Assigning Packages & Add-Ons

The Package tab records which of your packages and add-ons a wedding has taken. It is a list you keep accurate, not a calculator that drives anything else.

How things get onto a wedding

Two ways:

1. From an accepted proposal. When a lead converts into a wedding, the package and add-ons on the proposal they accepted come across with it.
2. By hand, on the Package tab. Add, remove or change them at any point.

There is no package field in the New Wedding dialog — a wedding created by hand starts with nothing assigned.

Assigning them

1. Open the wedding and go to Package
2. Use the selector to tick the packages and add-ons this wedding has taken, from the ones you have defined in Settings
3. Press Save

Nothing saves on its own here — the Save button writes the change.

What the tab shows

Everything assigned appears in one list. Each row carries the item's name, a badge saying package or add-on, its description and its price, with a Total underneath in your venue's currency.

Packages and add-ons are the same kind of thing to the tab, which has two consequences worth knowing:

• There is no "base" package. Nothing stops you assigning two packages to one wedding, and if you do, the total is simply the sum.
• Removing a package and adding another is a single edit, not a change with a history. The tab shows what is assigned now.

What the total is used for

Honestly: not much yet.

• The Weddings list shows a package badge per wedding, drawn from this assignment.
• Automation rules can be filtered by package, so a questionnaire or an email sequence can be set to run only for weddings on a particular package.

It does not reach invoices. Creating an invoice does not read the package, no line items are generated from it, and changing the assignment afterwards has no effect on any invoice, paid or unpaid. If the package changes and money has moved, the invoice is a separate piece of work.

It is also not a revenue report. For what a wedding is actually worth, use the invoices and the financial reports, which are built from money rather than intent.

Practical use

• Assign something as soon as the wedding is booked, even if the detail is unsettled — the automation filters and the list badge both depend on it.
• Keep add-ons as add-ons rather than building a package variant for every combination. The tab is happy with one package and four extras.
• When a couple upgrades, change the assignment and raise the invoice. Nothing links the two.

Frequently Asked Questions

Can I assign more than one package? Yes, though it is usually a mistake. The tab will sum both.

Does changing the package update an invoice? No. Invoices never read the package assignment, so nothing recalculates. Adjust the invoice yourself.

Where do packages and add-ons come from? You define them in Settings under packages and pricing. The tab only assigns what already exists.

Can I set a custom price for this wedding? No. An item carries the price from Settings. For a one-off number, put it on the proposal or the invoice instead.