New inquiry
3 Natalie and Oscar Sep 5, 2026 · Gdańsk Reply
Emily and Leo Jun 12, 2027 · Poznań New
Client management for wedding planners
Know where every couple stands and what happens next
See new inquiries, pending proposals and contracts, and active planning in one client pipeline. Open a couple’s record to pick up where you left off.
Client workflow
Clients
Offer and contract
5 Sophie and Paul Jul 18, 2026 · Kraków Offer
Julia and Adam Aug 22, 2026 · Wrocław Signature
Planning
10 Monica and Cam Jun 14, 2026 · Warsaw In progress
Alexandra and Philip May 30, 2026 · Sopot Finalizing
New inquiry
Give every inquiry a place from the first message. See which couple is waiting for a reply and who needs a follow-up today.
Offer and contract
After sending a proposal, see where the conversation stands and which couple needs the next step.
Planning
When planning begins, return to the couple with earlier details at hand instead of searching through notes and your calendar.
During a busy season
Stay on top of every couple as your client list grows
Know who is waiting for your reply
Open the Clients view to see which conversations need attention, without relying on memory to remind you at the right moment.
Pick up a conversation after a break
When a couple gets back in touch weeks later, their stage is still visible. You can quickly see where you left off.
Give every couple their own place
New conversations and active planning stay on the same board, so you can see the whole season without piecing together separate lists.
A clear process
One pipeline from inquiry to planning
First comes the inquiry, then the proposal, contract, and planning. The Clients view keeps the same couple in reach throughout.
New inquiry
Add the couple after their first message and record what needs to happen next. Their inquiry no longer lives only in your inbox or memory.
ReplyNew
Offer and contract
Move the couple forward after your conversation. Next time you open the board, see whether the proposal was sent and whether a signature is still pending.
OfferSignature
Planning
After the contract is signed, the couple stays close at hand. Return to their details during planning without reconstructing the story from scratch.
In progressFinalizing
Inside each client record
The details you need, attached to the right couple
Client details
Return to your decisions without piecing together the past
Open a couple to see where the conversation stopped and what needs attention. This is especially useful when they get back in touch weeks later or you revisit decisions in the middle of a busy season.
Customer details
Customer details
Monica and Cam
Client portal
Active14 visible materialsForm
8 / 12onboarding answersRecent emails
3last reply 32 min agoInsights
Catering riskThe final menu is still unconfirmed for 48 guestsNeeds decision
Client activityThe portal was opened 4 times in the last 48 hoursEngaged
Proposal & Contract Flow
ProposalThe Signature package was accepted by the couplePDF + email
ContractThe contract PDF is ready to reviewDraft
PaymentThe second installment is due on May 18€1,120
Client portal
Link is activeThe client can see notes, tasks, and documentsActive
Portal summary8 notes, 3 tasks, 6 filesUp to date
Shared materials14 items are visible to the coupleVisible
Extended contact form
Wedding budget€18,400 · priority: intimate black-tie feelAnswered
Guests and lodging48 guests, 18 room nights still to confirmIn progress
Style directionBlack, candles, long tables, calm timelineAI ready
Recent emails
MonicaCan we shorten the guest transport note for everyone coming from Warsaw?10:42
YouI am sending the new seating-plan version after the menu tasting.09:58
Villa LoveWe confirm the menu tasting on May 16 at 5:30 PM.Yesterday
Notes
Premium seating planA new version after the venue-manager callVisible to client
Decor budgetBudget cap is up by €1,250 after candles and scenic upgradesInternal
Task list
Confirm the menu tastingMay 16 · Villa LoveToday
Send the seating plan to the coupleAfter the florist updates the layoutTo do
Review guest transport vendors3 companies to compareMeeting
Timeline
Sent the seating-plan emailToday · 09:58Communication
Added a portal noteYesterday · 6:20 PMNote
Scheduled the menu tastingYesterday · 11:10 AMMeeting
See where things stand at a glance
Open a couple to see their stage, wedding date, and the item that needs attention now.
Keep decisions with the right couple
Important details stay with that couple instead of getting mixed up with other weddings.
Keep the next step in sight
See what comes next for the couple and open their portal directly from their details.
New client
Save what you will need for the next conversation
When adding a couple, record the key details and next step. The beginning of the relationship stays together instead of in a loose note.
All clients
Find the right couple without searching messages
The full client list helps you find a relationship even when the last conversation happened weeks ago.
Contract list
See whose signature is still pending
Contract status stays with the client. You can see who has received a document and whose signature is still due.
Client portal
Share notes, tasks, and files in the client portal
As work begins, use the client portal to organize materials, decisions, and the items you will revisit together.
After the inquiry
Bring your next client into a clearer process
From the first inquiry onward, My Wedding Office gives you one place to check decisions, see what needs attention, and keep the relationship moving.
No credit card required.