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System Features

Powerful, Not Overpowering

All meat, no filler. A short learning curve, up and running in minutes, and a pricing model that scales with your business — whether you’re a solo operator or a large multi-operator company.

Availability Checker

  • Allows prospective clients to check your real-time availability and contact you for more information
  • Multiple integration options available to choose from for your website
  • Embed a date check box directly onto your web pages
  • Responsive design for mobile devices
  • Set dates, date ranges, days, months, and/or years that you are not available
  • Automatically black out dates when booking new events
  • Optionally receive email notifications when someone checks a date
  • View aggregated statistics on date checks to determine your most popular dates
  • Optional date-check limits help deter competitors from repeatedly checking your availability
  • Add your own custom questions to the contact form that appears when you are available
  • Optionally shorten the contact form to remove some standard questions
  • Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us'
  • Google reCAPTCHA helps prevent spam and automated submissions
  • Contact form instantly sent to your email and optionally sent via text message
  • Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar
  • Form data can be sent through Zapier to connect with 9,000+ third-party apps
  • Set a custom auto-responder to be emailed to the prospective client
  • All prospective client data is stored within your Event Management system
  • Optionally add your own custom HTML to the available/unavailable pages
  • Optionally integrate with Instant Quote so prospects are given a quote when you are available
  • WHOIS links provide IP registration details to help evaluate suspicious inquiries

Instant Quote

  • Allows prospective clients to generate a dynamic price quote in real time
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Set up your own custom packages, options, and add-ons with descriptions, pricing, and photos
  • Set up automatic surcharges or discounts based on date/time/day/month/year (e.g. Sunday discount)
  • Set flat rate packages with an overtime rate or set hourly packages with a per-hour rate
  • Set your required deposit amount as a flat rate or percentage of the total cost
  • Specify optional travel charges based on calculated driving distance
  • Set up promo codes for tracking leads or providing discounts
  • Discounts can be specified as a flat rate or a percentage of the total cost
  • Interactive quotes provided in real time based on information entered and options selected
  • Choose whether to show the prospect a detailed quote with a full breakdown or only the final price
  • Optionally show the total price on a 'cost per guest' basis
  • Choose U.S. Dollar (USD), Euro (EUR), British Pound (GBP), or South African Rand (ZAR)
  • Set your own deposit terminology (e.g. "Deposit" or "Retainer" or "Reservation Fee" etc.)
  • Set up event groups so that only packages/options that pertain to the specific event type are shown
  • Add your own custom questions to the quote form
  • Optionally shorten the quote form to remove some standard questions
  • Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us'
  • Quote form instantly sent to your email and optionally sent via text message
  • Choose whether to receive all quotes (if the prospect makes changes) or only the initial quote
  • Prospects can optionally receive a copy of the quote by email
  • Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar
  • Form data can be sent through Zapier to connect with 9,000+ third-party apps
  • Set a custom auto-responder to be emailed to the prospective client
  • Quote and prospective client data is stored within your Event Management system
  • Optionally add your own custom HTML to the final quote page
  • WHOIS links provide IP registration details to help evaluate suspicious inquiries

Payment Gateway

  • Allows clients to make a secure online payment toward their event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Process online payments using popular services like PayPal, Square, or Stripe
  • Process online payments with virtually any existing merchant account (if you have one)
  • Fully integrated with over a dozen popular payment processors and gateways
  • Optionally add a service fee of up to 3% to cover credit card processing fees
  • Optionally offer your clients "buy now, pay later" options through PayPal and Stripe
  • Online payments are processed through PCI-compliant payment providers
  • Clients are emailed a receipt upon successful completion of payment
  • Payment notifications are instantly sent to your email
  • Payments are stored within your Event Management system and applied toward the event balance
  • Payments are tracked within your Event Management system and remaining balance is calculated
  • Recent payments are shown on your Dashboard when you log into your Event Management system
  • Optionally add your own custom HTML to the initial payment page

Contact Form

  • Allows prospective clients to contact you for more information
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Add your own custom questions to the contact form
  • Optionally shorten the contact form to remove some standard questions
  • Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us'
  • Google reCAPTCHA helps prevent spam and automated submissions
  • Contact form instantly sent to your email and optionally sent via text message
  • Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar
  • Form data can be sent through Zapier to connect with 9,000+ third-party apps
  • Set a custom auto-responder to be emailed to the prospective client
  • All prospective client data is stored within your Event Management system
  • Optionally add your own custom HTML to the page after the form is submitted
  • WHOIS links provide IP registration details to help evaluate suspicious inquiries

Message Form

  • Allows current clients to contact you
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Google reCAPTCHA helps prevent spam and automated submissions
  • Message form instantly sent to your email and optionally sent via text message
  • Form data can be sent through Zapier to connect with 9,000+ third-party apps
  • Set a custom auto-responder to be emailed to the client
  • Received messages are stored within your Event Management system
  • WHOIS links provide IP registration details to help evaluate suspicious inquiries

Planning Forms

  • Allows clients to fill out your customized planning forms for their event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Default forms included for anniversary, corporate, mitzvah, party, school, and wedding
  • Edit default forms by adding or removing questions or changing the layout
  • Create your own custom forms from scratch with all your own questions and your desired layout
  • Integrated with your music search so that clients can quickly locate songs for special dances
  • Forms are accessible by clients with a login/password and savable for continued progress
  • Fully integrated with the client's Event Portal and event data
  • Optionally receive notifications when your clients log in to make changes
  • Receive the planning form by email when your clients mark a form as complete
  • Optionally send copies of the completed forms to your staff or to other vendors
  • Printed and PDF versions available to take with you to the event
  • Email submission includes a CSV file containing the planning form data for use in other software
  • Client planning forms are always accessible through the Event Management system
  • Specify a lockout date to ensure completion of the planning form a number of days before the event
  • Planning form data can be sent through Zapier to connect with 9,000+ third-party apps

Event Timelines

  • Allows clients to schedule the sequence of activities to take place at their event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Default timelines included for anniversary, corporate, mitzvah, party, school, and wedding
  • Edit default timelines by adding or removing activities or changing their order
  • Create your own custom timelines from scratch with all your own activities and your desired ordering
  • Allow clients to choose an exact time or select a sequence of activities only (with no time)
  • Timelines are accessible by clients with a login/password and savable for continued progress
  • Fully integrated with the client's Event Portal and event data
  • Optionally receive notifications when your clients log in to make changes
  • Receive the timeline by email when your clients mark a form as complete
  • Optionally send copies of the completed timelines to your staff or to other vendors
  • Printed and PDF versions available to take with you to the event
  • Client timelines are always accessible through the Event Management system
  • Specify a lockout date to ensure completion of the timeline a number of days before the event

Event Surveys

  • Allows clients to submit an online review after their event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Google ReCAPTCHA implemented to prevent spam and bots
  • Default surveys included for anniversary, corporate, mitzvah, party, school, and wedding
  • Optionally edit the default surveys by adding/removing your own questions or changing the order
  • Create your own custom surveys from scratch with all your own questions and your desired ordering
  • Set your own drop-down values for 'event type' and 'event staff'
  • Fully integrated with the client's Event Portal and event data
  • Receive the results of the survey by email after your clients submit it
  • Submitted surveys are always accessible through the Event Management system
  • Survey results are aggregated to provide detailed statistics on each of your staff members
  • Optionally connect to review sites such as The Knot, WeddingWire, Google, Facebook, and Yelp
  • Use rating thresholds to customize follow-up messaging and links to third-party review sites
  • Optionally showcase desired surveys with prospective clients on your website
  • Delete surveys that were submitted accidentally/erroneously so they do not count toward your rating
  • Optionally add your own custom HTML to the page after the survey is submitted

Event Portal

  • Allows clients to log in with their email address and password to access and edit their event data
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Assign forms/activities for clients to complete, such as planning forms, timelines, music selection
  • Provide a "to do" list for clients to assist in planning their event
  • Synchronize details and communication with clients from a central portal
  • Optionally show clients their payment history and provide the ability to make a payment online
  • Allow clients to view/print payment receipts and statements
  • Share documents and files with clients, including e-signed documents
  • Personalized dashboard shows the event name, date, countdown, progress, and activity counts
  • Add an event image such as an engagement photo, school logo, or corporate logo
  • Show assigned team members with their photo, role, bio, and social links
  • Clients can upload and share documents and photos directly from the Documents section
  • Clients with multiple events can switch between events without changing accounts
  • Consistent client-facing design uses your brand color and adapts to light or dark device settings

Music Playlist

  • Allows clients to search your music library and create a customized request list for their event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • All changes are saved in real time for continued progress
  • Optionally set a lockout date to ensure forms are completed prior to the event
  • Copy staff members or other vendors on event planning communications received from the client
  • Optionally receive notifications when clients log in to make changes
  • Let clients monitor and override song selections on their guest request list
  • Event and client data can be sent through Zapier to connect with 9,000+ third-party apps
  • Ability to upload your own personal music library from virtually any third-party software like Excel
  • Optionally use the built-in default music library of over 100,000 songs, updated weekly
  • Default music library is updated weekly with all popular Promo Only music subscriptions
  • Clients can search your library by song or artist using intelligent keyword searching
  • Clients can view three dozen top song charts displaying the most popular songs in every genre
  • Clients can browse your music library by song or artist
  • Play song samples in the Portal or open Apple Music, Spotify, Amazon Music, or YouTube
  • Add optional filters for genre, year, style, decade, mood, tempo, and more
  • Add optional location data to help you locate songs in your database
  • Add optional file location data to automatically create M3U playlist files for use with DJ software
  • Offer six customizable lists: Must Play, Play If Possible, Do Not Play, Cocktail, Dinner, Ceremony
  • Enable or disable each request list independently for each account
  • Rename any request list to match your workflow
  • Optionally allow clients to enter requests manually if the song cannot be located in your library
  • Import up to 250 Spotify songs with clear results for songs skipped by configured limits
  • DJ can import playlists from Spotify that were shared with them from clients
  • Set your own limits on how many songs can be requested on each list
  • Optionally allow clients to attach notes to songs for special instructions or dedications
  • Request lists are accessible by clients with a login/password and savable for continued progress
  • Fully integrated with the client's Event Portal and event data
  • Optionally receive notifications when your clients log in to make changes
  • Receive the request list by email when your clients mark a form as complete
  • Optionally send copies of the completed request list to your staff or to other vendors
  • Printed and PDF versions available to take with you to the event
  • Email submission includes a CSV file containing the request list data for use in other software
  • Email submission can include a M3U playlist file for import to third-party DJ software
  • Client request lists are always accessible through the Event Management system
  • Specify a lockout date to ensure completion of the request list a number of days before the event
  • Default music search results include album artwork to help clients identify songs
  • Live song and activity counts show clients how their playlist is progressing

Guest Request

  • Allows guests of an upcoming event to submit requests for the event
  • Multiple integration options available to choose from for your website
  • Responsive design for mobile devices
  • Ability to upload your own personal music library from virtually any third-party software like Excel
  • Optionally use the built-in default music library of over 100,000 songs, updated weekly
  • Default music library is updated weekly with all popular Promo Only music subscriptions
  • Guests can search your library by song or artist using intelligent keyword searching
  • Guests can view three dozen charts with the most popular songs in every genre
  • Set up a unique Group ID which the client will use to access the request list for their event
  • Optionally specify an Access Code (password) to keep the request list secured
  • Make the request list public (can see all requests) or private (can only see your own requests)
  • Send a QR code to guests to scan for instant access to the Guest Request list
  • Guests can make a limited number of requests that you specify
  • Guests can only remove requests that they have made
  • Guest requests are tallied together and ranked by number of requests
  • Clients can ban songs from being played without showing the bans to guests
  • You have the ability to delete inappropriate requests from the Guest Request list
  • Specify a completion date to stop collecting requests a number of days before the event
  • Receive the Guest Request list by email automatically upon the completion date
  • Optionally send copies of the Guest Request list to your staff or to other vendors
  • Printed and PDF versions available to take with you to the event
  • Guest request lists are always accessible through the Event Management system

Event Management

  • Manage your events and clients in one central location with a list of your upcoming events
  • Responsive design for mobile devices
  • Filter event list by date, event status, event type, service, or staff member
  • Quickly search for events by keyword such as client name or email address
  • Sync your calendar of events to any device, such as iPhone, Android, Gmail, Outlook, and more
  • Restrict staff members to sync only their assigned events to their device
  • Assign a status to events (Prospect, Pending, Booked, Postponed, Cancelled, Lost)
  • Assign services to events (e.g. DJ, Photo Booth, etc.) with service times
  • Assign a source to the event (e.g. Search Engine, Social Media, Referral, etc.)
  • Track all pertinent details about the event including event type, date, times, and more
  • Track all pertinent venue details including address, phone, contact, room name, and more
  • Track all pertinent client details including address, phone, email, and more
  • Track event financials such as total amount, deposit, amount paid, balance due
  • View and print payment history, invoices, statements, and receipts
  • Assign staff members to the event and their assigned role (e.g. DJ, Photo Booth Operator, etc.)
  • Set up the client's Event Portal and select which forms and features the client can access
  • Optionally set up the Guest Request system for song requests in advance of the event
  • Add miscellaneous notes to the event that can be viewed by all assigned staff members
  • Add private notes to the event that are only viewable by company administrators
  • Optionally share event data with other vendors, partners, or subcontractors by email
  • Download a PDF cover sheet with pertinent event details to take with you to the event
  • Create up to 20 event copies by individual dates or a repeating schedule with copy options
  • Send event data through Zapier and create new events from 9,000+ third-party apps
  • View/print/download event forms such as planning forms, timelines, and request lists
  • Upload files to the event such as PDF, Word, Excel, photos, etc.
  • Select whether individual files are shared with the client in their Event Portal or kept private
  • Track an optional contact person and number of guests for each event
  • See scheduled-service icons and times directly from the event list
  • Automatically notify staff members when they are assigned to or unassigned from an event
  • Event Communications hub combines scheduled/sent messages, PDFs, forms, and quick-send tools
  • Planning overview shows assigned items, client progress, completion, and Portal setup links
  • Download one Event Information Packet PDF with the cover sheet, forms, timelines, and requests

Prospect Management

  • Manage your prospects and prospective events in one central location
  • Responsive design for mobile devices
  • Filter prospective event list by date, event status, event type, service, or staff member
  • Quickly search for prospective events by keyword such as client name or email address
  • Change status from Prospect to Pending or Booked to instantly convert to an event
  • Assign a source to the prospective event (e.g. Search Engine, Social Media, Referral, etc.)
  • Track all pertinent details about the prospective event including event type, date, times, and more
  • Track all pertinent venue details including address, phone, contact, room name, and more
  • Track all pertinent prospect details including address, phone, email, and more
  • Assign staff members to the prospective event and their assigned role (e.g. DJ, Videographer, etc.)
  • Set up the client's Event Portal and select which forms and features the prospect can access
  • Add shared notes to the prospective event for assigned staff members
  • Add private notes to the prospective event for company administrators
  • Optionally share prospective event data with other vendors, partners, or subcontractors by email
  • Create copies of repeat prospective events without re-entering client, venue, and event details
  • Send prospect data through Zapier and create new prospects from 9,000+ third-party apps
  • View/print/download event forms such as planning forms, timelines, and request lists
  • Upload files to the prospective event such as PDF, Word, Excel, photos, etc.
  • Select whether individual files are shared with the prospect in their Event Portal or kept private
  • Assign one or more services to prospects with service-specific start and end times
  • Track an optional contact person and number of guests for each prospective event

Calendar View

  • Color-coded view of events, prospects, meetings, appointments, tasks, reminders, and time off
  • Responsive design for mobile devices
  • Assign a dedicated color of your choice to each event type (e.g. Wedding, Corporate, School)
  • Assign a dedicated icon of your choice to each service offered (e.g. DJ, Photo Booth, Videography)
  • Filter by status, event type, service, staff member, or any combination
  • Manage your staff time off (staff members can request time off)
  • Add meetings and appointments with assigned staff, driving directions, and video meeting links
  • Add tasks and reminders and assign them to staff members
  • Add blackout dates when you are unavailable (by specific date, day, month, or year)
  • Sync your calendar of events to any device, such as iPhone, Android, Gmail, Outlook, and more
  • Send new meetings, appointments, tasks, and reminders to Zapier when they are created

Received Web Forms

  • Keep track of all client communications received through your website forms
  • View/print any communication
  • Redo/modify a client's price quote
  • Create a prospect or event from an inquiry and optionally black out the date in one step
  • Create a prospect or event, allowing the client to receive automated texts/emails
  • Communications received are grouped together by event to see all messages in one location
  • All forms are sent to you by email, viewable on the event, or viewable inside Received Web Forms
  • Manually send received inquiry data to connected API and Zapier workflows
  • See which forms are tied to events or prospects and which inquiries still need follow-up

Financial Management

  • Keep track of all payments received and outstanding
  • Payments received through your Event Portal are automatically tracked
  • Track payments received via PayPal, Stripe, Square, or your own merchant account (if you have one)
  • Manually track payments received in cash or check, or through Venmo, Zelle, or other payment apps
  • Clients can view their remaining balance, download receipts/statements, or make payments online
  • Operational reports chart booked value, collected payments, event balances, and sales pipeline
  • Generate, print, and email itemized invoices from events, Open Balances, or the Event Portal
  • Track, assign, and apply payments and review outstanding balances from consolidated views
  • Advanced Financial Reporting offers filters, date ranges, charts, and year comparisons

Staff Management

  • Give your staff members, performers, subcontractors, vendors, and partners their own unique login
  • Track contact information, photos, bios, roles, and social media links for each staff member
  • Track all employment details for each staff member such as start/end date, status, pay rate, etc.
  • Add a photo, role, short bio, and social links that can appear in the client Event Portal
  • Control whether staff can view all events, only their assigned events, or no events
  • Control whether staff can edit all events, only their assigned events, or no events
  • Control whether staff can access financials for all events, only their assigned events, or no events
  • Control whether staff can manage all clients, only their assigned clients, or no clients
  • Control whether staff can view client communications for all events, assigned events, or no events
  • Control whether staff can manage all venues, only their assigned venues, or no venues
  • Control whether staff can access the Financial Management section of the Event Management system
  • Control whether staff can access the Staff Management section of the Event Management system
  • Control whether staff can access the Account Billing section of the Event Management system
  • Control whether staff can access the Account Settings section of the Event Management system
  • Control whether staff can access the Reports and Data section of the Event Management system
  • Assign one or more staff members to each event, along with their role at that event
  • Manage your staff time off (staff members can request time off)
  • Staff can sync their calendar of assigned events to their smartphone, tablet, Outlook, Google, etc.
  • Dozens of granular controls which give you full control over what each person can view and edit
  • Automatically email staff members when they are assigned to or unassigned from an event

Automated Emails & Texts

  • Create email/text templates that merge in event data and are sent automatically at set schedules
  • Automatically send emails or texts a specified number of days before or after the event
  • Automatically send emails or texts a specified number of days after the event is created or booked
  • Automatically send emails/texts based on event status (e.g. "Pending" or "Booked")
  • Automatically send emails/texts based on event type (e.g. "Wedding" or "Corporate")
  • Automatically send emails/texts based on service (e.g. "DJ" or "Photo Booth")
  • Automatically send emails/texts based on remaining balance being greater than a specified amount
  • Automatically send emails/texts based on whether there are any outstanding planning forms
  • Customize the body of the message to include any necessary information
  • Specify what time of day you want the email/text to be sent
  • Pause automated schedules at any time
  • View sent emails/texts to see exactly what the client received
  • Manually send any email/text at any time, as needed
  • Use tokens to merge client, event, venue, staff, service, source, and number-of-guests data
  • Set up drip campaigns to send marketing emails to new prospects
  • Send critical reminder emails to clients with booked events
  • Send post-event follow-ups such links to your Event Survey or happy anniversary notes
  • Specify who emails should come from (e.g. company, staff member, or assigned staff)
  • Specify an optional BCC email recipient (e.g. company, staff member, or assigned staff)
  • Compose HTML emails with styling, links, your logo, and more
  • Text messages are only available in the U.S. and have a nominal fee to cover wireless carrier costs

Custom PDFs & E-Signatures

  • Create custom PDF templates for contracts, agreements, change orders, addendums, invoices, and more
  • Create multiple versions of contracts or agreements if you offer multiple services
  • Use tokens to merge client, event, venue, staff, service, source, and number-of-guests data
  • Design Custom PDF documents with styling, links, your logo, and more
  • Create custom email templates to use when sending a PDF document to the client
  • Optionally allow the client to download the PDF from the Documents section of their Event Portal
  • Optionally download a copy of the PDF document when sending to the client
  • Optionally send the PDF to the client by email
  • PDF documents are stored in Event Files for the event, allowing for quick retrieval
  • View a list of all sent PDFs with the ability to regenerate (edit & resend) if you need to modify it
  • Clients can digitally sign any of your Custom PDF documents with ESIGN/UETA compliant e-signatures
  • Custom PDFs support up to two client signatures plus an optional company signature
  • E-signed documents are automatically added to Event Files for the event
  • E-signed documents are accessible by the client in the Documents section of their Event Portal
  • Monthly e-sign credits can be used by your entire staff
  • Fully integrated into Event Intelligence with no third-party e-signature service required
  • Include the e-signature link directly in the Custom PDF email using the ESIGNURL token
  • See whether an e-signature document has been viewed and when it was last viewed

Event Statistics

  • Collect and compile valuable statistical information from your event booking and planning forms
  • Access data you can use to help you improve your business and maximize revenue
  • Event Survey results are tallied so you can identify strengths and areas for improvement
  • Availability Checker date checks are tallied so you can find out which dates are in highest demand
  • All statistical data is displayed graphically

Account Setup & Admin

  • Hundreds of settings can be adjusted to fit the unique needs of your business
  • Cosmetic settings such as logos, font, and colors can be specified or choose a theme for your forms
  • Hundreds of settings specific to each website form can be adjusted to meet your requirements
  • Add custom questions and/or custom HTML to many website forms
  • Set up auto-responders and custom messaging
  • Edit or create your own Planning Forms (edit existing forms or create your own from scratch)
  • Edit or create your own Timelines (edit existing forms or create your own from scratch)
  • Edit or create your own Event Surveys (edit existing forms or create your own from scratch)
  • Optionally upload your own music list to use with the Music Playlist and Music Search
  • Set up your Payment Gateway to work with virtually any payment processor
  • Set up your event packages, add-ons, automated surcharges & discounts, and travel charges
  • Set up services (e.g. Photo Booth), event types (e.g. Wedding), and referral sources (e.g. Google)
  • Get integration code to integrate any of the website forms onto your website
  • View subscription details, change your plan, set up auto-renew, and more
  • Use the complete responsive management platform from phones, tablets, laptops, and desktops
  • Choose first-person wording on public forms for single-operator businesses
  • Choose an always-dark appearance for client-facing website forms
  • Preview custom HTML used on website forms before publishing it
  • Connect to 9,000+ third-party apps through Zapier and create prospects or events automatically
  • Set up integrations such as Google Analytics, Mailchimp, Zapier, and external calendar feeds
  • Control completion and reopening email notifications for planning forms and playlists
  • New event/prospect Zapier triggers include the unique Event ID and current status
  • Send event/prospect create, manual update, and deletion actions through Zapier
  • Optionally remove Event Intelligence branding from client-facing tools
  • Install the management web app on a phone home screen for on-the-go access
Not all features are available in all plans. Compare Plans

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