The Meetings section lets you log and track all client interactions — viewings, tastings, planning calls and on-site visits — in context with the relevant wedding or couple.
Creating a meeting
Go to Meetings → Add Meeting to schedule a new meeting. You can also add a meeting directly from the Meetings tab on a wedding record. Fill in:
- Title — a short description (e.g. "Venue Viewing", "Menu Tasting", "Final Planning Call")
- Date and time — when the meeting takes place
- Location — venue, room name or call platform (e.g. "Zoom")
- Notes — any preparation notes or follow-up actions
- Couple / Wedding — link the meeting for context
- Attendees — which team members are involved
Types of meeting
Common meeting types you might log:
- Venue viewing
- Menu tasting / drinks tasting
- Initial planning meeting
- Final details meeting (typically 4–6 weeks before the wedding)
- Post-wedding debrief
- Phone call or video call
There is no fixed list of types in Weddinguru — use the Title and Notes fields however works best for your team.
Linking to a couple or wedding
Meetings linked to a wedding appear in the Meetings tab on that wedding record. This gives your whole team visibility of upcoming and past meetings in context. Meetings also appear on the Calendar view alongside wedding event dates.
Permissions
Users with the Meetings permission can view and manage meetings. Admin users always have full access. If a team member reports they cannot see meetings in the navigation, check their permissions in Users → [their profile] → Permissions.