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01
Create your routing forms
Tailor intake forms to gather essential event details from couples, such as wedding date, location, and guest count.
02
Let clients share their vision
Enable couples to specify preferences, themes, and required services before their initial consultation.
03
Automatically match to the right planner or vendor
Route each inquiry to the most suitable planner or vendor based on expertise, availability, or event type for a personalized experience.
01
Save hours on manual scheduling
Free up time spent on back-and-forth emails and calls by automating the intake and booking process.
02
Boost client satisfaction
Ensure every couple is quickly connected with the right planner or vendor for their specific needs, improving their experience from the start.
03
Centralize team coordination
Easily assign bookings and tasks to planners or vendors, keeping everyone on the same page throughout the planning process.
04
Scale your business with confidence
Grow your event planning operations efficiently, manage more clients, and onboard new team members seamlessly.
Customizable intake forms
Design dynamic multi-step forms to capture every detail from your clients, from budget to preferred floral arrangements.
Attribute-based routing
Automatically assign leads to planners or vendors based on expertise, availability, or event type for a tailored experience.
Vendor and team assignment
Route bookings to the right vendors, team members, or planners to ensure seamless event delivery.
Calendar and CRM integrations
Sync bookings with your calendars, connect to your CRM, and keep client information organized.
Multi-location and virtual events support
Manage bookings for in-person, hybrid, or virtual consultations with location-aware routing.
Analytics and insights
Track booking trends and response times to optimize your planning process.
How can Cal.com help streamline wedding client intake?
Cal.com automates the initial intake process with customizable forms that collect all relevant details from couples, reducing manual follow-up and ensuring planners have the information they need to deliver a personalized experience.
Can I route bookings to specific planners or vendors based on event type?
Yes. Attribute-based routing lets you automatically match inquiries to planners or vendors by criteria such as wedding size, location, or service specialty.
Is it possible to integrate Cal.com with my project management tools?
Absolutely. Cal.com integrates with popular calendar, CRM, and project management tools to keep your planning workflow connected and up to date.
How does Cal.com support multi-location or destination weddings?
You can set up routing logic that considers event location, ensuring clients are matched with planners or vendors experienced in those regions or able to support destination weddings.
Can clients book virtual consultations through Cal.com?
Yes. Offer clients the flexibility to book in-person or virtual planning sessions, with video call links automatically included in calendar invites.
How secure is client data with Cal.com?
Cal.com provides enterprise-grade security and privacy features, including self-hosting options, ensuring client data and event details remain protected.
What are the benefits of open-source scheduling for wedding planners?
Open-source scheduling offers unmatched flexibility, allowing you to customize your workflow, integrate with your existing tools, and adapt as your business grows.
Free up your time. We've got your scheduling covered. Try Cal.com now!
Deliver seamless, stress-free scheduling for you and your clients—get started with Cal.com today.
