Personal projects with personal details
Manage a wedding as a personal project or associate it with a person’s entity when appropriate. Keep personal email, cell, address, and billing address separate from that person’s business contact information.
Connected operations for wedding and event services
Understand the people. Organize the details. Bring the plan together.
Every wedding connects a couple, a planner, a venue, and the people delivering the day. ShowDesk gives wedding vendors a business operations platform that keeps those relationships connected to project details, quotes, documents, and client collaboration.
A CRM built for real relationships
The couple is a client. The planner may be a returning partner.
ShowDesk separates People from Entities so personal projects and professional relationships can coexist without forcing every contact into the same structure.
People who work across businesses
A planner or partner can belong to multiple entities, with a different title, email, phone number, and mailing address for each relationship. Reach them using the business details relevant to this wedding.
Roles tied to the event
Project assignments capture what each person does on a particular project. Link clients, locations, partners, and vendors, and open contact or location records directly from the project when you need more context.
The operational details behind the day
Keep the event plan connected to the work.
Manage projects through configurable pipeline stages, with connected actions, meetings, team assignments, quotes, documents, and communication history.
Know when the event happens and when you can enter
Record event timing separately from access timing. A ceremony start and a vendor’s venue access answer different questions; keep both with the project so your team can review the recorded plan.
Keep the supporting files together
Upload plans, venue information, reference images, and other documents to the project. Add files through the top bar or the project, review the upload before saving, and retain the originals for authenticated downloads.
Prepare repeatable actions
Reuse templates for actions, meetings, and client touchpoints for recurring preparation work. Create preparation tasks automatically when a project or project client is added, helping establish the next steps for your team.
Support distinct service brands
Manage multiple brands within a company account, each with its own name, logo, contact information, address, website, and description. Select a default brand for new projects.
From service offering to proposal
Quote the work using the resources behind it.
For entertainment, lighting, rental, and other equipment-based wedding services, connect what you offer to the catalog and assets your business manages.
Build organized project quotes
Use inventory, labor, kits, and packages in quote sections with descriptions, quantities, rates, discounts, and estimated tax. Totals update as the quote changes. Save the quote with its project and publish it for authorized portal users to review.
Track the physical equipment
Keep individual asset details such as serial numbers, condition, location, and maintenance history. Build kits and packages from component resources, attach product media, and associate cases or accessories with individual assets.
Client and partner portals
Give the right people a shared place to collaborate.
Grant a person access to specific projects according to their authorized client or partner relationship. A person can have more than one authorized relationship.
Project information and messages in context
Depending on permissions, portal users can view shared project details, review published quotes, and message the project team. Keep a planner or client’s communication connected to the wedding it concerns.
Requested changes with team approval
Portal users can request timing, location, service, or other project changes. Your team reviews the request before changes take effect. Supported timing and location changes can be approved and applied; your team retains control of quote revisions.
Practical AI assistance
Find the detail without opening every record.
The top search bar supports record searches and everyday-language questions about saved company information. Questions asked from a project can include its context, with answers linked to supporting records.
Ask about the wedding you’re preparing
- “What time do we have access to the venue for this project?”
- “Which actions are still open for this event?”
- “Summarize the supporting documents for this project.”
Relevant supported attachments can help inform the answer. AI assists you in finding information and does not independently change the project.
Research the equipment in your catalog
For equipment-based services, enter a manufacturer and model to research product descriptions, dimensions, weight, and electrical information online. Review sources and choose the fields to apply, with sources and the research date retained.
Example workflow
Connect the people and plans for a wedding service.
An illustrative workflow for a DJ, production, lighting, rental, or other event service business.
Create the wedding project
Connect the client, planner, venue, and relevant partners. Record each person’s role and keep personal and professional contact details in their appropriate records.
Build the scope and preparation work
Record event and access times, attach plans or reference documents, and add actions from reusable templates. Build the quote from labor, equipment, and packages.
Share with authorized people
Publish the quote and grant project portal access. Keep messages and requested changes in the project so the team can review them with the supporting details.
Review the recorded plan
Check outstanding actions and supporting documents as the event approaches. Use project-context questions to help locate details, then follow the linked records to review the source.
Explore all ShowDesk features or see equipment and AV workflows.
Wedding CRM questions
Relationships and event details, together.
- How does ShowDesk connect couples, planners, and venues?
- Keep people and business entities connected to the wedding project, with each person’s role and relationship details. Link the couple, planner, venue, and other partners to the project information, quotes, documents, and communication they need.
- Can wedding vendors share quotes with their clients?
- Yes. Build and save project quotes, then publish them for authorized portal users. Clients can review published quotes, message the team, and submit requests, while your team manages quote revisions and reviews supported project changes.
- Can one company manage several wedding service brands?
- Yes. Each brand can have its own name, logo, contact information, address, website, and description. Your first brand is included in the company platform; additional brands are billed separately. Review brand and user pricing.
See ShowDesk in context
Bring the way you work with couples and partners.
Explore how project details, professional relationships, resources, and client collaboration can connect for your wedding business.
Open app.showdesk.com and select Create account to request a tour. We’ll follow up as tour capacity becomes available. Registration does not grant workspace access. Existing customers can still sign in.