Overview
As your event business grows, staying organized is the difference between a smooth operation and a scramble. Wedy Pro gives you three powerful tools to categorize and track every project in your pipeline: Event Tags, Project Types, and Lead Sources. Together, they help you filter your project list at a glance, spot trends in your bookings, and understand which marketing channels bring in the most clients.
Time to complete: 5–10 minutes.
What are Event Tags?
Event Tags are color-coded labels you attach to projects to categorize them by event type, season, or any grouping that fits your workflow. Tags are multi-select, so a single project can carry several tags at once — for example, both Wedding and Outdoor.
Common tag ideas for event vendors:
Wedding — Your bread-and-butter events
Corporate — Corporate retreats, galas, conferences
Birthday — Milestone celebrations
Outdoor — Events at outdoor venues requiring weather planning
VIP — High-budget or high-profile clients
Rush — Short-timeline bookings that need extra attention
Because tags are multi-select, you can layer them. A project tagged Wedding + Outdoor + VIP tells you at a glance exactly what kind of event you're managing — without opening the project.
How to create Event Tags
Event Tags are managed in your account settings and can also be created on the fly from any project.
Navigate to Account in the sidebar, then select Project Settings.
Find the Tags section. Here you can view all your existing tags with their assigned colors.
Click to add a new tag. Enter a name and choose a color for quick visual identification.
Your new tag is immediately available across all projects.
You can also create tags directly from a project's detail page — open the Tags selector in the sidebar and click Create New Tag.
How to apply Event Tags to a project
Open the project you want to tag by clicking it on the Projects page.
In the right sidebar, locate the About this project card.
Click the Tags field (it shows Add tags... if none are applied).
A popover opens showing Selected Tags and Available Tags.
Toggle any tag on or off. Selected tags appear with a checkmark.
Close the popover — your changes save automatically.
What are Project Types?
Project Types categorize the kind of service you're providing for a project. Unlike tags, each project has exactly one type — making it a clean, single-dimension classification.
For example, a photographer might use types like:
Wedding Photography
Corporate Headshots
Family Portraits
Event Coverage
A wedding planner might set up types such as:
Full Planning
Day-Of Coordination
Partial Planning
Destination Wedding
Types are required when creating a project. You select the type in the Create Project form, and it appears throughout the project detail page, including on the hero header as a type badge and in the Details tab under Project Information.
How to create Project Types
Navigate to Account > Project Settings.
Find the Project Types section (labeled as event types in settings).
Add a new type with a name and color.
The type immediately appears in the Type dropdown on the Create Project form and in filter options.
How to assign a Project Type
During creation: Select the Type from the dropdown in the Create Project modal. This field is required.
After creation: Open the project, click the Details tab, and change the Project Type dropdown under the Project Information card. Changes save automatically.
What are Lead Sources?
Lead Sources track where each client came from — so you can understand which marketing channels are driving real business. Every time you assign a source to a project, you're building a clearer picture of your marketing ROI.
Lead Sources are single-select (one source per project), and some common options include:
Wedy Marketplace — Clients who found you through the Wedy App. This is a built-in advantage of the platform: marketplace inquiries become leads, and those leads convert into projects you can track.
Instagram — Clients from your social media presence
Referral — Word-of-mouth from past clients or industry contacts
Website — Leads from your embedded lead form or direct website inquiries
Wedding Expo — Contacts from trade shows and expos
Google Search — Clients who found you through organic search
How to create Lead Sources
Navigate to Account > Project Settings.
Find the Lead Sources section.
Add a new source with a name and color.
Your new source is immediately available when creating or editing projects.
You can also create lead sources directly from a project's detail page — open the Lead Source selector in the sidebar and click Create New Lead Source.
How to assign a Lead Source to a project
During creation: In the Create Project modal, select from the Lead source dropdown. This field is optional but recommended.
After creation: Open the project and find the Lead Source field in the About this project sidebar card. Click it to open a popover showing available sources. Select one to assign, or change the existing source. Click Create New Lead Source if you need a new option.
How to filter projects by Tags, Types, and Sources
Once your projects are organized, filtering becomes effortless. On the Projects page:
Click the Filters button next to the search bar.
The Filters modal opens with two categories: Project Type and Tags.
Click any type or tag to select it. Selected filters appear in the Selected section at the top with an X to remove.
Click Show with filters projects to apply your selection.
The Projects page updates to show only matching projects. An active filter count badge appears on the Filters button so you always know filters are applied.
To reset, click Clear all in the filter modal or click Clear Filters on the main page.
You can combine stage filtering (click a stage card at the top of the page) with type and tag filters for precise views — such as all Wedding-tagged projects in the Proposal Sent stage.
Why organizing projects matters for your event business
Categorizing your projects is not just about tidiness — it gives you real business intelligence:
Spot your most profitable event types. When every project has a type, you can see at a glance which services drive the most bookings.
Understand your best marketing channels. Lead Sources reveal whether Instagram, referrals, your website, or the Wedy Marketplace brings in the most clients — so you can invest more in what works.
Filter down to what matters right now. During peak season, filter by VIP tag to prioritize high-touch clients. During a slow period, filter by Lead Source to re-engage channels that have gone quiet.
Prepare for growth. As your team expands and you manage more events, clean organization prevents projects from slipping through the cracks.
Tips
Be consistent with naming. Decide on tag and type names with your team and stick to them. "Wedding" and "Weddings" as separate tags create confusion.
Use colors strategically. All three — tags, types, and sources — support color-coding. Assign warm colors (red, orange) to urgent or high-priority categories and cool colors (blue, green) to standard categories for quick visual scanning.
Start with fewer categories. You can always add more tags, types, and sources later. Starting with 5–8 options per category keeps things manageable.
Always assign a lead source. Even though it is optional during project creation, consistently tracking where clients come from pays off over time when you analyze which channels are most effective.
Combine with automations. Use Wedy Pro automations to trigger workflows based on project stages. For a detailed walkthrough, see Create Your First Automation.
Frequently asked questions
Can I apply multiple tags to one project?
Yes. Tags are multi-select — you can toggle as many on or off as you like from the Tags popover in the project sidebar.
Can I assign multiple types or lead sources to a project?
No. Both Project Type and Lead Source are single-select. Each project has one type and one source.
Where do I manage all my tags, types, and sources?
Navigate to Account > Project Settings. All three are configured there — with color-coding, custom naming, and ordering. You can also create new tags and lead sources directly from a project's sidebar.
Do tags, types, or sources affect automations?
Automations in Wedy Pro trigger based on project stage changes, document events, and other actions. For the full list of triggers, see Understanding Automations in Wedy Pro.
What happens if I delete a tag, type, or source?
Projects that had the deleted option assigned will no longer display it. Existing projects are not deleted — only the categorization label is removed.
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