You rebuild each proposal from scratch, email a contract to print and sign, track who has paid what in a spreadsheet, and send awkward reminders before every due date. The client's questionnaire answers sit in another inbox.
Clientary puts the business side in one place: proposals with packages, e-signed contracts, deposits and payment reminders, client questionnaires, and a portal for every client. Your payments arrive before the event, not after it.
Whether you plan a dozen weddings a season or run a team producing corporate events year-round, the business side follows the same path: proposal, contract, deposit, payments, and a smooth day.
Day-of, partial, and full planning packages, with a payment schedule the couple can see and pay online.
Offsites, launches, and holiday parties. Proposals procurement can approve and invoices accounts payable can pay.
Multi-day programs with venue, AV, and catering. Track your team's hours and pass approved costs through at cost.
Milestone birthdays, anniversaries, and galas. Quick proposals and deposits that hold the date.
Travel-heavy events billed in any currency, with deposits well ahead of the date.
Short engagements with a contract, a single invoice, and a questionnaire to gather the day's details.
Send a proposal with day-of, partial, and full planning packages, or tiers for a corporate event. The client picks one and accepts online.
Send the planning contract for e-signature. Clients sign from their phone, and the signed copy stays with the event.
Link a deposit invoice to the proposal or contract so the date is held once it's paid. Invoice each payment as it comes due, and payment reminders follow up so you don't have to.
Gather guest counts, dietary needs, vendor preferences, and the day's timeline with a questionnaire. Answers come back organized instead of buried in email.
Record vendor deposits and reimbursable costs as expenses on the event, track your team's hours, and bring day-of assistants in as subcontractors.
Each client gets a branded portal with their proposal, contract, invoices, and files. On the day, check the plan and log time from the mobile app.
Choose how hours appear on invoices: one layout for every invoice, or a pick each time you bill. On projects with phases, hours group under each phase, except in the one-line layout.
Every entry with who did the work, for legal and audit-style bills.
Each time entry as its own line, without names.
One line per team member and rate.
People who share a title, like Senior Engineer, roll up into one line.
One line per task, ideal for deliverables or disciplines.
A daily summary, common for deposition and expert witness work.
One line for each billing rate on the project.
All the hourly work as a single line, for clients who want the total.
Common questions from wedding, corporate, and social event planners evaluating Clientary.
Many planners piece it together: a design tool for proposals, a PDF for the contract, a spreadsheet for payment due dates, and email for everything else. Clientary puts proposals with packages, e-signed contracts, deposit and payment invoices with reminders, client questionnaires, and a client portal in one place.
Yes. Send the contract for e-signature and your client signs from any phone or computer. The signed copy stays with the event, and the client can find it again in their portal.
Link a deposit invoice to the proposal or contract so the date is held once it's paid. Then invoice each payment in your schedule when it comes due, and reminders follow up on any that isn't paid on time. Clients pay by card or bank transfer.
Yes. Build a questionnaire with the form builder for guest counts, dietary needs, vendor preferences, and the day's timeline, and send it to your client. Their answers come back to Clientary instead of an inbox.
Yes. Your team logs hours against each event from the web or the mobile app. Day-of assistants who run their own businesses can join an event as subcontractors, track time in their own account, and invoice you from theirs.
Yes to both. Invoices, payments, and clients sync to QuickBooks Online so your bookkeeper keeps the books where they are. The trial is 14 days with no credit card required, enough to send a real proposal, contract, and deposit invoice.
Free 14-day trial. No credit card required. Cancel any time.
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