WeddingOS is a CRM built specifically for wedding planning agencies — not just solo planners, but teams. It manages your entire business in one place: leads, proposals, contracts, payments, checklists, timelines, vendor relationships, and client communication.
Where to start
New to WeddingOS? Start with Login & Navigation to get your bearings, then Your Role Explained to understand what you can access.
Setting up your agency for the first time? Head to Owner & Admin — work through those articles in order and you'll be fully configured in under an hour.
Just need to find something? Use the search bar at the top of this page, or browse by section in the sidebar.
How the docs are organized
| Section | Who it's for |
|---|---|
| Getting Started | Everyone — login, navigation, roles |
| Owner & Admin | Setup, settings, reporting, integrations |
| Owner & Sales | Leads, proposals, contracts, payments |
| All Users | Day-to-day client work |
| Planners | Planner-specific dashboard and workflows |
| FAQ | Quick answers and support |
Need help?
Check the FAQ or reach out via Contact Support.