I remember using Honeybook as a wedding planner for the first time like it was yesterday. It was the fastest I had ever gone from the proposal to the contract to the first payment. I loved the little “ka-ching” sound the app made, and I thought – is this really it? Did I just book my next wedding that easily? I knew right then and there that Honeybook *is* the best wedding planner CRM.
Since then, Honeybook has continued to grow with my business and somehow always knows exactly what us busy business owners need. Although I’ve officially retired from my wedding planning business, I still use Honeybook today as a coach for fellow wedding pros!
As wedding planners come to me stressed out about their marketing, branding, and the never-ending need for better systems, Honeybook is still the #1 tool I recommend for growing your wedding business. Plus, you want to invest in the right wedding planner CRM for your biz.
Are you raising your hand and saying, “I need this”?
Click here to get Honeybook for just $1 per month for your first 8 months!
… or use the code candice1 at checkout

Let’s just get one thing out of the way: setting up a new CRM is no joke. I know you don’t want to be flip-flopping from one software to the next, wondering if this next thing is *really* going to solve your problems. It’s a lot of work.
On top of that, it's hard to find time as a wedding planner to implement systems. Instead of just telling you that I love Honeybook, I want to share with you 7 ways you can use Honeybook. Whether you just started your wedding planning business or have been in the game a while now, it’s something I will continue to recommend again and again. And I'm totally convinced that Honeybook is the right wedding planner CRM for you.
1. Use Honeybook to Send Out Pricing Information
Want to know how to make more sales? Help your clients buy.
You might not want to list all of the sales details on your website (and even if you do, you’ll likely want a more elevated process after a potential client reaches out!). Sending out brochures is one of my favorite ways to use Honeybook as a wedding planner, and it’s an absolutely seamless way to get your pricing information out to new couples as they inquire.
2. Send Contracts (and automate your payments!)
Say hello to the smooth booking process you’ve been missing. I hope the booking process is something you pay extra attention to already (after all, who doesn’t want to get paid), and Honeybook makes it really, really easy.
So what does a solid booking process include anyway?
We have already talked about sending over pricing information (and anything else your couples need to know before they hire you as their wedding planner), so the next step is getting them to sign your contract on the dotted line and pay your fee!

3. Send Out Questionnaires To Clients With A Click
As a coach for wedding planners, I hear “I just need better systems” about a hundred times a day. But when I try to get them to dive in a little deeper, they don’t always know exactly what needs to change.
My team member, Sarahna, wrote a great list of 5 systems wedding pros need to have in their business here, but I also want to add that I think the onboarding process is one of the places where most wedding planners have a little (or a lot of) room for improvement.
You just got paid (YAY!), and your customers are excited to work with you. Keep them happy during this short and sweet phase in your service journey, and I promise you that they will be easier to work with the entire time.
So how can Honeybook help? Your onboarding process likely includes at least one questionnaire, right? You need to obtain important information, and Honeybook is an easy way to send it over after they make their first payment.
On top of that, you won’t have to worry about losing that questionnaire email down the line. Most wedding planners are organized by nature, but who hasn’t lost an email or file or two? Honeybook keeps all of your questionnaires together in one easy-to-access place from onboarding to offboarding.
4. Deliver Your Design Proposals For Weddings Using Honeybook
One of my favorite reasons to use Honeybook as a wedding planner? It keeps everything in one place. So when you deliver your wedding design proposals, or your customer offers up feedback, it's all right there on one dashboard.
Not only is it easy for you and your team to access, but it also makes it easy for your customers to find things too (which means fewer emails at 7pm asking you to resend something for the 5th time).
You'll still get some of those questions (that's the job, after all!), but having a client center they can access is sure to cut it down!
Another reason why I love delivering design proposals in Honeybook is that it provides a more luxurious experience for your customers. After all, email is kind of boring. For something that your customers can't wait to get their hands on (and likely show their family and friends!), taking them out of their inbox is something they will appreciate!
5. Use Honeybook To Collaborate With Other Vendors Inside The Workspace
You are only as organized as your least organized vendor, am I right?
As a former wedding planner, I know how hard you try to keep everything organized for your clients, and some wedding vendors make it a little easier than others. By having one workspace per couple, you can easily collaborate with (and nudge!) when necessary for an easier way to work with other wedding vendors that your couple has hired. After all, wedding planning takes a village!

6. Schedule Meetings With a Click
I know I keep saying this, but this right here is easily one of my favorite features when using Honeybook as a wedding planner. I talked in detail about Honeybook's scheduling feature here if you are interested in diving in and learning more, but the TL;DR version is this: Honeybook added a scheduling tool where you can add your appointment types and availability, which means your customers can schedule a time with you faster (and without any back and forth from either party!). You can even add automatic reminders, which means less time wasted from missed meetings.
If you are already using Acuity or Calendly, you already know what a game-changer a good scheduling software can be.
If you aren't sure what the big deal is, let me just take a second to really drive home why this is one of my favorite features. Meeting with clients can increase your chance of winning them over by 40%. If I know you, I know there are likely many things you do to make it easier for your customer to buy. Don't overlook making it easy to schedule a meeting with you!
7. Automate Emails And Reminders To Save Tons of Time
Although not EVERYTHING can be automated as a wedding planner, I love the automation features Honeybook provides for wedding planners. Even though we can’t automate as many things as a photo booth or a DJ (for example!), we can automate things like invoice reminders, client birthday emails, and first-anniversary love notes!
Even if our work is a little too nuanced to send a templated email two weeks before the wedding day, we can schedule reminders for ourselves to surprise and delight our customers with gifts, thoughtful notes, and more. It sounds a little robotic, but your customers will never know! I know firsthand that these things get missed when you get busy, so scheduling reminders to yourself for even the most minor tasks can be extremely helpful as you really start to scale your wedding business.
Honeybook helps wedding planners like you book your ideal client faster, easier, and more often. And that's what makes it the best wedding planner CRM.
If I caught you skimming – it's okay; you being busy just proves how much you need this – here is a quick recap of 7 ways to use Honeybook as a wedding planner and why it's the best wedding planner CRM:
- Send out pricing information
- Send out contracts and automate your payments
- Deliver questionnaires to clients
- Deliver your design proposals
- Collaborate with other vendors inside the workspace
- Schedule meetings and phone calls faster
- Automate emails and reminders
So, now that I’ve shown you how I have used Honeybook as a wedding planner from inquiry to offboarding, the question is: Is Honeybook right for your wedding planning business?
I say this all the time, but we really can’t afford to get it wrong in the wedding industry. Honeybook provides a better customer experience throughout the planning process, but it also helps YOU as a wedding planner stay organized throughout the process.
After more than a decade in the wedding industry, I don’t recommend anything that isn’t a win-win for both of you.
Does Honeybook sound like the right fit for your business?
Get Honeybook for $1 per month for 8 months – limited time offer!
… or use the code candice1 at checkout
Explore More Wedding Industry Resources
- Is Honeybook Right for your Business? A Complete Honeybook Review
- Get Honeybook for $1 Per Month – Exclusive Limited Time Promo Discount
- The Best Resources for Wedding Planners
- How Much Should You Charge As A Wedding Planner? Learn How To Figure Out Your Wedding Planner Pricing
- How Much Does It Cost to Become a Wedding Planner?
- Day of Coordination: The Pros and Cons as a Wedding Planner
- How to Start a Wedding Planning Business
- The #1 Reason Why You’re Not Booking The Right Wedding Clients (And How To Fix It)
- 5 Online Wedding Planning Tools You Need to Use
- 5 Tips On Crafting a Business Plan To Book Out Your Biz With Your Ideal Clients And Get Paid
For More Wedding Planner Business Secrets Follow Me On Instagram
LISTEN UP! I'm mixing up quite the presentation for attendees of @signatureceo conference - and it’s all about leveraging data to grow your biz - will I see you there?
My friend Tara Melvin of @perfectplanning puts on one of *the best* conferences for creative entrepreneurs and CEOs. This'll be my second time speaking at this conference, so let me share with you a few facts about what you can expect:
👉🏼 Every detail of the event has been well thought out. Tara and her team do NOT play!
👉🏼 Each speaker on stage wants you to walk away with tangible steps to grow your business. There's no fluff here.
👉🏼 The attendees of this conference are exceptional, FUN, high-achieving entrepreneurs who you NEED to be in the room with.
Those are just a few of the reasons why I want you to join me April 11th-13th. Plus, wouldn't it be great to hang in person and connect?!
So, if you're a creative biz owner with an authentic spirit looking to maximize profits, be in control of your business, become a proficient leader, ensure stability for your business, elevate your business, and you're eager to adapt new business intelligence that will allow you to soar in your industry, then join us!
Register today with my promo code COPPOLA2023 to receive $200 off your 3-day registration!
This offer expires on February 14th at midnight. Head to @signatureceo for all the deets.
Will I see you at the conference?!
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#candicecoppola #theplannersplaybook #weddingpro #2022weddingtrends #businesstipsforcreatives #communityovercompetition #creativebusiness #signatureceo #signatureceoconference #signatureceo2023 #businessconference #weddingproinsiders #powerinpurpose #powerinpurposepodcast #thepowerinpurpose #thepowerinpurposepodcast #weddingindustrypodcast #weddingpropodcast #risingtidesociety #therisingtidesociety #honeybook #showit

I’m getting settled back into life after a whirlwind week at @creativeeducatorconference - and I want to share a few things with you.
First, @laylee_emadi put together the most incredible space for learning, connection, and the exchange of ideas. If you’ve ever hosted a live event, then you know how much WORK goes into it. Hats off to Laylee and her team for intentionally creating such a safe place for people to be themselves.
Friends, there’s something magical that happens when people get together. I know (maybe better than most) how the last few years have taken that away from us.
But if I can encourage you to do one thing this year for your business and for yourself it would be to get off Zoom and get in the room with some new people.
It can change your life.
There were so many special moments last week, but the sweetest was *finally* getting to meet some of the women that I’ve been coaching for… I dunno… YEARS?!
We laughed, ate meals, hugged, learned together, talked shit, laughed some more, and had the best time. Ladies, I love you all so much and I can’t wait to do it again.
@simplysandrayvonne @elizabethberghuisphotography @rohanaolson @the_evergreencollective
Laylee, you are brave and brilliant–and I can’t thank you enough for giving me a chance to share a little behind-the-scenes magic of my own business.
To everyone I got a chance to chat with and learn from–thanks for being so generous with your conversation and ideas. You are all amazing-and I can’t wait to see how you make waves and ripples this year!

The day is finally here! The doors to The Planner’s Playbook are officially open!
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The Planner’s Playbook is my newest coaching program for wedding planners, and it’s your secret weapon to planning, designing, and coordinating magazine-worthy weddings.
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Designed for wedding planners who are three years or less into their business–and it will give you all the training AND support you need to:
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🙌🏼 Design high-end, magazine-worthy weddings that bring your couples’ story to life (so you can become that industry taste-maker everyone is dying to work with)
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🙌🏼 Plan luxury weddings from A-Z like a pro without having to figure it out on your own (we’re talking big budgets, tented weddings, stellar vendors, and perfected timelines)
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🙌🏼 Serve your customers better than your competitors and turn them into raving fans (so they become your word-of-mouth champions and refer *more* luxe clients your way)
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🙌🏼 Simplify your planning process with a clear picture of how to work with your clients on any occasion or budget (like your timelines, checklists, workflows, proposals, contracts–you know, all the things)
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🙌🏼 Boost your productivity with solid systems and processes that make wedding planning easy (and deliver an incredible client experience)
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🙌🏼 Reach a higher-end clientele that’s dying to work with you and craves your one-of-a-kind wedding planning experience (so that you can charge more money and scale your business)
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I’ve taken my 12 years of experience in the wedding industry and created this program to teach you everything you need to know about design, planning, and coordination.
💡 Imagine all the things you could accomplish if you had the right resources and support to guide you. Ready to learn more?
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👉🏻👉🏻👉🏻 Head to plannersplaybook.com to join us inside!

As we built this experience, we put a lot of thought into what you need to build and grow your business.
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We know that success follows a proven path, and with the Planner’s Playbook, you'll have everything you need to plan, design, and coordinate high-end weddings.
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💡 TRAINING
I'm not joking when I tell you that I've been through *every* wedding planning scenario imaginable. I know that in order to grow your wedding planning business, you've got to become the best in the game.
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Inside The Planner's Playbook, we teach you the in's and out's of wedding planning–including how to design and coordinate
your events.
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🙋🏼♀️ COMMUNITY
You can't do business alone–and as long as I'm around, you'll never have to. That's why we've built community into The Planner's Playbook–where you'll network with other planners from all over the world.
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We're just one click away to offer you support, encouragement,
and advice.
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💕 SUPPORT
Ever wish you could just jump on a zoom call with someone you admire and ask them all your burning questions?
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Inside The Planner's Playbook, we offer you the support you need to grow your wedding planning business. Our monthly coaching calls are your opportunity to get direct, personalized feedback from me (hey!) on just about anything.
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When you're a Playbooker, you'll always have a trusted mentor to lean on.
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🚀 ACTION
Wanna make progress? You've got to take a step forward.
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Inside The Planner's Playbook, you won't just learn how to be the best wedding planner–you'll also have the support system to take action in your business and get shit done.
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Imagine all the things you could accomplish if you had the right resources and support to guide you.
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To learn more and join us go to 👉🏻👉🏻👉🏻👉🏻 plannersplaybook.com
We can’t wait to welcome you! 💕💕

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