Run your event planning business with tools built for the way you plan
Turn your planning workflow into simple, custom apps. Build a lead and proposal pipeline, client and vendor portals, event budgets and timelines, guest list and seating tools, and day-of dashboards — just by describing what you need.
Start with the basics
Build the tools your event team actually needs
Event planning means juggling inquiries, proposals, venues, suppliers, budgets, timelines, guest lists and countless day-of details — often scattered across spreadsheets, emails and shared drives.
Use YeshBe to build custom apps around your exact planning process. Create a lead-to-booking pipeline, generate branded proposals, maintain a vendor database with categories and availability, compare venues, track estimated vs. actual costs, assign tasks and build production schedules that match how your team works.
Give clients a secure portal to approve proposals, upload files and manage guest lists and seating. Offer vendors a simple way to confirm holds, share COIs and delivery schedules. On event day, run everything from a tailored dashboard with your run sheet, assignments and checklists in one place.
- Lead-to-booking pipelineCapture inquiries, qualify leads, build proposals and track status from first contact to signed agreement.
- Client and vendor portalsGive clients and suppliers a secure place to submit details, approvals, documents and updates.
- Budgets, timelines and checklistsCreate per-event budgets, production schedules and task lists tailored to each event.
- Event-day controlBuild a day-of dashboard with the run sheet, assignments and live status updates for your team.
Learn and apply
Guides for Event Planners
Practical guides that help event planners and event companies run the business better.
Build it yourself
What event planners and event companies build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Lead capture and proposal builder
Collect inquiries, qualify leads and generate branded proposals you can share for approval.
PromptBuild an event planning lead pipeline. Create a public inquiry form collecting: event type, date, estimated guest count, venue (if known), budget range, contact name, email, phone and notes. When submitted, add a lead to an internal pipeline with stages (New, Qualified, Proposal Sent, Negotiation, Booked, Lost). Include a proposal builder where I can select a package, add line items and fees, apply taxes/discounts, and generate a shareable proposal page for client approval. Let me log follow-ups and set reminders.
Vendor directory and availability tracker
Organize vendors by category, track availability, holds and confirmations, and store documents.
PromptBuild a vendor management app for my events company. Include a vendor directory with categories (Catering, Venue, AV/Lighting, Florals, Rentals, Entertainment, Photography), service areas, price ranges, contacts, documents (COI, contracts) and notes. Add an availability calendar per vendor and a way to request/record holds. For each event, allow me to shortlist vendors, send a confirmation request, track quotes and confirmed status, and store invoices.
Event budget + run sheet app
Plan budgets and timelines in one workspace, then switch to a mobile day-of checklist.
PromptBuild an event workspace with two modules: Budget and Timeline. Budget: estimated vs actual line items with category, vendor, qty, unit cost, fees, tax, subtotal, payments made, balance due and attachments. Timeline: run sheet with start/end times, segment name, location, owner, dependencies, buffer and notes. Provide a printable/exportable view and a mobile-friendly day-of checklist for staff to mark items done.
Client portal for guest list & seating
Let clients manage RSVPs, meal preferences and seating, while planners review and export.
PromptBuild a secure client portal for each event. Let clients manage guest lists with fields (name, party, email, RSVP status, meal preference, dietary notes, plus-one, table assignment). Include table setup with table name/number, capacity and assignments. Provide uploads for floor plans and a comment thread. Give planners an admin view to review changes and export final lists.
Questions and answers
Common questions about Event Planners
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and you can refine it step by step without coding.
Can I create a client portal for proposals, guest lists and files?
Yes. You can build a secure portal where clients approve proposals, upload documents and manage guest lists and seating.
How can this help with vendor management and availability?
You can build a vendor directory, track holds and confirmations, store COIs and invoices, and link vendors to specific events and dates.
Can I adapt tools for weddings, corporate events and parties?
Yes. Add custom fields, create templates and duplicate workspaces so each event type follows its own process.
Build the app your event planners and event companies business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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