Wedding Planner CRM
Manage every couple, booking, vendor, and payment milestone across all your concurrent weddings. The business-side CRM for freelance wedding planners — not another guest list or seating chart.
What's Included
- Couple pipeline from enquiry to post-wedding review
- Concurrent booking calendar with availability view
- Payment schedule tracker (deposit, milestone, final balance)
- Vendor contact database per wedding
- Contract and proposal status tracking
- Referral source attribution
- Annual revenue and booking forecast dashboard
- Lifetime updates
The Wedding Planner CRM manages the business of planning weddings — not the weddings themselves. Track every enquiry, proposal, contract, and payment across multiple concurrent bookings, so you always know where you stand financially and which couples need your attention.
Most wedding templates plan the day. This one plans your business.
Why a Spreadsheet CRM?
Wedding planning CRM platforms like HoneyBook, 17hats, or Tave cost $16–$40/month. For freelance wedding planners and small companies managing 10–40 weddings per year, this template gives you the pipeline clarity and payment tracking that keeps your business on track — for a single one-time payment.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Weddings booked this year, revenue secured, upcoming deposits, enquiries this month |
| Pipeline | Couple tracking from first enquiry to venue visit to signed contract |
| Weddings | Full wedding register with date, venue, guest count, package, and contract value |
| Payments | Deposit, interim, and final balance tracker per wedding with due dates |
| Vendors | Per-wedding vendor directory (photographer, florist, DJ, caterer, etc.) |
| Availability | Annual calendar showing booked, tentative, and available dates |
| Referrals | Enquiry source log (past clients, venues, Instagram, Google) |
Who It’s For
- Freelance wedding planners managing 10–40 weddings per year
- Small wedding planning companies with 2–4 planners
- On-the-day coordination specialists managing multiple weekend bookings
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.
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