Choose your type of business and see how our tools can help your organization.
- Wedding planning firm
- Individual or new wedding consultant
- Destination wedding planners
- Wedding/reception venue
- Wedding vendors
WEDDING PLANNING FIRMS
Spend less time and fewer resources
managing up to dozens of clients and hundreds of leads simultaneously across your organization.
Manage important business information
with customizable tools to track money in/out and create proposals, contracts, invoices and at-a-glance reports.
Keep staff members
on the same page
on the same page
by creating accounts for
an unlimited number of
employees ... and easily
manage their access.
an unlimited number of
employees ... and easily
manage their access.
Give staff the ability to access accounts remotely
from multiple locations ... perfect for telecommuting, travel and multi-office organizations.
Share calendars for each employee and client
so everyone is on time and
everything is on schedule.
everything is on schedule.
Ensure business continuity
with a reliable, central repository of information
(so client information is always available even if a particular employee isn't).
(so client information is always available even if a particular employee isn't).
Provide multiple planners with access to one client
and have the ability to assign individual planners to
multiple clients.
multiple clients.
Know the status of client
events within seconds
events within seconds
with up-to-the-minute,
at-a-glance reports (filtered
by user, client, etc.).
at-a-glance reports (filtered
by user, client, etc.).
INDIVIDUAL OR NEW WEDDING CONSULTANT
Access advanced-yet-
affordable tools
affordable tools
versus making a big expenditure on pricy, traditional PC-based wedding consulting software.
Compete with larger
wedding planning firms
wedding planning firms
by offering expanded services (like wedding websites) typically offered by larger firms.
Spend less time and fewer resources
managing your clients
and leads.
and leads.
Manage important business information
with customizable tools to track money in/out and create proposals, contracts, invoices and at-a-glance reports.
Take advantage of
battle-tested tools
battle-tested tools
that have been built with
the input of seasoned
wedding planners.
the input of seasoned
wedding planners.
Quickly establish
best practices
best practices
and efficient client and event management processes.
Access information
anywhere, anytime
anywhere, anytime
via any computer connected to the Internet ... whether you're at home, in the office or on the road.
Know the status of client
events within seconds
events within seconds
with up-to-the-minute,
at-a-glance reports (filtered
by user, client, etc.).
at-a-glance reports (filtered
by user, client, etc.).
Share task calendars
with each client
with each client
so everyone is on the
same page.
same page.
Collect and track
your time spent
your time spent
on each client's events
as well as client fees.
as well as client fees.
DESTINATION WEDDING PLANNERS
Collaborate and share details with clients
remotely via our Web-based tools, including an Ideas and Inspiration Board, shared calendars and more.
Let your staff access accounts remotely
from any location on any computer ... perfect for travel as well as multi-office organizations.
Provide clients with additional services
(such as wedding websites) that add to the value of
the services you are
already delivering.
Manage important business information
with customizable tools to track money in/out and create proposals, contracts, invoices and at-a-glance reports.
Ensure business continuity
with a reliable, central repository of information (so client information is always available even if a particular employee or planner isn't).
Create accounts
and control access
and control access
for an unlimited number of planners, employees and associates.
Know the status of client
events within seconds
events within seconds
with up-to-the-minute,
at-a-glance reports (filtered
by user, client, etc.).
at-a-glance reports (filtered
by user, client, etc.).
Spend less time and fewer resources
managing every client and hundreds of leads simultaneously across your organization.
WEDDING & RECEPTION VENUES
Spend less time and fewer resources
managing multiple events and many vendors simultaneously.
Provide clients with additional services
(like wedding websites and related wedding-planning tools) that add to the value of the services you are already delivering.
Ensure business continuity
with a reliable, central repository of information (so client information is always available even if a particular employee isn't).
Create accounts
and control access
and control access
for an unlimited number of employees and associates.
Let your staff access accounts remotely
from any location on any computer ... perfect for telecommuting and travel as well as multi-office organizations.
Share calendars among each employee and client
so everyone is
on the same page.
on the same page.
Know the status of client
events within seconds
events within seconds
with up-to-the-minute,
at-a-glance reports (filtered
by user, client, etc.).
at-a-glance reports (filtered
by user, client, etc.).
Provide multiple staff with access to one client
and have the ability to assign individual employees to
multiple clients.
multiple clients.
Manage important business information
with customizable tools to track money in/out and create proposals, contracts, invoices and at-a-glance reports.
WEDDING VENDORS
Provide clients with additional services
(like wedding websites and related wedding-planning tools) that add to the value of the services you are already delivering.
More easily collaborate with clients
(via our Ideas and Inspiration Board) on the projects for which they have hired you.
Keep an electronic record of client communications
and store related electronic files (like contracts) for bookeeping purposes.
Create accounts and control access
for an unlimited number of employees and associates.
Manage important business information
with customizable tools to track money in/out and create proposals, contracts, invoices and at-a-glance reports.
Share calendars with employees and clients
so everyone is on the
same page.
same page.
Get timely tips & insights
for growing your event planning business.
for growing your event planning business.
