Built By Event Professionals
MyPlannery pays
you back, 
in time.
in clarity.
in money.
in time.
Proposals, contracts, invoicing, and payments for event and hospitality businesses, with financial intelligence to protect your margins and help you collect what you quoted.
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Trusted by Event Pros Nationwide
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How It Works

Structure how you get paid so your cash flow becomes predictable instead of stressful

From proposals and contracts to deposits and milestone payments, MyPlannery supports your growth.
Proposals and Contracts

Move from “interested” to “paid"

Create a proposal with clear scope, pricing, and payment terms. Get the contract signed and collect the deposit in one connected flow.

Create Your First Proposal
New customer proposal showing customer details and billing address
Milestone Payments

Protect your cash flow before the event happens

Break large invoices into milestone-based payments that match your delivery timeline. Get paid progressively as work moves forward, improve cash flow, and reduce risk on high-value events.

Explore Milestone Payments
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Event Grouping

Built for bookings with more moving parts

Keep every event on one invoice, with its own date, services, and pricing grouped together. See what belongs where, make changes in the right place, and give clients a clear view of the full booking.

Start Grouping Events
Advanced Reporting

Know where your business stands

See revenue and your invoice pipeline alongside payment performance, payouts, and product margins. Spot what’s overdue, what’s working, and what needs your attention.

View Reporting Insights
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From pricing to payouts,
‍stay in control

Invoice Payment Options

Control how your clients pay

Choose which card brands and payment methods you accept on each invoice.

Payout Reconciliation

Deposits that already match your books

Every payout posts to QuickBooks itemized by invoice and fee, so your bank statement and your books match without a manual adjustment.

Product Catalog

Standardize your pricing and protect your margins

Store your services, prices, and costs in one place. Reuse them across invoices and see the margin behind each item.

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Meet MyPlanneryIQ™ Your smart business assistant

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InboundIQ™

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PrecisionIQ™

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MarginIQ™

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GrowthIQ™

Explore MyPlanneryIQ
The social proof

Real Stories.
Real Results.

Forget feature checklists. Here's what actually happens when event professionals switch to MyPlannery.

Fewer ACH returns. Over $500 saved.

We’ve avoided more than $500 in ACH return fees with MyPlannery’s balance checks. Catching insufficient funds before we submit a payment means fewer returns and more ACH payments that succeed the first time.
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Clyde Burgos
OutsideHire

Predictable cash flow, not hopeful follow-ups.

When payment terms are defined upfront, the money comes in before the chaos begins. No last-minute follow-ups. No awkward reminders.
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Yusra Ahmad
Makeup By Yusra

Signed proposal. Secured deposit.

Before, a signed proposal didn’t always mean secured revenue. Now once a client agrees, the deposit step is clear and immediate.
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Ria Mushfiq
Ria Events and Design
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Compare

The MyPlannery difference

From the first proposal to the final payout, MyPlannery helps event businesses see, control, and keep more of what they earn.

What matters

Others

Keep what you quoted

Quoted amount, collected.

Fees reduce your payout

Built-in Compliance

Compliance comes first

Compliance risk is yours

Clear multi-event billing

Group events on invoices

One list or many invoices

Clean Intuitive Interface

Simple & modern

Complicated User Interface

Control how clients pay

Set methods per invoice

Fixed Structures

Know your margins

See profit by event

Manual profit tracking

Understand your payouts

Payouts match your books

Hours matching deposits

Transparent Pricing

MyPlannery

Know your costs

Others

Hidden fees

Transparent ACH Fees

MyPlannery

Fair & clear rates

Others

Unclear ACH Costs

Aligned with your Business

MyPlannery

Built around you

Others

Platform-First oriented

Clean Intuitive Interface

MyPlannery

Simple & modern

Others

Outdated UI

Payment structure controls

MyPlannery

Full flexibility

Others

Fixed Structures

Payment presentation controls

MyPlannery

Smooth checkout

Others

Confusing payment flows

Built for trust

MyPlannery

Secure by design

Others

Compliance is afterthought

Who It's For

Made for the people who make events happen

From planners and venues to florists and photographers, MyPlanneryIQ helps event businesses find the right work, understand their profit, and grow from every client relationship.
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Planners

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Coordinatiors

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Florists

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Photographers and Cinematographers

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DJs and Musicians

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Caterers

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Cakes and Desserts

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Hair, Makeup and Beauty

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Officiants

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Venues

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Lighting and Event Production

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Rentals

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Specialty Performers

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Transportation Providers

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Planners

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Coordinatiors

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Florists

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Photographers  and Cinematographers

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DJs and Musicians

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Caterers

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Cakes and Desserts

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Hair, Makeup and Beauty

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Officiants

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Venues

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Lighting  and Event Production

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Rentals

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Specialty Performers

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Transportation Providers

FAQs
Frequently asked
questions
Everything you need to know, explained simply.
Get In Touch
Can I send proposals, contracts, and collect deposits through MyPlannery?
Yes. You can send proposals, attach contracts, and collect deposits or scheduled payments in one simple flow. Everything stays connected from booking to payment, so you can choose how and when you get paid without juggling multiple tools.
Can I collect my exact quoted price without dealing with traditional surcharging?
Yes. MyPlannery's PrecisionIQ is designed to help you receive the exact amount you intend to collect, regardless of whether your client chooses to pay by card or ACH. Instead of adding a traditional credit card surcharge at checkout, PrecisionIQ intelligently calculates payment-method pricing as the invoice is created. This creates a more seamless client experience while reducing the complexity associated with traditional surcharge programs, including separate fee disclosures and card surcharge limitations.
What payment methods can I accept with MyPlannery?
MyPlannery supports major credit cards, debit cards, and ACH bank payments. You can use these payment methods for deposits, milestone payments, scheduled installments, and final balances, and choose which payment options you want to offer your clients.
How fast do payouts arrive?
Standard card payouts typically arrive within 2–3 business days. ACH payments generally take longer to process and settle. For businesses that need faster access to funds, eligible card payments may qualify for Instant Payout, which can deposit funds in as little as 30 minutes, including weekends. Instant Payout is optional and subject to a 1.50% fee.
Is MyPlannery secure and compliant?
Yes. Security and compliance are built into MyPlannery's payment infrastructure from the start. Payments are processed through secure, industry-standard payment infrastructure, and sensitive financial information is handled in accordance with applicable payment network and regulatory requirements. Our goal is to make accepting payments simple for your business without compromising the security your clients expect.
Who is MyPlannery built for?
MyPlannery is a financial technology platform built for event and hospitality professionals, including planners, venues, rental companies, DJs, florists, caterers, photographers, and other service-based businesses that manage client proposals, invoices, deposits, and payment schedules. While purpose-built for the events industry, MyPlannery is also a natural fit for service-based businesses that send proposals, invoice clients, collect payments, and want greater visibility into their financial operations.
How do I get started with MyPlannery?
Getting started is simple. Sign up online and explore MyPlannery with a 14-day free trial. No credit card is required. During your trial, you can set up your business, explore the platform, configure payments, and see how MyPlannery fits into your workflow. When your trial ends, simply choose the plan that works best for your business and continue without interruption.
See it in Action

Ready to keep more
of what you earn without the guesswork?

Join fellow event pros who've simplified their payments and grown their business with MyPlannery.
Start for freeView Pricing
No credit card required
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Built To Pay You Back.
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