Planning Tech Tools
Planning
Business & Tech Tools
We leverage a few business and tech tools to keep your planning process smooth and transparent. Here’s an overview of the systems you’ll interact with:
HoneyBook: This is our all-in-one client management portal. You probably remember it from when you signed the contract and paid invoices. We continue to use HoneyBook for sending brochures, timelines, and collecting documents. It’s also where we store your vendor contracts (see How To Upload Contracts above) and any reference photos. Think of HoneyBook as the digital filing cabinet for your wedding. If you log in, you can see your payment schedule, documents, and even our message history. It keeps everything organized in one place. We’ll use it to send you the final invoice, and you can use it to send us any files or even pay electronically.
Google Drive (Sheets/Docs): As discussed in Google Planning Sheet, we use Google Sheets for your planning workbook – a powerful tool for collaboration. We may also use Google Docs for any text documents we’re jointly editing (like writing your ceremony outline, for instance, if we help with that). The beauty of Google Drive is that it updates in real time, and both you and we can access it from anywhere. No worrying about version numbers or emailing back and forth. If internet is spotty for you, let us know – we can always export things to PDF if needed. But generally, an internet connection and a Google account will let you work smoothly on the plan.
Calendly (Scheduling): We use Calendly links to schedule all our meetings and tours. You’ll receive links to book your Final Walkthrough, any additional planning meetings, and even things like a drop-off appointment before the wedding. This tool ensures you can see our calendar availability and choose a slot that works for you without the back-and-forth emails. It’ll send you reminders for these meetings too. For example, about 6 weeks out we’ll prompt you to schedule the final walkthrough via Calendly. Keep an eye on those links; they’re super handy and you can always reschedule if needed by clicking the link again.
Email & Phone: Of course, we ’re always available via email for day-to-day questions. We typically respond within 24 hours on weekdays. For more urgent matters or quick chats, don’t hesitate to call or text. As the wedding approaches, we might set up a group text with you, your planner (if you have one), and our coordinator, just to have instant communication if needed. We find tech is great, but sometimes a good old phone call resolves things fastest!
Social Media & Blog: On a less formal note, we often post helpful tips and inspiration on our Instagram and blog. We might feature your wedding (with permission) on our blog as well – sharing photos and the story. If you’re curious about what other couples have done or want to see recent events, check out our social media. It’s not exactly a planning “tool,” but it’s a way to stay connected and maybe get ideas.
By combining these tools – HoneyBook for admin, Google for planning content, Calendly for scheduling – we aim to make the planning process as user-friendly as possible for you. No need for you to buy any software or print a million papers; everything can be done online. If at any point you’re unsure how to use a tool or prefer a different method, just tell us. We’re flexible and want to use whatever helps you feel most organized and informed.