Client management software for wedding and event planners

Planning a wedding or event means managing dozens of moving parts across months of communication. LaunchBay helps you stay on top of every detail so the day itself is seamless, the experience impresses every guest, and happy clients become your best source of referrals.

Deliver events that impress clients and generate referrals

One platform for every wedding and event client relationship

Onboarding

Automate the collection of vendor contacts, signed service agreements, event questionnaires, vision boards, and deposit payments from day one. New clients are invited to their portal the moment they book, and LaunchBay handles the follow-ups so nothing gets missed before the event date.

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Project Management

Manage every event timeline, assign tasks to team members, track vendor deliverables, and keep clients updated on progress, all inside the same platform. Whether you're coordinating a 50-person corporate dinner or a 300-guest wedding, your team always knows what's done, what's due, and what needs attention.

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Customizable Portals

Every client gets a fully branded, loginless portal built around their event. Add portal pages for timeline updates, vendor contact lists, mood boards, and shared planning resources, so every couple or corporate client gets the same polished, professional experience from the first touchpoint to the final wrap.

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Feedback & Approvals

Share floor plans, seating charts, invitation designs, florals, and catering proposals for review inside the client portal. Clients annotate directly on files, approve selections, and sign off on details without downloading anything or replying to an email chain.

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Project Progress Tracker

Give every client a live view of where their event planning stands, what's done, what's coming, and what they still need to provide. Clients who feel informed and in control throughout the planning process are the ones who rave about you afterward, and your team can spot delays early before they ever affect the event.

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Integrations

Connect LaunchBay to your CRM, HubSpot, Zapier, and the tools your planning business already uses. When a new client booking is confirmed, onboarding kicks off automatically and the client receives their portal invite, no manual setup required.

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Contracts

Send service agreements, venue contracts, and deposit acknowledgements directly to clients for e-signature inside their portal, no DocuSign account needed. Everything is signed and stored alongside the rest of the planning relationship so nothing gets lost when it matters most.

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Less time chasing clients. More time creating unforgettable events.

78% fewer
client phone calls
and meetings
15+ hours
saved each week by automating follow-ups
37% faster
collection of client information and requests
Recognized as a category leader by G2, Capterra, and Software Advice.
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Frequently Asked Questions (FAQs)

What is LaunchBay and how does it help wedding and event planners?
LaunchBay is a client portal and project management platform built for service businesses. For wedding and event planners, it replaces the scattered mix of email, spreadsheets, and file sharing tools with one branded, loginless portal where client onboarding, document collection, approvals, and communication all happen in one place.
How does LaunchBay help wedding and event planners onboard new clients?
When a new client is signed, LaunchBay automatically kicks off onboarding and sends them a secure magic link to their branded portal. Planners can collect vision boards, venue preferences, vendor contacts, signed contracts, and deposits without chasing clients across email. Automated reminders handle follow-ups so your team can focus on delivering a great event.
Can clients review and approve event plans or designs inside LaunchBay?
Yes. Share mood boards, floor plans, seating charts, vendor proposals, and design mockups directly inside the client portal. Clients can annotate, comment, and approve files without needing a separate tool or replying to an email chain. Feedback stays organized and tied to each specific file.
Do clients need to create an account to access their portal?
No. LaunchBay portals are completely loginless. Clients receive a secure magic link and can access their portal, complete tasks, upload files, review proposals, and track event planning progress without creating an account or downloading anything.
Can LaunchBay handle contracts and deposits for wedding and event planning clients?
Yes. LaunchBay includes built-in e-signature so clients can review and sign event agreements, service contracts, and NDAs directly inside their portal. No DocuSign required. Everything is stored alongside the rest of the client relationship so nothing gets lost across email threads or shared folders.
How is LaunchBay different from managing wedding and event clients over email?
Email scatters decisions, files, and approvals across inboxes with no clear record of what was agreed. LaunchBay consolidates everything into a single branded portal per client. Clients always know what they need to do next, approvals happen in context, and your team has a complete, organized record of every interaction from the first inquiry through the final event.

Run client work the smarter way

Replace scattered tools with one platform for onboarding clients, coordinating work, and delivering a better client experience.