Balance: the software for wedding planners that makes a real difference to your work
From the first enquiry to the day of the event, Balance stays with you through every stage, with a method that is clear and professional.
Solid quotes. Clear value. Real profit.
Balance walks you through the numbers behind a quote, so what you charge is sustainable, realistic and in line with what your work is worth. The result is a proposal that reads clearly on the page and is easy to talk through with a client.
- Costing tool for checking that a job is viable
- Quote simulator for tailored proposals
- Lead management with a visual sales funnel
More control. More time.
You always have a complete, current view of the work. Every project stays in order, every piece of information has a place, and any detail can be checked instead of hunted for.
- A dedicated dashboard for every event
- Progress tracking, with shared tasks you can assign
- Interactive budget tracking, line by line
- Organised, shared working documents
- Google Drive & Calendar integration
- Supplier and contact directory, with smart search
Smoother collaboration with your clients
Your clients feel guided, involved and reassured, and your own work feels lighter.
- A private area for every couple or corporate client
- Documents clients can view themselves
- Project progress, visible to clients
- Digital guest RSVPs, including personal requirements
- Document collection, kept in sync
Organise your day, free up your time.
Leave the daily scramble behind and build days that hold their shape, with tasks set out and priorities in plain sight.
- Interactive to-do list
- Calendar with deadlines and alerts
- Google Calendar sync
- Task tracking and event checklists
- Interactive templates
Give shape to your ideas
Creativity needs room to move. Balance gives it a structure to work in, so an idea always has a place to return to.
- Project presentation templates
- Moodboards, colour palettes and Pantone codes
- A home for ideas and inspiration
- Tools to explore a couple's taste, references and aesthetic priorities
Keep payments clear and under control
An orderly way to keep track of due dates and amounts.
Every payment has its own place, every figure its own line.
- Supplier payment schedule
- Automatic alerts for every due date
- Summary documents
- Quotes in a few clicks, with the totals worked out as you go
On the day of the event, what you need is already in place and to hand.
- A run sheet for the team
- Interactive seating plan
- Digital table layouts and guest preferences
- Polished final documents, ready to share
Run the business better, every day
Balance is a professional way of working, tested on real events, that helps you make better-informed decisions and keep improving. It gives you practical tools for running the business side with a clear head.
- You come across as organised and dependable, and clients recognise the value of your work
- You come away with a concrete method you can put to work straight away
- You build the kind of practice clients remember: grounded, confident, distinctive
Every conversation, where it belongs
A multichannel communication module for couples and suppliers that brings WhatsApp, email, messages and notes into one ordered stream: every message stays attached to the event it belongs to.
- WhatsApp connected to your own number: conversations file themselves against the right event
- Email and internal messages in one chronological stream
- Built-in calls for meetings with couples and suppliers
- Tags, starred messages and search, to find what you need quickly
- A message becomes a task or a note without retyping anything
