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Event & Wedding Planners

The all-in-one platform to manage client meetings, event dates, supplier coordination, and stage payments. Spend less time on admin and more time doing what you love.

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Planning is a year of meetings pointing at one immovable date, with payments staged along the way and a dozen suppliers who each think they have your attention. The failure is never the event itself β€” it is a meeting that slipped in month seven. Clienteka keeps the meetings, the notes and the payment schedule on one client.

Also known as: wedding planner Β· event planner Β· event coordinator Β· party planning Β· event management Β· wedding coordinator

How Event & Wedding Planners use Clienteka

1

Hold a year of meetings pointing at one date

2

Track stage payments against the total

3

Keep decisions recorded where you can find them

Everything your Event & Wedding Planners business needs

Client Management

Keep detailed profiles for every Event & Wedding Planners client. Track preferences, visit history, and notes all in one place.

Appointment Scheduling

Manage all your Event & Wedding Planners appointments in one calendar. Avoid double bookings and reduce no-shows β€” you stay in control of the schedule.

Invoicing & Payments

Create professional invoices for your Event & Wedding Planners business. Track payments, issue credit notes, and stay tax-compliant.

Notes & History

Keep detailed notes for every Event & Wedding Planners client. Record preferences, history, and important details that matter.

Smart Reminders

Reduce no-shows and keep your Event & Wedding Planners clients coming back with automated appointment reminders.

Common questions

Can I schedule a year of client meetings?

Yes. Each meeting is a booking on the same client and they stay together on the profile, so the sequence leading up to the event is visible as a whole rather than as scattered dates.

Can I track staged payments?

Yes. Record partial payments against the invoice, so a deposit and a series of instalments are tracked with the outstanding balance visible at every point in the year.

Where do I record what was decided at each meeting?

Notes attach to every meeting and stay on the client profile in order, so a decision made in month three is findable in month ten without searching an email archive.

Can I remind clients about a meeting?

Yes. SMS reminders go out a set number of days before, which matters most in the quiet middle months when a couple has stopped thinking about the wedding for a while.

Does it manage suppliers as well as clients?

Suppliers can be kept as clients with their own notes and meetings, though Clienteka is not a supplier procurement or contract management system and does not track their deliverables.

Start managing your Event & Wedding Planners business today

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