Portara
For event planning businesses

Every detail.Every deadline.One simple place.

Send proposals, collect deposits, coordinate vendors and rentals, schedule your team, invoice clients, and get paid—all from one connected event.

No credit cardClients need no accountWorks on every device
Event production supplies, venue plans, linens, tags, radio, and setup tools

Hearth & Harbor Dinner

Saturday · The Foundry

Event ready

Guests

142

Team

8 confirmed

Deposit

Paid

01

Book the event

Proposal, signature, deposit

02

Build the plan

Vendors, rentals, supplies

03

Run the day

People, timing, briefing

04

Close it cleanly

Returns, payment, payroll

The event is the job

Give every moving part the same home.

The staffing plan should know the schedule. The rental list should know the event. The invoice should know what the client approved. Portara keeps the operational story intact from the first proposal through final payment.

One source of truth, even when twenty things are happening at once.

Event #1218

Hearth & Harbor Dinner

On track
Confirmed

Client

Deposit paid

Current

Services

6 job items

On job

Products

42 items

Confirmed

Staff

8 people

The people, products, timing, and money share one event record.

One event, start to finish

From first inquiry to the last return

Portara follows the real event workflow: proposal, planning, vendors, staffing, event day, returns, payment, and time.

01

Proposal and deposit

Turn the inquiry into a confirmed event.

Build an estimate with planning services, packages, rentals, and a deposit. The client signs and pays from one link—no account or paper chase required.

Proposal signed · Deposit paid

Still event #1218

02

Build the event

Keep event services, products, and costs with the job.

Add vendor services, rentals, furniture, tabletop, and supplies as job items or notes. The working event and its money stay in the same record.

42 products and services

Still event #1218

03

Schedule the team

Know who can work before you promise the schedule.

Check availability, send offers, and confirm setup, event, and strike staff. Everyone gets the address, timing, and briefing attached to the job.

8 staff · All confirmed

Still event #1218

04

Event day

Run the day from the plan everyone already has.

Keep scheduled labor, people, products, supplies, and client details connected while the work moves from setup through breakdown.

Setup · Event · Breakdown

Still event #1218

showtime
05

Close and reconcile

Finish the billing while the details are still fresh.

Invoice the remaining balance, collect payment, scan final receipts, move relevant products, approve team hours, and hand time off to payroll.

Paid · Receipts assigned · Time approved

Still event #1218

wrapped

A plan people can use

Keep timing, vendors, rentals, and people connected on event day.

The work changes quickly from load-in through strike. Portara keeps the current event details with the job and the confirmed people doing the work.

Keep the venue, timing, vendors, and team in one record
Attach rental products and supplies to the event
Scan last-minute receipts from your phone
Give confirmed staff the same project briefing

Event day

Saturday · September 19

The Foundry · Main Hall
2:00 PM

Rental delivery + load-in

3:30 PM

Catering and floral setup

5:45 PM

Staff briefing

6:30 PM

Doors open

Everyone has the current briefing

The event is Saturday. The group chat started Monday.

Event staffing without the chase

See who can work before you build the team.

Check availability, send offers, and get accept-or-decline responses. Confirm the right people for setup, service, and strike without managing the roster in texts.

Check employee availability first
Send work offers by text or email
Confirm roles and event phases
Keep accepted staff tied to the event

Event availability

Saturday · September 19

M

Maya

Available

Lead · Accepted
J

Jordan

Available

Setup · Accepted
D

Devin

Available

Event · Accepted
A

Alex

Unavailable

Not offered
8 staff confirmedBriefing ready

Payment, returns, and payroll

Close the event while the details are still fresh.

Confirm returns, assign final receipts, invoice the balance, collect payment, and approve event hours. Sync timecards to Square Payroll or export a payroll-ready CSV.

Start your first event

Event closeout

Hearth & Harbor Dinner

42

Returned

7

Receipts

68

Staff hours

Final invoicePaid
Rental returnsClear
Team timeApproved
Payroll handoffReady

One place to run the work

Everything your event business needs. Already connected.

Proposals and deposits

Send one polished link for approval, signature, and payment.

Event services and notes

Keep vendor services, job notes, products, and costs attached to the event.

Products and supplies

Track event product needs, useful stock, purchasing, and receipt assignments.

Employee scheduling

Check availability and confirm setup, event, and strike teams.

Job briefings

Give confirmed staff the address, timing, scope, and event details.

Receipts and purchases

Scan receipts and assign last-minute purchases to the right event.

Invoices and payments

Bill directly from the event and let clients pay online or on-site.

Time and payroll

Approve event hours, sync to Square Payroll, or export a payroll CSV.

Event staff scheduling guide

Keep the team informed without the group text.

Check availability, schedule setup and event labor, send work offers, share the briefing, and approve hours.

Read the scheduling guide

Questions, answered

Event planning software, without the mystery

Portara works the way event businesses already think—one event, with its people, products, documents, payments, and hours attached.

Is Portara event planning software?

Portara manages the business operations around every event: estimates, deposits, job products and services, notes, employee scheduling, invoices, payments, receipts, timesheets, and payroll handoff.

Can clients sign proposals and pay deposits online?

Yes. Clients can review and sign estimates, pay deposits, view invoices, and make payments through secure links without creating a Portara account.

Can I schedule different teams for setup, event time, and strike?

Yes. Review employee availability, send offers by text or email, and confirm the right people for each phase of the job while keeping everyone connected to the same event briefing.

Can Portara track event products and supplies?

Yes. Add products and supplies to the event job, compare useful stock with job needs, and assign purchases from receipts. Portara does not provide a dedicated rental reservation calendar.

Can I track employee time by event?

Yes. Employees submit time against the events they worked. You approve it, then sync approved timecards to Square Payroll or export payroll-ready data for another provider.

Does Portara replace timeline or floor-plan tools?

Portara is the operational system around the event. You can keep using specialized layout or creative planning tools while Portara connects the client, vendors, rentals, staff, money, receipts, and time.

Make the event memorable. Make the business side easy.

Bring your next event into Portara. The proposal, vendors, rentals, team, invoices, payments, receipts, and hours will already know where they belong.

Start free—no credit card