One clear journey from enquiry to long after the wedding.
Crevida keeps everything around a booking connected. Some things happen automatically. Some are controlled by your client. And the rest can work exactly the way you want them to.
Client completes enquiry form
Your client enters their details, wedding information and chooses the services they're interested in.
Contact card is created
Crevida automatically creates the contact and keeps their enquiry, communication, events, payments and documents together.
Services, payments & enquiry automations
The services selected on the enquiry are added. Crevida calculates the payment breakdown and due dates, then triggers any enquiry workflow you've chosen, for example a thanks-for-your-enquiry email.
Send quote
Review the enquiry, decide what you want to offer and send the client their quote when you're ready.
Quote follow-ups
Add one or more automatic follow-ups if the client hasn't accepted their quote.
Quote accepted
The client accepts the quote and moves to the next stage of their booking.
Deposit paid & booking confirmed
Once the required deposit is paid, Crevida moves the enquiry into a confirmed booking.
The client portal changes with the booking
The portal moves from the quote stage to the confirmed-booking experience, giving the client access to the information and options you've chosen for booked clients.
Send a portal message & share a document
Welcome them to the next stage, share useful information, a brochure, prep guide or anything else they need.
Organise consultation
Add the consultation, trial, planning call, venue visit or appointment that makes sense for your service.
Appointment reminder
Automatically remind your client that their appointment is coming up.
Final balance due & payment chased
The final balance is due six weeks before the wedding. Crevida keeps track of what's outstanding and automatically chases the payment if it hasn't been received.
Pre-wedding email
Send the final information your client needs before the wedding.
Post-wedding email
Thank your client, share next steps, request a review or simply finish the experience well.
6 month anniversary message
Keep the relationship going with a thoughtful message six months after their wedding.
Yours probably doesn't look exactly like this.
And that's the point. A photographer, florist, planner and bridal artist may all work weddings, but their client journeys aren't identical.
Use this as your starting point. Change the timing, move things around, remove the steps you don't need and add the ones that matter to your business.
At the end we'll email your finished journey to you so you can keep it, print it or use it as a checklist for your bookings.