CREVIDA FOR WEDDING PLANNERS
A planning booking might start at the very beginning, halfway through the process or only in the final weeks.
Either way, there are conversations, documents, appointments, payments, decisions and next steps to keep clear as the wedding develops.
Crevida gives the business behind that work one place to live, so you can see what has happened and what needs your attention next.
THE REALITY OF WEDDING PLANNING
Every planning booking can start in a different place
One couple wants help from the beginning. Another has already booked their venue and some suppliers. Someone else needs you to step in and bring the final stages together.
That means you are not simply following the same checklist for every wedding.
The scope changes, the information builds and you still need a clear picture of what has been agreed and what happens next.
Different couples need different levels of support
Full planning, partial planning and coordination all start at different points, so each booking comes with its own set of priorities.
The picture keeps developing
Meetings, decisions, documents and updates build up over months as more of the wedding comes together.
There are a lot of people in the picture
Venues and suppliers all have their own information, timings and part to play, while the couple still needs to know what is happening.
The final weeks pull everything together
Timings, logistics, outstanding decisions and supplier details all become more important as the wedding gets closer.
A BETTER WAY TO MANAGE THE BOOKING
Start with the scope, then keep the whole picture clear
Not every couple is asking you to manage the same things. Get clear on what you are taking care of, then keep the conversations, appointments, documents, payments and decisions around that booking easy to come back to. As the wedding develops, you can see where things stand without having to rebuild the picture from emails, notes and separate files.
A GOOD WEDDING PLANNING CLIENT JOURNEY
What the journey can look like
There is no single planning process that fits every couple. The service might cover the whole wedding or only part of it. What matters is that the couple understands where they are in the process and you have a clear next step as the planning moves forward.
Enquiry
Find out about the wedding, what has already been planned and the kind of support the couple is looking for.
Discovery and scope
Talk through where they are now, what they need from you and which parts of the planning you will be taking care of.
Proposal and booking
Set out the service you are offering, complete the contract and payment steps and make the start of the working relationship clear.
Planning and decisions
This is where the wedding takes shape through meetings, supplier decisions, design, logistics and all the information that needs to come together over time.
Final coordination
Bring together the latest timings, supplier information, logistics and outstanding details so the final plan reflects what has actually been agreed.
Wedding day and follow up
Work from the plan that has been built throughout the process, keep the day moving and finish the client journey with the right follow up afterwards.
HOW CREVIDA HELPS
Keep the business behind the planning together
Crevida keeps your enquiries, proposals, contracts, payments, appointments, questionnaires, planning documents and client communication together in one place. Your Client Journey helps you keep track of the client facing steps that need to happen as the planning develops. Files and links can keep external planning documents, schedules and design concepts easy to get back to without pretending Crevida needs to replace the tools you already use to create them. The Client Portal gives the couple somewhere to return to for their booking information, documents and payments. So whether you have been involved since the beginning or joined the planning later, the business side of the booking is easier to see.
CREVIDA FOR WEDDING PLANNERS
Ready for the business behind the planning to feel easier to stay on top of?
Keep your enquiries, couples, contracts, payments, planning documents and next steps together, so you can spend less time piecing together the admin behind each wedding.
