Wedding Client Portals & Booking Documents
One private place for the couple’s booking details. Share the documents you choose and keep the conversation with the client.
See it in action
Client portals
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SEE IT IN THE SOFTWARE
Real screens. A connected workflow.
Preview the actual tools with example records.
Sign and keep the agreement
- Couples can review a shared proposal or contract and type their signature to accept.
- Signed contracts retain the agreed text, signature, acceptance time and document fingerprint.
- Create a new version to change terms after signing, and use agreement wording appropriate to your business.
Keep payment status accurate
- Draft invoices calculate line items and tax, and payment plans show proposed installments.
- They do not prove that money has been received.
- Connected QuickBooks invoices supply provider-verified balances and payment information after the connection is activated.
- Client portal messages stay with the booking portal.
Questions about wedding client portals & booking documents
Does my client need to buy BMG?
No. They access the private link shared by their wedding professional.
Can I choose which documents a client sees?
Yes. The portal contains only selected shareable records from that workspace.
Are draft invoices shown as paid revenue?
No. Verified payment information comes from the connected payment provider.