Wedding consultation booking
Couples book a slot against the planner's real availability, with buffer time between meetings built in.
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Customer Self-Service App for Wedding Planners
SIZ Group designs and builds a customer self-service app for wedding planners, so couples and their families can book consultations, request changes, see each task and receive reminders without flooding the planner's inbox. It is built around the long stretch between a signed contract and the wedding day.
01
Why a customer self-service app for wedding planners beats scattered messages
A wedding planner may run a dozen weddings at once, each with its own guest list, vendors, deposits and timeline. Couples text about a flower change late at night, and parents email about seating. The planner ends up answering the same question in three channels, and the wedding file falls further behind.
The app gives couples a place to see what happens next, request a change, book a consultation and check whether a vendor has confirmed. It does not replace the planner's judgment. It keeps the planner in control of what is shared and when, and it stops the same question from arriving four times.
02
Where planning work breaks down today
Work usually moves from a discovery call to a proposal, a signed contract and a planning period of several months. The breakdown points are predictable. Vendor details sit in one person's inbox, a guest count change never reaches the caterer, and a deposit reminder goes out late or not at all.
The most expensive handover is from the planner to the day-of coordinator. Notes from a dozen calls rarely reach the coordinator in a usable form. The app should keep each request, approval and vendor confirmation attached to the wedding record, so anyone who opens it sees the current state.
03
The first release and what can wait for a later phase
The first release should cover the requests couples send most often: consultation booking, change requests for guest counts and menus, a status view for each planning task and deposit reminders. Those four features remove most repeated questions without changing how the planner works.
Later phases can add a shared moodboard, a seating planner, a vendor directory and a guest RSVP tracker. Each of those adds data the team must keep correct, so they wait until the core flow is working.
- Consultation booking that respects the planner's availability and the buffer time between meetings.
- Change requests for guest counts, dietary notes and timeline updates, each with an approval step.
- A task status view showing what is done, what waits on the couple and what waits on a vendor.
- Deposit and final payment reminders sent from the contract payment schedule.
What you get
Key features
Change requests with approval
Guest counts, menus and timeline changes reach the planner first, so nothing goes to a vendor unchecked.
Wedding planner client portal
One place for couples to see tasks, documents and the next dates on their wedding timeline.
Wedding vendor reminders
Deposit, final payment and headcount reminders follow the contract schedule without manual sending.
Shared status view
Each task shows as done, waiting on the couple or waiting on a vendor, so the next step is obvious.
04
One couple's guest count change, from the first tap to the caterer
A bride-to-be opens the app two months before her wedding, after a cousin has confirmed travel from abroad. She logs in with the email address the planner used at signing and sees the next three tasks on her timeline. She taps the guest count, enters the new number and adds a short note about dietary needs.
The whole exchange takes a few minutes for the couple. The planner sees one approved change instead of three emails, and the file shows who asked for what and when.
- The request goes to the planner's approval queue with the old and new counts side by side.
- After approval, the app sends the caterer a dated update using the vendor contact already on file.
- The couple receives a confirmation and sees the caterer's reply appear under the original request.
- A reminder for the final headcount is set for the date the contract requires.
05
Fitting in with the software wedding planners already use
Planners usually juggle a client management tool such as HoneyBook, along with email, a shared drive, a calendar and vendor spreadsheets. The portal should read contacts, contracts and dates from whichever of those the planner trusts, and never ask anyone to type a date twice. The scoping call settles which tool is the master record.
Deposits should be paid through a hosted checkout, so card details never sit in the app. Calendar invites can go through Google Calendar or Outlook, and reminders go by email, with text only where the couple has consented. Vendors who run their own systems can receive a simple email update instead of a login.
06
What drives the cost and how to keep scope under control
Mobile apps start at $4,500. Two things move the figure most here: whether vendors receive a login of their own, and how many planning tools the portal has to read. The scoping call prices every optional module on its own line, starting from the first release.
The firm keeps spend steady by signing off the first release first and parking every later idea on a separate list. A change gets costed before it is built. Once the portal is live, support handles bugs and minor adjustments.
Will couples actually use a customer self-service app for wedding planners?+
They will use a tool that saves them time, and most planning questions are repeats, so the app is the quickest answer. We keep the first screen simple and show the next task, not a menu of features. The planner decides how much to share, and couples can always reach a person.
Does the app replace my contract or my client meetings?+
No. Contracts, payment terms and meetings stay exactly as the planner runs them. The app records requests and status, so meetings can focus on decisions. The contract schedule feeds the reminders, so nothing is missed.
Can couples see the day-of timeline?+
Yes, if the planner chooses to share it. Wedding day timeline sharing gives couples a read-only view of the final schedule, including each vendor's arrival time. Changes come from the planner, and the version date is always visible.
What happens to couples' personal information?+
The app keeps only what planning needs: names, contact details, dates, guest counts and dietary notes. Payments run through a hosted provider. Marketing messages require consent, and the planner can export or delete a couple's record on request.
How do vendors take part?+
Vendors receive a simple email update with a secure link to confirm details, so they do not need to learn a new system. The planner controls which vendors appear on each timeline and what each one can see.
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Show us how a typical couple moves from enquiry to wedding day, and we will sketch the portal around that path.