Free lead tracking · Activate Wedding Suite per wedding

Help Center

Quick start, how-to guides, and answers for running your officiant studio.

Apply for the Beta Join the Launch List

20 beta spots for solo and part-time officiants · 25 complimentary Wedding Suite activations · Applying does not guarantee selection

Connect AI to Studio

Link ChatGPT, Claude, Gemini, or Cursor to your real wedding schedule and couple checklists.

AI connection guide

Quick start

New studio? Follow the six-step setup from signup through your first Wedding Suite activation.

Getting started guide

How-to guides

Step-by-step help for inquiries, contracts, payments, ceremony scripts, and day-of.

Browse guides

Credits & billing

One credit opens Wedding Suite for one wedding. Beta participants receive activations per program terms.

Pricing

Wedding Studio Podcast

Practical tips for officiants on ceremonies, client communication, and running a professional studio.

Episodes & show notes · Spotify

How-to guides

Task-based instructions for everyday studio work.

Receive and qualify an inquiry Turn a website lead into an organized folio you can quote and book.
  1. Confirm your inquiry form is linked on your website (Booking and Packages → Inquiry Form → Share & Embed).
  2. When a couple submits, open My Business → Folios and find the new lead.
  3. Review ceremony date, location, and contact details in the folio overview.
  4. Set the booking phase (status) to match where you are — new inquiry, in discussion, quoted, etc.
  5. Add internal notes so you remember context before your first call.

Common mistakes

  • Forgetting to block the date on your availability calendar after you verbally hold it.
Send a quote from your rate card Build pricing inside the folio so the couple sees one clear total.
  1. Activate Wedding Suite on the folio if you have not already — folio Financials, quotes, and portal pricing require it.
  2. Open the folio → Financials.
  3. Add line items from your rate card or enter custom fees.
  4. Review taxes and discounts if your business uses them.
  5. Share the portal link so the couple can view the quote when Wedding Suite is active, or send your quote by email if still on the free light portal.
Activate Wedding Suite for a wedding Unlock the full couple portal and ceremony tools for one wedding.
  1. Open the folio you want to upgrade.
  2. Find the Wedding Suite card and choose Activate.
  3. Confirm — one credit is applied to this folio.
  4. The couple portal expands: vows, ceremony browser, VIPs, contracts, payments, folio Financials, and more.
  5. Resend or copy the couple magic link from the folio if they need a fresh email.

Common mistakes

  • Activating before you have reviewed the lead — you can stay on free tracking as long as you like.
Send a contract and collect signatures E-signatures for both partners and your countersignature.
  1. Create or review your contract template under Client Journey → Contracts.
  2. In the folio, open Contracts and attach or release the agreement to the couple.
  3. Both partners sign in the couple portal.
  4. Watch the Dashboard Action Required panel — it alerts you when your countersignature is needed.

Common mistakes

  • Contract templates are starting points — have your attorney review before live use.
Collect a deposit with Stripe Record payments and optional payment-only links for parents.
  1. Connect Stripe under Studio Setup → Integrations if you have not already.
  2. Add pricing line items and deposit terms in Financials.
  3. The couple pays through the portal, or you log a manual payment you received elsewhere.
  4. Use payment-only links when someone other than the couple pays (designated payor).
Build a ceremony script with the couple Collaborate on elements while keeping officiant-only cues private.
  1. Open the folio → Ceremony Builder.
  2. Pull elements from your library or start from a ceremony template.
  3. Mark sections the couple may favorite or comment on when the portal allows.
  4. Use duration estimates to keep vows and readings balanced.
  5. Publish to the couple portal when you want their feedback.
Use Day-of Mode at the altar Large-type, dark-mode script reader with offline backup.
  1. Finalize the ceremony script before wedding day.
  2. Open the folio → Day-of Mode on your tablet.
  3. Download the offline backup while you still have Wi‑Fi.
  4. Use swipe or tap to advance through script blocks at the altar.

Common mistakes

  • Skipping the offline download at a venue with weak cell service.
Share vendor or guest portal links Give day-of professionals and guests the right view — nothing more.
  1. Activate Wedding Suite on the folio first — guest and vendor portals require it.
  2. Complete VIP list and timeline details the portals should show.
  3. Copy vendor portal links from the folio for DJ, planner, or photographer.
  4. Share the guest playbill URL on the couple's wedding website.
Import an old ceremony or VIP list Paste messy text; review before it affects your wedding data.
  1. Open Ceremony Library → Importer for scripts, or the VIP importer inside the folio.
  2. Paste your legacy Word doc, email, or shot list.
  3. Review every suggested block or name — nothing saves until you confirm.
  4. Edit in the normal builder after import.
Read your business reports Revenue, pipeline, and lead sources over time. Financial totals require Wedding Suite on each wedding.
  1. Financial reporting — revenue, contracted totals, outstanding balances, service mix, and CSV export — only includes weddings where Wedding Suite is active. Free inquiries still appear in pipeline funnel and lead-source counts, but they do not have in-folio pricing, invoices, or payments until you activate.
  2. Open My Business → Reports.
  3. Set a date range and choose event date or payment date.
  4. Business tab: revenue, bookings, funnel, and upcoming load (financial metrics from activated weddings).
  5. Money tab: outstanding balances and payments received (Wedding Suite weddings only).
  6. Growth tab: lead sources, geography, and service mix.
  7. Export CSV for your bookkeeper if needed.

Common mistakes

  • Expecting revenue from a folio you never activated — activate Wedding Suite when you are ready to quote, contract, and collect payment in Studio.

Frequently asked questions

Account & billing

Is there a monthly subscription?

No. Lead tracking and the light couple portal are free. You only spend credits when you activate Wedding Suite for a wedding.

What does one credit buy?

One credit opens Wedding Suite for one wedding — full couple portal, guest and vendor portals, contracts, payments, ceremony tools, and day-of mode for that event.

When should I activate Wedding Suite?

Whenever you want the full portal live: on every inquiry, after you qualify a lead, at booking, or never. Free tracking has no time limit.

How do I buy more credits?

Public credit purchasing opens after the beta application platform is ready. Beta participants receive complimentary activations per program terms.

Leads & folios

What is a folio?

A folio is one wedding workspace — contacts, pricing, ceremony, contracts, portals, and day-of details for a single couple.

What is free before I activate Wedding Suite?

You track the lead, set statuses, and the couple gets a light portal: contact info, ceremony and rehearsal locations, date and time, and The Story of You. In-folio pricing, quotes, contracts, payments, invoices, and financial reporting are not available until Wedding Suite is active on that folio. You can still configure your studio rate card so it is ready when you activate.

How do booking phases work?

Phases (new inquiry, quoted, booked, completed, etc.) are customizable under Studio Setup → Booking Phases. They drive your dashboard pipeline counts.

Can wedding planners submit inquiries?

Yes. Your inquiry form can collect planner contact details separately from the couple.

Couple portal & communication

How do couples log in?

No passwords. Couples use secure magic links from email. Resend links from the folio if needed.

Are vows private until the ceremony?

Yes. Each partner writes separately in Vow Workshop. Partners compare length without seeing each other's words until you choose to reveal them.

Is AI required for vows?

No. Optional writing help (polish, romanticize, lengthen, shorten) is always the couple's choice.

Can I message the couple inside the studio?

Yes. Use folio Messages. Unread client messages appear on your Dashboard under Action Required.

Money & reports

How do deposits and balances work?

Build pricing in Financials after Wedding Suite is active on the folio. Record Stripe payments or manual payments. The couple sees balance due in the portal when Suite is active.

Can a parent pay without full portal access?

Yes. Payment-only links let a designated payor submit payment without seeing the full couple portal.

Where do I see revenue and outstanding balances?

My Business → Finances on each folio (Wedding Suite required). My Business → Reports for trends, AR aging, and CSV export. If you mix free inquiries with activated weddings, financial tabs only include weddings where Wedding Suite is active — free folios have no in-app pricing or payments to report.

Why is a wedding missing from my financial reports?

Financial metrics — revenue, contracted totals, balances, service mix, and CSV export — require Wedding Suite on that folio. Pipeline funnel and lead-source charts can still count free inquiries, but money reporting needs activated weddings with folio pricing and payments.

AI Assistant

Can I connect ChatGPT or Claude to my Studio?

Yes. ChatGPT connects with OAuth using the ChatGPT MCP URL shown under Studio Setup → Integrations. Claude Desktop, Cursor, and other local bridge clients use a private connection key from the same Integrations page. Your AI can answer questions about your schedule and couple checklists using live Studio data.

Ceremony & day-of

How does Magic Import work?

Paste unstructured text. The system suggests structure; you review and edit before anything affects procession, seating, or portals.

Does Day-of Mode work without cell service?

Download the offline backup before the ceremony. Day-of Mode is built for weak Wi‑Fi venues.

Does it handle reception seating charts?

No. You Had Me At I Do covers procession, reserved ceremony seating, VIPs, vendors, and altar positions — not full reception table plans.

Beta program

What do beta participants receive?

Selected officiants may receive complimentary Wedding Suite activations for use during the first beta year, in exchange for real-world use and feedback. Terms are communicated with your invitation.

How do I share feedback?

Email support@youhadmeatido.app with your studio URL and a short description. Screenshots help.

Glossary

Folio
One wedding workspace in your studio.
Wedding Suite
The paid activation that unlocks the full couple portal and ceremony tools for one wedding.
Credit
One credit activates Wedding Suite on one folio.
Magic link
A secure, passwordless URL sent by email so couples and vendors open their portal.
Booking phase
Pipeline status for a folio — inquiry, quoted, booked, completed, and your custom labels.
Light portal
Free couple view before Wedding Suite: basics and Story of You only.

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Apply for the Beta

Now selecting 20 solo and part-time officiants. Selected participants receive 25 complimentary Wedding Suite activations during their first beta year.

Apply for the Beta Join the Launch List

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