Frequently Asked Questions

My Plannery is a modern platform designed for event professionals. We started with payments because getting paid shouldn’t be stressful or confusing. Over time, we’re expanding into contracts, guest management, timelines, and other everyday tools that make running an event business seamless.

My Plannery is for all event pros: planners, florists, DJs, caterers, decorators, photographers, rental companies, and more. If you’re part of the team that brings events to life, My Plannery is here to support you.

Our founder has spent more than 20 years in the payments industry and knows the ins and outs of how money moves and where businesses often get stuck. We’ve also seen firsthand how hard it is for event pros to manage invoicing and get paid quickly. Since payments are the foundation of every business, we wanted to start by giving you the right tools to collect money with confidence before expanding into everything else you need to run your event business.

Most payment tools are generic. They weren’t built with event professionals in mind, nor by people who know the industry firsthand.

My Plannery is different: our founder’s wife is a veteran event professional, and he learned the realities of the business by rolling up his sleeves and talking directly with vendors, planners, and creatives about their challenges. Combined with over 22 years of payments expertise, that perspective shapes everything we build. That’s why My Plannery includes industry-specific features like product catalogs, milestone payments, gratuity, and tools designed for the way event pros actually work.

My Plannery is for everyone in the event space. Whether you’re managing floral inventory, DJ bookings, catering contracts, or full-scale weddings, you can use My Plannery to get paid and run your business with less stress.

Right now, you can accept major credit and debit cards as well as ACH bank transfers. We’re also working on Apple Pay and Google Pay support as well as other alternative payment methods.

Card payments
Card payments typically become available within 1–2 business days after the client pays. Once available, they are included in the next scheduled payout.

ACH payments
ACH payments take longer to clear due to bank processing timelines. Funds typically become available within 2–4 business days, and are included in the next scheduled payout after they clear.

Our pricing is transparent, no hidden costs. Card and ACH payments have a simple transaction fee, and we’ll never sneak in surprise charges. You can see the full fee schedule on the pricing page

Yes, if you choose to.

Plannery allows optional, compliant fee offsetting on credit card payments. You stay in control of whether fees are absorbed by your business or partially passed to the client.

To protect your business, Plannery enforces built-in compliance limits. Fee offsetting is capped at 3%, in line with card network and regulatory requirements, so you never accidentally overcharge or put your account at risk.

Yes. International cards incur an additional +1.5% fee on top of your standard credit card processing rate.

If a client disputes a charge, we’ll notify you right away and guide you through the process. You’ll always have visibility.

Yes. We use industry-leading encryption and comply with PCI standards. Simply put: your payments are safe, and your clients’ information stays private.

Yes. We know most event pros don’t get paid all at once, so My Plannery makes it easy to break an invoice into multiple installments. You can set up milestone payments for deposits, progress payments, or final balances - whatever works best for your business and your clients.

Absolutely. We know gratuity is common in the event world, so we’ve made it easy for clients to show appreciation when they pay.

The Plannery Partner Program allows qualifying businesses to share in the upside of running ACH payments through Plannery.

Instead of payments being just a cost, eligible partners can earn real cash payouts based on qualifying ACH activity over time.

This program is designed to reward long-term alignment, not short-term transactions.

The Partner Program is available to businesses that:

• Are on the Launch plan
• Process ACH payments through My Plannery Payments
• Remain active and in good standing during their Program Year

If you’re not on Launch or don’t use ACH, the Partner Program does not apply.

Qualifying volume includes ACH payments that are fully processed through Plannery Payments.

Other payment types, such as cards, cash, checks, peer-to-peer payments, or externally processed payments, are not included in Partner Program calculations.

ACH payments are more predictable, lower risk, and more cost-efficient for both businesses and My Plannery.

By focusing the Partner Program on ACH, we’re able to:

• Offer meaningful cash payouts
• Keep pricing simple and transparent
• Sustain the program long-term

This structure allows My Plannery to reward aligned partners while continuing to invest in the platform.

Partner Program earnings are based on a share of Plannery’s net ACH processing margin, not your invoice amounts or total revenue.

Your potential earnings depend on your annual qualifying ACH volume, which determines your participation tier.

As your ACH volume grows, so does your potential share in the program.

Participation levels are driven by usage.

Simply process more ACH payments through Plannery over the course of your Program Year. Higher qualifying volume leads to higher participation tiers and increased potential earnings.

Payments were just the beginning. Contracts, proposals, and inventory tracking are on our roadmap, along with some industry-first functionality we can’t share publicly yet - tools we have validated within the community that will make small businesses dramatically more efficient.

Yes. We’ve developed an industry leading proposal and contract management solution.

Yes. My Plannery has integrated with Quickbooks Online.

Yes, inventory is one of the most requested features. We’re building it to be flexible enough to work across industries, from florists to DJs to rental companies.

We chose to bootstrap My Plannery because we wanted the freedom to build with our vision, not the demands of outside investors. It means we answer to our community of event pros, not a boardroom.

We believe transparency builds trust. We’re upfront about pricing, fees, and our roadmap. Others may cut corners and put your business at financial or regulatory risk, we’d rather do things the right way to keep you protected and growing with confidence.

We take compliance and security seriously, especially in areas like surcharging where shortcuts can expose your business to financial and regulatory risk. Every feature in My Plannery is built for reliability and long-term trust, never gambling with your business just to move faster or squeeze out extra profit.

You’ll never be left in the dark. Our support team is small but personal -  real humans who understand both the event industry and payments. We respond quickly, and depending on your package, you’ll have a guaranteed response time through a clear SLA.

And we don’t just wait for problems to happen, we’ll also keep you informed when something changes that could impact your business. Whether it’s a quick question or a bigger issue, you can count on us to be there when you need us.

‍

It’s easy, just click any Sign Up button on our site (like on the pricing page) to create your account. A quick setup will get you ready to start sending invoices in minutes.

Yes! Everyone gets a 14-day free trial of our highest-tier plan, no credit card required. We want you to experience everything My Plannery can do before you pay for it. After your trial, you can choose the plan that fits your business best, including flexible monthly subscriptions.

We’ll ask for basic business and banking information so you can securely accept payments and receive payouts. Setup typically takes under 10 minutes.

This usually includes:

• Business details (legal name, address, and tax information)
• Owner or authorized representative details
• A bank account for payouts

All payment accounts are reviewed as part of standard underwriting by our payment processors. Most businesses are approved automatically.

Unfortunately no. Every platform handles data differently, and many don’t make it easy for users to take their information with them.

Team access isn’t available just yet but it’s coming soon. Once live, you’ll be able to add team members right from your dashboard so your co-planner, assistant, or bookkeeper can jump in and access what they need.