Interactive dashboard
Wedding Planner Business OS, Event Planner Dashboard, Client Pipeline, Payment Schedule, Vendor CRM, Profit-Per-Event Calculator
Built for Professional wedding or event planner (26-45) running a business with multiple weddings booked at once; juggling client payment installments, vendor coordination, and day-of timelines in scattered docs; chronically undercharges because she never sees true profit per event; wants one private file to run the business, not another 300-page binder for the couple
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Interactive demo · a few tabs unlocked
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The dashboard
What it is
Built for Professional wedding or event planner (26-45) running a business with multiple weddings booked at once; juggling client payment installments, vendor coordination, and day-of timelines in scattered docs; chronically undercharges because she never sees true profit per event; wants one private file to run the business, not another 300-page binder for the couple. Wedding Planner Business OS, Event Planner Dashboard, Client Pipeline, Payment Schedule, Vendor CRM, Profit-Per-Event Calculator — a browser-native interactive dashboard that lives in a single HTML file, no installation required.
Wedding Planner Business OS is an interactive command center for professional wedding & event planners. Track every booked couple, every payment installment, your vendor bench, day-of timelines, and the one number you never see clearly: your real profit per event. One browser file, saves privately on your device, no subscription.
Every “wedding planner” on Etsy is a 300-page binder for the bride. This is the business tool you actually run the company on.
What’s inside (5 live tabs):
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💍 Client Pipeline, every couple/event with date, package, venue, headcount, and status (inquiry → booked → planning → done).
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💳 Payment Schedule, deposit + installment tracker per client with due dates, paid vs balance, and auto-totaled outstanding AR.
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🌸 Vendor CRM, photographers, florists, caterers, venues, DJs with contact, category, and preferred-vendor flags.
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📋 Event Timeline, day-of timeline builder + planning-milestone checklist per event with days-to-event flags.
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⭐ Profit-Per-Event Calculator (no competitor has it), package price − vendor/material costs − your hours → true net profit, margin %, and effective hourly rate. Stop undercharging.
Why planners love it:
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✅ One file, Chrome, Safari, Edge, Mac, PC, iPad
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✅ No login, no subscription, yours for life
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✅ 100% private, client data saves in your own browser
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✅ 20+ pre-filled events so you start in seconds
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✅ Export/import backup so you never lose a season
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✅ Print-ready event profit sheet + day-of timeline
Instant digital download. Nothing ships.
CTA / Upsell
Want a synced Notion version with mobile access? Message the shop, a Notion edition is available.
5 Tabs included
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Client Pipeline
Every couple / event with wedding date, package, venue, headcount, and status (inquiry / proposal sent / booked / planning / done) — your whole season at a glance
- ≡
Payment Schedule
Deposit + installment tracker per client with due dates, amount paid vs balance owed, and an auto-totaled outstanding-AR figure
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Vendor CRM
Photographers, florists, caterers, venues, DJs with contact, category, preferred status, and referral/kickback notes — your trusted bench in one place
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Event Timeline
Day-of timeline builder plus planning-milestone checklist per event (contract, venue walk, final headcount, rehearsal) with days-to-event flags
- ★
Profit Per Event
Enter package price, vendor/material costs, and your planning hours, get true net profit, profit margin %, and effective hourly rate so you finally know if a wedding actually paid
Exclusive Feature
Profit-Per-Event Calculator takes package price, all vendor and material costs, and your planning hours, then returns true net profit, profit margin %, and effective hourly rate per wedding — plus a live payment-schedule balance so you see outstanding AR across all booked events. Planners undercharge constantly because they only see the package price, never the margin after costs and hours. No Etsy competitor ships this — every top result is a 200-300 page consumer GoodNotes/Canva planning binder for the couple, not a business tool for the planner.
This is built into the fifth tab and is unavailable in any static template, spreadsheet, or Notion template on the market.
Gallery
Before you buy
Frequently asked questions
- Does it work offline?
- Yes — completely. The dashboard is a single HTML file. Once downloaded, it runs entirely in your browser with no internet connection needed. All data autosaves to your browser's localStorage.
- Which devices and browsers are supported?
- Works in Chrome, Edge, Safari, and Firefox on macOS, Windows, iPad, and Chromebook. No app to install, no account to create. Just open the file.
- What is your refund policy?
- Digital downloads are generally non-refundable, but if you encounter a technical issue Etsy's buyer protection has you covered. Reach out through the Etsy message system and any problem will be resolved.
- How do I install it?
- There is nothing to install. After purchase, download the HTML file. Double-click to open in your browser. That's it. A HOW-TO-SAVE.txt is included explaining how to back up and restore your data.
- Is my data private?
- Completely. Everything runs locally — no login, no analytics, no data sent to any server. Your data is stored only in your browser's localStorage. You own it entirely.
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