Qualify Wedding Inquiries Before the First Call
Every inquiry starts with the same handful of questions — date, budget, guest count, venue status — and answering them one DM at a time eats the hours that should go to actual planning.
Reflys captures those details upfront and keeps couples updated on timeline milestones without you chasing them down.
$0 today. Cancel anytime
Where wedding
inquiries pile up
The same handful of intake questions — date, budget, guest count, venue — get typed out manually for every new inquiry
Vendor confirmations for florists, caterers, and photographers get tracked across scattered text threads
Timeline milestones — save-the-dates, final headcount, payment due dates — slip because they live in someone's memory, not a schedule
Client and vendor details live in a separate planning system, disconnected from wherever the actual conversation with the couple happens
“Are you available on our date?” gets asked dozens of times a month before a single contract's signed
Day-of coordination messages to vendors get sent one at a time under real time pressure
From First Inquiry to Day-Of Coordination
Inquiry Qualification
Date, budget, and guest-count questions are answered upfront, before the first call.
Timeline Milestone Reminders
Each couple gets reminders on their own schedule, not a generic countdown.
Vendor Broadcast Updates
Day-of instructions and confirmations reach every vendor in one message instead of ten.
CRM Integration
Connects to your CRM or planning tool via API or webhook, configured directly into your automations — reads each client's details and writes timeline updates back in parallel, no double entry.
Where Wedding Conversations Happen
Instagram DM-led — most wedding and social-event inquiries start from a portfolio post or a saved reel, so that's where the first message lands. WhatsApp takes over once a couple's booked, for vendor coordination and timeline reminders that need a proper thread.
Qualify Couples Where They Find You
Instagram DM captures date, budget, guest count, and venue status from couples who found you through a portfolio post or saved reel.
Best for:
- Inquiry qualification
- Date availability
Run Every Booked Wedding in One Thread
WhatsApp handles timeline reminders and day-of vendor coordination once a couple's booked.
Best for:
- Timeline reminders
- Vendor coordination
Wedding Planner Lead Management Software That Qualifies Before the First Call
Every wedding inquiry begins with the same four facts: the date, the guest count, the budget and whether a venue is booked. Typing those questions into a DM for each couple takes hours that should go to planning. Wedding planner lead management software collects them up front, so your discovery call starts with a couple you can help.
How it works
Collect the basics before you speak
Wedding inquiry qualification asks for the wedding date, guest count, budget range and venue status in chat. You learn whether you are available and a fit before a call is scheduled.
Remind each couple on their own schedule
Wedding planning timeline reminders follow every couple's dates for save-the-dates, final headcount and payment due dates, not a generic countdown.
Reach every vendor at once
Wedding vendor communication goes out as a single broadcast, so day-of coordination does not mean ten separate texts under pressure.
Connect your planning tool
By API or webhook, Reflys reads client and vendor details from your CRM or planning system and writes updates back.
In practice
Picture a couple who save one of your portfolio posts and message on a Sunday asking if you are free next October. They answer four short questions and learn you have the date. On Tuesday's call you already know it is 140 guests at a booked vineyard, so the conversation is about their ideas. Eight months later, their final headcount reminder arrives without you sending it.
Practical tips
Keep the tone of the intake warm and brief. Congratulate them first, then ask. Couples forgive four questions and resent a form.
Tell couples honestly when a date or budget is not a fit and suggest someone else. The referral comes back, and your calendar stays clear for booked couples.
Send day-of vendor messages with one instruction each and a time. The florist and caterer are reading on a loading dock, not at a desk.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
The automation handles the repetitive intake questions — date, budget, guest count — so the planner's first real conversation with a couple is about the wedding itself, not logistics.
Turn more conversations into customers.
Set up your first automation in under 10 minutes. No risk to your accounts—just more conversations turned into sales, starting today.
Start free trial7-day trial. Not charged until it ends.
Turn conversations into opportunities with automated replies and follow-ups.
Get better
at customer automation.
Powered by BJS Soft Solutions LLC © 2026, Reflys.
By using Reflys, you agree to our Terms of Service and acknowledge our Privacy Policy.