MyPlannery is a payments-first business platform built for event and hospitality professionals who want more control over their money. It’s designed for planners, venues, rental companies, DJs, florists, caterers, and other service-based businesses that manage client invoices, deposits, and payment schedules.

While purpose-built for the events industry, it’s also a natural fit for any service-based business that sends proposals, invoices clients, and collects payments.

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.

The MyPlannery Partner Rewards Program is designed to reward businesses that use ACH payments. Because ACH typically carries lower processing costs and more predictable outcomes, we return a portion of those ACH-related processing economics to you as a fee rebate. The more you process through ACH, the greater your potential rebate. You can estimate your potential rewards using the calculator on our pricing page.

MyPlannery will soon offer optional credit card surcharging so you can recover up to 3% of credit card processing costs. Debit cards are never surcharged.

Surcharging requires card brand registration and ongoing state and network compliance. MyPlannery handles enrollment and provides the tools, disclosures, and guidance needed to help you stay compliant, so you don’t have to manage it manually.
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• Card brand registration
• Required disclosures
• Built-in safeguards
• Ongoing rule updates

You can enable it account-wide or per invoice. A small fee applies for this managed service.

MyPlannery supports all major credit cards, debit cards, and ACH payments. These payment methods can be used across common scenarios like deposits, milestone payments, giving you flexibility in how you get paid. You can choose the payment methods that make the most sense for your business and your clients.

Standard card payouts typically arrive within 2–3 business days. ACH payments can take longer to settle. If you need funds faster, MyPlannery offers Instant Payout, an optional feature that allows eligible card funds to be deposited in as little as 30 minutes (including weekends). Instant payout is subject to a 1.50% fee.

Yes. MyPlannery is built with security and compliance as core requirements, not afterthoughts. Payments are processed using industry-standard security practices and compliant payment infrastructure. Sensitive financial data is handled according to applicable card network and regulatory requirements.

Getting started with MyPlannery is simple and risk-free. You can sign up online and start with a 14-day free trial. No credit card is required to begin. During the trial, you can explore the platform, set up payments, and see how MyPlannery fits your business. After the trial, you can choose the plan that works best for you and continue without interruption.