Wedding Professionals CRM

Settings

Brand name

Displayed as your calendar title.

Your service

Used to tailor features to your role.

Instagram handle

Secondary handle (optional — secondary business)

Others can share events with you (and find your forms) by either handle.

Phone (optional)

Shared with vendors/team you sync events with, so they have your contact.

Language

Changes the whole app's language. Switching reloads the page.

Default Payment Deadline

days the event

Deadline is the day of the event

Default for all events. Can be overridden per event in the Services tab.

Temperature

Filter labels & keywords

The label becomes the keyword automatically — e.g. label "Booked" tags events as [BOOKED] in Google Calendar. Hidden filters are ignored everywhere.

Label = Keyword

Preview

Hide

Per-event color override — adds a color dot next to the status pill so you can recolor a single event (e.g. to tell booked packages apart). Internal only — Google Calendar keeps the status color.

Public Holidays

Home Country

Hide holidays from calendar

Highlights public holidays with a light blue stroke on calendar cells.

Default date format

Used for automation dates shown in titles and cards, like the meeting card's linked event.

Default currency

Pre-selected when logging income/expenses and creating invoices. Each entry can still be set individually.

Connected calendar

—

Optionally filter events by a keyword in their description.

Calendar reminders

Default Google Calendar reminders added to new/edited events — they fire as push notifications in the Google Calendar app. Applies going forward only.

Meeting reminders moved to Settings → Scheduler → 🔔 Meeting reminders.

Gmail Inquiry Parser

Automatically creates inquiry events from matching emails.

Enabled

Email Filters

From address contains

Subject contains

Body starts with

At least one filter required. All filled filters must match.

Field Labels (match your form exactly)

Client name label

Partner name label (optional)

Event date label

Date format

Venue / Location label

Time-of-day label

Parser finds these labels in the email body and extracts the values.

Event title preset

Tokens: {{client}} {{partner}} {{date}} {{time}} {{venue}} — empty tokens (and their surrounding separators) are dropped.

Gmail is checked on page load and every 15 minutes automatically. Emails are kept unread after parsing. Each email is only parsed once.

Meeting scheduler

Let clients self-book meetings. Bookings land on your primary calendar tagged as a Meeting.

Enabled

Meeting length (min)

Buffer between meetings (min)

Slot interval (min)

Minimum notice (hours)

Booking window (days ahead)

Time zone

📹 A unique Google Meet link is generated for every booking and included in the calendar invite.

Event title template

{{name}} becomes the booker’s name. [MEETING] is appended automatically.

Meeting types offered

Clients pick how they’d like to meet (they can choose more than one). Tick what you offer.

📹 Google Meet (auto-generated link) 📞 Phone call (asks for their number) 📍 In person (asks a location question)

🔔 Meeting reminders

Get reminded before booked meetings — up to 3. Each fires as a push notification: precisely via your Google Calendar app, and (for day-based reminders) as a WhiteMarker app push too.

Booking page design

Customize what clients see on the public booking page.

Page title

Description

Confirm button label

Back URL (optional)

After booking, a “Go Back” button sends clients here (e.g. your website). Leave empty to hide it.

Form fields

What the client fills in. Name & email are always required. Add phone, a message box, or your own questions.

Weekly availability

Times are in the time zone above.

Calendars that block availability

Busy times on the checked calendars hide matching slots.

Loading calendars…

The embed code hides the header — drop it into any site like a form.

Availability checker

A public page where planners can check whether a date is free.

Default vendor payment method

How new events settle Intra-Finances vendor invoices by default. You can still switch it per event in its Petty Cash panel.

Colour & logo

One look for everything your clients see — portal, invoices, receipts, lead forms, RSVP invitations & timelines. Pick a style below, set your colour and logo here, and fine-tune fonts in the full editor. Saved with the main Save.

Brand colour

Dark mode — inverts the palette

Logo (transparent PNG · max 1MB) — shown in the countdown widget

No logo

Upload

Header image (optional · max 5MB) — hero background on RSVP & portal

Upload

Brand style

Pick a look. Fine-tune fonts and compare every style across the portal, invoice, RSVP & timeline in the full editor.

Live preview

A quick look at your chosen style below. The full editor lets you change style, colour & fonts across every surface — and save from there.

Portal access

Your brand style, colour, logo & fonts now live in the Branding & Design tab (they theme the portal, invoices, forms, RSVP & timeline together). These options control portal access & reminders. Clients sign in at your portal link with the email you hold for them.

Default password (new clients)

Portal link: —

Auto-create a client portal when an event reaches:

Remind clients to confirm meetingsdays before · planner pinged if unconfirmed ~4h after

Clients

Portals are created automatically when an event reaches a status above. Each client logs in with the email saved on their event; set a custom title or password from the event's Contacts tab. Manage existing access here.