Pocket Tables template

Event Planner for iPhone

Keep your event planner records your way.

Keep vendors, services, quotes, and deposit status together in one flexible planning table.

Flexible fieldsManual trackingMake it yours

See it in action

Everything in one clear table.

Add a supplier, record the quote and whether the deposit is paid, then see what is confirmed and what is still open.

Sample event planner table

See the tracker at a glance.

Use your own categories, labels, values, and fields.

Vendor	Service	Quote	Deposit Paid	Detail
Oak & Rye	Personal	$24.00	Yes	Saved record
Floral Studio	Work	$58.00	No	Review soon
Maya Photo	Home	$110.00	Yes	In progress
The Terrace	Other	$36.00	No	Personal note

Suggested fields

Start with these columns.

Use only the fields that help you make a clearer record.

VendorTextWho is supplying it. Use the name on the quote, which is what the invoice will say.

ServiceDropdownWhat they are actually providing, in the words you would use when chasing it.

QuoteNumberThe figure you were given. Note whether it includes tax, because half of them do not.

Deposit PaidCheckboxThe field that tells you what is genuinely locked in and what is still a conversation.

TagsDropdownWhich part of the event it belongs to, so you can review one area at a time.

ReferenceTextThe quote email or contract. The thing you will want the day something is disputed.

Date addedDateWhen you first spoke to them, which matters when quotes have expiry dates.

NotesLong textWhat was agreed on the phone, including the bits that never made it into writing.

Three quick steps

Set it up your way.

Open Event Planner

Start with the template inside Pocket Tables.

Adjust the fields

Keep the details that make this record useful to you.

Add records as needed

Update the table when you want a clearer view.

Make it yours

Add the details you’ll actually use.

Keep the essentials visible first. Add an extra field only when it makes this tracker easier to use.

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TagsAdd it only if it helps you keep a clearer record.

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ReferenceAdd it only if it helps you keep a clearer record.

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Date addedAdd it only if it helps you keep a clearer record.

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Status notesAdd it only if it helps you keep a clearer record.

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Personal notesAdd it only if it helps you keep a clearer record.

Questions

Good to know before you start.

Pocket Tables keeps the tracker flexible and manual, so you stay in control of the records.

What is a event planner tracker?

It is a flexible table for the event planner details you want to keep in one place.

Can I customize the event planner template?

Yes. You can adjust fields, labels, and records to fit the way you keep track.

Can I add more fields?

Yes. Add the details that make the tracker more useful to you.

Can I export my records?

Pocket Tables lets you export records when you need a shareable or saved copy.

Keep exploring

Pocket Tables

Start with the event planner.

Download Pocket Tables, then open the template inside the app and adjust it for the way you keep records.