SHEET 01 · WHAT THIS IS
Everything your group
is planning, in one place.
EveryonePlans is one place to run a group: the people, the plans, the money and the messages, together instead of scattered across a chat, a spreadsheet and somebody’s inbox. A PTA, a club, a sports team, a household, or a company with staff and customers.
PTAs · CLUBS · TEAMS · HOAs · HOUSEHOLDS · SMALL BUSINESSES
- A group chatThe event, and who is coming
- A shared spreadsheetThe member list, up to date
- Somebody’s inboxWhat was decided, findable
- A shoebox of receiptsWho has paid, and what it raised
- Six separate loginsOne place, one bill
FIG. 00IT IS NOT JUST FOR BUSINESSES
Whatever kind of group you are.
You pick how your group works — a business, a household, an event, a project — and the menu changes to match. PTAs, clubs, HOAs, nonprofits, sports teams, households and project groups all run here. If the way you work changes, change the setting; nothing has to be moved.
FIG. 01What changes
What is different about the week.
Not features — the difference between this week with it and this week without it.
Plan the thing without the group chat
Pick the date, invite people, see who is coming, collect the money and keep the sign-up sheet — all attached to the event itself. Nobody has to scroll back through three months of messages to find out what was decided.
One place for everything, instead of one person’s folder
Members, rosters, forms, receipts, photos, the notes from last time. When this year’s committee hands over to next year’s, the information stays where it is instead of leaving with whoever had the spreadsheet.
Everyone knows what they said they would do
A job belongs to a person and a day, and the reminder goes out on its own. That is most of what chasing people is: not unwillingness, just nobody holding the list.
You can see where things stand without asking anybody
Who has paid, who has replied, what is still open, what is coming up this month. Open it and look, instead of sending three messages and waiting for the answers.
FIG. 02What it actually does
What it actually does
Said the way you would say it, rather than the way a software company would. There is a longer, more precise list further down — this is the version that answers “would this run our group”.
Plan something, and see who is actually coming
Put the date up, invite the people who should be there, and watch the replies land against the event instead of in a chat. Ticketed or free, members only or open to the town, one night or a season of them. On the day there is a list to check people in against, and afterwards the whole thing — who came, what it cost, what was collected — is still there next year when somebody asks how it went.
Keep the people, not a spreadsheet of names
Members, families, players, volunteers, staff, customers, neighbours. Each one is a person with a history: what they have paid, what they signed up for, which team their child is on, which house they live in, when you last spoke. Families and households stay linked rather than being four unrelated rows, and the list survives whoever was keeping it leaving.
Write things down where you will find them again
Log a note against a person, a company, a job or a booking — what was agreed, what went wrong, who to ask next time, the fact that they are allergic to nuts or that the hall key sticks. It stays on the record, so the next person to open it starts from what you knew instead of from nothing. Questions work the same way: asked once, answered on the record, and findable by whoever asks it next year.
Give everyone the right amount of access
The treasurer sees the money. The coach sees the squad. A class rep can run a sign-up without touching either. Access is a role you hand over, not a password you share, so when the committee changes in September you reassign it in a minute and nothing walks out of the door with the person who had it.
Turn “someone should do that” into a job with a name on it
Tasks belong to a person and a date, repeat when they should repeat, and remind on their own. Rotas, shifts, sign-up sheets and who is bringing the tables. Most chasing is not people being unwilling — it is nobody holding the list, and this holds the list.
Collect the money and know where it went
Dues, subs, match fees, tickets, class passes, donations, quotes and invoices. It is recorded against the person who paid and the thing they paid for, so “who still owes?” and “what did the fair actually raise?” are questions you look up rather than reconstruct in a spreadsheet the week before the AGM.
FIG. 03How real groups use it
How real groups use it
Four of the nine kinds of group that run here, and a real week in each. Every one links to a page written for that group, with its own questions answered.
Handover in September, without a shoebox
- The outgoing treasurer’s role is reassigned; the incoming one gets exactly that access, and the records stay put.
- The volunteer sign-up for the autumn fair is a real list with slots, not a thread.
- Dues are invoiced and paid through the platform, so the balance sheet is a report rather than a reconstruction.
- Next September the same thing happens again, and nothing is lost in the handover.
Who can actually play on the 14th
- An availability poll goes to the squad; parents answer for juniors.
- The overlap picks the date, and the fixture is scheduled.
- Match fees are invoiced to the households that played.
- The pitch and the kit were booked in the same place, so neither is promised twice.
The bins, the boiler service, and who is collecting
- Recurring jobs regenerate on their own schedule rather than being remembered.
- The boiler service is scheduled and the paperwork is attached to the boiler.
- Who is collecting on Thursday is on the shared calendar, not in a text.
- Nothing depends on one person being the household’s memory.
From a form on your own site to a paid invoice
- A form on your existing website posts in as a lead, not an email.
- It is quoted; accepting the quote creates the job and schedules it.
- The subcontractor sees the job and the address, and not the pricing.
- Completion releases the invoice, which reconciles against the ledger.
FIG. 04If you are running a company
One platform instead of six subscriptions.
The same system, doing the job you are currently paying five or six companies to do separately.
The tools you are already paying for, in one place
A CRM here, a scheduler there, invoicing somewhere else, a forms tool, a mailing tool, a file drive. Each one is a subscription, a login, and a copy of your customer list that disagrees with the other five. This is all of it in one system, on one bill.
Stop re-typing the same thing into three screens
An enquiry becomes a job becomes an invoice without anybody keying it again. Most of the admin in a small company is not work — it is reconciling tools that were never introduced to each other.
Run the team, not just the customer list
Who works when, who is allowed to see what, who has done what, and what is still owed. People and permissions are part of the same system as the work, so the answer to “who handled this?” is on the record rather than in somebody’s memory.
Keep the website you already have
You do not have to move your site to use this. Point the one you already own at it and let it stay the front door — or use the one that comes included until you would rather not. Either way, the day you want to build your own, nothing has to be moved.
FIG. 05Everything it can do
Everything it can do
Twenty things, and most groups use about a third of them. Every one has its own page that explains it in plain words, so you can look before you sign up for anything.
EveryonePlans capabilities
- Contacts and pipelineLeads, customers, organizations and the relationships between them — with the history kept against the record rather than in somebody’s inbox.
- People, roles and permissionsGranular roles rather than admin-or-nothing. A subcontractor sees the job, not the margin; a bookkeeper sees the ledger, not the pipeline.
- Scheduling and availabilityCalendars, bookable time, and group availability polling for the cases where a shared calendar is not enough. Public booking pages included.
- Tasks and projectsWork broken down, assigned, sequenced and tracked to done — including recurring work, which is where most task tools quietly give up.
- Quotes, invoices and paymentsPriced work turned into a document, sent, paid and reconciled, against a double-entry ledger.
- Messaging and notificationsEmail and SMS that come from your brand, are logged against the record, and can be reviewed before they go out.
- Forms and intakePublic forms that land as structured records, not as an email you have to read and re-key. Drop one into a site you already own.
- Workflows and rulesWhen this happens, do that — enrolment, waiting, branching, human approval steps. Automation a person can read back a month later.
- Files and documentsAttachments that belong to the record they describe, with the same permissions as everything else attached to it.
- ReportingThe numbers that decide next week: what came in, what is scheduled, what is owed, what is stuck.
- Events and ticketingPublic event pages, registration, entry, and the attendee list as first-class records rather than a spreadsheet export.
- API and webhooksA versioned REST API over the whole system, with idempotency keys, cursor pagination, signed webhooks and a sandbox.
- Everything you own, in one registryPlaces, spaces and things in a single list — and whether each can be booked, rented or counted is a property of the item, not a separate system.
- Balances, passes and check-inIssue credits, punch cards, member balances or door codes, and check people in at the door — without cash boxes or a paper list.
- Needs and offersPost what you need and let people respond — requests for quotes, service requests, volunteer asks, wishlists, briefs.
- Discussion and questionsA place for the group to ask, answer and decide — with the answers kept, not scrolled past.
- Courses and trainingA course catalogue and enrolments — for onboarding crew, training volunteers, running a customer academy or issuing certifications.
- Referrals and rewardsTrack who introduced whom and grant a reward for it, with a review step before anything is paid out.
- Trust between partiesHold a payment until the work is done, verify who you are dealing with, record agreement to terms, handle disputes — and erase a person’s data when they ask.
- Your public page and listingsControl what the world can see — what is listed, bookable or for sale — from the same records you run on.
FIG. 06SITES RUNNING ON IT
Three sites. One backend.
The quickest way to judge whether "keep your own front end" is real is to look at sites that did. These three run on EveryonePlans and look nothing like each other — or like this site.
These are our own sites, not customer case studies. We build and run them on the same platform we sell, which is why we can say what it does rather than what it should do.
bringthefront.com
The deep end. BringTheFront is where the platform is documented as something you build ON: how to stand up your own site against this backend, what the template gives you, what the API expects, and how to keep your own design while the operations run here.
utahsevents.com
A public events site: listings, event pages, registration and entry, with a warm consumer design that looks nothing like this one.
goholidaylogic.com
A seasonal service business running its operations on the platform — customers, scheduling, jobs and invoicing behind a public site of its own.
FIG. 07What it looks like once you are in
What it looks like once you are in
The real screens, not a drawing of them.
The product, actually running
Screen capture of the signed-in EveryonePlans dashboard at 1600×900. Populated, not empty: a list of people, an upcoming schedule, a few open tasks, an invoice total. Nothing lorem-ipsum, no “Test User”, no $100.00 round numbers.
/art/dashboard.pngSixty seconds of the thing working
Screen recording: a lead arrives from a website form, is opened, assigned to a person, scheduled, and turned into an invoice. One continuous take, real cursor movement, no zoom effects, no captions burned in.
/art/tour.mp4QUESTIONS PEOPLE ACTUALLY ASK
Before you sign up for anything.
What is EveryonePlans?
Who is EveryonePlans for?
What does it cost?
How long does setup take?
Can I keep my own website?
WHERE TO GO NEXT
Want more detail?
The rest of the site goes as deep as you want it to — including the technical parts, if that is who you are. Nothing here needs to be read in order.
Have a look before you talk to anyone
Create a free account and click around. If you would rather ask a person first, the contact page reaches us and we answer it ourselves.