Event Planning Studio OS

Run every event from enquiry to the final cue in a connected Notion workspace for clients, vendors, tasks, budgets, guests and payments. Notion template, $19. You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

Run every event from enquiry to the final cue in a connected Notion workspace where clients, vendors, tasks, budgets, guests and payments link together.

What’s inside

• Studio dashboard with photo navigation: upcoming events, open tasks, fees to collect and spend by category (chart)
• Event hub page for every event: run of show, tasks, budget lines, guest list and payments together
• Automatic countdown, prep progress bar (tasks done vs total) and budget health (On budget / Watch / Over)
• Run of show with clock times, owners and cue notes, sorted for the day
• Planning tasks board by phase with due dates and owners
• Budget & expenses with planned vs actual, variance and an over-budget flag
• Client fees and payments: deposit, instalments, balance due and paid status
• Vendor directory gallery with categories, contact details, rating and events booked
• Guests & RSVP with meal choices and table numbers, RSVP yes counted per event
• Linked databases with relations, rollups and formulas, plus sample data and a Start Here guide

Who it’s for

• Event planners and coordinators
• Corporate, party and wedding planners
• Venue and hospitality teams who run several events at once

What you get

• Template link (PDF) to duplicate into your Notion workspace
• Setup Guide PDF with step-by-step instructions
• Video walkthrough

How delivery works

You get a PDF with the Duplicate link. Click Duplicate to copy it into your free Notion workspace.

1. Buy and download the PDF with your template link.
2. Open the link and click Duplicate (log in to Notion first; the free plan works).
3. Open the Start Here page and follow the setup steps.

Good to know

• Digital product: nothing physical is shipped.
• You need a Notion account (the free plan works).
• Sample data is fictional; photos from Unsplash.
• This template is an organising tool for your events business. It is not legal or financial advice.
• Notion is a trademark of Notion Labs, Inc.; this is an independent template.

New to Notion? Create a free account (affiliate link: I may earn a commission at no extra cost to you).

Watch the full walkthrough: youtube.com/watch?v=Q7j8MmjQ9X4