Active Clients

• Upload/download/email
  electronic files (images,
  documents, etc.)
• Manage client permissions/access
  to web-based Planning Workbook
• Comprehensive Planning Workbook
  (event planning software tools for
  each client)
• Manage user/planner/employee assignments to active weddings

Client Leads

• Manage contact information
  for potential clients
• 1-Click Planning Workbook activation

Archived Clients

• Access to archived wedding information
• Export to Excel
  (never lose access to data)

Vendors

• Vendor categories
• Vendor ratings
• 1-Click vendor assignement to weddings
• Vendor filtering/sorting

Data Import/Export

• Import clients from Excel (.xls)
• Import vendors from Excel (.xls)
• Export clients to Excel (.xls)
• Export vendors to Excel (.xls)

Time Tracking

• Record any time spent for each Planner
• Generate custommizable time reports

Wedding Planner Fee Tracking

• Record your budgets, payments and balance due
• Generate custommizable fee reports

Master Calendar

• Manage wedding planner tasks
• Email reminders to wedding planner
  and clients
• 1-Click view of all active wedding tasks
• At-a-glance view of today's tasks
  (wedding planner & clients)

System Administration

• Manage unlimited number of users/wedding planners
• Assign wedding planners to clients/weddings
• At-a-glance overview of user/wedding planner assignments
• Manage subscription
• Access to extensive tutorial videos
• Access to customer support

Downloadable Reports

• Create customizable PDF Reports
• Wedding Day Timelines, budgets,
  time tracking, fee tracking and more!

Master Guest List

• Master Guest List (all events)
• Manage Out-of-Town Guests
• Guests' Travel Information
• Suggested Hotel Accommodations
• Welcome Baskets
• Helpful Hints
• Manage Out-of-Town Guest Budget
• Import Guests and Contact Information from Excel (.xls)

Budgets

• Budget Grand Totals
• Engagement Budget
• Bridal Shower Budget
• Bachelor/Bachelorette Budget
• Bridesmaids' Luncheon Budget
• Rehearsal Budget
• Ceremony & Reception Budget
• Post-Wedding Budget
• Honeymoon Budget
• Budget Helpful Hints

Gift Registry

• My Registry Locations

Vendors & Contacts

• My Vendors & Contacts

Bridal Shower

• Bridal Shower Budget
• Bridal Shower Planning
• Location & Date
• Guest List
• Invitations
• Catering
• Activities
• Decorations & Rental Items
• Bridal Shower Gift
  & Thank You Tracking

Bridesmaids' Luncheon

• Bridesmaids' Luncheon Budget
• Bridesmaids' Luncheon Planning
• Location & Date
• Guest List
• Invitations
• Catering
• Activities
• Decorations & Rental Items

Ceremony & Reception

• Ceremony & Reception Budget
• Guest List
• Ceremony Location & Officiant
• Reception Location
• Marriage License
• Invitations & Stationery
• Wedding Rings
• Wedding Attire
• Beauty
• Flowers
• Catering, Food & Beverages
• Wedding Cake
• Photographer
• Videographer
• Music
• Transportation
• Rental Items
• Decorations, Favors & Accessories
• Gifts for Wedding Party, Parents
  & Each Other
• Seating Arrangement
• Ceremony/Reception
• Gift & Thank You Tracking
• Helpful Hints & Checklists

Post-Wedding Activities

• Post-Wedding Budget
• Wedding Night Hotel
• Day After Wedding Brunch
• Location & Date
• Guest List
• Invitations
• Catering
• Decorations & Rental Items
• Wedding Newspaper
• Announcements
• After the Wedding Checklist

Rehearsal & Rehearsal Dinner

• Rehearsal Budget
• Wedding Rehearsal Planning
• Rehearsal Dinner Planning
• Location & Date
• Guest List
• Invitations
• Catering
• Attire
• Decorations & Rental Items

Engagement Activities

• Engagement Budget
• Engagement Ring
• Newspaper Announcements
• Printed Announcements
• Engagement Photos
• Engagement Party Planning
• Location & Date
• Guest List
• Invitations
• Catering
• Activities
• Decorations & Rental Items
• Engagement Gift & Thank You Tracking

Pre-Wedding Activities

• Pre-Wedding Helpful Hints

Task Calendar

• Task Calendar
• All Suggested Tasks by Month

Bachelor/Bachelorette Parties

• Bachelor/Bachelorette Budget
• Bachelor Party Planning
• Location & Date
• Guest List
• Transportation
• Activities
• Bachelorette Party Planning
• Location & Date
• Guest List
• Transportation
• Activities

Honeymoon

• Honeymoon Budget
• Destination & Travel Agent
• Flights & Rental Car
• Honeymoon Hotel
• Activities, Meals & Misc.
• Helpful Hints & Checklists

Learn more about:

Key Benefits

Features In-Depth

7 Simple Steps
to Getting Started

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