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Getting Started
Account setup, inviting your team, first couple and wedding
8 articlesCouples & Weddings
Creating records, managing the pipeline, notes and messages
8 articlesQuotes, Invoices & Payments
Creating quotes, raising invoices, recording payments and refunds
8 articlesCouple Portal
Magic-link access, module visibility, portal payments
6 articlesWedding Modules
Adding modules, entering data, billing items and portal content
10 articlesAccount & Settings
Users, permissions, email settings, 2FA and business profile
7 articlesGetting Started
Set up your account
Everything you need to go from sign-up to managing your first wedding.
Setting up your business profile
Configure your business name, address, VAT number, currency and timezone.
Inviting team members
Add users to your account and grant them access to specific sections.
Configuring outbound email
Connect Office 365 or SMTP so Weddinguru can send emails on your behalf.
Creating your first couple record
Add a couple record with partner details before creating any weddings.
Creating your first wedding
Create a wedding under a couple record — set the date, venue and budget.
Customising your portal branding
Upload your logo and set the brand colours shown to couples in the portal.
Connecting Stripe for online payments
Enter your Stripe keys to enable online invoice payments through the portal.
Couples & Weddings
Managing your pipeline
Keep every couple's information in one place and track every wedding from enquiry to celebration.
Understanding wedding statuses
Move weddings through Enquiry, Planning, Confirmed, Completed, Cancelled and Archived.
Confirming a date and guest count
Mark the event date and guest count as confirmed, independently of wedding status.
Adding notes to a wedding
Add internal notes to a wedding — never visible to the couple.
Using the Message Centre
Send and receive messages with the couple directly through the portal.
Creating and managing tasks
Create tasks with priorities, labels and team assignments, linked to weddings or modules.
Scheduling meetings
Schedule viewings, tastings and calls — meetings appear on the calendar.
Uploading and managing files
Upload files against a wedding and optionally share them in the couple's portal.
Using the calendar
See all wedding dates and meetings colour-coded by status.
Quotes, Invoices & Payments
Get paid on time, every time
From first quote to final receipt — everything you need to manage wedding finances.
Creating a quote
Build a quote with grouped line items, a valid-until date and portal sharing.
Quote statuses explained
Track quotes through Draft, Sent, Accepted, Rejected and Superseded.
Creating an invoice
Raise an invoice from scratch or convert an accepted quote.
Recording a payment
Log a payment against an invoice — a receipt is generated automatically.
Issuing a refund
Record a refund with a mandatory reason and update the invoice balance.
Receipts
Auto-generated on each payment, downloadable as PDF and shareable in the portal.
Pulling billing items from modules
Pull costs from attached modules directly into a quote or invoice.
Online payments via the couple portal
Couples pay invoices online via Stripe Checkout through the portal.
Couple Portal
Your couples' window into their wedding
A secure, branded space where couples can see their details, messages, documents and outstanding payments.
How couples access the portal (magic links)
Generate a secure, passwordless portal link valid for 90 days.
Controlling what couples can see
Nothing is shared by default — toggle visibility per module, document and file.
Messaging couples through the portal
Enable the message thread so couples can send and receive messages via the portal.
Quotes and invoices in the portal
Share quotes and invoices in the portal, with an optional online Pay Now button.
How modules appear in the portal
Each module renders its own portal section when visibility is switched on.
Portal token expiry and re-issuing links
Links expire after 90 days. Re-generate to issue a fresh link and invalidate the old one.
Wedding Modules
Purpose-built tools for every detail
Modules capture and manage specific parts of the wedding — from menus to music to the order of the day.
Adding a module to a wedding
Add a module to a wedding, set its status and assign a responsible team member.
Food & Catering module
Plan menus across event parts with course types, dietary flags and per-head pricing.
Drinks module
Manage drinks packages and bar tabs across different parts of the day.
Guest List module
Track RSVPs, dietary requirements and attendance types per guest.
Music module
Record music choices by moment in the day, with playlist links and DJ details.
Order of the Day module
Build a timestamped schedule of events for the wedding day.
Venue Hire module
Record venue details, hire status, features and hire costs.
Suppliers module
Manage third-party supplier contacts, booking status and agreed costs.
Floristry & Venue Styling modules
Plan floral designs and décor items with costs that feed into billing.
Documents module
Manage per-wedding contracts and forms with e-signature capture and audit trail.
Account & Settings
Managing your account
User accounts, permissions, email configuration and security settings.
Admin vs standard users
Admins have full access; standard users only see what they have been granted.
Granting and revoking permissions
Grant or revoke named permission keys per user from the Permissions tab.
Resetting two-factor authentication (2FA)
Clear a user's TOTP secret so they re-enrol on their next login.
Password resets
Users request a reset link by email; admins can set a password directly.
Configuring email: Office 365
Connect via an Azure App Registration with the Mail.Send permission.
Configuring email: SMTP
Configure host, port, credentials and TLS/SSL for any SMTP provider.
Deactivating and deleting users
Deactivate to block login while keeping records, or delete to free the username.
Live Chat
Chat with a real human — not a bot. Available Monday to Friday, 9am–6pm (UK time).
Start ChatEmail Support
Send us a detailed message and we'll reply within 4 hours on business days.
support@weddinguru.co.ukPhone Support
Speak to a member of the team directly. Available on Professional and Enterprise plans.
01234 567 890Onboarding Call
New customer? Book a free onboarding session — we'll walk you through everything and get your account set up.
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