Overview
When a client on the Wedy App marketplace selects one of your packages and submits a booking request, it appears instantly in your Bookings page under the Marketplace section of your Wedy Pro sidebar. Every booking starts as an Inquiry and moves through a structured status pipeline as you and your client take action.
To receive marketplace bookings, your profile must be active and verified on the Wedy App marketplace through the Vendor Collective. Once your listing is live, clients can discover your packages and send booking requests directly to your Wedy Pro dashboard.
This guide walks you through every stage of that pipeline — from reviewing a new inquiry to marking a booking complete — so no opportunity slips through the cracks.
Time to complete: 5–10 minutes per booking inquiry.
Understanding the Booking Status Pipeline
Every marketplace booking in Wedy Pro moves through a defined sequence of statuses that reflect real client actions — not manual labels you assign. Here is what each status means:
Drafts — You started creating a booking manually and saved it without finalizing. You can continue editing, accept, or decline a draft at any time.
Inquiry — A client has submitted a booking request from the Wedy App marketplace. They selected your package, provided event details, and are waiting for your response. This is your cue to review and decide.
Signature — You accepted the inquiry and signed the contract. The booking is now awaiting the client's payment to move forward.
In Progress — The client's first payment has been received. The engagement is underway and you are working toward the event.
Completed — Both payment installments have been received and you have marked the booking complete.
Declined — You declined the booking request. No further action is required.
The Active tab on the Bookings page is a composite view that shows all bookings in the Inquiry, Signature, and In Progress statuses together — your live workload at a glance.
How to Review a New Booking Inquiry
When a client submits a booking request through the Wedy App, you receive an incoming inquiry. Here is how to open and review it.
Navigate to Bookings in the sidebar (under the Marketplace section).
Click the Inquiry tab to filter to pending requests, or use Active to see all open bookings.
Click any row in the table to open the Booking Details page for that client.
On the Booking Details page, review the three tabs:
Invoice — Client contact information, event date, time, location, number of guests, styles, the package they selected, any add-ons, and the full cost breakdown.
Payout Info — Your payout breakdown showing Base Price, Extra Hours, Add Ons, Service Fee, Discount, and Total (USD). This is what you will receive after the service fee is deducted.
Contract — The contract terms for this booking.
On desktop, the sidebar shows your Total Earnings breakdown alongside an Accept and Decline button — your primary action options.
Because the client selected a specific package with real pricing before inquiring, you already know what they are looking for and what they expect to pay. These inquiries are pre-qualified, which means your response time and clarity directly affect your conversion rate.
How to Accept a Booking Inquiry
Accepting a booking moves it from Inquiry to Signature status and notifies the client that their request has been approved.
Open the booking from the Bookings list.
Review the Invoice and Payout Info tabs to confirm the details are correct.
If you need to adjust event details before accepting — such as the event date, start or end time, location, guest count, or styles — click the edit icon in the Invoice tab on the Event section to open the Edit Event Info sheet. You can also update the contracted client's name, email, or phone via the edit icon in the Client section.
When you are ready to proceed, click Accept.
A signature modal appears. Draw or type your signature to sign the contract.
Confirm your signature. The booking status moves immediately to Signature and the client is notified.
Note: If your payment account is not yet connected, a setup prompt appears before you can accept. Complete payment account setup first, then return to accept the booking.
How to Decline a Booking Inquiry
If you are unavailable for the requested date or the booking is not the right fit, you can decline it cleanly.
Open the booking from the Bookings list.
Click Decline in the sidebar or footer action area.
A confirmation dialog appears: Are you sure you'd like to decline this project?
Click Yes, Decline to confirm. The booking status changes to Declined.
Declining a booking is not reversible from the same status — treat it as a final action. If you change your mind, reach out to the client directly via Messages.
How to Message a Client About a Booking
Every booking has a dedicated message thread tied to the client conversation. You can open it directly from the Bookings list without navigating away.
On the Bookings page, hover over the booking row for the client you want to message.
The status badge fades and a Message Client button appears in its place.
Click Message Client to open the conversation in the Messages section.
You can also click Message Client from within the Booking Details sidebar on desktop. Use this to ask clarifying questions about the event, share your availability, or send a warm confirmation after accepting. All messages go through the Wedy messaging system — see Using Messages to Communicate with Clients for the full guide.
Creating Documents for a Booking
From the Booking Details page, you can create Smart Documents — proposals, contracts, and invoices — linked directly to the booking client. This lets you send professionally branded, signable documents and collect payment through a single client-facing link, all tied to the booking relationship.
To create a document for a booking client:
Open the booking from the Bookings list.
From the Booking Details page, initiate document creation for this client via the Smart Documents feature in Wedy Pro.
Choose the document type: proposal, contract, or invoice.
Use the AI-assisted document builder to draft and style your document with your brand colors, signature blocks, and payment requests.
Send the document to your client. It is delivered through your own connected email account — your client sees it from your real business address, not a generic platform address.
For a full walkthrough of the Smart Documents feature — including templates, e-signatures, and the document editor — see Smart Documents Overview.
Editing Booking Details Before Finalizing
You can edit invoice and event details while a booking is in Inquiry, Drafts, or Signature status. Once a booking moves to In Progress or Completed, editing is locked.
From the Invoice tab on the Booking Details page:
Edit the client section to update the contracted party's name, email, or phone.
Edit the event section to update date, time, location, guest count, or styles.
Toggle add-ons (deliverables) on or off as agreed with the client.
Click Add Discount to apply a discount amount, or Remove Discount to remove an existing one.
From the Payout Info tab, you can manage additional receipts or costs for the booking.
How to Mark a Booking as Complete
Once the event has taken place and both payment installments have been received, you can mark the booking complete.
Open the booking from the Bookings list. The status must be In Progress with both payments received.
Click Complete this project in the footer or sidebar action area.
A confirmation dialog appears: Are you sure you'd like to mark this project as complete?
Click Yes, Complete. The booking status changes to Completed.
The Complete this project button only appears once both payment installments have been received. If the button is not visible, check the Payout Info tab to confirm payment status.
Sorting and Filtering Your Bookings
The Bookings page gives you several tools for managing your inquiry pipeline efficiently.
Status tabs — Click All, Active, Drafts, Inquiry, Signature, In Progress, Completed, or Declined to filter the list by booking stage.
Sort dropdown — Use the sort control (top-right of the tab bar) to sort bookings by Sort By Wedding Date (Oldest to Newest / Newest to Oldest) or Sort By Booking Date (Oldest to Newest / Newest to Oldest). Sorting by wedding date is useful for prioritizing upcoming events.
Table columns — The bookings table shows Client Name, Package (with event date), Status, and Payout for each booking at a glance.
Tracking Payments for a Booking
Your payout for each booking is visible directly on the Booking Details page under the Payout Info tab. The breakdown shows:
Base Price — The package base price the client agreed to.
Extra Hours — Additional hours billed, if applicable.
Add Ons — Any optional deliverables included.
Service Fee — Wedy's service fee, deducted from the package price (shown in red).
Discount — Any discount applied (shown in red).
Total (USD) — Your net payout after deductions.
For a full view of all your earnings, payouts, and payment history across all bookings, navigate to Payments in the sidebar. See Understanding Payments and Financials in Wedy Pro for details.
Tips for Managing Booking Inquiries
Respond promptly. Clients browsing the Wedy App marketplace are often comparing multiple vendors. A fast, personalized response to an inquiry significantly increases your booking conversion rate. Aim to reply within the same business day.
Review the full payout before accepting. The Payout Info tab shows your net earnings after the service fee. Confirm the payout meets your expectations before signing the contract.
Use Messages to build rapport. Before or after accepting, send the client a message to introduce yourself, confirm event details, and set expectations. Clients who feel connected are more likely to move forward.
All client emails come from your real address. When you send documents or messages to booking clients, they are delivered through your own connected email account — your clients always see your real business address, never a generic Wedy platform address.
Keep the Active tab as your daily dashboard. The Active tab aggregates all Inquiry, Signature, and In Progress bookings — your complete list of pending action items in one view.
Sort by Wedding Date for event-day prioritization. As multiple bookings accumulate, sorting by wedding date helps you focus on upcoming events and ensure nothing is missed.
Frequently asked questions
Can I create a booking manually, outside of the marketplace?
Yes. Click Create Booking in the top-right corner of the Bookings page to create a booking manually for a client who found you outside the Wedy App marketplace. You will select or create a client, choose a package, enter event details, and sign the contract to create the booking at Signature status. You can also save a booking as a Draft if you are not ready to finalize it.
Why can I not accept a booking?
If the Accept button is unavailable, your payment account has not been set up yet. A setup prompt will appear when you click Accept. Complete payment account onboarding first, then return to the booking to accept it.
Can I edit a booking after the client has made their first payment?
Once a booking moves to In Progress status, editing of client info, event details, and add-ons is locked. You can still manage receipts in the Payout Info tab. If changes are needed after payment, contact the client directly via Messages to coordinate.
What is the difference between Bookings and Projects?
Bookings are marketplace-originating client requests — they come from clients who find and select your packages on the Wedy App. Projects are CRM-side records you create to manage the full client relationship with tasks, documents, notes, and financials. For a detailed comparison, see Bookings vs. Projects: What's the Difference? and Projects Overview.
Where do I see all my booking conversations?
All client conversations tied to bookings are available in the Messages section of the Marketplace sidebar. You can also jump directly to a specific booking's conversation using the Message Client button on the Bookings list or Booking Details page.
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