Wedding and Event Booking Workflow

A wedding and event booking workflow from enquiry to delivery, with a deposit and payment plan: a project plan, a checklist PDF and a client timeline PDF.

$29, one-time payment ยท Project plan (Excel and Google Sheets), checklist PDF and client timeline PDF

Specifications

BrandStelaah
CategorySpreadsheets and tools
FormatProject plan (Excel and Google Sheets), checklist PDF and client timeline PDF
Price$29, one-time payment, no subscription
FilesStelaah Wedding and Event Booking Workflow.zip (40 KB)
Works withThe plan works in Excel 365 and Google Sheets. The PDFs open anywhere.
LicenceUse it yourself and in your own business, including work for your clients. Please do not share or resell the files.
LanguageEnglish
Includes6 stages, 27 tasks

Booking weddings and events a year ahead, and chasing payments in between? This workflow runs from enquiry to delivery, with a deposit and a payment plan that ends before the day.

A ready project plan for wedding and event work: 6 stages and 27 tasks, each with who usually does it (owner, team member or client) and what the client sees. Type the event date and every task gets a date. Comes with a checklist PDF for you and a client timeline PDF to send. Includes the deposit and a payment plan up to the event.

Who it fits: Wedding photographers, videographers, planners and event suppliers, now tracking bookings in a spreadsheet, HoneyBook, Dubsado or a paper diary.

How is the payment plan set up? A 30% deposit, then four payments, with the balance due 30 days before the event. You can change the shares.

Does it count back from the date? Yes. Type the event date and every task gets its date.

What does the couple see? The client timeline PDF shows each stage and their payment plan.

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See inside

Cover of the Wedding and Event Booking Workflow
Cover of the Wedding and Event Booking Workflow
Wedding and Event Booking Workflow: What's inside
What's inside
Wedding and Event Booking Workflow: Project plan
Project plan
Wedding and Event Booking Workflow: Checklist and client timeline
Checklist and client timeline
Wedding and Event Booking Workflow: Deposits and payment plan
Deposits and payment plan

What's inside

A project plan, a checklist and a client timeline.

SectionPages or size
Stages6
Tasks, each with who does it27
Project planExcel and Google Sheets
ChecklistPDF
Client timelinePDF
Deposit and payment plan5 payments

Who it's for

  • Wedding photographers and videographers
  • Event planners
  • Wedding and event vendors

You may be looking for

  • wedding vendor workflow
  • wedding booking process
  • event booking workflow
  • wedding payment plan template

Works with

The plan works in Excel 365 and Google Sheets. The PDFs open anywhere.

Questions

How is the payment plan set up?
A 30% deposit, then four payments, with the balance due 30 days before the event. You can change the shares.
Does it count back from the date?
Yes. Type the event date and every task gets its date.
What does the couple see?
The client timeline PDF shows each stage and their payment plan.
Which apps does it work with?
The plan works in Excel 365 and Google Sheets. The PDFs open anywhere.
How much does it cost?
$29, a one-time payment. There is no subscription.
What do I download?
Stelaah Wedding and Event Booking Workflow.zip (40 KB).
Can I share or resell it?
Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.

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