Help Center
Learn how to make the most out of your WedConnect Account.
Getting started with WedConnect
Learn how to easily set up your WedConnect account with this guide.
Setting up your account
Learn how to personalize your brand, modify notifications, set up trigger emails and organize payment reminders.
Adding your bank account and accepting payments
Learn how to securely add your bank account and get paid.
Creating and customizing templates
Learn how to create, customize and send questionnaires, brochures, contracts and invoices.
Adding and managing clients
Learn how to add and manage your clients.
Marketing
Learn how to create your vendor listing and contact couples who are actively planning their weddings.
WedConnect has annual and monthly membership options. Both plans provide the same access to the site. Learn more about memberships here.
Head over to Company Settings to personalize your documents with your company information and branding. Upload your logo, change the button color clients use to view documents, and add social media links.
Securely add your bank information in order to receive payments. You can read more about securely connecting your bank account here.
Add a client to send documents, schedule tasks and create invoices for that client. You can add a client by clicking the Add Client button on the top right hand navigation.
WedConnect’s templates can be customized for your business. Learn more about editing templates here.
Create a professional email signature with your company logo, and social media and website links. Your custom signature will automatically display on all emails sent through WedConnect.
WedConnect understands the importance of a great email. We have pre-written email drafts for you to edit exactly to your liking. Start personalizing your emails here.
Integrating your Gmail account is very important to the WedConnect system. Once you contact or send a document to a client through WedConnect, you will then be able to send and receive emails directly from your Gmail account. Integrate your Gmail account here.* *At this point in time we are only able to integrate Gmail email accounts.
All WedConnect memberships come with a Wedding Chicks vendor guide listing. Set up and design your vendor listing here.
Couple Connect allows you to contact 5 couples a month. These couples have registered with Wedding Chicks and are actively planning their event. Once the couple responds to your inquiry they will become a New Lead. Browse couples here.
WedConnect has annual and monthly membership options. Both plans provide the same access to the site. Learn more about memberships here.
Head over to Company Settings to personalize your documents with your company information and branding. Upload your logo, change the button color clients use to view documents, and add social media links.
- Create and send custom marketing materials
- Curate thoughtful questionnaires for clients
- Send contracts and invoices
- Automated reminders sent to clients
- Easy and seamless online payments, powered by Stripe
- 3% credit card or 1.5% ACH processing fee
- Easily organize and schedule tasks
- Wedding Chicks listing + Contact 5 couples per month through Couple Connect
You will need to go through a 2- Step Verification to add your bank account to WedConnect.
- Step 1 - WedConnect will send an SMS to the phone number listed in Your Account.
- Step 2 - The text will provide you with a 4-digit code to enter.
* Before setting up your bank account, double check your phone number is listed correctly in Your Account.
In order to add your business bank account to WedConnect, you will need the following information.
-
Legal Business Name
This name differs from your legal or registered name. It is the legal name your business operates under.
-
Federal EIN Number
Double check that your EIN number is entered exactly as it appears on your Employment Identification Document. All upper/lower case, symbols, and punctuation placement need to be exact.
-
(MCC) Merchant Category Code
A 4 digit code used to classify the business by the type of goods or services you provide. You can see a full list of codes here.
-
Banking Information
Bank Name, Routing Information and Account Number.
In order to add your personal bank account to WedConnect you will need the following information.
-
Doing Business as Name
This name differs from your legal or registered name. It is the name your business operates under.
-
(MCC) Merchant Category Code
A 4 digit code used to classify the business by the type of goods or services you provide. You can see a full list of codes here.
-
Banking Information
Bank Name, Routing Information and Account Number
Any changes made to your account will require a 2-Step Verification.
- Step 1 - WedConnect will send an SMS to the phone number listed in Your Account.
- Step 2 - The text will provide you with a 4-digit code to enter.
After you enter the 4-digit code you’ll be able to make changes.
Credit card payments: Flat fee of 3%
ACH (eCheck) / bank transfer:Flat fee of 1.5%
WedConnect allows you to save time by customizing the documents and emails you frequently send to clients. Below is a list of all the templates you’re able to personalize.
Once here, select the template you’re looking for, and customize a premade template or create your own.
Once you open a template and make any changes, it will Auto-Save a copy for you. You can opt to rename it.
Once in a client’s project, select a document to send. If the document you selected needs to be modified for that client, you can make one-time changes and not affect your original saved template.
- You’ll see the link at the top of the page to Add Client. Once a client is added, you can send documents, schedule tasks, and keep track of sent invoices.
- The second way to Add a Client is to send your client a link to your personalized New Client Questionnaire. They will be added as a new client once the questionnaire is answered.
On the top right-hand corner, you will see a Stage dropdown. Here you will select what stage your client is currently in. All new Clients will categorize as a New Lead.
Your client’s information is stored here, including - event date, name(s), email(s), phone number(s), and address, along with project type, lead source, and social media links.
Email your client directly in Messages. Once you’ve sent one email or a document, you’ll then be able to correspond with that client directly through your Gmail account. All correspondence will be in Messages as well as your Gmail.
Keep track of sent payments and future payments.
Keep track of sent documents and drafts associated with this client.
Add and schedule tasks specific to this client.
- • Mark a Task Completed: Mark a task complete by clicking the circle next to the task. Once marked complete, you will not be able to edit the task.
- • Delete a Task: You can only delete tasks that you’ve added. Send New Client Questionnaire, Send Brochure, Send Proposal + Contract + Invoice, Send Contract, Send Invoice. Check-In, Request Review
Add important notes associated with this client.
Make your business information readily available for couples planning their wedding by setting up your vendor portfolio. Your portfolio is listed in the Wedding Chicks vendor guide. * Vendor guide listings are only available to WedConnect members with active memberships.
Couple Connect allows you to contact 5 couples a month. These couples have registered with Wedding Chicks and are actively planning their event. Once the couple responds to your inquiry they will become a New Lead.
Click the envelope to message the couple. You can send your brochure or New Client Questionnaire through our messaging system.
- You will have 5 credits a month that will restart on your renewal date. For example, if you signed up on March 15th, your 5 credits will renew each month on the 15th day of each month. To view your renewal date visit Your Membership.
- Couple Connect credits do not roll over and cannot be reimbursed.
- Each message sent will count as 1 Couple Connect.
You'll find three default meeting templates on your Meetings Dashboard. Edit your Dynamic and Productive Meetings with settings that work best for your business. All your Saved Meeting Templates will appear on your Dashboard.
Your Speedy Meeting - Quickly send your Speedy Meeting Link to potential and current clients. They’re able to schedule a 15-minute phone call with you. You can access the link in the top navigation under the “+” button.
Why Can't I Edit My Speedy Meeting? - Your Speedy Meeting is part of the internal system and cannot be edited. Guests/Clients can use the link to schedule a 15-minute phone call with you.
- Click on Meetings at the top once you have logged in
- Select or click edit on one of the default meeting templates ( E.g., dynamic)
- Check if the current template meets your needs.
- If the template does not meet your needs, you can edit it. Change the Meeting Name, Location, Duration, Dates and Availability, Reminders, Notes and Meeting Color
- 1. Select Duration and Dates to edit the meeting details
- 2. Edit when your Guests/Clients can schedule the meeting/li>
-
3. Select if you'd like to schedule time before or after the meeting. You can use your current working hours/availability.
(note: your current working hours/availability are synched throughout the site.) - 4.Click Save & Close
- 5. Edit the Location Field
-
6. Click the delete trash can icon to remove the existing location, then choose a different location
(E.g., In-person meeting or Google Meet, etc.) - 7. Set the reminders based on your needs ( E.g., 1 day before the meeting or 1 hr before the meeting or both)
- 8. Set the meeting color
- 9. Once you are done with the changes, click SAVE and close to save the template
You can preview the date and time slots that your Guests/Clients will see while scheduling the meeting.
Click the 3 horizontal dots in your Meeting Template. Select, "Preview."
Click on the, "Preview Button."
Update your business's information in Company Settings. Your logo and Social Media will automatically synch on all your Meetings Pages.
You're able to share the meeting link with Guests/Clients a few ways.
Quickly send your Speedy Meeting Link to potential and current clients. They're able to schedule a 15-minute phone call with you. You can access the link in the top navigation under the “+” button. Once your Clients /Guests schedules the meeting, they will automatically become a New Client and be added to All Clients.
While on your Meetings Dashboard. Click the three horizontal dots in the Meeting that you'd like to send. Select “Copy Link.” Email or text your Guests/Client the meeting link. Once the Guest schedules the Meeting, they will automatically become a New Client and be added to All Clients.
While in the Meetings Template, Select Add a Client to the meeting. You can add an existing Client or Add a New Client. Once added click the, “Send Invite to Client button.”
If the default templates do not meet your exact needs, create a New Meeting Template.
Click the “New Meeting” button while on your Meetings Dashboard.
Add the Meeting Name ( Note: it will automatically update the meeting link)
Add the location (E.g., In-person, Google Meet or Zoom Meet etc.)
(note: integration is required for Google Meet or Zoom meetings. Please refer to Integrations section for more details)
Add the Client ( the Client can change again and again)
Edit the Duration of the Meeting. Edit when your Guests/Clients can schedule the meeting.
You can use your current working hours/availability.
(note: your current working hours/availability is synched throughout the site. If you change it in one meeting, it will change throughout the site.
Edit the allowed time before and after the meeting, if any.
Once you are done with the changes, click SAVE & CLOSE
You'll be directed back to your meeting template, where you'll make any other change.
Click SAVE & CLOSE to exit the meeting template.
Set the reminders based on your needs (E.g., one day before the meeting or 1 hr before the meeting or both)
Set the meeting color.
Once you are done with the changes, click SAVE and close to save the template.
Copy the meeting link to share with Guests/Clients. You can also add an existing Client or Add a New Client to the Meeting. Once added click the, “Send Invite to Client button.”
Some situations might require you to:
- Quickly schedule a meeting with your clients.
- Schedule a meeting that falls outside of your regular availability and current working hours.
- Give a higher priority a Meeting over another Client's scheduled Meeting or Event.
* Keeping this thing in mind, the platform allows you to schedule a High Priority Meeting without using one of the Templates.
You're able to Schedule a High Priority Meeting from your Calendar or the “Meetings” tab within a Client.
*(Clients will not receive notifications about these meetings)
- Go to "Meetings" within a Client's page
- Click the "Add Scheduled Meeting" button.
- Choose the meeting date
-
Set the location (e.g., Google Meet or Zoom, etc.)
*(note: integration is required for Google Meet or Zoom integration. Please refer to “Integrations” section for more details) - Set the reminders based on your needs. (E.g., 1 day before the meeting or 1 hr before the meeting or both)
- Add notes about the client, enter them
- Click the "schedule meeting" button
- Go to "Meetings" within a Client's page
- Click "Add Scheduled Meeting" button.
- Choose the meeting date
-
Set the location (e.g.: Google Meet or Zoom etc.)
*(note: integration is required for Google Meet or Zoom integration. Please refer to “Integrations” section for more details) - Set the reminders based on your needs. (E.g.: 1 day before the meeting or 1 hr before the meeting or both)
- Add notes about the client, enter them
- Click the "schedule meeting" button
Google Calendar integration will sync the meetings between your Google Calendar and the Wedconnect calendar. Meetings created on Google Calendar can be seen on Wedconnect calendar and vice versa.
Zoom integration will allow you to have meetings using Zoom
- Go to Integrations page, click, “Connect” button present for Zoom.
- Enter your credentials and Save.
Once connected, choose the location as “Zoom” while scheduling the meetings. Meeting link will be sent to you and the client.
Google Meet integration will allow you to have meetings using Google Meet
- Go to the Integrations page, click, "Connect" button present for Google Meet.
- Enter your credentials and Save.
Once connected, choose the location as "Google Meet" while scheduling the meetings. The meeting link will be sent to the client and you in the email. When the client schedules the meeting, the Google meeting link can be seen in the "details" link of that meeting on the Your Meetings page.
Update your availability on your Your Availability page or while creating any meeting template. Any changes to your availability will synch throughout the site.
Your availability will determine which dates/ time slots your Guests / Clients can schedule the meeting. Once your Guests / Clients schedule a meeting, their selected time slot is automatically added to your "Blocked out Dates" section and cannot be chosen again unless the meeting is canceled.
Manually add "Blocked out Dates" in this section too. Block out an entire date or a particular time. All blocked-out dates will synch
throughout the site.
All of your scheduled meetings are on your Calendar. Click on the meeting name to view the meting details. You will be able to edit or delete the meeting by selecting the edit/delete options.
See your confirmed and scheduled meetings in the "Upcoming Meetings tab." Meetings that have not been scheduled yet by the Guests / Clients are in the “Pending Meetings” tab. Past meetings are in the "Past Meetings" tab.
The Client's Meetings can be checked on that Client's "Meetings" tab.
- Go to Your Meetings
- Click the "Details" link for the meeting that you want to reschedule
- Click the "Reschedule" button
- Select a new date and time for the meeting
- Click "Confirm Reschedule"
- Go to the Client's Meetings Tab that you'd like to reschedule
- Click the "Details" link for the meeting that you want to reschedule
- Click the "Reschedule" button
- Select a new date and time for the meeting
- Confirm by clicking on the "Save Meeting" button
- Go to Your Meetings
- Click the “details” link for the meeting that you want to reschedule
- Click the “Cancel” button
- Confirm by clicking on “Cancel Meeting”
- Go to the Client's "Meetings Tab" that you'd like to cancel
- Select the "Meetings" tab
- Click the "Details" link for the meeting that you want to cancel
- Click, "Delete" button
- Confirm by clicking on the "Delete Meeting" button.
