How to get started
A clear path from where you are to where you want to be.
Create Your Venue Profile
Add your venue name, address, contact info, and description. Upload your logo and set your brand accent color — this branding automatically appears on every proposal, contract, invoice, and client-facing page you send.
Define Your Spaces
Add your event spaces (ceremony sites, reception halls, outdoor areas, cocktail lounges) with names, capacities, types, and photos. These spaces power your calendar, proposals, seating charts, event flow visualizer, and conflict detection.
Build Your Packages & Add-Ons
Create pricing packages with fixed rates or guest-count-based tiers. Add optional extras as add-ons. Packages and add-ons become the building blocks of every proposal.
Set Up Your Templates
Create your contract templates with dynamic variables and reusable clauses. Customize your email templates for every touchpoint (inquiry confirmation, proposal sent, invoice reminders, RSVP invites). Set default contract terms and cancellation policies.
Configure Financial Settings
Connect Stripe to accept online payments. Set your default tax rate and type. Configure your invoice reminder schedule (upcoming, due date, overdue, final notice). Decide whether to pass processing fees to clients.
Embed Your Lead Form
Generate an embeddable lead capture form for your website. Choose your embed style (inline, floating button, or slide-in), configure visible fields, and optionally include an availability calendar. Leads from your website flow directly into your scored pipeline.
Invite Your Team
Add team members with appropriate roles (owner, manager, staff, planner). Each role has configurable page-level permissions so everyone sees exactly what they need.
Explore the Venue Portal & Planning Hub
Configure your default venue portal settings (parking, WiFi, accommodations, partner hotels) and browse the Planning Hub to understand what your couples will see. These client-facing experiences set you apart.
Built in from day one
Everything you were trying to do before — only now it actually works.
No cleanup required
Start with clean data, proper workflows, and consistent processes. Every lead, proposal, and wedding is tracked from the beginning.
Lead pipeline from day one
Your first inquiry enters a scored pipeline with automatic lead scoring, activity logging, follow-up scheduling, tour management, and source ROI tracking.
Professional proposals immediately
Send interactive proposals where clients compare packages, select add-ons, and accept with a digital signature — before you've booked your first wedding.
Contracts and invoicing built in
E-signature contracts with PIN security and online invoicing with Stripe payments are ready from the start. No bolting on payment tools later.
Scalable from the start
Whether you're booking 10 weddings a year or 100, the same tools work. Multi-space management, vendor coordination, and team permissions grow with you.
Guest experience that differentiates
Offer RSVP collection, seating charts, a Venue Portal with parking and WiFi info, photo sharing via Moments, and music playlists from your very first event.
Day-of confidence
Pulse Mode gives you a mobile command center for live timeline tracking, vendor coordination, issue logging, and backup plans — even for your first wedding.
Data-driven decisions early
Track lead source ROI, conversion rates, revenue, and seasonal patterns from the start. Having clean data from day one means your analytics are accurate and actionable.
Guided templates
Generate proposal messages and contract language with dynamic templates, and get AI-powered playlist suggestions based on the couple's preferences.
A client experience that builds your brand
The Planning Hub, Venue Portal, branded proposals, and digital contracts make a new venue look established and professional.
Timeline
New venues are typically operational within 3–5 days.
Frequently asked questions
Also useful
Already tracking something in spreadsheets? See how to bring that data in during setup.
Outgrew HoneyBook and ready for a venue-first platform? See the migration path.
Switching from Planning Pod to get a more focused wedding venue experience.