System Features
Powerful, Not Overpowering
All meat, no filler. A short learning curve, up and running in minutes, and a pricing model that scales with your business — whether you’re a solo operator or a large multi-operator company.
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Allows prospective clients to check your real-time availability and contact you for more information -
Multiple integration options available to choose from for your website -
Embed a date check box directly onto your web pages -
Responsive design for mobile devices -
Set dates, date ranges, days, months, and/or years that you are not available -
Automatically black out dates when booking new events -
Optionally receive email notifications when someone checks a date -
View aggregated statistics on date checks to determine your most popular dates -
Date check limitation prevents your competitors from checking your availability -
Add your own custom questions to the contact form that appears when you are available -
Optionally shorten the contact form to remove some standard questions -
Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us' -
Google ReCAPTCHA implemented to prevent spam and bots -
Contact form instantly sent to your email and optionally sent via text message -
Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar -
Data from the form can be sent to Zapier API to connect with 5,000+ 3rd party apps -
Set a custom auto-responder to be emailed to the prospective client -
All prospective client data is stored within your Event Management system -
Optionally add your own custom HTML to the available/unavailable pages -
Optionally integrate with your Quote Generator so prospects are give a quote if you are available
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Allows prospective clients to generate a dynamic price quote in real time -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Set up your own custom packages, options, and add-ons with descriptions, pricing, and photos -
Set up automatic surcharges or discounts based on date/time/day/month/year (e.g. Sunday discount) -
Set flat rate packages with an overtime rate or set hourly packages with a per-hour rate -
Set your required deposit amount as a flat rate or percentage of the total cost -
Specify optional travel charges to be calculated based on calculated driving distance -
Set up promo codes for tracking leads or providing discounts -
Discounts can be specified as a flat rate or a percentage of the total cost -
Interactive quotes provided in real time based on information entered and options selected -
Choose whether to show the prospect a detailed quote with a full break-down or only the final price -
Optionally show the total price on a 'cost per quest' basis -
Select your currency from the dollar ($), EURO (€), Pound (£), or Rand (R) symbol -
Set your own deposit terminology (e.g. "Deposit" or "Retainer" or "Reservation Fee" etc.) -
Set up event groups so that only packages/options that pertain to the specific event type are shown -
Add your own custom questions to the quote form -
Optionally shorten the quote form to remove some standard questions -
Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us' -
Quote form instantly sent to your email and optionally sent via text message -
Choose whether to receive all quotes (if the prospect makes changes) or only the initial quote -
Prospect may choose to optionally receive a copy of the quote by email -
Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar -
Data from the form can be sent to Zapier API to connect with 5,000+ 3rd party apps -
Set a custom auto-responder to be emailed to the prospective client -
Quote and prospective client data is stored within your Event Management system -
Optionally add your own custom HTML to the final quote page
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Allows clients to make a secure online payment toward their event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Process online payments using popular services like PayPal, Square, or Stripe -
Process online payments with virtually any existing merchant account (if you have one) -
Fully integrated with over a dozen popular payment processors and gateways -
Optionally add a service fee of up to 3% to cover credit card processing fees -
Optionally offer your clients "buy now, pay later" options through PayPal and Stripe -
Online payment system is PCI compliant -
Clients are emailed a receipt upon successful completion of payment -
Payment notifications are instantly sent to your email -
Payments are stored within your Event Management system and applied toward the event balance -
Payments are tracked within your Event Management system and remaining balance is calculated -
Recent payments are shown on your Dashboard when you log into your Event Management system -
Optionally add your own custom HTML to the initial payment page
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Allows prospective clients to contact you for more information -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Add your own custom questions to the contact form that appears when you are available -
Optionally shorten the contact form to remove some standard questions -
Set your own drop-down values for 'event type,' 'event location,' and 'how did you hear about us' -
Google ReCAPTCHA implemented to prevent spam and bots -
Contact form instantly sent to your email and optionally sent via text message -
Email includes iCal, vCal, and vCard attachments to add events/contacts to your personal calendar -
Data from the form can be sent to Zapier API to connect with 5,000+ 3rd party apps -
Set a custom auto-responder to be emailed to the prospective client -
All prospective client data is stored within your Event Management system -
Optionally add your own custom HTML to the page after the form is submitted
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Allows current clients to contact you -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Google ReCAPTCHA implemented to prevent spam and bots -
Message form instantly sent to your email and optionally sent via text message -
Data from the form can be sent to Zapier API to connect with 5,000+ 3rd party apps -
Set a custom auto-responder to be emailed to the prospective client -
Received messages are stored within your Event Management system
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Allows clients to fill out your customized planning forms for their event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Default forms included for anniversary, corporate, mitzvah, party, school, and wedding -
Optionally edit the default forms by adding or removing your own questions or change the layout -
Create your own custom forms from scratch with all your own questions and your desired layout -
Integrated with your music search so that clients can quickly locate songs for special dances -
Forms are accessible by clients with a login/password and savable for continued progress -
Fully integrated with your client's event planning portal that contains all of their event data -
Optionally receive notifications when your clients log in to make changes -
Receive the planning form by email when your clients mark a form as complete -
Optionally send copies of the completed forms to your staff or to other vendors -
Printed and PDF versions available to take with you to the event -
Email submission includes a CSV file containing the planning form data for use in other software -
Client planning forms are always accessible through the Event Management system -
Specify a lockout date to ensure completion of the planning form a number of days before the event -
Applied payment data can be sent to Zapier API to connect with 5,000+ 3rd party apps
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Allows clients to schedule the sequence of activities to take place at their event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Default timelines included for anniversary, corporate, mitzvah, party, school, and wedding -
Optionally edit the default timelines by adding/removing your own activities or changing the order -
Create your own custom timelines from scratch with all your own activities and your desired ordering -
Allow clients to choose an exact time or select a sequence of activities only (with no time) -
Timelines are accessible by clients with a login/password and savable for continued progress -
Fully integrated with your client's event planning portal that contains all of their event data -
Optionally receive notifications when your clients log in to make changes -
Receive the timeline by email when your clients mark a form as complete -
Optionally send copies of the completed timelines to your staff or to other vendors -
Printed and PDF versions available to take with you to the event -
Client timelines are always accessible through the Event Management system -
Specify a lockout date to ensure completion of the timeline a number of days before the event
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Allows clients to submit an online review after their event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Google ReCAPTCHA implemented to prevent spam and bots -
Default surveys included for anniversary, corporate, mitzvah, party, school, and wedding -
Optionally edit the default surveys by adding/removing your own questions or changing the order -
Create your own custom surveys from scratch with all your own questions and your desired ordering -
Set your own drop-down values for 'event type' and 'event staff' -
Fully integrated with your client's event planning portal that contains all of their event data -
Receive the results of the survey by email after your clients submit it -
Submitted surveys are always accessible through the Event Management system -
Survey results are aggregated to provide detailed statistics on each of your staff members -
Optionally connect to 3rd party review sites like The Knot, WeddingWire, Google, Facebook, and Yelp -
Set a star rating threshold so positive reviews get posted online and bad reviews come only to you -
Optionally showcase desired surveys with prospective clients on your website -
Delete surveys that were submitted accidentally/erroneously so they do not count toward your rating -
Optionally add your own custom HTML to the page after the survey is submitted
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Allows clients to log in with their email address and password to access and edit their event data -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Assign forms/activities for clients to complete, such as planning forms, timelines, music selection -
Provide a "to do" list for clients to assist in planning their event -
Synchronize details and communication with clients from a central portal -
Optionally show clients their payment history and provide the ability to make a payment online -
Allow clients to view/print payment receipts and statements -
Share documents and files with clients, including e-signed documents
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Allows clients to search your music library and create a customized request list for their event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
All changes are saved in real time for continued progress -
Optionally set a lockout date to ensure forms are completed prior to the event -
Copy staff members or other vendors on event planning communications received from the client -
Optionally receive notifications when clients log in to make changes -
Let clients monitor and override song selections on their guest request list -
Event & client data can be sent to Zapier API to connect with 5,000+ 3rd party apps -
Ability to upload your own personal music library from virtually any 3rd party software like Excel -
Optionally use the built-in default music library of over 100,000 songs, updated weekly -
Default music library is updated weekly with all popular Promo Only music subscriptions -
Clients can search your library by song or artist using intelligent keyword searching -
Clients can view three dozen top song charts displaying the most popular songs in every genre -
Clients can browse your music library by song or artist -
Clients can listen to samples of any song using popular services like Spotify, Amazon, or YouTube -
Add optional filters for genre, year, style, decade, mood, tempo, and more -
Add optional location data to help you locate songs in your database -
Add optional file location data to automatically create M3U playlist files for use with DJ software -
Clients can create up to three custom request lists for their event -
Default request lists are "must play," "play if possible," and "do not play" -
Default request lists can be changed if desired, such as "like it," "love it," and "hate it" -
Optionally allow clients to enter requests manually if the song cannot be located in your library -
Clients can create and import playlists from Spotify -
DJ can import playlists from Spotify that were shared with them from clients -
Set your own limits on how many songs can be requested on each list -
Clients can attach notes to songs for special instructions or dedications -
Request lists are accessible by clients with a login/password and savable for continued progress -
Fully integrated with your client's event planning portal that contains all of their event data -
Optionally receive notifications when your clients log in to make changes -
Receive the request list by email when your clients mark a form as complete -
Optionally send copies of the completed request list to your staff or to other vendors -
Printed and PDF versions available to take with you to the event -
Email submission includes a CSV file containing the request list data for use in other software -
Email submission can include a M3U playlist file for import to 3rd party DJ software -
Client request lists are always accessible through the Event Management system -
Specify a lockout date to ensure completion of the request list a number of days before the event
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Allows clients to search your music library before they book their event with you -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Ability to upload your own personal music library from virtually any 3rd party software like Excel -
Optionally use the built-in default music library of over 100,000 songs, updated weekly -
Default music library is updated weekly with all popular Promo Only music subscriptions -
Clients can search your library by song or artist using intelligent keyword searching -
Clients can view three dozen top song charts displaying the most popular songs in every genre -
Clients can browse your music library by song or artist -
Clients can listen to samples of any song using popular services like Spotify, Amazon, or YouTube -
Add optional filters for genre, year, style, decade, mood, tempo, and more
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Allows guests of an upcoming event to submit requests for the event -
Multiple integration options available to choose from for your website -
Responsive design for mobile devices -
Ability to upload your own personal music library from virtually any 3rd party software like Excel -
Optionally use the built-in default music library of over 100,000 songs, updated weekly -
Default music library is updated weekly with all popular Promo Only music subscriptions -
Guests can search your library by song or artist using intelligent keyword searching -
Clients can view three dozen top song charts displaying the most popular songs in every genre -
Set up a unique Group ID which the client will use to access the request list for their event -
Optionally specify an Access Code (password) to keep the request list secured -
Make the request list public (can see all requests) or private (can only see your own requests) -
Send a QR code to guests to scan for instant access to the Guest Request list -
Guests can make a limited number of requests that you specify -
Guests can only remove requests that they have made -
Guest requests are tallied together and ranked by number of requests -
Client can "ban" songs from being played, even if requested by guests (guests will not see bans) -
You have the ability to delete inappropriate requests from the Guest Request list -
Specify a completion date to stop collecting requests a number of days before the event -
Receive the Guest Request list by email automatically upon the completion date -
Optionally send copies of the Guest Request list to your staff or to other vendors -
Printed and PDF versions available to take with you to the event -
Guest request lists are always accessible through the Event Management system
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Manage your events and clients in one central location with a list of your upcoming events -
Responsive design for mobile devices -
Filter event list by date, event status, event type, service, or staff member -
Quickly search for events by keyword such as client name or email address -
Sync your calendar of events to any device, such as iPhone, Android, Gmail, Outlook, and more -
Restrict staff members to sync only their assigned events to their device -
Assign a status to events (Prospect, Pending, Booked, Postponed, Cancelled, Lost) -
Assign services to events (e.g. DJ, Photo Booth, etc.) with service times -
Assign a source to the event (e.g. Search Engine, Social Media, Referral, etc.) -
Track all pertinent details about the event including event type, date, times, and more -
Track all pertinent venue details including address, phone, contact, room name, and more -
Track all pertinent client details including address, phone, email, and more -
Track event financials such as total amount, deposit, amount paid, balance due -
View and print payment history, statements, and receipts -
Assign staff members to the event and their assigned role (e.g. DJ, Photo Booth Operator, etc.) -
Set up the client's Event Portal and select which forms and features the client can access -
Optionally set up the Guest Request system for song requests in advance of the event -
Add miscellaneous notes to the event that can be viewed by all assigned staff members -
Add private notes to the event that are only viewable by company administrators -
Optionally share event data with other vendors, partners, or subcontractors by email -
Download a PDF cover sheet with pertinent event details to take with you to the event -
Duplicate or "clone" repeat events to avoid having to re-type all the details -
Event data can be sent to Zapier API to connect with 5,000+ 3rd party apps -
View/print/download event forms such as planning forms, timelines, and request lists -
Upload files to the event such as PDF, Word, Excel, photos, etc. -
Select whether individual files are shared with the client in their Event Portal or kept private
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Manage your prospects and prospective events in one central location -
Responsive design for mobile devices -
Filter prospective event list by date, event status, event type, or staff member -
Quickly search for prospective events by keyword such as client name or email address -
Change status from Prospect to Pending or Booked to instantly convert to an event -
Assign a source to the prospective event (e.g. Search Engine, Social Media, Referral, etc.) -
Track all pertinent details about the prospective event including event type, date, times, and more -
Track all pertinent venue details including address, phone, contact, room name, and more -
Track all pertinent prospect details including address, phone, email, and more -
Assign staff members to the prospective event and their assigned role (e.g. DJ, Videographer, etc.) -
Set up the client's Event Portal and select which forms and features the prospect can access -
Add miscellaneous notes to the event that can be viewed by all assigned staff members -
Add private notes to the event that are only viewable by company administrators -
Optionally share prospective event data with other vendors, partners, or subcontractors by email -
Duplicate or "clone" repeat prospective events to avoid having to re-type all the details -
Prospective event data can be sent to Zapier API to connect with 5,000+ 3rd party apps -
View/print/download event forms such as planning forms, timelines, and request lists -
Upload files to the prospective event such as PDF, Word, Excel, photos, etc. -
Select whether individual files are shared with the prospect in their Event Portal or kept private
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Color-coded view of events, prospects, meetings, appointments, tasks, reminders, and time off -
Responsive design for mobile devices -
Assign a dedicated color of your choice to each event type (e.g. Wedding, Corporate, School) -
Assign a dedicated icon of your choice to each ervice offered (e.g. DJ, Photo Booth, Videography) -
Filter by status, event type, service, staff member, or any combination -
Manage your staff time off (staff members can request time off) -
Add meetings & appointments to your calendar (and optionally invite staff members) -
Add tasks & reminders to your calendar (and optionally invite staff members) -
Add blackout dates when you are unavailable (by specific date, day, month, or year) -
Sync your calendar of events to any device, such as iPhone, Android, Gmail, Outlook, and more
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Keep track of all client communications received through your website forms -
View/print any communication -
Redo/modify a client's price quote -
Convert any inquiry received into a prospect or event -
Create a prospect or event, allowing the client to receive automated texts/emails -
Communications received are grouped together by event to see all messages in one location -
All forms are sent to you by email, viewable on the event, or viewable inside Received Web Forms
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Keep track of all payments received and outstanding -
Payments received through your Event Portal are automatically tracked -
Track payments received via PayPal, Stripe, Square, or your own merchant account (if you have one) -
Manually track payments received in cash or check, or through Venmo, Zelle, or other payment apps -
Clients can view their remaining balance, download receipts/statements, or make payments online -
Reports/graphs show booked value, outstanding receivables, sales pipeline, operating income, etc.
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Give your staff members, performers, subcontractors, vendors, and partners their own unique login -
Track all personal details about for each staff member such as contact info, social media, and more -
Track all employment details for each staff member such as start/end date, status, pay rate, etc. -
Set up 3rd party integrations such as Google Analytics, Mailchimp, Zapier, and more -
Control whether staff can view all events, only their assigned events, or no events -
Control whether staff can edit all events, only their assigned events, or no events -
Control whether staff can access financials for all events, only their assigned events, or no events -
Control whether staff can manage all clients, only their assigned clients, or no clients -
Control whether staff can view client communications for all events, assigned events, or no events -
Control whether staff can manage all venues, only their assigned venues, or no venues -
Control whether staff can access the Financial Management section of the Event Management system -
Control whether staff can access the Staff Management section of the Event Management system -
Control whether staff can access the Account Billing section of the Event Management system -
Control whether staff can access the Account Settings section of the Event Management system -
Control whether staff can access the Reports and Data section of the Event Management system -
Assigned one or more staff members to each event, along with their role at that event -
Manage your staff time off (staff members can request time off) -
Staff can sync their calendar of assigned events to their smartphone, tablet, Outlook, Google, etc. -
Dozens of granular controls which give you full control over what each person can view and edit
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Create email/text templates that merge in event data and are sent automatically at set schedules -
Automatically send emails/texts a specified # of days before or after the event -
Automatically send emails/texts a specified # of days after the event is created or booked -
Automatically send emails/texts based on event status (e.g. "Pending" or "Booked") -
Automatically send emails/texts based on event type (e.g. "Wedding" or "Corporate") -
Automatically send emails/texts based on service (e.g. "DJ" or "Photo Booth") -
Automatically send emails/texts based on remaining balance being greater than a specified amount -
Automatically send emails/texts based on whether there are any outstanding planning forms -
Customize the body of the message to include any necessary information -
Specify what time of day you want the email/text to be sent -
Pause automated schedules at any time -
View sent emails/texts to see exactly what the client received -
Manually send any email/text at any time, as needed -
Over 50 tokens available to dynamically merge in data for the client, event, venue, staff, etc. -
Set up drip campaigns to send marketing emails to new prospects -
Send critical reminder emails to clients with booked events -
Send post-event follow-ups such links to your Event Survey or happy anniversary notes -
Specify who emails should come from (e.g. company, staff member, or assigned staff) -
Specify an optional BCC email recipient (e.g. company, staff member, or assigned staff) -
Compose HTML emails with styling, links, your logo, and more -
Text messages are only available in the U.S. and have a nominal fee to cover wireless carrier costs
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Create custom PDF templates for contracts, agreements, change order, addendums, invoices, and more -
Create multiple versions of contracts or agreements if you offer multiple services -
Use tokens to dynamically merge in more than 40 data points for the client/event -
Design Custom PDF documents with styling, links, your logo, and more -
Create custom email templates to use when sending a PDF document to the client -
Optionally allow the client to download the PDF from the Documents section of their Event Portal -
Optionally download a copy of the PDF document when sending to the client -
Optionally send the PDF to the client by email -
PDF documents are stored in Event Files for the event, allowing for quick retrieval -
View a list of all sent PDFs with the ability to regenerate (edit & resend) if you need to modify it -
Clients can digitally sign any of your Custom PDF documents with ESIGN/UETA compliant e-signatures -
Custom PDFs can be digitally signed by up to 2 clients and optionally signed by a company rep -
E-signed documents are automatically added to Event Files for the event -
E-signed documents are accessible by the client in the Documents section of their Event Portal -
Monthly e-sign credits can be used by your entire staff -
Fully integrated into DJ Intelligence, no 3rd party services required
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Collect and compile valuable statistical information from your event booking and planning forms -
Access data you can use to help you improve your business and maximize revenue -
Event Survey results are tallied so you can quickly view your company's strongpoints/weaknesses -
Availability Checker date checks are tallied so you can find out which dates are in highest demand -
All statistical data is displayed graphically
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Hundreds of settings can be adjusted to fit the unique needs of your business -
Cosmetic settings such as logos, font, and colors can be specified or choose a theme for your forms -
Hundreds of settings specific to each website form can be adjusted to meet your requirements -
Add custom questions and/or custom HTML to many website forms -
Set up auto-responders and custom messaging -
Edit or create your own Planning Forms (edit existing forms or create your own from scratch) -
Edit or create your own Timelines (edit existing forms or create your own from scratch) -
Edit or create your own Event Surveys (edit existing forms or create your own from scratch) -
Optionally upload your own music list to use with the Music Playlist and Music Search -
Set up your Payment Gateway to work with virtually any payment processor -
Set up your event packages, add-ons, automated surcharges & discounts, and travel charges -
Set up services (e.g. Photo Booth), event types (e.g. Wedding), and referral sources (e.g. Google) -
Get integration code to integrate any of the website forms onto your website -
View subscription details, change your plan, set up auto-renew, and more