Most weddings arrive by converting a lead. The New Wedding form is for the rest — a date held over the phone, a booking that never went through your pipeline.
The form
New Wedding opens a panel in four parts.
The Couple — Partner 1 and Partner 2. Both required, two characters or more.
Event Details — Wedding Date, and Guest Count if you know it. If any of your spaces are already taken on the date you pick, a note appears naming them before you go any further.
Venue spaces — tick the spaces this wedding uses. They drive calendar blocking and the Flow view of the day-of timeline.
CRM Integration — Link to Lead, which is the important one.
Finish with Create Wedding.
Link to Lead, and why it matters
Linking the wedding to the lead it came from sets the wedding's client. Six things need one:
Contracts · Invoices · Payments · Questionnaires · Post-Event · the couple's Planning Hub
Leave it blank and the form says so, and those six show Link a Client to Get Started until you fix it. Nothing is lost — you can link from any of those tabs later — but doing it here saves the step.
Once a lead is linked, a Send Planning Hub invite option appears, which emails the couple a secure link to their hub as the wedding is created. It is only offered with a lead linked, because without a client there is nobody to send it to.
What the form does not ask for
- No package. Assign that afterwards on the Package tab, or let it arrive with a converted lead.
- No planner. Add people on the Contacts tab.
After it is created
The wedding opens at Pending. The status badge in the header is a dropdown — change it there at any time.
| Status | Badge | Meaning |
|---|---|---|
| Pending | Amber | Just created, still being set up |
| Confirmed | Green | Booked — contract signed, deposit in |
| Completed | Blue | The event has happened |
| Cancelled | Gray | Not going ahead |
Pending and Confirmed weddings sit in Upcoming; Completed and Cancelled move to Archived. See archiving.
The faster route
If the couple is already a lead, convert the lead instead. It carries the names, the date, the guest count and the package from the accepted proposal, and links the client for you. See converting leads to weddings.
Frequently Asked Questions
Can I create a wedding without knowing the couple's names? No — both partner names are required. Put a placeholder in and correct it later if you are holding a date.
Will it warn me about a double booking? It tells you which spaces are already taken on that date, and lets you continue. It does not stop you.
Can I change the date afterwards? Yes, from the wedding's edit dialog. Nothing else moves with it — the timeline and tasks keep their own dates.
Keep reading
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