Frequently Asked Questions

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.

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, 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. 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 20 years of payments expertise, that perspective shapes everything we build. That’s why Plannery includes industry-specific features like product catalogs, milestone payments, gratuity, and tools designed for the way event pros actually work.

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 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.

ACH transfers typically arrive in 1–2 business days. Card payments can be deposited the next business day, with an option for instant payouts if you need funds right away.

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

American Express simply costs more to process than other card brands and not by a small margin. That’s why almost every payments company, including us, has separate pricing for AMEX compared to Visa, Mastercard, and Discover. The difference is, with Plannery, you’re in control: if you don’t want to accept AMEX, you can just toggle it off in your settings. It’s that simple, and we’ll handle the rest.

Not yet. Right now, Plannery supports payments within the U.S. only.

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 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.

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’re designing a simple way for event pros to create, send, and sign contracts and proposals without leaving Plannery.

Yes. Our next release will include Basic QuickBooks sync.

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 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 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.

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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 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 standard business and banking details so you can securely receive payouts. Setup usually takes less than 10 minutes.

Not yet. Every platform handles data differently, and many don’t make it easy for users to take their information with them. We’re actively exploring the best way to support migrations so that when we do launch it, the process will be smooth and reliable. For now, you’ll need to set up your client and payment details directly in Plannery.

Team access isn’t available just yet but it’s coming soon as part of our Launch package. 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.

Team access isn’t available just yet but it’s coming soon as part of our Launch package. 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.