Clients & inquiries

Thoughtful from the first hello.

Manage wedding inquiries, proposals, client questionnaires and shared planning portals without losing the personal touch.

Make every inquiry actionable

Track new conversations through consultation, proposal and booking stages. Save their source, preferred date and next follow-up alongside the details.

Keep clients in the picture

Share only the tasks, timelines, documents and budget items you choose. Clients see the information relevant to their celebration through a private link.

Gather answers in one place

Create questionnaires and let clients respond through the portal. Keep their responses with the rest of the event instead of scattered across message threads.

Start your planning workspace