Event Planning & Wedding Software

Every Detail Managed. Every Vendor Confirmed.

Events fail in the gap between what was promised in the proposal and what was confirmed with each vendor. OptiServe AI connects your client proposals, vendor contracts, day-of timelines, and payment schedules so nothing falls apart on the most important day of someone's life.

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30-day free trial  |  No credit card required  |  Cancel anytime

47%
fewer day-of incidents with pre-event vendor confirmations
3.2×
faster proposal creation with template library
1,800+
event planners and wedding coordinators on the platform

From first inquiry to final send-off — all in one place

Proposals, vendor coordination, timelines, payments, and day-of checklists — all connected.

📋

Client Proposal Builder

Build itemized event proposals with venue, catering, florals, photography, and entertainment line items. Clients review and approve digitally — proposals convert to active events in one click.

🗓️

Master Event Timeline

Build a minute-by-minute day-of timeline with vendor call times, ceremony beats, reception flow, and breakdown schedule. Share with your entire vendor team from a single link.

🤝

Vendor Contract & Confirmation Tracking

Collect signed vendor contracts, COIs, and final headcounts. Track confirmation status for every vendor 30 days, 7 days, and 24 hours before the event.

💰

Payment Schedule & Deposit Management

Set payment milestones from booking deposit to final balance. Automated reminders go to clients before each due date. Track paid vs. outstanding across your entire event calendar.

Day-Of Checklist & Run Sheet

Build a comprehensive run sheet with tasks, responsible parties, and timing. Distribute to your team and vendors. Every item is checked off in real time from any device.

📊

Event Revenue & Client Pipeline

See total booked revenue, average event value, booking conversion rate, and revenue by event type. Know your pipeline and your most profitable event categories.

Pricing built for event professionals and wedding coordinators

One flat monthly rate — no per-event fees.

Starter
$69/mo

For solo event planners and day-of coordinators just getting organized.

  • Event pipeline & dashboard
  • Basic scheduling & timelines
  • Client & vendor records
  • Online invoicing & payment
  • Basic task management
  • AI assistant for client inquiries
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Business
$229/mo

For established event companies and wedding planning firms with full proposal suites.

  • Everything in Professional
  • Payment schedule & deposit management
  • Day-of checklist & run sheet
  • GPS staff check-in & geofencing
  • Event revenue & client pipeline reports
  • Profit protection alerts
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Enterprise
$379/mo

For event management companies running corporate and social portfolios at scale.

  • Everything in Business
  • White-label client portal
  • Custom venue & vendor integrations
  • Multi-coordinator team management
  • Dedicated onboarding specialist
  • Priority SLA support
Get Started

All plans include a 30-day free trial. No credit card required.

Event planners who pull off flawless events

Wedding coordinators, corporate event managers, and full-service event companies.

★★★★★

"Vendor confirmation tracking saved my last outdoor wedding. I confirmed the tent company 48 hours out and caught that they had the wrong date in their system. Fixed with two days to spare. That could have been a disaster."

B
Brittany L.
Lead Coordinator, Lavender & Lace Events — Charleston, SC
★★★★★

"The payment schedule automation recovered $14,000 in late balance payments last year that I used to chase manually. The reminder goes out automatically five days before each milestone."

R
Ryan M.
Owner, Meridian Event Group — Dallas, TX
★★★★★

"The day-of run sheet shared with every vendor changed how smooth my events run. The florist knows their call time, the photographer knows the ceremony beat, the caterer knows first dance timing. Everyone is synchronized."

S
Sofia A.
Senior Planner, Azure Wedding Studio — San Francisco, CA

Event planning software questions

Yes. Proposals support both package-based pricing (with included services listed per tier) and itemized line-item pricing. Many planners use packages for initial proposals and itemize details after the client selects a package.
You configure confirmation checkpoints — 30 days, 7 days, and 48 hours before the event. The system sends reminder prompts to your team to confirm each vendor. Confirmed vendors are marked in the event record; unconfirmed ones are flagged.
Yes. The day-of run sheet is real time. Multiple coordinators check off tasks from their devices and see each other's completions instantly. No one is left wondering if a task was handled.
The Business plan client portal gives couples a dedicated login where they view their timeline, upcoming payment milestones, vendor list, and any shared documents. It reduces the volume of "just checking in" emails your team handles.
Yes. The payment dashboard tracks both receivables (what clients owe you) and payables (what you owe vendors). Net event profitability is visible per event.
Yes. The Professional plan includes event templates. Build a master wedding template with your standard vendor checklist, payment schedule, and timeline structure. New events start from the template and you customize from there.

Every vendor confirmed. Every payment collected. Every moment perfect.

Get your proposal builder, vendor tracker, and payment schedule running before your next booking season.

30 days free  |  Setup in under 10 minutes  |  Cancel anytime