How to Power your Wedding Planning Business with the WeddingWire Client Management System
How to Power your Wedding Planning Business with the WeddingWire Client Management System
Your Goal: Implement an easy and efficient way to manage your business online so that you can spend more time doing what you love
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The Client tools help me keep all my client details, upcoming events and contracts organized. My favorite part is the area that allows me to update payments and track outstanding balances, as well as get contracts signed online. My clients like the online Client Site and features. Jodianne Murdock, Zedoj Events & Wedding Jamaica
Get the answers you need with Questionnaires Find out what inspires your clients for their big day with online questionnaires! Your clients can upload images, link to their Pinterest board, and share important event information with you, all in one place. Gathering all of this information will help you stay organized and focused on your client’s needs.
Create a custom contract with Products & Packages Add all of the products and services you provide into the products and packages section in your account, then mix and match to create customized packages for each client! Packages will remain itemized so that you can clearly see and reference everything once it has been added to a contract.
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How to Power your Wedding Planning Business with the WeddingWire Client Management System
Close business faster with Digital Contracts Provide your clients with an online contract by adding all of the itemized wedding planning services, setting the agreed upon payment schedule, noting the payment method and specifying who is required to sign. You can also easily make amendments (and track the history of these updates) as you finalize details with your client, and e-sign on the go!
Share documents securely with Customized Client Sites Create a secure portal to exchange important documents directly with your clients! Submit questionnaires, contracts, and invoices to this password protected site and notify your client via automatic email. When your client e-signs their contract or completes a questionnaire, you’ll receive an email that it’s done!
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