• A Breakdown of planning hub’s Features for Event Planning

    As an event planner, you need more than a CRM system or client management software. You need tools for event planning that you won’t find on generalist organization and productivity platforms.
    planning hub isn’t the first event technology platform to hit the market, and won’t be the last. But it has the best event planning tools you’ll find, all in one place for an accessible price. Get the details on your new favorite event management tool and its planner-friendly features.

    You have tons of project management tools to choose from. So why plan your events with us?

    • Background: what’s planning hub and why was it created?

    planning hub is an online event planning tool for planners, venues, and vendors. It’s a central place where everyone can get on the same page about upcoming events. One “hub” where event teams can communicate productively.
    How did it come about? Our founder worked 10 years in the events industry and tried his hand at every role — from planning events, to running a venue, to owning a rental company. Those roles came with all kinds of headaches. 

    Last-minute surprises, frantic phone calls, equipment not fitting through the doors… So many issues that could’ve been prevented with better communication. But nothing existed to bridge the communication gap between planners, venues, and vendors. So our founder created it.

    TLDR: planning hub is a tool for event planning that empowers you to better serve your clients. It was created to make your job (and life) easier!

    Detailed timelines keep events running on track. On planning hub’s event timeline, you can tag each timeline activity with a specific person, venue, and venue space to stay on top of the details.

    The timeline tool also has a separate loading dock scheduling system so you’ll know who will be setting up what, and when. The loading timeline includes staff member profiles and vehicle information, in case someone’s car is blocking an area.

    It has features that monday.com, HoneyBook, and Dubsado don’t — because those platforms were created for business owners, not event professionals. Our robust timelines and scheduling tools are two examples.

    You don’t need to spend hours reading guides or watching tutorials. You don’t need a 4-hour long “beginner” course to get the basics down. (We’re looking at you, Dubsado.) planning hub is intuitive and quick to learn.

    Get an overview of our event planning features and see how you can use them for your planning business. Here’s a review of our most essential tools for event planning:
    Task management? We have that. Timeline scheduling? Got it. Budget management? Another event planning tool you’ll find on the hub. And get access to unique tools for event planning you won’t find on most platforms:

    • Comprehensive built-in venue guides for vendors
    • Loading area scheduling system with staff and vehicles
    • Insurance compliance tools for proactive planning
    • All-encompassing inventory and fleet management tools

    planning hub is an all-inclusive software for event planning with every tool you need.

    When you work with multiple vendors for each event, it can quickly turn into tons of phone calls, emails, and forgotten details. With planning hub’s tools for event planning, you’ll cut down on the back-and-forth and have easy access to information like names, phone numbers, and insurance certificates. 

    And so will vendors. Vendors will also be able to see the venue’s vendor guide, insurance requirements, and important documents right away — without you playing middleman and fielding questions. 

    But some information isn’t meant for everyone’s eyes. With control over the sharing settings, you’ll be able to share the appropriate information and keep other details confidential.

    Keep track of what needs to be done leading up to your events. Create or auto-populate your to-do’s on a separate list for each event you’re planning. You can assign a due date, track the completion status, and delegate certain tasks to employees.

    Tasks are organized on 3 separate lists to clean up the clutter:

    • My tasks
    • Delegated tasks
    • Completed tasks

    Set your employees’ schedules right on the platform. Manage your staff scheduling and delivery vehicles on the same software you use for event planning. Your employees will be able to view their schedule for the day and access the information you share with them.

    Managing venue and vendor invoices on multiple platforms is a major event planning mistake. It’s a recipe for budget blowout. 

    Receive, track, and organize every proposal and invoice by event all on planning hub. With a separate budget management tool for each event you’re planning, you can: 

    • View a breakdown of the event budget
    • Stay on top of vendor and venue proposals
    • Track payments and remaining payments
    • See how much of the budget is remaining
    • Track additional expenses apart from invoices

    Send messages to vendors and venues on-platform. You can create group messages to share information with everyone involved so it stays in one place (that isn’t your bogged-down inbox).

    Don’t worry about event information getting lost again. The notes tab is organized by event, which means you get a separate virtual notebook for every event you’re planning. As you jot down different types of information, use tabs and subtabs to organize it all how you see fit.

    Event hubs are the dashboard for every event. Each event gets its own dashboard to keep documents separate and to make critical information easier to find. On the hub, you’ll see: 

    • Basic event information and a summary
    • An overview of upcoming tasks
    • All involved venues and vendors
    • Proposals and invoices received
    • Contact information for event team members

    The hub also connects you to other planning tools for your event. With all communication tools organized by event, you won’t need to worry about the wrong person seeing the wrong details. Or long, unorganized contact lists and screens with jumbled information.

    Get started on planning hub free with 3 simple steps:

    • Create your account with your basic information. We won’t ask for your credit card, extraneous info, or your first-born child.
    • Create your event and add the venues, vendors, and other planners involved. Event team members who don’t have an account can also create one for free.
    • Start collaborating! Manage timelines, tasks, proposals, and more on the best online tool for event planning.

    Create your account in minutes and plan your first event for free, from start to finish. 

    A Breakdown of planning hub’s Features for Event Planning
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