Event planners: streamline inquiry, booking, and payment with digital workflows tied to your POS—no more spreadsheets.
From Inquiry to Invoice—Seamlessly
Every event has stages: inquiry, proposal, deposit, checklist, final payment. It gets messy fast—unless you standardise and automate.
1. Digital Inquiry Forms
Capture client details and event preferences via an embedded form, with inquiry data importing directly into your POS or project system.
2. Generate Proposals & Deposits
Send branded proposals via POS-linked invoices. Automate deposit reminders and payment tracking—all within one dashboard.
3. Automate Payment Installments
Use your POS to schedule progressive billing (e.g., 30%, 50%, final). Clients get reminders—your calendar stays on track.
4. Finalize & Deliver
After the event, send a final invoice with balance remaining. All notes, expenses, and receipts stay tied together in your POS.
Final Thoughts
Professional planners run on smooth systems. Using your POS as the central hub keeps your business—and clients—feeling polished and confident.