For event & wedding planners

Booked fourteen months out. Paid across six invoices.

One event, a long calendar, a payment schedule and a dozen vendors whose deposits ran through your account. Velosiq keeps all of it attached to the event.

Free plan available No credit card required Your own Stripe account
The problem

The event is one day. The job is a year.

You book a couple in March for a wedding the following May. Between those two dates sits a retainer, two scheduled payments, a florist deposit you fronted, a caterer who wants confirming, three venue visits, a run of show and about two hundred messages. The event itself is fine — it is the fourteen months of commercial admin either side that goes missing, usually into a spreadsheet named after the couple.

The event as a record

One place the whole thing hangs off

Every planner ends up inventing a container for an event — a folder, a spreadsheet, a thread. Velosiq gives you one properly: a numbered event with a date, a budget and a contract status, and every invoice, cost, file and comment attached to it rather than scattered across the tools they happened to originate in.

Dated and numbered

Each event carries its own number, the date it happens and a budget to work against.

Contract status you can point at

Draft, sent or signed — so "have they signed" is a field, not a search of your sent folder.

Files and comments on the event

Run of show, floor plans and the running conversation live with the event, not in an inbox.

Team on the event

Coordinators are added to the events they are working, and only those.

The arc

Booking to final reconcile

Fourteen months compressed into the six moments that actually carry money or commitment.

1

The enquiry

The couple becomes a client. Everything from here — proposal, event, invoices, payments — hangs off that record.

2

Propose the tier

Full planning, partial or day-of coordination as priced options. They accept and type their name to confirm.

3

The event opens

The booking becomes an event with its date, budget and contract status, ready to carry a year of activity.

4

The payment schedule runs

Retainer at booking, a stage at ninety days, balance before the date — each its own invoice, each able to be part-paid.

5

Vendor money moves

Deposits you front are logged as billable costs against the event and rebilled onto an invoice, so nothing you paid stays yours by accident.

6

Event day, then reconcile

Afterwards the event holds what came in, what went out and what it made — without rebuilding it from card statements.

Money in stages

A schedule, not an invoice

Planning is almost never a single payment, and treating it as one is how planners end up carrying a five-figure float without noticing. Several invoices against one event, each part-payable, with a receivables view across every event you are holding at once.

Several invoices, one event

Retainer, staged payments and balance all belong to the same event record.

Part payments count immediately

A couple paying half of a stage shows as half paid, and that cash reaches your revenue the day it clears.

Receivables across the book

What is outstanding, per event and per client, and how overdue — across every event on your books.

Chased automatically

Overdue invoices get a nudge a set number of days after the due date, without you writing it.

Vendors

The deposits that ran through you

Pass-through vendor money is where planning margin quietly disappears. A florist deposit paid on the couple's behalf in October needs to reappear on an invoice, and the only thing standing between you and eating it is a record that it happened.

Logged against the event

Vendor costs sit on the event that incurred them, with the vendor attached.

Marked billable

Anything the couple is carrying gets flagged, so it is visibly waiting to be rebilled.

Billed exactly once

Velosiq records which invoice a billable cost went out on, so it cannot be rebilled twice or missed.

What Velosiq does not do

It is the commercial spine of a planning business. The day-of creative tooling is not here and is not on the way.

  • — It does not build seating charts or floor plans.
  • — It has no vendor marketplace and will not source suppliers for you.
  • — It does not take scheduled payments automatically — you send each stage when it is due.
  • — It does not manage RSVPs or guest lists.
FAQ

Questions, answered

What planners ask before trusting it with a live book of events.

Can one event have several invoices on a schedule?

Yes — that is the normal shape. An event carries as many invoices as the schedule needs: retainer at booking, a percentage at ninety days, the balance before the date. Each can be part-paid, and what has cleared is always current. Velosiq does not charge the card by itself on those dates, so you send each stage when it is due.

Can I track vendor deposits I paid on the couple's behalf?

Yes, and this is usually the messiest part of planning. Log the florist or caterer deposit as a billable expense against the event, and attach it to an invoice when you rebill it. Velosiq records which invoice it went out on, so a deposit you fronted cannot quietly get billed twice or, worse, not at all.

Can day-of staff see the event without seeing the money?

Yes. Bring coordinators in as members and add them to the event, and they get the files, comments and schedule for it without your revenue reports or billing. Owners and admins keep the commercial side.

Can the couple see what they have paid and what is left?

They can. The client portal shows the couple their proposal, their invoices and what is outstanding, so "what do we still owe" stops arriving as a text message on a Sunday. They can pay from the same place.

Can I run several events at once without them tangling?

Each event is its own record with its own number, budget, date and payment schedule, and every invoice, cost and file belongs to one of them. Across the whole book, the receivables view shows what is due and how overdue it is, which matters when you are carrying nine events at different stages.

Put one event through it

Start free, load a single event with its payment schedule, and see whether the year stops living in a spreadsheet.

Free plan available · No credit card required · Cancel anytime