The short answer
Wedy Pro has two distinct places to manage client relationships: Bookings and Projects. They serve different purposes and live in different sections of the sidebar — but they complement each other as you grow your event business.
Bookings — Marketplace inquiries from clients who discovered you on the Wedy App. Located in the Marketplace section of the sidebar.
Projects — Your full CRM workspace for managing client relationships end-to-end. Located in the CRM section of the sidebar.
Think of it this way: a Booking is how a client finds and hires you through the marketplace. A Project is where you run the entire engagement — tasks, documents, communications, and financials — once you're working with that client.
What are Bookings?
Bookings are client-initiated requests that arrive when someone on the Wedy App (wedyapp.com) browses your marketplace profile, selects one of your packages, and submits a booking request. You do not create these — your clients do.
Every Booking in Wedy Pro is tied to a specific package you have listed on the marketplace, along with the client's event details and the pricing they saw upfront. This means every inquiry that arrives is already pre-qualified: the client chose your package, reviewed the price, and decided to reach out.
Bookings move through a structured status pipeline:
Inquiry — Client submitted a booking request from the Wedy App. Awaiting your Accept or Decline decision.
Signature — You accepted and signed. The client is now prompted to make their first payment.
In Progress — First payment received. The engagement is underway.
Completed — You marked the booking complete after both payments were received.
Declined — You declined the booking request.
You can filter Bookings by status using the tabs at the top of the Bookings page: All, Active, Drafts, Inquiry, Signature, In Progress, Completed, and Declined. The Active tab combines Inquiry, Signature, and In Progress statuses in one view. Drafts are bookings you have saved without sending to a client — they can be sent and accepted or declined like a standard Inquiry. Sort by Sort By Wedding Date or Sort By Booking Date to organize your list.
You can also create a Booking manually by clicking Create Booking — useful for clients who found you through your website or another channel and you want to manage them through the same marketplace workflow.
To communicate with a client from the Bookings list, hover over any row and click Message Client to go directly to your conversation in Messages.
What are Projects?
Projects are your full client management workspace in the CRM. A Project is where you run the entire lifecycle of a client engagement: tasks, smart documents (contracts, invoices, proposals), email communication, meeting notes, financials, and activity timelines — all organized in one place.
Projects are vendor-created. You open a Project when you want to manage a client relationship with the full depth of Wedy Pro's CRM tools. This could be for a client who came through a Lead Form on your website, a referral, or any engagement you want to manage in detail.
Inside a Project, you have access to tabs for activity and email threads, documents, tasks, financials, notes, and core project details — everything needed to run the engagement from start to finish.
Projects also support a pipeline view with customizable stages so you can move clients through your own workflow (e.g., Proposal Sent → Contract Signed → Deposit Paid → Event Day → Delivered). You can organize projects further with tags, project types, and lead sources.
Side-by-side comparison
Feature | Bookings | Projects |
Where it lives | Marketplace section of the sidebar | CRM section of the sidebar |
Who creates it | Your client, by booking a package on the Wedy App | You, manually in Wedy Pro |
What it's tied to | A specific package you listed on the marketplace, with pricing the client saw upfront | A lead, a client record, or any engagement you choose to manage |
Status flow | Inquiry → Signature → In Progress → Completed (or Declined) | Customizable pipeline stages you define |
Primary purpose | Handle the marketplace inquiry, accept/decline, collect contract signature and payment | Manage the full client relationship with tasks, documents, notes, and financials |
Documents & Payments | Invoice, Payout Info, and Contract tabs directly on the booking detail | Full Smart Documents suite (proposals, invoices, contracts, questionnaires) and Financials tab |
Messaging | Message Client button links directly to the client conversation | Activity tab shows the email thread for the project |
How Bookings and Projects work together
Bookings and Projects are not alternatives to each other — they serve different layers of your workflow. A Booking captures the moment a client chooses you through the marketplace. A Project is where you run the details of that engagement once it is underway.
When you receive a marketplace Booking, you respond to the inquiry, accept it, and coordinate through the Booking detail view (Invoice, Payout Info, and Contract tabs). As the engagement progresses and you need to create proposals, manage tasks, or track notes, you work from the Projects side of the CRM.
Both features can hold Smart Documents and payment records, but Projects give you the deeper CRM toolset — tasks, notes, pipeline stages, lead sources, and team assignments — that Bookings do not include.
When to use each
Go to Bookings when you need to:
Review and respond to a new marketplace inquiry
Accept or decline a booking request
Check the signed contract or payout breakdown for a marketplace client
Message a client about an open booking
Mark a completed engagement as done after payments are received
Create a manual booking for a client who found you outside the marketplace
Go to Projects when you need to:
Create and send a proposal, contract, invoice, or questionnaire
Track tasks or to-dos for an active engagement
View the full communication history with a client
Organize clients by pipeline stage, tags, or lead source
Add internal notes about an event
Assign team members to work on a client engagement (Elite plan)
Frequently asked questions
Can I convert a Booking into a Project?
Bookings and Projects serve different purposes — they are not converted from one to another. When a client books you through the marketplace, the Booking handles the initial agreement (signature and payment). You can also manage that same client in Projects if you want to use CRM features like tasks, pipeline stages, and a full document suite. There is no automatic conversion; you simply use both areas for their respective functions.
Why do I have two separate places to manage clients?
Wedy Pro is built on a two-sided marketplace model. The marketplace side (Packages, Messages, Bookings) is designed for the client discovery and booking experience — it is client-initiated and tied to your listed packages. The CRM side (Leads, Projects, Documents, Automations) is your internal business management system. This structure lets you handle both the marketplace business and the hands-on client work in one platform, without mixing the two together.
Do I need to use Projects at all if I get bookings through the marketplace?
Not necessarily. If your workflow for marketplace clients is straightforward — accept, sign, collect payment, deliver — the Booking detail view gives you what you need. Projects become valuable when you want to go deeper: send multiple documents, set task reminders, add internal notes, or manage a long multi-phase engagement. Many vendors use both: Bookings for the initial agreement and Projects for ongoing relationship management.
Can I create a Booking without a marketplace package?
Yes. Click Create Booking on the Bookings page and the wizard will prompt you to either create a new package first or select an existing one. This is useful for clients who approach you directly, off the marketplace.
Do I need to be on the Vendor Collective to receive Bookings?
Yes. Marketplace Bookings only arrive if your profile is live on the Wedy App, which requires Vendor Collective verification. See Vendor Collective Verification and Your Marketplace Profile to get set up.
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