Industry
Event planners
BisHub helps event planning teams manage consultations, vendor coordination, venue details, schedules, budgets, proposals, invoices, and client communication in one business platform.
Typical pain
Event planners lose time when inquiries, proposals, timelines, vendor notes, client files, and payment status live in separate apps.
The workflow
- Step 01
Capture the request
Bring in work from website forms, referrals, social campaigns, and public booking pages, then connect the lead to a client, contact, project, or booking.
- Step 02
Build the job
Create the event plan, proposal, timeline, vendor file set, invoice, and payment record with tasks, files, team assignments, calendar details, and customer communication.
- Step 03
Run and collect
Track timeline updates, uploaded client files, approvals, messages, expenses, and payment activity, then send invoices, accept online payments, and review reports without duplicate entry.
Industry-relevant features
Lead-to-project workflow
Convert leads into clients, contacts, bookings, projects, work items, estimates, proposals, invoices, and payments.
Booking and scheduling
Use public booking pages, booking management, booking requests, automatic scheduling, calendar sync, and team calendars.
Files and customer uploads
Store documents, PDFs, images, videos, customer uploads, OCR text, AI summaries, and searchable project files.
Communication hub
Manage business phone numbers, calls, voicemail, SMS, email, shared inbox, AI receptionist, and customer timelines.
Financial control
Track estimates, proposals, invoices, online payments, expenses, receipts, labor cost, revenue, profit, and reports.
Client-ready booking
Publish booking pages for consultations, walkthroughs, tastings, and planning calls.
Shared event files
Store contracts, floor plans, menus, inspiration boards, uploads, and approvals on the project.
What teams gain
- Keep sales, scheduling, files, communication, finance, and reporting connected to the same customer record.
- Give teams one place to see tasks, calendars, clock-in records, files, notes, invoices, and payment status.
- Publish services, service areas, portfolio, contact details, business hours, and booking options through the company hub.
- Use AI document tools, AI summaries, AI receptionist, business analytics, and recommendations where they save operational time.
Typical work types
Private events
Inquiry, consultation, proposal, schedule, vendor checklist, invoice, and payment in one client record.
Corporate events
Lead capture, planning tasks, shared files, team assignments, expense tracking, and reporting.
Multi-vendor planning
Keep vendor documents, purchase orders, timeline tasks, and client communication tied to the project.
Recommended modules
Frequently asked
Can event planners accept online payments with BisHub?
Yes. BisHub supports invoices, online payments, payment tracking, payment accounts, revenue tracking, profit tracking, and financial reports.
Can customers book or upload details online?
Yes. Public booking pages, booking requests, customer uploads, public services, contact information, and booking integration are built into BisHub.
Can we use our business phone and messaging inside BisHub?
Yes. BisHub includes business phone numbers, number purchase, port-in, port-out, calls, voicemail, SMS inbox, email inbox, shared inbox, call routing, IVR, and conversation timelines.
Does BisHub help with files and documents?
Yes. Teams can use file storage, document preview, PDF preview, video preview, image gallery, OCR, AI document analysis, AI summary, AI ask, metadata extraction, and global file search.
Can BisHub publish a company website or public profile?
Yes. The company hub supports a public company profile, SEO optimization, LocalBusiness schema, portfolio, public services, service areas, contact information, business hours, social links, and booking integration.
How does BisHub help measure profitability?
BisHub connects estimates, invoices, online payments, expenses, receipt management, labor cost tracking, revenue tracking, profit tracking, dashboards, KPI tracking, and financial reports.
Try BisHub for event planners
Free for small teams; activate per-module as you grow.