For the person who keeps everyone else's day calm
You hold the timeline, the vendor list and four people's questions at once. The Wedding Coordinator Edition gives every couple their own tab and gives you one dashboard for the whole season, so the details have a home that isn't your head.
- 20 client tabsEach laid out the same way: overview, fee schedule, budget, tasks, vendors and a day-of run sheet.
- One dashboardWho is overdue, who owes you a payment and the next five events, read from every client tab.
- 12-month licenseFor your coordination business: as many paying clients as you like, up to 3 people.
- Excel or Google SheetsA standard .xlsx file with everyday formulas. Best on a computer or tablet.
What is inside, on real screens
Every picture below is the Sample file itself. The couples, venues and vendors in it are fictional.
Your whole season on one screen
One dashboard reads every client tab: event date, days to go, open and overdue tasks, fee balance, next payment, budget left and a needs-attention flag.
A workspace for each couple
Event details, your fee schedule with received, due-soon and overdue flags, and the client's budget, all in that client's own tab.
Tasks that schedule themselves
Type the event date once and 24 starter coordinator tasks get their due dates, counted in weeks before the event. Use 0 for the day itself.
The day-of run sheet
35 rows for the event day, with start times, minutes and end times that work themselves out.
Leads and vendors, kept
An Inquiries tab with follow-up reminders for 60 leads, and a Vendor Book for 100 vendors you trust.
See the sample before you decide
- Email hello@toastandtallyco.com and say you would like the sample.
- We send you the Sample workbook, filled with fictional clients, so you can click through every tab.
- If it fits the way you work, the full Blank and Sample files and the license are on Etsy. If it doesn't, no follow-up.
What it doesn't do. It is a planning and tracking workbook. It does not send invoices, take payments, collect RSVPs or replace your accounting. You can give each client their own filled-in copy, branded as you like, but please don't resell or share the blank files.
Which one fits your business?
Wedding Coordinator Edition
$149 · 12-month commercial license
- A full workspace tab for each of 20 clients
- Your fee schedule per client, with received and overdue flags
- 24 starter tasks timed from the event date
- Day-of run sheet, Inquiries tab and Vendor Book
- Give clients their own filled-in copy; up to 3 people use it
Wedding Planner for Professionals
$19
- 50 client slots linked by Client IDs
- 300 tasks, 150 vendor records and 200 milestones and run-sheet blocks
- A dashboard of upcoming weddings, overdue work and the next six milestones
- For your own planner or coordinator business
Questions about either one, or how it would fit the way you already work? Write to hello@toastandtallyco.com. Every message gets an answer.