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Event Planning Company Desk

Evergreen & Ivory Events · Event planning company · Savannah, GA

Marguerite Haverford-Oduya leads an event company and uses this to see which events are close, how much budget is committed, which vendors are still unconfirmed and which planning tasks are late.

EventsProjectsLinked tables6 tables · 25 views · 1 form · 3 row actions · 1 agent
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Clients board

Clients
Inquiry1
Calista Rowe and Thomas EberhardtCouplecalista.thomas@mailpost.net
Current4
Odalys Marchetti and Wren TakahashiCoupleodalys.wren@mailpost.net
Coastal Pines InsuranceCompanyevents@coastalpinesins.net
Savannah Harbor Arts FundNonprofitgala@harborartsfund.net
The Brennan-Osei familyFamilybrennanosei@mailpost.net
Past1
Pelham Tech PartnersCompanypeople@pelhamtech.net

Tables

Clients

6 sample rows · 12 columns

The people and organizations the company plans events for.

ClientStatusClient typeEmailPhoneFirst contactClient manager
Odalys Marchetti and Wren TakahashiCurrentCoupleodalys.wren@mailpost.net(912) 555-0141Feb 20, 2026Priya Lindqvist
Coastal Pines InsuranceCurrentCompanyevents@coastalpinesins.net(912) 555-0142Jun 20, 2026Priya Lindqvist
Savannah Harbor Arts FundCurrentNonprofitgala@harborartsfund.net(912) 555-0143Dec 22, 2025Priya Lindqvist
The Brennan-Osei familyCurrentFamilybrennanosei@mailpost.net(912) 555-0144Aug 19, 2026Marguerite Haverford-Oduya
Pelham Tech PartnersPastCompanypeople@pelhamtech.net(912) 555-0145Nov 17, 2024Priya Lindqvist
Calista Rowe and Thomas EberhardtInquiryCouplecalista.thomas@mailpost.net(912) 555-0146Oct 14, 2026Priya Lindqvist

Events

7 sample rows · 19 columns

Each event from inquiry to wrap-up, with budget and readiness.

EventStageTypeEvent dateGuestsClient budget (USD)Client
Marchetti-Takahashi weddingPlanningWeddingJan 1, 2027140$62,000Odalys Marchetti and Wren Takahashi
Coastal Pines client dinnerEvent weekCorporate dinnerOct 23, 202660$18,500Coastal Pines Insurance
Harbor Arts spring galaPlanningFundraiserNov 27, 2026220$85,000Savannah Harbor Arts Fund
Brennan-Osei 70th birthdayBookedBirthdayFeb 15, 202755$12,000The Brennan-Osei family
Pelham product summitWrappedConferenceSep 3, 2026180$48,000Pelham Tech Partners
Rowe-Eberhardt wedding inquiryInquiryWeddingMay 16, 202790$40,000Calista Rowe and Thomas Eberhardt
Coastal Pines holiday receptionBookedCorporate dinnerMar 17, 2027120$32,000Coastal Pines Insurance

Vendors

7 sample rows · 8 columns

The venues, caterers and suppliers the company books.

VendorCategoryEmailPhoneOur ratingGood to knowAdded
Magnolia HallVenueevents@magnoliahall.net(912) 555-0161ExcellentStaff set up from noon; loading dock on the east side—
Saltwater Table CateringCateringbook@saltwatertable.net(912) 555-0162ExcellentNeeds final counts ten days out—
Wild Fern FloralsFloralsstudio@wildfernflorals.net(912) 555-0163GoodDelivers the morning of; tell them the load-in door—
Lowcountry StringsMusicbooking@lowcountrystrings.net(912) 555-0164ExcellentQuartet or trio, sound check thirty minutes—
Lantern & Frame PhotographyPhotographyhello@lanternframe.net(912) 555-0165GoodSecond shooter costs extra—
Tidewater RentalsRentalsorders@tidewaterrentals.net(912) 555-0166MixedCheck linen counts on arrival—
Glowworks LightingLightingcrew@glowworks.net(912) 555-0167GoodNeeds power plan in advance—

Vendor bookings

11 sample rows · 8 columns

A vendor booked for an event, with cost and deposit date.

BookingStatusCost (USD)Deposit dueEventVendorAdded
Magnolia Hall for the weddingConfirmed$9,500Sep 28, 2026Marchetti-Takahashi weddingMagnolia Hall—
Saltwater Table for the weddingContract sent$21,000Oct 24, 2026Marchetti-Takahashi weddingSaltwater Table Catering—
Wild Fern for the weddingRequested$6,200Nov 1, 2026Marchetti-Takahashi weddingWild Fern Florals—
Lowcountry Strings for the weddingConfirmed$2,800Oct 8, 2026Marchetti-Takahashi weddingLowcountry Strings—
Saltwater Table for the client dinnerConfirmed$9,800Sep 18, 2026Coastal Pines client dinnerSaltwater Table Catering—
Wild Fern for the client dinnerConfirmed$1,400Sep 23, 2026Coastal Pines client dinnerWild Fern Florals—
Magnolia Hall for the galaConfirmed$16,000Aug 19, 2026Harbor Arts spring galaMagnolia Hall—
Glowworks Lighting for the galaContract sent$7,200Oct 15, 2026Harbor Arts spring galaGlowworks Lighting—
Tidewater Rentals for the galaRequested$5,400Oct 27, 2026Harbor Arts spring galaTidewater Rentals—
Lantern & Frame for the galaConfirmed$3,600Sep 8, 2026Harbor Arts spring galaLantern & Frame Photography—
Saltwater Table for the summitSettled$17,200Jul 30, 2026Pelham product summitSaltwater Table Catering—

Tasks

11 sample rows · 9 columns

Planning steps with owners and due dates for each event.

TaskStatusPhaseDueEventOwnerAssigned to
Final headcount to the catererTo doGuestsOct 20, 2026Coastal Pines client dinnerAnneliese Kwon@installer
Print place cards and menusDoingLogisticsOct 19, 2026Coastal Pines client dinnerThaddeus Boyle—
Confirm run of show with the venueTo doDay ofOct 21, 2026Coastal Pines client dinnerDashiell Orozco@installer
Send invitations to the guest listDoingGuestsOct 17, 2026Marchetti-Takahashi weddingPriya Lindqvist—
Book hair and makeup trialTo doVendorsOct 28, 2026Marchetti-Takahashi weddingPriya Lindqvist@installer
Order linens and chair coversTo doVendorsOct 16, 2026Harbor Arts spring galaAnneliese Kwon—
Auction items list and display planDoingDesignOct 30, 2026Harbor Arts spring galaMarguerite Haverford-Oduya@installer
Sound check scheduleTo doDay ofNov 12, 2026Harbor Arts spring galaDashiell Orozco—
Send thank-you notes to sponsorsDoneGuestsOct 13, 2026Pelham product summitPriya Lindqvist@installer
Collect final vendor invoicesDoneVendorsSep 28, 2026Pelham product summitAnneliese Kwon—
Build seating chartTo doGuestsNov 1, 2026Marchetti-Takahashi weddingMarguerite Haverford-Oduya@installer

Also included

  • Wrap upRow action
  • Lock inRow action
  • Tick doneRow action

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