We know you have been busy the past few months creating amazing events and weddings for your clients. We have been busy too – updating our innovative client management tools designed for wedding and event Pros like you.
Spend more time doing what you love, and let us worry about the business logistics!
Earlier this year, we launched new client management tools to help keep your business organized and to effectively manage your clients online from inquiry to booking with contracts, invoices and beyond!
These tools are available to all premium WeddingWire members! Here are the main features in the Clients tab:
- Add, track and archive all inbound inquiries
- Manage your booked events (and save completed event details)
- Create and track your individual tasks for each event to not miss a detail
- Request, record and receive secure payments from clients
- Manage your appointment calendar and sync with your Outlook or Google calendar accounts
- Create personalized, safe and secure client sites for each event
If you have previously checked out the client management tools, we also wanted to share some exciting new updates. Now you are able to:
- Create multiple questionnaires for each client
- Send an inquiry Questionnaire to potential clients to learn more about their event with added customization
- Export contracts, questionnaires, and invoices to your personal computer records
- Edit invoice numbers to match your record keeping
- Save your signature for easy countersigning
- And more!
What are you waiting for? Check out the client management tools today!
Want more tips? Our recent infographic explains how to effectively manage your clients online in six easy steps.