Juggling between spreadsheets, emails and single-purpose apps not only wastes time but can lead to costly mistakes. Our Web-based wedding planning software gives you a centralized solution so you can easily and instantly access any detail.
Our wedding software for professionals lets you collaborate with clients online and share timesaving tools with them for managing their budgets, guest lists, RSVPs, wedding websites and more. It's a great way to add value to your services.
From lead management and full-color proposals to detailed invoicing and online payment processing, our back-end business tools ensure that you maximize revenues while simplifying how your clients do business with you.
Keep everyone on track and on budget
Ensure nothing slips through the cracks and everyone is one the same page, from venues and vendors to staff and clients. Use our CRM manager to track vendor and venue details. Schedule and assign tasks and share syncable calendars. Build detailed day-of timelines with assignments and reminders. Create budgets and track vendor payments. Store and share files.
Bring your vision to life with colorful designs
Our design tools let you paint a vivid picture of your events for clients and vendors. Use our wedding seating chart maker to create to-scale floor plan layouts and assigned seating charts with names and meal choices. Create vision boards where you and your clients can pin images and trade feedback to define the style and theme for each event.
Manage clients from first contact to final bill
Planning Pod's wedding management software is with you and your couples every step of the way. Add a form to your website to capture leads and track them through your sales funnel. Create colorful proposals and send out contracts to collect electronic signatures. Build detailed invoices and create payment schedules. Use our online credit card payment processing to get paid quickly.
Collaborate with team members and clients
Our online wedding planner for professionals lets you collaborate with unlimited users on any device - smartphones, tablets and computers. Communicate easily via message boards and shared notes. Ensure others are following through by setting email and text reminders. Collect feedback and input with online forms. View at-a-glance dashboards to know where you stand with everything.
Offer clients tools to simplify guest management
Communicating with guests and managing RSVPs is a huge time sink for most engaged couples. Our platform lets you offer them tools to automate the RSVP process, including a wedding website builder with online wedding RSVP capabilities and a wedding guest list feature for tracking RSVP status, meal choices and responses to custom questions.
Running a wedding planning business is truly a labor of love (pardon the pun). The unforgettable experiences that you create as a wedding planner for your engaged couples is something that brides and grooms will remember the rest of their lives, and you can certainly feel a huge sense of accomplishment and satisfaction when you watch your clients walk down the aisle.
However, as you well know, there's a whole other side to the wedding planning business, and it's the "business" part. This can include everything from marketing to prospective clients and managing billings to screening vendors and negotiating with venues on behalf of your couples. It's this part of planning weddings that is usually the most time consuming and involves the most busywork.
If you are like most wedding planners, you would probably rather focus more on creating amazing events and less time on busy work, and this is where professional wedding planning software can be a huge asset for your business. Instead of spending time and effort simply managing dozens of text documents, email threads, spreadsheets and an array of stand-alone wedding planning apps and project management tools, you can use an all-in-one platform that is built specifically for planning weddings and managing business details for planners.
So what do the best wedding event planning software tools offer, and how do you know which one is the right fit for you? Here are 14 questions you should definitely be asking yourself as you conduct your search.
Before you get into the functionality of the software, you must first ask yourself, "Can I see myself actually using this?" What you should be looking for is how intuitive is the user interface and how easy is it to navigate around the software and find certain tools and functions.
Most wedding planners are always on the go, so you also need to make sure you can use an online wedding planner application on any device (this is where cloud-based applications have a leg up on programs that you install on your computer). Some applications are already mobile friendly and can be used via the Web browser on smartphones, tablets and computers, while others have native mobile apps for Android devices, iPad and iPhones.
As for getting started, it should be relatively straightforward to customize your account with your logo and company branding as well as upload basic things like your address book (with all your vendor information) and any templates you use for to-do's, budgets, etc.
Finally, you should be able to provide access to other users and set up permissions for what tools those users can access and what information they can view and edit. This is critical if you want to give clients access to certain tools but don't want them to access everything or even edit information.
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.
Also, with the popularity of Pinterest as a visual brainstorming tool, online wedding planner apps may either integrate with Pinterest or offer their own vision board / mood board tool for sharing pins and ideas with clients.
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 tools for managing venue room reservations and catering details (like menus) as well as 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. In addition, the ability to create a wedding RSVP website (where you can gather responses to custom questions) and even collect registrations/tickets (if necessary) are nice features to have.
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.