Wedy Pro

Account

A complete guide to your Wedy Pro Account section — personal info, preferences, email signatures, integrations, and project settings.

Manage Your Personal Account Settings

Learn how to create, edit, and set a default email signature in Wedy Pro to personalize every email you send to clients.

Create and Manage Email Signatures

Customize your Wedy Pro display theme, timezone, and company brand colors and fonts from Account > Preferences.

Set Your Preferences and Theme

Learn how Wedy Pro keeps you informed with real-time activity tracking across your projects, leads, and client communications.

Understand Notifications and the Activity Feed

Manage your personal account settings, preferences, and appearance.

Account & Profile

Learn how to upgrade your Wedy Pro plan, switch billing cycles, update your payment method, view billing history, and cancel your subscription.

Manage Your Membership and Billing

Learn how to invite team members to Wedy Pro, assign roles, and configure granular feature-level permissions for your team.

Add Team Members and Set Permissions

Handle billing, subscription plans, and team member access.

Membership & Team

Connect your email, calendar, Zoom, and QuickBooks to Wedy Pro from Account > Integrations for a fully connected event business workflow.

Integrations Overview: Connect Your Tools

Connect your Zoom account to Wedy Pro to automatically generate Zoom meeting links when scheduling appointments and consultations with clients.

Use Your Zoom Account for Meetings in Wedy Pro

Connect QuickBooks to Wedy Pro to automatically sync invoices and payments. Keep your books up to date without manual data entry.

Connect QuickBooks to Sync Your Finances

Connect your Gmail or Outlook account to Wedy Pro so every email you send to clients comes from your real business address.

Connect Your Email (Gmail or Outlook) to Wedy Pro

Connect your Google or Outlook calendar to Wedy Pro to sync projects, bookings, and client meetings — and enable scheduling with real availability.

Connect Your Calendar (Google or Outlook) to Wedy Pro

Connect your external tools and services to Wedy Pro.

Integrations

Learn how to create and manage Event Tags, Project Types, and Lead Sources in Wedy Pro to keep your client projects organized.

Customize Project Tags, Types, and Lead Sources

Set up custom units, tax rates, and automated payment reminders in Wedy Pro from Account > Document Settings to streamline your invoicing workflow.

Configure Document Settings (Units, Taxes, Reminders)

Configure project, document, and workflow settings for your business.

Business Settings

Learn how your Wedy Pro dashboard works — from the personalized greeting and business stats to customizable widgets that keep your CRM and marketplace data at your fingertips.

Understanding Your Wedy Pro Dashboard

Learn how to rearrange, add, remove, and resize dashboard widgets in Wedy Pro so your command center shows exactly the data you need.

Customize Your Dashboard Widgets

Home

Create a custom design with text, images, and li    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">    <img src="https://static.intercomassets.com/ember/@intercom/composer-ember/placeholder_circle_upload-134b4324e0ef3d2d4ebbdfc71b7d7672.svg" width="70" alt="">

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