Any wedding planning software platform should offer some kind of customer support assistance and resources, which can include email support, live chat capabilities, phone support and help portals and articles. And don't forget about onboarding and training resources like training videos or even real-time live training. Some platforms include this in the price of the software while others charge extra for training, but make sure you inquire about this.
Events are essentially huge projects with hundreds of moving parts and many people involved. As such, the best platforms should include wedding planning project management tools that let you track every single detail, due date and assignment involved in planning every ceremony and reception. Critical project management tools you should look for include:. Ideally, a solid wedding planning software suite will lead you toward a more efficient set of processes and workflows to make the business side of your operations more efficient and so you don't let any revenues slip through the cracks.
As such, it will need to include tools for handling clients and billing such as:. One expectation couples have from a wedding planner is to take their vision and make it come to life, and the first step in doing this is building colorful floor plans and seating charts.
As such, top programs will have a wedding floor plan software tool for creating layouts and table charts so clients can sign off on what you are proposing. Selling your wedding planning services may be the most difficult part of running your business because it is never easy demonstrating the value of something intangible like wedding planning.
Although wedding planning software can't sell your service for you, it can certainly provide you with tools for managing the process so you follow up with prospects adequately.
Such tools would include some sort of lead management feature for managing prospects, scheduling follow ups and tracking where they are at in your pipeline. Proposal builders are also very helpful in giving you an automated way to create professional estimates that prospect can sign off on. And finally, some platform have their own or have relationships with directories for wedding vendors and businesses so you can add your listing to those.
Another big expectation of couples is that their wedding planner will take care of all the negotiations and relationships with the wedding vendors and wedding venue, so your online wedding planner program will also need to track this information. At the least, it should offer a venue management system for tracking venue room bookings; managing catering and food-and-beverage details like menus ; and organizing details for florists, photographers, videographers, transportation and entertainment vendors.
An added bonus would be travel and accommodations management tools for tracking things like hotel room blocks. Although many wedding planners leave guest management up to brides and grooms, it would still behoove you to have the tools ready for your clients so they can more easily manage these things and so you have access to guest details when you need them for things like creating wedding seating arrangements. For starters, a guest list tool for managing contact information, RSVP status, meal choices and special requests is a must.
When you are courting a client, you can sweeten the pot by providing them with complimentary tools from your wedding planning app, and here are a few more common ones:.
Not only do you need to do your own due diligence and test drive multiple wedding and event planning software options, but you should also research wedding blogs and wedding websites in the industry for any reviews on the software programs you are checking out.
This information along with your own research should give you a very clear picture as to whether a particular platform is right for you. Products Event Management and Planning Suite of event planning and registration tools.
Email Sales Representative. Wedding planning software for event management professionals Impress your couples and manage guests, budgets, timelines, seating charts, to-do's and more with our online wedding planner app TRY IT FREE.
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Privacy Statement. Continue Cancel. Wedding Planner Professional. See System Requirements. Show More. What's new in this version NEW - Export to CSV - Assign accompanying guests linking to other guests Minor bug fixes and improvements - Fixed editing issues with wedding planner sections - Other minor bug fixes and general housekeeping.
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