iDo Wedding and Event Professional Edition

iDo Wedding and Event Professional Edition is a fantastic tool made just for consultants and event planners. Whether you're planning a wedding or any special celebration, this app helps you keep track of all your expenses. It's perfect for individuals, couples, families, or even companies!

User-Friendly Interface

This software comes with a stylish and easy-to-use interface. You'll find neatly arranged icons that make it simple to navigate. It's a good idea to take some time to learn what each function does. When you open the app for the first time, it'll prompt you to create a new account by entering your username, password, and location on your computer.

Getting Started

Once you're in, a welcome screen will show up so you can see all the features right away. Your first step? Enter your company details like name, address, owner info, phone numbers, email, and website. This setup lets you view active clients, contracts, finances, calendar events, users—and more!

Managing Clients

To add a new customer in iDo Wedding and Event Professional Edition, you'll need some personal details such as their full name, type (like individual or corporate), status (active or inactive), phone numbers, email address, billing address—and optional notes if needed.

Importing Contacts

You can easily import your client list from CSV files or Microsoft Outlook! Plus, the tool allows you to manage multiple contracts by entering dates like when they were sent and signed along with budgets and package statuses.

Finance Tracking

The finance tab is where all transactions are stored. When adding new ones, simply specify the business type, date of transaction, items involved, category (like advertising or travel expenses), and vendor info. You can enter unlimited contacts with their details like full name and wedding role.

Budget Management Made Easy

The budget tab gives you a clear look at all payments made—showing bought items alongside estimated versus actual prices. You can also use predefined budget templates for quicker management! Charts showing total investments can be generated as well.

Your Custom Options

You'll love that from the “Options” menu; everything can be adjusted to fit your needs perfectly!

In conclusion, iDo Wedding and Event Professional Edition is an excellent choice for wedding consultants looking to organize all aspects of weddings and other events efficiently!