B2B Event Venues - Bookings, Prep, Incidents Planfix CRM and Project Management System

B2B Event Venues - Bookings, Prep, Incidents

Planfix captures every request, routes it to the right team, and proves what was done across halls and events.

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Keep Bookings, Prep, and Incidents Predictable — B2B Event Venues - Bookings, Prep, Incidents

Keep Bookings, Prep, and Incidents Predictable

Planfix gives your venue one system for bookings, preparation, and incident handling. You capture every request in one flow, orchestrate work across halls and vendors, and see performance and margin per event without building new spreadsheets.

Planner in Planfix

Capture Bookings in One Flow

Turn emails, forms, and calls into structured bookings with fields, SLAs, and sources in one place.

Plan Preparation and Staffing

Schedule setup, shifts, and vendors across calendars and halls so every team works from the same plan.

Resolve Incidents with History

Log incidents with owners, timestamps, and data tags so patterns, vendors, and response times stay transparent.

Start by Capturing Every Booking in One Place — B2B Event Venues - Bookings, Prep, Incidents

Start by Capturing Every Booking in One Place

Every booking email, form, or call becomes a task or booking object in Planfix with fields for dates, rooms, headcount, and terms. Email-to-ticket flows keep requests out of inboxes. AI Agents like Dataminer extract contacts and budgets from freeform messages into structured fields.

Capture bookings from email
Give Teams a Clear View of Today — B2B Event Venues - Bookings, Prep, Incidents

Give Teams a Clear View of Today

Planner shows today’s events in one board with conditional lists by hall, status, or time block. Drag and drop rewrites status and assignee automatically. Organizers use the Client Dashboard to see shared tasks, incidents, and files in real time without extra tools.

Planner and Chronicle

Bookings Under Control

Preparation That Stays Aligned

Incidents with Full Traceability

Leadership-level Visibility

Bookings Under Control — B2B Event Venues - Bookings, Prep, Incidents

Bookings Under Control

Capture every inquiry from email, marketplaces, and calls in one structured booking pipeline.
Prevent double bookings with clear fields, calendars, and ownership for each hall and time slot.
Qualify requests fast using templates and AI extraction instead of manual copying from long messages.
Booking capture in Planfix
Preparation That Stays Aligned — B2B Event Venues - Bookings, Prep, Incidents

Preparation That Stays Aligned

Plan setup, catering, AV, and cleaning on shared calendars and boards for every event.
Use project templates for recurring event formats so teams never start from a blank sheet.
Adjust tasks and shifts as plans change while keeping one current version for everyone.
Project templates
Incidents with Full Traceability — B2B Event Venues - Bookings, Prep, Incidents

Incidents with Full Traceability

Turn calls, chats, or QR reports into incident tasks with clear owners and SLAs.
Use data tags for type, time lost, and vendor to see patterns in reports.
Add speech recognition and call analysis to log summaries and root causes automatically.
Incident processes
Leadership-level Visibility — B2B Event Venues - Bookings, Prep, Incidents

Leadership-level Visibility

Use Project Totals and data tags to see margin, extras, and incident counts by event.
Track SLA performance and MTTR in dashboards without exporting data into separate spreadsheets.
Slice results by hall, organizer, or vendor to guide pricing, staffing, and improvement decisions.
Reports and dashboards
When Your Venue Runs without a System — B2B Event Venues - Bookings, Prep, Incidents

When Your Venue Runs without a System

Bookings arrive through many channels and sit in separate inboxes, so you worry something has slipped through. Teams chase updates in chats and hall walks. Incidents are fixed on the fly, never logged, and you reconcile spreadsheets late at night.

How Planfix Runs the Event Lifecycle — B2B Event Venues - Bookings, Prep, Incidents

How Planfix Runs the Event Lifecycle

From first inquiry to post event review, Planfix keeps bookings, preparation, and incidents in one governed flow. You standardize complex events, align teams across halls and vendors, and reuse playbooks instead of rebuilding processes for every booking.

Create venue solutions

Capture and Qualify Booking Requests

Plan Preparation, Staffing, and Vendors

Keep Teams Aligned as Plans Change

Handle Incidents and Improve Every Event

Capture and Qualify Booking Requests — B2B Event Venues - Bookings, Prep, Incidents

Capture and Qualify Booking Requests

Turn each inquiry into a booking object with fields, SLA, and source channel in one click.
Use AI Dataminer to pull dates, headcount, and contacts out of long emails into fields.
Standardize qualification questions so sales, operations, and finance see the same information.
Booking pipeline
Plan Preparation, Staffing, and Vendors — B2B Event Venues - Bookings, Prep, Incidents

Plan Preparation, Staffing, and Vendors

Build preparation plans with tasks, dependencies, and calendars for each hall and event.
Use Planned Work Time and work schedules to place shifts directly on calendars.
Attach vendors and contracts to tasks so responsibilities and SLAs stay visible on event boards.
Schedules and calendars
Keep Teams Aligned as Plans Change — B2B Event Venues - Bookings, Prep, Incidents

Keep Teams Aligned as Plans Change

Use status sets with transition rules so each object follows a clear, enforced lifecycle.
Drive hall, catering, AV, and cleaning boards from the same data using conditional Planner lists.
Drag cards between lists to update status, assignee, and readiness fields for everyone at once.
Status sets and Planner
Handle Incidents and Improve Every Event — B2B Event Venues - Bookings, Prep, Incidents

Handle Incidents and Improve Every Event

Turn calls, chats, and QR scans into incident tasks with timers and data tags.
Use speech recognition and call analysis to log summaries and probable root causes automatically.
Review post event reports on incidents, extras, and satisfaction and update your playbooks.
Post event reporting
What Event Days Look Like with Planfix — B2B Event Venues - Bookings, Prep, Incidents

What Event Days Look Like with Planfix

With Planfix, your team moves from reactive firefighting to controlled operations. Bookings, preparation, and incidents share one history per event for clients and management. Dashboards, boards, and reports show readiness in real time instead of after the fact.

Role-based workspaces

Calm Before Doors Open

Readiness is visible in boards and calendars instead of guessed from chats and last-minute walk-throughs.

Control During Incidents

Owners, priorities, and next steps are clear in one incident queue, not scattered across channels and notebooks.

Confidence After Events

Revenue, margin, extras, and complaints sit in one history per event for clients and management.

Picture Your Next Event Week — B2B Event Venues - Bookings, Prep, Incidents

Picture Your Next Event Week

You run full event lifecycles from booking to wrap up in one governed workspace, even across parallel halls and days. Incidents are handled without chaos, and each event improves using reports on issues, extras, and satisfaction instead of gut feel.

Analyze event performance

No Time to Implement

Start with a booking pipeline, one Planner board, and a simple incident queue, then extend step by step.

Team Is Not Technical

Use templates, email-to-ticket flows, and role-based workspaces so each role sees only relevant boards and dashboards.

Already Have CRM Or Tools

Let Planfix handle operations while CRM holds sales, syncing bookings through APIs, webhooks, or automation scenarios.

From Email and Spreadsheets

Move to a structured booking and operations workspace where status sets, Planner, and dashboards keep data current and reportable.

Beyond Generic CRM

Continue from contract signing through preparation, event day execution, and incidents in one system linked to each client and event.

Beyond Standalone Helpdesk

Unify incidents with bookings and preparation so response metrics and root causes live inside the full event history.

Run Bookings, Prep, and Incidents in Planfix

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Planfix integrations for event venues

Connect channels, calendars, telephony, and marketing tools so bookings and incidents stay in sync.

Telegram
Google drive
Google sheets
Google calendar
Facebook
Instagram
MailChimp
VirtualPBX
Zapier
See all integrations
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