Managing Wedding Contacts
The people on a wedding, and emailing several of them at once.
The Contacts tab holds the people attached to one wedding — the couple, their families, the planner, anyone you need to reach.
Adding someone
Click Add Contact and fill in:
| Field | Required | What goes in it |
|---|---|---|
| Full Name | Yes | Two characters or more |
| Email Address | Yes | Has to be a real address — the form checks |
| Phone | No | Any format |
| Wedding Role | Yes | One of the seven below |
The roles are Bride, Groom, Bridesmaid, Groomsman, Parent, Vendor and Other. They are a fixed list — it is a label to sort people by, not something that grants access to anything.
Editing and removing
Each row has a pencil to edit and a trash icon to remove. Removing a contact asks you to type DELETE to confirm.
Emailing several at once
Tick the checkbox beside each person you want, and the Mass Email button at the top wakes up showing how many you have selected — Mass Email (4). It stays disabled until you tick someone.
The dialog asks for a Subject Line and a Message, and lets you start from one of your email templates. Everyone selected gets the same message.
This is the tool for sending arrival times to the bridal party, or a timeline update to four vendors at once.
Contacts are not leads, and not guests
Three different things, easy to confuse:
- Contacts (here) are the people involved in running this wedding.
- The client is the single lead record the wedding is billed and contracted through — see linking a client.
- Guests are the invite list, with RSVPs and seating, on the guest management side.
Adding someone here does not invite them, does not give them a Planning Hub login, and does not put them on the guest list.
Practical use
- Add the couple first with the Bride and Groom roles, so the tab opens with the obvious people at hand.
- Add the planner early — they are usually the person your team actually coordinates with.
- Put the key vendors in with the Vendor role, and you can mail the whole supplier list from one screen.
- Check the addresses. A mistyped address here fails silently in a mass email.
Frequently Asked Questions
Can I add a contact without an email? No. The address is required, because the tab's other job is emailing people.
Does a contact see anything in CeremonySync? No. Contacts are a record for your team. Only the linked client gets the Planning Hub.
Do lead contacts come across when a lead converts? The lead becomes the wedding's client. Build the wider list of people here as the planning starts.
Still stuck? A person reads every email.
If a guide and the app disagree, the app is right. Tell us and the guide gets fixed.