7 easy steps for getting started with My Wedding Workbook Professional

1. Choose the package that fits your needs

Our packages are based on the number of active clients you have at any given time. Click here to view our packages and to determine which one it best for your business.

2. Log in and upload your client and vendor information.

One of the many advantages of our online wedding event planning software is that you can manage all your client and vendor information in one place. And we've made it easy for you to upload all your contacts (including prospects, current clients and former clients) and vendor information from Excel files.

3. Set up any additional users.

If you have co-workers, assistants or employees, you can set up accounts so each of them can access the system. In addition, you can set permissions on how much access they have to both the Administrative Controls and each client's Workbook account.

4. Create a Planning Workbook for a new client.

To create a Planning Workbook for a new client (the Workbook is the place where you enter and manage all the details for a client's events), simply go to the Client Manager and click on the "Activate Client" icon. Your account is created instantly.

5. Assign users to the new client (if necessary).

If you want to assign a new client to a co-worker or employee, or if you're going to share the planning duties with a co-worker or employee, you can add this user to the new Workbook you just created.

6. Give your Clients access to all, or certain sections, of the Planning Workbook.

You have the option of giving your clients access to the Workbook so they can manage certain details on their own. With one click, you can give your clients instant access.

7. Start planning.

Go into the Workbook for your new client and start uploading their guest lists and entering in information ... our next-generation wedding event management program makes it easy.