CRM & Pipeline

Track every couple from first inquiry to completed wedding

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Couples whose wedding has passed — data preserved, review requests tracked.

Postponed weddings — reminders and invoices paused. Set a new date to resume.

Cancelled weddings — all data preserved. Undo available within 24 hours of cancellation.

✗ Mark as Lost

Lost Reason *

Notes (optional)

This will move the lead to "Lost" stage. Data is preserved and viewable in Pipeline Analytics.

Cancel Wedding

Cancellation Reason *

Additional Notes

Cancellation Fee ($) Leave blank if no fee applies. A final invoice will be auto-created if a fee is entered.

⚠️ This will cascade across reminders, scheduled emails, contracts, invoices, budget, BEO, run sheets, and galleries. Undo is available for 24 hours.

Wedding cancelled.

Undo available for 24:00:00

⏸ Postpone Wedding

The wedding will be placed on hold. Reminders, scheduled emails, and invoice schedules will be paused. Vendor notification drafts will be created.

Reason for Postponement

Notes (optional)

⏸ This will pause reminders, scheduled emails, and invoice schedules. Nothing will be deleted.

▶ Resume Wedding

Set the new wedding date. Reminders, emails, and invoice schedules will be restored and recalculated.

New Wedding Date *

✅ Mark Wedding Complete

⚠️ There are outstanding invoice balances. These will be flagged but NOT auto-closed — please resolve them after marking the wedding complete.

The couple will be archived. Remaining reminders will be cleared. A post-wedding review request will be scheduled automatically.

Completion Notes (optional)

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Update Wedding Date

This change will cascade across all connected systems

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Date Updated Successfully

All connected systems have been updated

⬇ Download Change Log

Date updated — cascade applied.

Undo available for 30s

Add New Client

Couple Names *

Stage

Phone

Wedding Date

Budget ($)

Venue

Guest Count

Denomination / Religion

Specify Religion

Notes