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Simple event management CRM software

Organization is key to creating an extraordinary event, which is why you need more than a regular event management CRM. With HoneyBook’s clientflow management platform you can manage client inquiries, payments, protect yourself with contracts, and more — all in one place.

No credit card required
Simple event management CRM software

Streamline your entire client booking flow

Stop switching tools for every task. As a full clientflow management platform you can use our all-in-one event management software to keep your workflow organized and efficient.

Highlight what makes your events unique

Flexible event planner templates help you showcase your talent and provide an elevated client experience.

Let clients sign, pay, and book faster

Quickly send invoices, event planning contracts and more so clients can book in one easy step. Plus, let automatic payment reminders do the follow up for you.

Showcase your planning services with flexible templates

  • Customize imagery, color, and format to fit your brand
  • Gather client info with event planning questionnaires
  • Book clients with invoices, proposals and online contracts
  • Easily tweak templates to provide a custom experience

Communicate with clients — and your team

  • Keep the back-and-forth in one place
  • Use templates for emails, proposals and more
  • Sync and manage your busy event calendar
  • Invite team members or vendors so everyone’s on the same page

Manage clients and event details on-the-go

  • Get notified when a new inquiry comes in
  • Send contracts, invoices, and proposals from your phone
  • Access day-of details offline, anytime
  • Track payments in real time. Cha-ching!

Thinking of switching?

You know exactly how much every detail matters. Scale your event planning business without losing the personal touch.

Features event planners love

All-in-one clientflow platform

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.

Lead and project tracking

Funnel prospective clients from your website, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track projects from end-to-end.

Online invoices

Make it easy for clients to pay you. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.


Combine online invoices, online contracts, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients in half the time.

Online contracts

Protect your business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as a contract is signed.

Online meeting scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.

Online payment software

Accept all major debit/credit cards with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.


Automate steps in your process, at the cadence of your choice. Automations take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.

Free file setup

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.

Client portal software

Give clients access to an organized shared workspace, where they can view all important documents so you’re always on the same page.

Payment reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.

Mobile app

Work from anywhere with the HoneyBook App for iOS and Android. Get real time updates on leads, payments, and more.

Create documents and emails in minutes with beautiful and customizable templates

Start saving major time on communication with templates for event planners.

Event Planner Invoice Templates

Provide a full cost breakdown from set-up to clean-up. Whether you charge a flat rate, collect an up-front deposit, or want to bill clients on a specific date, our event planner invoice templates have you covered.

Convey the mood of the event you are planning by making your invoice your own. Our event planner invoice templates allow you to provide a tailored invoice where your clients will view your itemized services, packages, or any other combination of your pricing.

Event Planner Invoice Templates

Event Planner Contract Templates

Map out exactly what you are offering and protect your business with contracts made for event planners. Start from an event planner contract template to quickly create simple, editable, and legally-binding online contracts that your clients can sign from any device.

Start from our provided event planning contracts created by attorneys and add any existing legal language you have. Our smart fields help you quickly fill out contracts with existing job-specific details so you save tons of time and get your contracts out asap! We always recommend reviewing your event planning contract template with your attorney.

Event Planner Contract Templates

Event Planner Brochure Templates

Event planning is all in the details. Show your clients how you turn ideas into action with HoneyBook’s event planner brochure templates. Brochures are tailor-made and memorable documents that can function as visual inspo, pricing lists, quotes, testimonials, questionnaires, vendor referral sheets, and more.

Capture your clients’ feedback when you send them your brochure, whether they select one of your services, answer your questions, or request more information from you.

Event Planner Brochure Templates

Event Planner Proposal Templates

Precise coordination leads to exceptional results. Convert your inquiries into booked events with event planner proposal templates. Proposals combine an online invoice, online contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Design your perfect proposal in a snap by starting from your favorite template and adding the services your client is receiving from you. You can customize all your event planner templates before sending, depending on your client’s needs. Once you send your event planner proposal, your clients can review, fill out and sign the contract, and pay!

Event Planner Proposal Templates

Event Planner Questionnaire Templates

Memorable events are your business. Make sure you know exactly what your clients are looking for and collect their feedback with questionnaire templates for event planners. If you want to send all your clients a list with the same set of questions, all you’ll have to do is start from your event planner questionnaire template, adjust anything you’d like for a particular event, and send.

Event planner questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs. No matter what stage of the process you’re in, there’s an event planner questionnaire template to do the job.

Event Planner Questionnaire Templates
HoneyBook has totally changed the way we do business for our clients. We look professional, driven, and worth the contract price — it’s a win-win all around!
Katie Mast
Katie Mast
Katie Mast
Cotton and Oak Events
I can not stress how using Honeybook has saved me so much time! I've seen a quicker turnaround in getting signed contracts & getting the deposit.
Kim Rico
Kim Rico
Kim Rico
Event Planner, Drops of Honey Designs
HoneyBook is easy to use and gives my business an added level of professionalism that helps me attract and retain sophisticated clients.
Erin Mcauly
Erin Mcauly
Erin Mcauly
Owner, Chestnut & Vine Weddings


How can HoneyBook help my event planning business?

How is HoneyBook different than any other Software for Event Planners?

How do other Event Planners use HoneyBook?

Does HoneyBook provide event planning templates and questionnaires?

What other templates does HoneyBook provide event planners?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

No credit card required