Your clients are all quickly identifiable with a photo attached to their file. Your client files is digital folders that hold all the information for that particular client. And it is stored online and can be accessed from anywhere.
Top notch budget planner
On the budget page of your client file you can effortlessly chop and change budgets until the wedding can happen. No need to cut and paste formulas in spreadsheets.
Timelines for everyone
Create a timeline for each vendor and a master timeline all in one.
When you assign vendors to a client you are creating a digital vendor card that you place inside your client’s file. This card can hold notes and instructions to the vendor, and files like invoices, pictures etc.
Upload images, invoices from vendors or any other document to be placed inside your client’s file.
Collaborate with your clients
Never email spreadsheets back and forth again. Invite your clients to collaborate on the wedding plan together.
Create FreshBooks invoices right from within WedPlanner Pro.