Packages are the foundation of your proposals and contracts in WeddingOS. Each package has a name, price, inclusions list, and contract text. You can have as many packages as you need.
To manage packages, go to Settings > Packages.
Creating a package
Click + New Package and fill in:
| Field | Notes |
|---|---|
| Name | What clients and planners will see (e.g. "Full Planning", "Day-Of Coordination") |
| Pricing type | Fixed (flat rate) or Percentage (percent of wedding budget) |
| Base price | The default price shown when building a proposal |
| Description | A short summary shown internally |
Save to create the package, then add your inclusions and contract text.
Inclusions text
The inclusions list is the "what you get" section of the proposal. Clients see this when reviewing and signing.
Write this in the Proposal Inclusions editor. You can use formatting (bold, bullets, line breaks). Template variables like {{CLIENT_NAME}} and {{WEDDING_DATE}} are supported and get filled in automatically when the proposal is sent.
Contract text
The contract is the legal agreement the client signs. It appears below the inclusions on the signing page.
Write this in the Contract Text editor. Use template variables to personalize it automatically:
{{CLIENT_NAME}}-- primary client's full name{{FIANCE_NAME}}-- partner's full name{{WEDDING_DATE}}-- wedding date{{VENUE}}-- venue name{{TOTAL_PRICE}}-- total contract value{{COMPANY_NAME}}-- your business name{{PLANNER_NAME}}-- assigned planner's name
The full variable list is shown in the reference panel next to the editor.
Contract text is snapshotted at the time a proposal is sent. Changes you make after sending don't affect proposals already out.
Editing a package
Click any package to open it and edit any field. Changes to price, inclusions, or contract text take effect on future proposals only.
Deactivating a package
If you no longer offer a package, you can deactivate it. Deactivated packages won't appear when building new proposals, but existing clients on that package are unaffected.