Industries

Trades

Photo boothsDJs and entertainmentCatering and mobile barsPhotographersEvent plannersFlorists and stylistsEquipment and tent rentalVenuesSalons and barbersBridal hair and makeupCleaning businesses

How you work

On your ownWith a teamMore than one brandWeddingsCorporate eventsWith partners
Platform

Sales and customers

Leads and inquiriesOnline bookingProposals and quotesAgreementsCustomer booking page

Running the job

Calendar and schedulingStaff managementInventory and logisticsAutomationsAfter the event

Money and growth

Invoices and paymentsReportsReferrals and partnersBrands and locationsYour data and security
Resources

Help yourself

GuidesPricing calculatorWatch the tourTry a live bookingIntegrations

Choosing Occanovo

Moving from another toolHow Occanovo comparesBook a demo
PricingSign inStart free trial

Home / Industries / Event planners

Event planners

Win the client, then keep every detail in one place

Every inquiry gets a reply in your name straight away. Send a proposal for your planning package, take the deposit, split the rest into instalments and keep the plan for the day where your whole team can see it.

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3 months free for our first 100 businesses. No card needed.

What it does for event planners

Inquiries with the details you need

Your form asks what help they want, their rough budget and which suppliers they have already booked.

Proposals for your packages

Full planning, partial planning or on-the-day coordination, each with your own price and introduction.

Deposits and payment plans

The client pays the deposit when they accept, and the balance can be split into instalments with reminders.

A run sheet for the day

Timings, contacts and notes in one plan that your coordinators see on their phones.

Your team on each event

Assign coordinators to an event. Each sees only the events they are working on.

Reviews after the event

A thank you with a link to your Google reviews goes out after the day.

What a normal week looks like

This is an example with an invented business, to show where Occanovo fits into the work you already do.

Occanovo does all of this today.

How running the day works

An example

A wedding planner with two coordinators

  1. JanuaryA couple asks for full planning for a September wedding, with a budget and two suppliers already booked.
  2. FebruaryThey accept the proposal and pay the deposit by card. The rest is split into three instalments.
  3. AugustThe run sheet is finished and both coordinators can see it on their phones.
  4. September, after the dayThe couple gets a thank you and a link to leave a review.

Every inquiry, and where it came from

Bookings from your website, Instagram, Facebook and Google land in one list with their source, so you can see which ads bring customers and put your budget there.

The report showing bookings and money by lead source
Demo workspace with invented customers and figures.

The first 100 businesses get 3 months free.

No card to start. We help you bring your customers and bookings across, and in return we ask for your honest feedback. Your workspace is set up for your country and your kind of business as soon as you sign up.

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