✓Milestone-based payment reminders

Accounting System

QuickBooks-style chart of accounts with double-entry bookkeeping.

• ✓Chart of accounts
• ✓General ledger entries
• ✓Double-entry bookkeeping
• ✓Transaction audit trail

Profit & Loss Report

An overview of the year so far beside the same span last year, plus the full statement by month or quarter: revenue, cost of services, gross profit, operating expenses and net income - exportable as a landscape PDF.

• ✓Year so far, compared with last year
• ✓Largest expenses ranked, with one-off charges flagged
• ✓Full statement by month or quarter
• ✓Export as landscape-format PDF

QuickBooks Integration

Push your Zenvents360 ledger entries to QuickBooks Online as journal entries, posted to the QuickBooks accounts you choose.

• ✓Connect QuickBooks Online with OAuth
• ✓Map each account in your chart of accounts to a QuickBooks account
• ✓Push an entry to QuickBooks from the General Ledger
• ✓Each entry shows whether it reached QuickBooks, with any error

Invoices Without an Event

Bill a client for something that is not tied to an event - an equipment sale, a one-off service, a booking fee taken before the event exists - and send them a payment link.

• ✓Invoice a client directly, no event required
• ✓Payment link sent by email
• ✓Listed separately under Financial
• ✓Event-based reporting is unaffected

Recurring Entries & Ledger Tools

The bookkeeping jobs that come around every month, handled inside the ledger.

• ✓Recurring journal entries
• ✓GL reclassify tools
• ✓Payee management
• ✓Minimum employee payment per event

Custom Forms

Form builder with conditional logic, multiple field types, and embeddable forms you can drop on any external website.

• ✓Conditional logic on fields and wizard steps
• ✓Embed on any external website with a 2-line snippet
• ✓Vendor-specific form assignment
• ✓File upload support

Freelancing Engine

Post a role on any booked event, or find work on a date that would otherwise sit empty. Freelancers search by role, distance and date, and see what a gig is worth to them before they ask for it.

• ✓Post a gig with the pay, dress code, what you provide and what to bring
• ✓Gigs that clash with your calendar are hidden by default, and counted
• ✓A real drive time and the pay per hour next to your own average
• ✓See if you have worked with the business or worked the venue before
• ✓See your own bookings either side of a gig, like the Saturday after
• ✓Save a search, and ask the business a question before you ask for the gig
• ✓Review each applicant's bio and note, then accept and send the contract

Payment Integrations

Full OAuth integration with Stripe, Square and QuickBooks Payments, with PayPal coming soon.

• ✓Stripe OAuth & webhooks
• ✓Square Web Payments SDK
• ✓PayPal connect and checkout (coming soon)
• ✓QuickBooks Payments OAuth (card charges & refunds)

API Integrations

Utilizing some of the best APIs to enhance functionality and user experience.

• ✓Calendly, TidyCal and Acuity scheduling
• ✓Deezer music lookups
• ✓Google Places API

Developer Settings & External API

Generate scoped API keys for Zapier, custom scripts, and external tools - backed by a full RESTful API with live documentation.

• ✓API key generation with scoped permissions
• ✓RESTful API for events, clients, & more
• ✓Revoke keys at any time
• ✓API and payload documentation in the app

Scheduling Integrations

Connect your own booking calendar so consults land in the same system as everything else.

• ✓Calendly integration
• ✓Per-user scheduling connections
• ✓Appointment confirmation emails

Photo Booth Add-On Support

Connect a photo booth add-on to a third-party design widget, and let clients pick their backdrop or style visually instead of describing it in a text field.

• ✓Link or embed a booth design tool (BespokeBooth, PB Backdrops, or similar) once the add-on is booked
• ✓Shows automatically in the client portal - no separate email needed
• ✓"Image Choice" question type for event Documents lets clients pick a backdrop, color, or style from images

Inventory Management

Equipment and asset tracking with availability and assignment.

• ✓Equipment tracking
• ✓Quantity management
• ✓Availability tracking
• ✓Event assignment
• ✓Import a gear list from a spreadsheet, previewed row by row before anything is added

Mileage & Travel

Mileage tracking, with each event's round trip to the venue filled in for you to confirm.

• ✓Mileage tracking
• ✓Every team member logs their own trips; owners, admins and financial editors see them all
• ✓Vehicle management
• ✓Once an event's day has passed, everyone who worked it gets a pending round trip to the venue to confirm, unless they already recorded the drive

Warehouse Scheduler & Equipment Systems

Plan what leaves the building and when, and group gear into the systems you actually pack.

• ✓Warehouse scheduling view, with booked events drawn across the lanes
• ✓Equipment systems, so a rig is assigned and reserved as one unit
• ✓See what you can take on any date, and when each item next goes out
• ✓Scan-out alerts before doors, and overdue return alerts
• ✓Mark gear picked as it is pulled, and see the days nobody is in to receive returns
• ✓Suggested systems from gear that keeps going out together, and dismantle a rig without losing it
• ✓Inventory sharing between businesses you trust, with your approval and a day rate

Gear Service Tracking

A light that comes back broken or a chair that never comes back leaves the shelf count and stays out of new bookings until it's sorted.

• ✓Report gear damaged or missing, and it comes off the shelf count right away
• ✓Track repairs from Needs service to Out for service: date sent, who has it, when it's expected back, and a note
• ✓Find the repair shop on Google Places, with the shops you used before listed first
• ✓Close it as Back in stock (repaired, or fine as it is) or Written off, which lowers the item's total
• ✓Missing gear closes as Found or Written off
• ✓Proposals and booking checks leave it out, unless it's due back from service before the event
• ✓If gear off the shelf leaves an event you already booked short, the event, Warehouse alerts and the alert email say which and by how many, with the fix
• ✓Owners and admins get a notification when gear is reported, and the inventory alert email lists new reports and gear overdue from service

Display Boards

A read-only kiosk view for a warehouse or office screen. No login, just a screen showing what is going out.

• ✓Token-based access, no account needed
• ✓Built for a wall-mounted screen
• ✓Shows the day at a glance

Media Ingestion

Get the finished work into the system: bulk upload, automatic thumbnails, and everything filed against the event it belongs to.

• ✓Drag-and-drop bulk upload with progress
• ✓Images and video
• ✓Automatic thumbnail generation
• ✓Filed against the event, not a loose folder
• ✓Category and subcategory organization

Client Delivery Galleries

Deliver the finished photos and video to the client portal, from the same system that ran the booking.

• ✓Released to the client portal from the event
• ✓Marked new until the client opens it
• ✓Clients download the photos they choose, when you allow it
• ✓Clients mark favorites, and you see which
• ✓Your watermark stamped on the photos they see and download

Social Media Integration

Post to your social channels from the platform, through your own Buffer account. Reach is whatever Buffer supports.

• ✓Requires your own Buffer account
• ✓Instagram Business posting
• ✓Facebook Page posting
• ✓Any channel your Buffer account supports

Mobile-First Design

Built mobile-first: the app and the client portal work in a phone browser, as well as on tablets and desktops.

• ✓Fully responsive on phones, tablets & desktops
• ✓Touch-optimized controls and navigation
• ✓Client portal built for phones
• ✓No app install required - works in any browser

Proposal System

Package-based proposals with pricing tiers, add-ons, and payment schedules.

• ✓Package-based pricing
• ✓Add-on/extras management
• ✓Payment schedule configuration
• ✓Proposal expiration with reminders

Contract Management

Turn-key contract templates with 60+ smart tags, package-level addendums, and digital signatures with IP and timestamp tracking.

• ✓Package & add-on contract addendums
• ✓60+ smart tags, plus the name, amount and due date of each payment
• ✓Digital signature with IP address & timestamp
• ✓The exact signed copy is kept at signing, and the client sees that copy in their portal
• ✓Contract versioning & history

Instant Quote System

Public-facing quote wizard that you can embed on your website.

• ✓Step-by-step package selection
• ✓Real-time pricing
• ✓Lead capture
• ✓Abandonment tracking

Smart Package Discounts

Dynamic discount rules that trigger automatically when add-on totals or package values cross a threshold - no manual adjustments needed.

• ✓Threshold-based automatic discounts
• ✓Apply to full proposal or individual add-ons
• ✓Add-on and package-level discount rules
• ✓Applied automatically at proposal creation

Multi-Op Permissions & Roles

Built for multi-op organizations - 60+ granular permissions and custom role groups keep every team member seeing exactly what they need.

• ✓60+ granular permissions
• ✓Custom multi-op role groups
• ✓Employee event assignment
• ✓Action-based access control

Security Features

JWT authentication, encrypted credentials, and comprehensive activity logging.

• ✓JWT authentication
• ✓AES-256-GCM encryption
• ✓Activity logging
• ✓Rate limiting with Redis

Two-Factor Authentication

TOTP multi-factor authentication on your account.

• ✓Authenticator app support
• ✓Per-user enrollment
• ✓Backup codes if you lose the device

Guided Onboarding Wizard

A comprehensive setup wizard that gets you configured properly from day one, instead of dropping you into an empty account.

• ✓Step-by-step account configuration
• ✓Set your business type, packages, add-ons and payment settings in order
• ✓Starts you with a ready setup for your business type: contracts, templates, workflows, packages and add-ons
• ✓Prefer to talk it through? Describe your business in your own words, review what AI drafts, and approve each change
• ✓Connect payments and your social accounts from the wizard
• ✓A setup list in Admin shows what is still unfinished, with a link to each setting

Brand Fonts & Colors

Your fonts and your color, carried through your dashboard and all the way to the client portal your clients use.

• ✓Any Google Font, or a ready-made pairing, for headings and body text
• ✓Fonts you pick are hosted by us, so clients load them from us, not Google
• ✓One brand color - hover and selected shades follow it, in light and dark
• ✓Client, vendor and venue portals, on your own portal domain too

Brand Background & Theme

Give your dashboard and client portal your own background color, and choose whether your business opens in light or dark.

• ✓Paints only where text stays readable
• ✓Your default, until a client picks their own
• ✓A dark-mode version of your logo, so it never vanishes on a dark page
• ✓Applies to your team and your clients alike

Multi-Op Organization Tools

Multi-op ready from day one - full organization branding, team settings, and cross-organization vendor sharing.

• ✓Custom branding per org
• ✓Multi-op team settings
• ✓Cross-org vendor sharing

Brands Under One Business

Run a second brand from the same business, say a wedding line and a corporate line, each with its own look for clients.

• ✓Each brand has its own name, logo, colors and email sender name
• ✓Clients see the brand of their event in their portal, proposal, contract and email
• ✓Packages, workflows, team and money stay shared with the business
• ✓Switch between brands, or show all of them, on your events and calendar

Duplicate & Collision Management

Imported books are messy. Find duplicate clients and vendors and merge them without losing history.

• ✓Duplicate detection across clients and vendors
• ✓Shows the likely existing vendor or venue before you add a new one
• ✓Guided merge with a record of every decision
• ✓Collision review after an import

Employee Profiles & Reports

Detailed staff profiles with compensation settings, full event history, and post-event reports submitted and reviewed by your team.

• ✓Compensation and pay rate settings
• ✓Full event history per employee
• ✓Post-event report submission
• ✓Admin review and approval workflow
• ✓A Staff page for every day: who works for you, their time off, and what each role can open

Advanced Search

Full-screen super search across all your records - find events, clients, venues, vendors, messages, media, and transactions from one place.

• ✓Search across all record types at once
• ✓Results grouped by category
• ✓Fuzzy matching for venues and vendors
• ✓Social media profile discovery

Data Import & Migration

Coming from DJ Event Planner, HoneyBook or EMP DJ? Your event history is brought over for you as a managed service, and you can import your own contact and prospect lists yourself.

• ✓Self-serve CSV import for contacts and prospect lists
• ✓Column mapping for any spreadsheet or export
• ✓Full event, financial and contract migration handled as a service
• ✓DJ Event Planner from $99, HoneyBook from $299
• ✓You are quoted the price before you commit

Workflows

Powerful automation engine that fires on pipeline stage changes, timed waits, and manual triggers - with full activity logging on every event.

• ✓Pipeline stage change automation
• ✓Timed wait steps
• ✓Pause a running automation for a set time, resumes on its own
• ✓Run on stage change or manually from events
• ✓Time a step before or after the event date, the day a lead entered its stage, its proposal expiry or its retainer due date
• ✓Automation activity visible in the event log
• ✓Texts go only to clients who agreed, and you are told once when one has not
• ✓Send Message step: one message with email and text versions, sent the way each client prefers
• ✓Switch your existing email steps to Send Message: a short text of each email is drafted for you to approve or edit first, and you can undo it for 30 days
• ✓Approving a workflow message shows its email and its text, and you choose email, text or both, starting on what the workflow would send that client
• ✓The starter workflow package includes a text version of every client email, and a first-payment welcome with the client portal link
• ✓Mark a text step as a nudge: it reaches clients who prefer email but agreed to texts, and skips clients who already get your texts
• ✓Clients who prefer a call get the email plus a call to-do for whoever is assigned
• ✓Texts to clients wait for your business hours (emails too, if you choose), and never go out before 9 AM or after 8 PM in the client's time zone when we know it
• ✓An Automations page shows what is about to run this week, what is waiting on you, and what already went out

Music DNA

An intelligent music curation system that extracts your client's vibe through Spotify, Deezer, Apple Music, or YouTube Music playlist imports, a curated song rating quiz, and automatic genre and decade weighting - producing a full DNA profile for both dance and cocktail/dinner.

• ✓Knowledge level sets the interface and genre depth
• ✓Up to five playlist imports from Spotify, Deezer, Apple Music, or YouTube Music
• ✓A song quiz answered Must, Love, Like or No, one tap per song
• ✓Genre, subgenre, and decade weighting
• ✓See how each client built their profile: a playlist, songs they added, the quiz, or stars set by hand

Event Documents

A full run-of-show document builder with smart auto-adjusting timeline blocks, conditional visibility rules, and dynamic field inputs.

• ✓Smart timeline blocks with auto-cascading time adjustments
• ✓Conditional visibility sections and questions, with every rule written out as a plain sentence
• ✓Preview the document exactly as your client sees it, without leaving the editor
• ✓Rich document sections and fields, including checklists to tick off on the day
• ✓Drag-and-drop sorting with real-time updates
• ✓Mark the moments that matter, and they lead the client's Your Day
• ✓Ask for an answer in the right format: an email, a phone number, a ZIP code or your own pattern

Manual Workflow Trigger

Trigger any smart task workflow manually from any event - no automation required.

• ✓Run any saved workflow on demand
• ✓Works alongside automated triggers
• ✓Per-event task generation
• ✓Instant confirmation with task count

Service Provider Database

Google Places integration creates local venue instances with global system.

• ✓Automatic venue discovery via Google Places
• ✓Local instances with business info & contacts
• ✓Record which vendor or venue referred a lead
• ✓Social media profile discovery
• ✓Mark a vendor Confirmed for an event, and the Run tab shows who is and is not

Vendor Portal

Separate portal for vendors and venues with limited permissions and form completion.

• ✓Token-based access
• ✓Form viewing and completion, for one vendor, a vendor type or your venues
• ✓File uploads
• ✓Read-only participant viewing
• ✓Vendors and venues send updates to their own details, reviewed before they show

Subcontractor Management

A dedicated subcontractor system - fully independent of employees - with per-event contracts, limited event access, and built-in payment and cancellation workflows.

• ✓Contracts sent directly to subcontractors
• ✓Limited access without requiring a license
• ✓Payment reminder system for payouts
• ✓Automatic cancellation notifications

Venue Intelligence

Google Places integration with geocoding, mapping, and travel calculations.

• ✓Google Places integration
• ✓Address geocoding
• ✓Travel time calculations
• ✓Social information discovery

Venue Spaces, Rooms & Weather

Venues are more than an address. Track the rooms, store the media, and see the forecast for the date.

• ✓Spaces and rooms per venue
• ✓Venue photos with a description and the room they show
• ✓A venue that claims its listing reviews the photos other businesses added
• ✓Weather for the event date
• ✓Distance sorting from your base, with mileage shown