About Integrations in Wedy Pro
Wedy Pro connects to the tools you already use — your email inbox, calendar, video conferencing, and accounting software — so your client work flows seamlessly between platforms. All integrations are managed from a single hub: Account > Integrations.
Connecting your tools is one of the most important setup steps for any event professional. Without an email connection, you cannot send documents, run automations, or communicate with clients directly from Wedy Pro. Without a calendar connection, your Schedulers cannot show accurate availability to clients booking time with you.
The Integrations page displays four integration cards: Email, Calendar, Zoom, and QuickBooks. Each card shows a status badge — Connected or Not Connected — so you always know what's active at a glance.
How to reach the Integrations page
Click Account in the sidebar (at the bottom of the navigation).
Select Integrations from the Account sub-menu.
Email integration
Connecting your email is what makes Wedy Pro a true business communication hub. Once connected, every email sent from Wedy Pro — whether a proposal, contract, invoice, or automation follow-up — goes out from your real business email address. Your clients always see your name, your domain, your professional identity. Never a generic platform address.
When your email is connected, two communication flows are active:
Outgoing communication — Emails and files are sent from your connected email address
Incoming communication — Emails from clients are automatically imported and linked to the relevant project or client workspace
To connect your email:
On the Integrations page, find the Email card.
Click Connect.
You are redirected to a secure authentication page. Sign in with your email account credentials and grant access.
You are returned to Wedy Pro. The Email card now shows a Connected badge and your connected email address.
The connection is secure — your credentials are never stored by Wedy Pro. You authorize access through your provider's own sign-in page.
Calendar integration
Connecting your calendar gives Wedy Pro visibility into your real schedule. Once connected, calendar events sync with your Wedy Pro projects and bookings, meetings can be scheduled directly from lead conversations, and your calendar availability is factored into scheduling when clients book through your Schedulers.
Calendar integration is required for Schedulers to function. Without it, Wedy Pro cannot read your availability, and the Scheduler cannot prevent double-bookings.
When your calendar is connected, three things happen:
Event sync — Calendar events and bookings sync with your Wedy Pro projects
Meeting management — Schedule and manage client meetings directly from lead conversations
Availability — Your calendar availability is considered when clients schedule appointments through your Schedulers
To connect your calendar:
On the Integrations page, find the Calendar card.
Click Connect.
You are redirected to a secure authentication page. Sign in with your calendar account and grant access.
You are returned to Wedy Pro. The Calendar card now shows a Connected badge.
Zoom integration
If you hold discovery calls, consultations, or planning sessions over video, connecting Zoom lets Wedy Pro generate meeting links automatically. When a client books an appointment through your Scheduler — or when you create a calendar event in Wedy Pro — a Zoom link is created and included without any manual copy-pasting.
Auto-generate links — Zoom meeting links are automatically created for schedulers and calendar events
Scheduler support — Offer Zoom as a video conferencing option in your booking schedulers
Calendar events — Create calendar events with Zoom meeting links directly from Wedy Pro
To connect Zoom:
On the Integrations page, find the Zoom card.
Click Connect.
You are redirected to a Zoom authorization page. Sign in to your Zoom account and approve the connection.
You are returned to Wedy Pro. The Zoom card now shows a Connected badge and your connected Zoom account email.
QuickBooks integration
Connecting QuickBooks keeps your books current without manual data entry. Wedy Pro syncs your invoices and payments to QuickBooks automatically, so your revenue data is always up to date.
When connected, the card shows your company name, an Auto-sync payments toggle, and a last-synced timestamp. If a sync issue occurs, an error message is displayed on the card so you can take action.
To connect QuickBooks:
On the Integrations page, find the QuickBooks card.
Click Connect.
You are redirected to a secure authorization page. Sign in with your QuickBooks account credentials and approve the connection.
You are returned to Wedy Pro. The card now shows a Connected badge and your company name.
Toggle Auto-sync payments on to push payment data automatically as it is collected in Wedy Pro.
How to disconnect an integration
You can remove any integration at any time without losing your data inside Wedy Pro. Historical emails, events, and records already synced remain intact.
On the Integrations page, find the connected integration card.
Click Disconnect.
Confirm the action in the confirmation dialog that appears.
The card returns to a Not Connected state. You can reconnect at any time by clicking Connect again.
Which integrations power which features
Email — Sending documents (proposals, invoices, contracts), automation email actions, manual client emails from Lead and Project pages, email signatures
Calendar — Schedulers (real-time availability), calendar sync in the Wedy Pro Calendar view, meeting management from leads
Zoom — Auto-generated Zoom links in Schedulers and calendar events
QuickBooks — Syncing invoice and payment data to your QuickBooks accounting records
Team access to integrations
Integrations are personal — each team member connects their own accounts independently. A photographer on your team sends emails from their address; your studio manager uses their own calendar. There is no shared integration pool.
Access to the Integrations page is controlled by team permissions. Owners always have full access. For team members in the Admin, Member, or Bookkeeper role, visibility depends on the permission settings configured by the account owner in Account > Team > Permissions. If you do not see the Integrations page, contact your account owner to check your permission settings.
Frequently asked questions
Do I need to connect all four integrations?
No — each integration is optional and independent. That said, connecting your email is strongly recommended. It is how Wedy Pro sends all client-facing communications and documents from your real business address. Calendar connection is required if you plan to use Schedulers.
Will my clients see that my emails are sent through Wedy Pro?
No. All emails go out from your connected email address — your real business email. Clients see your name and domain, not any Wedy branding.
Do I need to connect my calendar to use Schedulers?
Yes. Schedulers require a connected calendar to display your real availability. Without it, Wedy Pro cannot check your schedule, and the Scheduler feature cannot be activated.
Can I switch to a different email or calendar account?
Yes. Disconnect the current integration, then click Connect to authorize a different account.
Is my email or calendar password stored by Wedy Pro?
No. Wedy Pro uses OAuth — a secure authorization standard — to connect your accounts. Your actual credentials are never stored. You authorize the connection through your provider's own sign-in page, and access can be revoked at any time from your provider's security settings.
Do I need to reconnect if I change my email password?
Changing your password typically does not break the integration, since the connection uses a secure token rather than your password directly. However, if you notice that emails are no longer sending, return to Account > Integrations and reconnect your email.
What happens to my Wedy Pro data if I disconnect?
Disconnecting an integration stops future syncing only. Your existing data in Wedy Pro — projects, leads, documents, imported emails — is not affected.
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