Portland Oregon Wedding Planner

The Best Resources & Tools for Busy Wedding Pros

As a wedding planner with over 12 years in the industry, I’ve tested and utilized countless tools, software, and resources to help streamline my business, improve client experience, and stay organized. Whether you're a wedding planner, photographer, florist, venue owner, or any other wedding pro, having the right systems in place can make all the difference.

I’ve compiled a list of my must-have tools for running a successful and sustainable wedding business—covering everything from CRM software and project management to education and financial tracking.


*Some of these are affiliate links which means I will get a small percentage if you decide to sign up. I only recommend tools that I personally use and love. 

For Wedding Planners

Timeline Genius

The best way to create professional, streamlined, and beautiful event timelines 

The Refine Portal & Refine Templates

Gain the freedom to work less and make more through the confidence building Refine process.

Planner's Vault

Grow your business with courses, community, and coaches for wedding planners.

The Planner's Playbook

All the training and support you need as a wedding planner to design, coordinate, and plan high-end weddings like a pro.

Prismm

Explore the infinite possibilities of space with online event planning software from Prismm
(formerly Allseated)

for all wedding pros

Rock Paper Coin

Get paid more and get paid faster with RPC’s contract, invoice, and proposal software specifically curated for wedding pros. Use the link for a free trial and 50% off your first year! 

Asana

Asana helps you and your team collaborate faster and smoother to achieve business objectives through their project management software.

SuiteDash

Manage your business like a pro with SuiteDash, the all-in-one business software that empowers collaboration with your team, and streamlines interaction with your clients. Gain lifetime access with this link!

Canva

Canva makes designing beautiful creative assets easy for everyone, and has both free and paid options.

Google Workspace

Google gives you the tools you need to run your business like a pro. Set up custom email, share files securely online, video chat from any device, and more. Free 14-day trial included.

YNAB

YNAB (You Need a Budget) has helped millions learn to spend, save, and live joyfully with a simple set of life-changing habits.

Quickbooks

The #1 accounting software for small business owners. Save time, track money, and get important insights.

Homebase

Simplify scheduling, time clocks, and payroll all in one app. Manage your team with messaging and HR built for small business.

Benable

Benable is the easiest way to make beautiful lists of things you recommend. It’s completely free and we love using Benable for our preferred vendors lists!

Dropbox

Collaborate seamlessly and deliver work faster with Dropbox. Store your content, Edit PDFs, share videos, sign documents and track file engagement.

Enji

The best marketing-management platform for wedding pros. Plan and schedule posts, AI copywriter, and so much more. Get your first two months for just $19/month!

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Ep. 4: My Favorite Tools
for Wedding Pros

When it comes to tools for wedding pros, there are SO many resources available! It’s nearly impossible to vet them all but don’t worry– I’ve gone ahead and done it for you!

Becky's Top Amazon Finds for Wedding Pros

Time to restock your emergency kit?

Check out our complete emergency kit list for wedding planners!

New wedding
planner?

Click here for my wedding planner essentials!

Looking for the perfect welcome gift?

 Take a look at my gifts for couples!

Favorite Wedding & Biz Podcasts