Today, as a follow-up to our post about two ways to use Basecamp for wedding professionals, we are sharing the Basecamp process for OUR wedding planning business.
Create New Client
1. Click on Create a New Project.
2. Name the New Project with LastName1.LastName2 Wedding and click on the Use a Project Template (we set up a New Wedding Client template. In order to use this feature, you must create a Project Template under the Templates tab in the upper right hand corner on the main company page.)
3. Once you have created the client file, click on the Project Settings tab in the upper right hand corner. In Overview Page Announcement box, include:
FirstName LastName.FirstName LastName Wedding
Date of Wedding
Wedding Location
Ceremony: time
Cocktail Hour: time
Dinner and Dancing: time
Then, check the box for Yes, display this announcement on the overview page. We keep the Overview page as the Start Page. Finally we click Active for the Project Status.
Post New Message
Once we have created the client file, we copy and paste the welcome message that we sent to the client after they have hired us.
1. Click Post a new message, include a Title.
2. Select a Category.
3. Choose whether you would like the message to be visible only to your company.
4. Attach and necessary files.
5. Subscribe people to receive email notifications.
6. Post the message.
Create a To-Do List
1. Use a To Do List Template. We have created one for Final Prep clients and one for Full Planning Clients.
2. Edit the template according to the client’s needs.
Create Calendar
1. Enter Wedding Date.
2. Enter Rehearsal Date.
You can use the Basecamp calendar for all of the company appointments. We use Google Calendar for that purpose though.
Upload Files
Upload the signed agreement as well as any documents or agreements that they have already signed.
1. Choose a file to upload.
2. Check the people to notify about this file via email.
Let us know if you have a question about using Basecamp for your wedding business. If you use Basecamp already for your business, are there ways that you are using it that I haven’t discussed above? I would love to hear from you!
{ 5 comments… read them below or add one }
Basecamp for Wedding Business, Part 2 | Project Management http://bit.ly/jVSm1z
Basecamp from @37signals is a GREAT investment for wedding pros. RT @heathercrabtree Basecamp for Wedding Business http://bit.ly/jVSm1z
We love Basecamp! Would like to know more about your templates… RT @heathercrabtree Basecamp for Wedding Business http://bit.ly/jVSm1z
@valwoerner Checkout how to use basecamp from @37signals for wedding planning http://bit.ly/iDTuJA
I happened to look at my payment history with Basecamp today and realized I am in year THREE with them! How great is that?! My clients love it; especially the ones that live out of town or out of state. I am trying to find a way to use it internally, but haven’t put my finger on that yet. I love that you all are showcasing different ways to use the system. It is truly a lifesaver. For us, we use Freshbooks for invoicing, which pairs with Basecamp. Today, I began using the API attachment from Google Apps with Basecamp as well. It’s all about streamlining for me.