Event Planner Pro OS — Multi-Event Pipeline, Client CRM, Budgets & Profit, Vendors, RSVP & Run-of-Show

Run an event-planning practice, not a single party — and finally see profit per event. Event Planner Pro OS manages many events and many clients from one hub, and surfaces the business number most Etsy/Gumroad templates skip: profit and margin per event (client fee minus real costs), so you know which event types actually pay and price the next quote accordingly.

What's inside:

• Multi-event pipeline — every event on one board (Inquiry → Booked → Planning → Live → Wrapped) and a calendar, each row showing profit, margin and tasks-done %.
• Client CRM — contacts with lifetime value, event count and a repeat-client view: your easiest next bookings, surfaced.
• Budgets & profit — per-event revenue, planned vs actual costs, profit and margin; group by type to see your most profitable work.
• Countdown-dated task checklists — load a checklist by event type and every task auto-dates itself from the event day, with overdue / due-soon flags.
• Vendor management — quotes, deposits, balance due and your own star ratings: a preferred-vendor list and no missed vendor payment.
• RSVP & headcount — confirmed guest count, dietary tally and a day-of check-in view for caterers and doors.
• Run-of-show — a minute-by-minute, shareable day-of schedule for staff and vendors.
• Payments both directions — client invoices in, vendor balances out, outstanding at a glance.
• Debriefs — turn every event into better pricing and process, with actual profit and a testimonial capture.
• 40+ AI event prompts — run-of-show, client proposals, timelines, vendor emails and more.

A planner dashboard ties it together: upcoming events with countdowns, tasks due, payments due, and live business KPIs (booked revenue, total profit, average margin, pipeline value). This is a business-organization template, not legal, tax or financial advice.