Resources for wedding planners
Practical guides for running your weddings, your couples, and your business. Each one also shows how it works in MyWedding Pro.
Software and tools
Working with couples
- What your couples see in a wedding planner client portalA wedding planner client portal can mean two things. What couples see and can change in the planning portal, and what it can’t do for your business.
- Client communication plan template for wedding plannersA client communication plan template for wedding planners: channels, response window and check-ins by phase, plus where couples find answers.
- First wedding planning meeting agenda: nine timed blocks and what you leave withA timed agenda for your first wedding planning meeting: nine blocks with minutes, what to cover and what you leave with, plus a 48-hour list.
- Wedding planner questionnaire for clients: 31 questions and where each answer goesA wedding planner questionnaire for clients: 31 questions in five sections, each tied to the task, budget, guest or vendor list it feeds.
- Wedding planner forms: what to send a couple, and whenThe forms a wedding planner sends a couple, in client-journey order: what each is for, who fills it, when to send it and where the answers go.
- Wedding planner welcome packet: what to include, section by sectionWhat goes in a wedding planner welcome packet, in order: eight sections, each answering a question couples would otherwise email you about.
Workflow and organization
The wedding planner job
Comparisons
Day-of coordination
- Day-of coordinator timeline template: one master, three versionsA day-of wedding timeline template with a worked 5 pm ceremony example, plus how to cut one master into vendor, couple and helper versions.
- Day-of wedding coordinator checklist: a template you can reuse for every weddingA day-of wedding coordinator checklist in five phases, with an owner and a vendor for every task, plus an emergency kit list you can reuse.