Practical guides
Business management guides for event vendors
Practical ways to manage enquiries, documents and bookings for your event business.
Practical guides
How do you choose a CRM for an event business?
A practical checklist for choosing an event CRM: bookings, quotes, equipment, client portal, cost and testing a complete client record.
Read the guide →Prepare an event quote your client can understand
A quote preparation checklist for DJs, photographers and photo booths: scope, timings, options, travel, payment terms and checks before signing.
Read the guide →How can you avoid double-booking dates and equipment?
A scheduling method for event vendors: tentative holds, setup, staff, equipment quantities and a final check before confirming a booking.
Read the guide →Track deposits and balances without confusing invoices and payments
Organise event payment dates, deposit invoices, partial payments and balances, with a worked example in euros and clear tracking steps.
Read the guide →What should you ask in an event client questionnaire?
Build a wedding or event questionnaire for DJs, photographers and photo booths: timings, access, contacts, schedule and personalisation.
Read the guide →Move from Excel to a CRM without losing your bearings
Prepare contacts and test CSV import before moving from Excel to a CRM: clean columns, map fields and validate a first event record.
Read the guide →Your next quote starts here
Create your company space, add a client, and prepare your first quote. Test the software for 30 days for free, without a credit card.