CRM for Wedding Planners
Manage couples, vendor coordination, and event timelines
A wedding planner CRM tracks couple profiles, vendor contacts, event timelines, budget tracking, and planning meeting history. SchedulingKit includes CRM alongside consultation booking, reminders, and payment processing for wedding planners.
Wedding planners manage high-stakes, detail-intensive projects that span 6–18 months. Every couple has unique vendors, timelines, budgets, and preferences that must be tracked meticulously. A CRM built into your scheduling system keeps couple profiles, vendor coordination, and planning milestones organized so nothing falls through the cracks on the biggest day of your clients' lives.
Client Management Challenges for Wedding Planners
Client details scattered across email, spreadsheets, and planning software
No consolidated timeline of planning milestones per couple
Vendor coordination for each wedding managed separately
Payment schedules and deposit tracking done manually
Consultation leads not followed up systematically
Post-wedding follow-up for reviews and referrals forgotten
How SchedulingKit CRM Helps Wedding Planners
Couple profiles with wedding date, budget, preferences, and vendor list
Planning milestone timeline per wedding
Vendor contact details linked to each couple's event
Payment milestone tracking from deposit to final balance
Consultation pipeline from inquiry to booked wedding
Post-wedding follow-up automation for reviews and referrals
CRM Features for Wedding Planners
Couple Profiles
Contact details, wedding date, venue, budget, and style preferences per couple.
Planning Timeline
Milestone tracking from initial booking through wedding day.
Vendor Management
Vendor contacts, contracts, and coordination notes per wedding.
Payment Schedule
Track deposits, progress payments, and final balances per client.
Consultation Pipeline
Follow leads from inquiry through consultation to booked engagement.
Post-Wedding Follow-up
Automated thank-you messages and review requests after the event.
Popular CRM Use Cases for Wedding Planners
Also Included with SchedulingKit
Frequently Asked Questions
Can I manage multiple weddings at once?
Yes. Each couple has their own profile with wedding date, timeline, vendors, and payment schedule. Your dashboard shows all active weddings and upcoming milestones.
Does it track vendor details per wedding?
Yes. Add vendor contact information and coordination notes to each couple's profile for centralized wedding management.
Can couples book consultations online?
Yes. Share your booking page for initial consultations. Couples fill in their wedding date, venue, and budget as part of the intake form.
Further Reading
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