Being unorganized can really slow down or even ruin your wedding planning business. If you aren’t remembering to send invoices to clients or your clients are asking the same questions over and over and you’re having to spend time in your inbox repeating yourself, then you need a Client Relationship Management program, or a CRM. Say goodbye to chaos and see how 17hats is an ideal solution for your wedding planner software needs.

Imagine: No more lost sticky notes – and lost opportunities

We have used 17hats for the past 4 years and can’t imagine how we lived without it. At Planner’s Lounge, we use it to organize and automate many business tasks, and swear by it. Their feature-packed platform saves us time and money, and lets us focus on what we do best – not paperwork.

With 17hats, everything you need to run your business is in one place. With 17hats you can manage all of your clients in one central location. Contracts, invoices, bookkeeping, and even your calendar are right at your fingertips.

With 17hats you will gain a standardized way of working. Utilizing this business and financial management software will also ensure that your communications are professional, efficient, and consistent.

17hats Review: Systemize your wedding planning business in five ways:

• Lead management — Stay on top of your leads, at every stage.
• Booking coordination — Create and send quotes, contracts, and invoices.
• Onboarding system — Engaging with clients becomes simpler.
• Planning and business processes — Everyday tasks, made easier than ever with automation.
• At-a-glance financials — How you did by job, month, or quarter including simple profit and loss statements.

You can also automate time-consuming tasks you have like gathering information via questionnaires or reminding clients to pay their final invoice.

17hats easily integrates with platforms you’re already using in your wedding business like Stripe, Square, The Knot, and Facebook.

As of the publication of this post, they offer a free trial for up to 3 projects/events so you can take your time to explore their platform. There is no risk in trying this wedding planning software platform!

In review: Our Favorite Features of 17hats:

Electronic Contracts & Invoices

You already know how badly you need contracts to cover yourself and your wedding planning business, but with 17hats contracts are easier than ever. Copy and paste your current contract template in 17hats, save it as a template in 17hats with one click, and you are set to use it for all future bookings. You can quickly add the client’s event details, your services, the price, and send the contract for your client to electronically sign.

You can quickly create client invoices, even recurring and future invoices. Clients can view the invoice and pay online. Easy peasy!

Related post: Wedding Planner Contract Templates

Lead Management

Create lead inquiry forms that seamlessly embed onto or link to your business website and generate business while you sleep. When using the 17hats form on your website, it will gather information, respond to prospects automatically, and you receive an alert when a lead comes in. The information the potential client enters into the form on your website automatically goes into 17hats as a lead so that you can easily manage all your leads and follow up in a timely manner.

Client Questionnaires

From finding out if prospective clients are a good fit with pre-consult online questionnaires to gathering all information needed to create the wedding day timeline, you can customize an interactive document with virtually any type or number of questions. This is also ideal for obtaining client information to put in the contract or for gathering details about the vendors a client booked before hiring you.

Daily Dashboard

See all of the highlights of your wedding business in one place. What wedding is next and what due dates are on the horizon – at a glance. You can also see what contracts still need to be signed, what invoices have been paid, and what is on your to-do list for the day. Important action items are highlighted, so nothing falls through the cracks. You can see key calendar events three days ahead, including the weather forecast!

Workflow Management

This feature is probably our very favorite, though it’s so hard to pick just one! With 17hats custom workflows, you can wake up each morning knowing just what you have to do. Action items for each project are automatically prompted when another item is completed.

You will save time because 17hats automates recurring tasks. You know where all your client projects stand at any given moment. You know what’s coming up, what’s been done, and who has the ball in their court.

We love sharing our review of 17hats with you. If you are considering investing in wedding planning software or a business management CRM for any small business, we recommend giving 17hats a try!

*Planner’s Lounge uses affiliate links and may receive a commission or compensation when you purchase a product or service recommended on our website. Planner’s Lounge only recommends resources and products we have tried or feel very confident recommending.​