For Event Planners

Deposits, vendors, and timelines in one place, not five.

Multi-milestone invoicing for deposits and progress payments, a shared event timeline, and vendor contact tracking, so nothing gets lost between booking and event day.

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The problems every event planners knows.

Deposit schedules are tracked by hand

Deposit, progress payment, final balance: each has its own due date across dozens of active events, tracked in a spreadsheet that's always slightly out of date.

Vendor contacts live outside the client record

Caterers, venues, and rental companies are tracked in a separate contact list, disconnected from the event they're actually booked for.

Timeline changes get lost in group threads

The event timeline shifts a dozen times before the big day. Group email or text threads mean the client and vendors are never quite looking at the same version.

Built for how event planners actually work.

Every feature designed around your specific workflow, not bolted on.

Multi-milestone invoicing
Set a deposit, progress payments, and final balance on a schedule, each invoicing automatically as its date arrives.
Contracts with e-signature
Send your event services agreement, including cancellation terms, for e-signature before the deposit is due.
Shared event timeline
Keep one timeline visible to the client inside their portal, so schedule changes are seen by everyone at once.
Vendor contact tracking
Track vendor contacts and contracts against the event record, not a separate address book.
Branded client portal
Clients log in under your brand to review the timeline, approve details, and pay invoices in one place.
Automatic payment reminders
Reminders go out automatically as each milestone payment approaches, so you're not the one sending the nudge.

Your workflow, end to end.

1
Send the agreement + deposit invoice
Client signs the services agreement and pays the deposit in one step.
2
Build the shared timeline
Set up the event timeline in the portal so client and vendors reference the same version.
3
Track vendors
Log vendor contacts and contracts against the event as bookings are confirmed.
4
Invoice progress payments
Progress and final payments invoice automatically on schedule, right through to event day.

Every event used to have its own spreadsheet for payments and its own group thread for the timeline. Now it's one portal per client and I actually sleep before the wedding.

Camille Fontaine
Owner, Fontaine Events
One portal per event, no spreadsheets
FAQ

Common questions.

Yes. OnBrio handles deposit and progress-payment schedules, a shared event timeline, vendor contact tracking, and contract e-signatures for any type of event.
Yes. Define a deposit, one or more progress payments, and a final balance in the proposal. Each invoice can be scheduled or triggered by date or milestone.
Track vendor contacts and contracts against the event record, and keep a shared timeline visible to the client inside their portal so last-minute changes don't get lost in a thread.
Yes. Share a client-facing view of the event timeline and checklist through the portal, so everyone is working from the same version.

The OS for event planners.

Start free. No credit card. Set up in 30 minutes.

Start free. No card neededNo credit card required