Bulk Client Onboarding for Wedding Planners With a Large Active Roster

How should a planner prepare a 40-client roster?

Create one row per wedding with the primary client email and both preferred names. Remove duplicates, confirm that former clients are excluded, and assign an internal owner before uploading or pasting the list.

What should be reviewed before invitations send?

Review the exact recipient, couple names, planning company, destination link, expiration behavior, and fallback for an undelivered email. A batch action should display the number of invitations before the planner confirms it.

• Valid and unique email addresses
• Correct names for each wedding
• No archived, canceled, or completed engagements
• A support contact for sign-in or access questions
• A plan for clients who do not respond

How should acceptance be tracked?

Separate pending invitations from active clients and notify the planning team when a couple shares a wedding. The acceptance alert should link directly to the new client record and should also be delivered by email when notifications are enabled.

Should the planner send repeated reminders?

Use a limited reminder sequence tied to a real onboarding deadline. Avoid daily pressure, revoke incorrect invitations promptly, and give the couple a human contact if their email or existing account does not match.