> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/clients/client-pipeline.md).

# Client Pipeline

Your pipeline tracks every lead and client from first inquiry to wedding day. Each record has a status that determines where it lives, what tools are available, and what automations fire.

***

## Pipeline stages

| Status                     | What it means                                                    |
| -------------------------- | ---------------------------------------------------------------- |
| **Lead**                   | New inquiry, not yet committed                                   |
| **Consultation Scheduled** | You've booked a call or meeting                                  |
| **Proposal Sent**          | A signing link has been emailed to the couple                    |
| **Booked**                 | Contract signed, deposit paid, date is locked                    |
| **Active Planning**        | Planning is underway — checklists, vendors, timeline in progress |
| **Completed**              | Wedding has passed                                               |

Records in **Lead** and **Consultation Scheduled** appear in your **Leads** list. Records from **Booked** onward appear in your **Clients** list.

***

## Moving someone through the pipeline

Open the record and use the status dropdown at the top of the Details tab. WeddingOS handles the rest:

* Moving to **Consultation Scheduled** timestamps the consultation date
* Moving to **Booked** timestamps the booking date and enables the payment schedule
* Moving away from **Lead** unenrolls them from the automated follow-up sequence

> You don't need to manually move a record to **Booked** if they sign a proposal through WeddingOS. That happens automatically when the client signs.

***

## Leads list

The Leads list shows everyone who hasn't booked yet. You can filter by status, sort by wedding date, and see which leads are enrolled in your automated sequence.

A circular arrows icon next to a name means they're enrolled in your follow-up sequence. Bold means actively enrolled, grayed means not enrolled.

From the three-dot menu on any lead you can:

* Send an email
* Enroll or unenroll from the sequence
* Move to a different status
* Delete the record

***

## Clients list

The Clients list shows everyone who is Booked, Active Planning, or Completed. Planners only see clients assigned to them. Admins and owners see everyone.

From the Clients list you can quickly see wedding date, assigned planner, and planning phase.

***

## Pipeline value

The **On the Books** number on the admin dashboard shows the total contract value of all Booked and Active Planning clients. Proposal Sent and earlier stages are not included.


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