Leads
- To organize all of your prospective clients in one place, You can automatically bring over your leads from the “Contact” page on your website.
- You can even add a bridal lead list using our smart import from a .csv file
Pricing
- Once your leads have been added to your account, you can send them Package Pricing in just a few clicks
- You can create Multiple Pricing Packages ahead of time & even edit them on the fly to customize the package for specific events
KYE
- To collect Even More Information from your clients, you can send the SpanPlan Exclusive KYE Form.
- The Know Your Event Form allows your clients to electronically submit all of their event information from anywhere in Real-Time.
Contracts
- The KYE Information that pertains to the Contract will automatically be added for this event.
- You can quickly add your terms & conditions as well as multiple signing authorities.
- After you & your clients E-sign the contract, the invoices are auto generated.
Activities
- After the contract is Signed, this Booked Event will be added to your calendar
- You can continue adding event information and even assign your employees to work this event.
Employees
- Your employees can be assigned to your events with varying levels of account access.
- This allows them to login, view their upcoming activities, and receive important event updates
Payroll
- When you assign one of your event professionals to an event, you can also select how much they will be paid.
- This can be a dollar amount or a commission percentage
- These Payroll costs can be applied to your invoices as billable or non-billable expenses.
Payment Reminders
- To ensure that you get paid for your services, the Payment Reminders tool on your SpanPlan Dashboard will notify you of any invoices coming due
- We’ve made it easy to notify your clients of their unpaid invoices by sending an email reminder in just a couple clicks
Online Payment
- Your client can securely pay their invoices online through the SpanPlan Client Portal.
- This secure portal provides a way for your client to communicate with you, as well as view their contract and package information,
Event Log
- After your event takes place, you can review every event detail from the SpanPlan Event Log.
- Each change that was made within your SpanPlan account for the event is automatically logged & time-stamped for your reference
Accounts
- If you incur additional expenses on the day of the event, you can add them to the event & mark them as billable.
- Your Payroll costs and contract invoices will automatically be tracked and categorized for you within your Accounting section
Reports
- Since everything in SpanPlan is tracked, we have organized a comprehensive list of reports for you
- These reports can be run for any time period & can seriously help make Tax Season easier
Anywhere! Anytime!
- Add, Edit, Review and have Access to all your Business Info on the go with our exclusive iPhone and Android App
{ Planning your success! }
SpanPlan is truly the all-in-one business management program for the event industry professionals.Event Planner, Photographer, Videographer, Officiate, Florist, Caterer, Baker, DJ, Wedding Planner, Reception Hall, Band, Bridal Store, Transportation Service etc. If you have an event business SpanPlan is for you!
Customizable, reliable, accountable…totally INVALUABLE.
SpanPlan is totally in the clouds, so there are NO software downloads, updates, or backups needed, we take care of all that for you!
Join now, check it out, and get ready to plan your success!