QUICK START GUIDE: CLIENT SITE
Know the Facts on the Client Site What is a Client Site? A client site allows you to share important documents with your clients through a secure, password-protected website.
Why should I care? More than ever, clients expect to transact and communicate with vendors like you online. Managing the entire event process over email, fax, and snail mail can be timely. A Client Site allows you to easily communicate with your clients and coordinate necessary details for every event.
How can WeddingWire help? The WeddingWire Client Site provides you and your client easy access to contracts, questionnaires, invoices and payment plans, all from a personalized, password-protected location that is accessible via desktop and mobile devices. Your customers will be able to easily make payments, sign contracts, and provide important event information all in one place. Additional features such as automatic email reminders and notifications will save you time and energy, while keeping your client up-to-date every step of the way! You will: • Share documents securely with a personalized password-protected site branded for your business • Get paid faster with invoicing and payment processing directly through each Client site • Stay on Track with automatic email reminders and 24X7 access via desktop and mobile devices
How do I get started? Premium WeddingWire members have instant access to Client Sites located within the Sites section of their account. Simply log in to your account today to get started! Not a Premium member? Learn more about Client Sites by speaking to your local WeddingWire representative!
Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!
Step by Step: Client Site The WeddingWire Client Site provides you and your client easy access to contracts, questionnaires, invoices and payment plans, all from a personalized, password-protected secure location that is accessible via desktop and mobile devices.
Get Started! Brand your Client Site: • Under the ‘Sites’ tab, select ‘Client Site’ • Click the 'Customize Your Site' button • Select ‘Upload New Image’ or ‘Choose from Photos’ to add your logo to your Client Site • Click ‘Edit Colors’ to adjust the background, link, and button color then click ‘Save’
*Note: View the ‘sample’ image on the right to see an example of a client site
To publish and preview a specific Client Site: • Under the ‘Clients’ tab, select ‘Inquiries’ • Next, select the name of a specific inquiry to see their event details and Client Site information • From here, you can create and publish a contract to their secure personal Client Site *Note: To preview a Client Site click the ‘Go’ button next to the Client Site URL on the left side of the page and enter the client-specific password (*The password will always be the event date unless changed by vendor). Once the contract is signed, your inquiry will automatically move to your ‘Bookings’ tab where you can create and publish a questionnaire and invoice to the Client Site.
Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!