![]() We track all of our leads and manage our sales pipeline in Honeybook. We love using Honeybook’s online contracts, invoices, and proposals! And, the major bonus is that they allow you to create templates for each of these which means you can create consistency and save time How We Use (and Love) Honeybook’s Business Management Tools Read on for a look into our process and what our favorite tools are from each! So today, we wanted to talk about how we use both Honeybook and Aisle Planner to run our wedding planning business and how we utilize each for different things. One that we loved using to manage our leads and collect payments through and another that kept us (and our couples) organized throughout the entire planning process. But, as time goes on (and you start booking higher-end clients), you realize that there has to be a better way.Īfter years of piecing together tools and searching for that one thing that would solve all of our problems, we realized that our perfect set of tools was split between two really great platforms. Because, when you are just starting out, you think, “I can just make this work using Google and the things I already have.” That was honestly us for a long time-using a combination of Google Docs, excel sheets, Dropbox, and Pinterest to run our growing wedding planning business. Then you can drag/drop everyone from the entire reception list into their accommodations/shuttles, and when you print it out, the table column will be populated with everyone's accommodations or shuttles.The search perfect set of tools to run your wedding business on is almost like a right of passage in the wedding industry. Change the name to "Accommodations" or "Transportation" and name one table for each accommodation/shuttle option. You can actually track this information in the Seating tool! Click on Reception in the top center of the Seating tool, add a new seating list and have it pull from the Reception guest list. Or, you can encourage them to build their guest list right in Aisle Planner's online guest manager! Tip 8 - Tracking Accommodations or Transportation We suggest downloading the templates in advance and sharing them with your client as soon as you start working with them so they can start building their guest list in the right format. You can add meal choices and see invitation ordering guidance here too. We provide a count of the parties confirmed, declined, awaiting response, and waitlisted in the "Event Info & Option" section of each guest list. ![]() If you'd prefer, you can also manually type in names and click the correct name that the system auto-suggests. Anyone who has been seated will then show with a check mark next to their name and those with a question mark haven't RSVP'd yet. Once you get all the guests into the Guest Manager, you can click to the Seating tool and drag/drop names (of people who have RSVP'd "yes") to seat them. It's easy to add guests to other events that you may be tracking RSVPs for once they are uploaded into the Guest Manager! (Events such as the rehearsal dinner or post-wedding brunch.) Just click into the event (you'll see a drop down menu towards the top of your guest manager), select the "Add Guest" button to the top left and simply click to add each guest. If you don't like seeing the RSVP number, you can hide that column. When a new list is uploaded, the RSVP number will start with 100 and future uploads advance by 100. ![]() The RSVP number is automatically assigned when a party is created and was intended to be used just as the RSVP number (written on the back of the RSVP cards to track responses for those who don't write their names on the front) - not the total parties invited. The system does not recognize or filter out duplicates, so it's best to just upload your master list once and manually add any additional RSVPs after. If there is an extra column or a missing column, it won't work. you must include every column, exactly as listed, whether there is anything in it or not. The spreadsheet format for uploading is very particular (i.e. And today, we wanted to share 8 tips to make sure you get the most out of it! From uploading guest lists, managing RSVPs, creating seating charts to tracking meal options the Guest Manager is a powerful tool. Our Guest Manager is one of our favorite tools to collaborate with clients on! Why? Because it's one of the tasks that they can own and you can just supervise from afar.
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