As a planner, you gain access to all of the features of the app for your clients. You’re able to improve your client experience, improve your ability to stay in the know with where each client is on their planning tasks, and save yourself time by eliminating the need to collect, organize and format each client’s individual event file.
Connecting with your clients on the app gives you access to their event information, so you can see where they are on their checklist list items, update event information as needed, upload the event timeline and more.
An interactive month-to-month checklist to make sure clients stay on track with their planning tasks. As a planner connected to their account, you’re able to view each client’s progress on all of their checklist items in real time so you have immediate access to where they are in the planning process.
Leads clients through an extensive series of questions to help them collect and organize their thoughts for their big day while simultaneously providing answers to questions for you as a planner, like if they will be doing a first look or if they would like the top layer of their wedding cake saved.
Information as of April 21, 2021 at 12:53pm
The app walks your clients through the data collection process by requesting specific event information and providing a place to input that information in a way that is client friendly and efficient, while also giving you access to the information in the process.
Watch a short video from our founder & learn how WedAssist was designed specifically for planners like you!