Chalmsy for event planners & producers

Event planner proposals
that never lose the thread.

A wedding is forty decisions, nine suppliers and one couple who changed their minds twice — and a corporate season is that, times everything on the calendar. Chalmsy keeps every production on one card: the proposal, the sign-off, the run of day, the money, and the email thread it all started in.

The production, held together

One card carries the whole event.

The booking is the spine: everything the event needs hangs off it, from first enquiry to the last van leaving — so nothing lives in your head, a Note app and three spreadsheets.

  • Run-of-day timings tied to the booking they belong to — access, ceremony, turnaround, breakdown — readable by the whole team.
  • Vendors & suppliers on file with the rates you buy at, ready to pull into a costed proposal without opening last year's emails.
  • Venue & contact history remembered — the loading bay, the banqueting manager's name, what worked there last time.
  • Clients with several events stay untangled — each keeps its own proposals, invoices and details.
  • The email thread beside the event — connect Google and the client's messages sit next to the booking they belong to.
Booking · Odell & Wren
Odell & Wren
Sat 11 Oct · The Old Granary · 120 guests
Confirmed
Run of day
07:30Access & setup — kitchen garden gate
10:00Florals & production arrive
12:00Ceremony · 60 chairs south lawn
14:30Wedding breakfast — long tables
23:00Breakdown & clear
Proposal · accepted Invoice · deposit paid Illustrative data

Enquiry to final balance

Won, agreed, produced, paid.

Enquiries land ready-shaped

An intake form built for event enquiries — date, venue, guest count, budget — embedded on your own site, feeding straight onto your pipeline. Or paste the email and skip the retyping.

Proposals in your voice

Chalmsy drafts the whole document from the brief — scope, options, terms, prices from your own rates — sounding like you, because it learned from proposals you've already sent. Good, better and best in one document if you quote in tiers.

Everyone gets their own link

The couple, the mother of the bride, the finance director — each gets a private link to the same proposal. Comments land on the line they mean, and you can see exactly who asked for what.

Change orders that behave

When the plan changes — and it will — save a revision and every link follows it forward with the note thread intact. Signing version two is never mistaken for signing version three.

Deposits, stages, balances

Split the fee however the event needs — deposit to hold the date, a stage before production, balance on delivery. Each instalment is its own invoice with its own due date, sent from your own address. And when a proposal sits unanswered, a polite chase is prepared on schedule — with you on the send button.

Costs per event, margin in view

Photograph supplier receipts against the event they belong to — the ledger keeps each production's costs together, and the live P&L shows what the business actually made, while there's still time to learn from it.

Some of these follow the plan: intake forms join at Studio, bookkeeping at Practice — the pricing grid has every line.

The Chalmsy bookings board with columns for new enquiry, scoping, proposal sent, negotiating and won, each card showing the client, the venue, the value and how soon the date falls.
Every enquiry on the board, sorted by how soon it happens. Demo workspace

Why it's fluent

Built inside the events world.

Chalmsy grew up inside a working floral & events studio that needed software the market didn't sell — software that understood quoted, produced, one-Saturday-in-September work, and wore the studio's brand rather than its own. It has run that studio's real events since spring 2026.

Planners ask

Asked by planners, answered straight.

Do I need a Google account?

Yes — Chalmsy runs on one. It's how your proposals and invoices go out from your own address rather than a no-reply robot, how your enquiry threads sit beside the booking they belong to, and why there's no Chalmsy password for anyone to steal. A Gmail or Google Workspace address is all it takes. If your business email lives on Microsoft or elsewhere, Chalmsy isn't for you yet — we'd rather say so now than after you've moved.

Can my clients see the proposal without creating an account?

Yes — each person you invite gets a private link that opens in their browser, no login, no app. Accepting sends a code to their own inbox so the signature is tied to the person you invited, not whoever a link was forwarded to.

My assistant runs logistics but shouldn't see the money. Possible?

Yes. Give a team member a role that shows bookings, clients and run-of-day while margins, costs and the books stay entirely out of sight.

We produce corporate events too, not just weddings. Does it cope?

Weddings, corporate, private parties, productions — the shape is the same: enquiry, proposal, sign-off, production, invoice. Retainer clients can be quoted at a recurring rate — the agreed rate carried onto each cycle's invoice you raise — and every client keeps their own history however many events they run with you.

What does the AI actually take off my plate?

The first draft of every proposal, the write-up of the call you took in the car, the receipt you photographed at the wholesaler, and the polite chase when a quote sits unanswered — prepared for you on schedule, sent only when you press send.

Is this a HoneyBook or Dubsado alternative for planners?

For the proposal-led wedding or event planner, yes — with the drafting done for you, in your voice, and the books attached. The honest difference: they collect card payments in-product on every plan; Chalmsy's invoices carry your own payment link. The comparison page weighs it plainly, and the migration from either is free.

Stay calmsy

Bring one event across.

Start free, paste one enquiry, and read the drafted proposal before the client has finished forwarding you their inspiration folder.