Bookings & CRM
Manage wedding enquiries, quotes, client portals, templates and booking workflows.
13 guides to explore
Publish session bookings and add them to your website
Set up sessions, offer dates and share one booking link on any website.
Read guide Bookings & CRMSet up your CRM templates
Understand which template does what, and set up a reusable booking process.
Read guide Bookings & CRMCreate a quote template
Prepare packages and extras you can reuse when responding to leads.
Read guide Bookings & CRMCreate an email template
Write reusable messages while keeping personal details and secure links correct.
Read guide Bookings & CRMBuild a questionnaire template
Collect information specific to your service without repeating shared wedding details.
Read guide Bookings & CRMPrepare a contract template
Create a reusable document and review it for each booking before sending.
Read guide Bookings & CRMCreate a workflow and manage tasks
Start with tasks for your business type, adjust the timing and save a workflow that fits your work.
Read guide Bookings & CRMCreate and send a quote
Take a lead from an initial offer to a secure quote email.
Read guide Bookings & CRMUpdate a quote already sent
Make changes without confusing a saved draft with the client’s current offer.
Read guide Bookings & CRMGive a couple access to their portal
Check access, send the right link and find the information they return.
Read guide Bookings & CRMRecord a job expense or mileage
Keep costs against the job and make them available in Business finances.
Read guide Bookings & CRMReview finances and export records
Choose the reporting period and prepare records for review.
Read guide Bookings & CRMImport jobs from Studio Ninja
Bring records into CRM and review them before starting client delivery.
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