Best CRM and Timeline Tools for Wedding Planners: Why I Use HoneyBook and Timeline Genius
Let’s rewind to 2015.
I was in the thick of wedding planning—balancing clients, timelines, emails, vendor calls, invoices... oh, and trying to keep my inbox from resembling a digital landfill.
Back then, I was running a growing wedding planning business and juggling more than any one person should. I didn’t have a team of 10. I didn’t have hours to spare. But what I did have was a deep desire to elevate my client experience without losing my sanity.
Even when I had help, I was still the one making most of the decisions, setting the standard, and holding the backend of the business together with sheer willpower... and a very strong relationship with coffee. I needed a system to help me save time.
That’s when I found HoneyBook—and everything changed.
I needed a way to streamline proposals, invoices, and the endless back-and-forth of client communications. Once I started using HoneyBook, things finally clicked.
I could send beautiful, branded proposals in minutes.
Payments? Automated.
Onboarding workflows and questionnaires? Done—automated, so I didn’t have to send every piece myself. Moving prospects and clients along my process seamlessly.
It was like getting the personal assistant I didn’t know I needed. And for the first time, I could breathe a little easier knowing my systems were actually supporting me.
The Best Timeline Tool for Wedding Planners (That Complements HoneyBook Perfectly)
While our pre-wedding client experience was running like a dream thanks to HoneyBook, the timeline side of our process still lived in Google Docs and shared folders.
And it was... fine.
(And if you know me, you know I hate the word “fine.”)
But client expectations weren’t just rising — they were evolving. Fast.
And in today’s world, where couples expect Four Seasons-level service with Amazon Prime speed, “fine” wasn’t going to cut it.
We were growing. Our clients wanted more clarity, more polish, more ease. And I didn’t want to settle.
The back-and-forth of editing timelines, digging through old email threads, and praying we hadn’t missed a key vendor update wasn’t sustainable. So, we upgraded to Timeline Genius—and let me tell you, it was a total game changer.
Instead of juggling outdated docs and missing links, we had:
One live timeline link that updated in real time
Custom visibility for clients, team members, and vendors
Automatic alerts, reminders, and even text updates
Timeline Genius helped us work smarter, collaborate better, and feel more organized across the board.
Here’s the simple formula that changed everything:
✨ HoneyBook as a CRM took care of the business side—onboarding, communication, contracts, payments, and automations.
✨ Timeline Genius took care of the event side—customized, real-time wedding day timelines in one sleek, centralized hub.
Together, they gave us the ability to offer a high-end client experience without burning out behind the scenes.
Unlock the Timeline Genius Offer—Exclusively Through HoneyBook
Now, for the really exciting part...
These two powerful systems have teamed up to bring wedding pros (that’s you!) an exclusive offer that’s all about helping you save time, look professional, and feel on top of it all.
From April 1–May 30, 2025, HoneyBook Essentials and Premium members can unlock Timeline Genius for just $195 for the first year (normally $549.95—that’s a 65% savings!).
If you're ready to:
Simplify your backend workflows
Impress clients with polished timelines and seamless communication
Save hours of admin time each week
Work smarter, not harder
…then now’s the perfect time to get started.
TL;DR – Why Wedding Pros Are Loving This Combo:
✔️ HoneyBook = all-in-one CRM for wedding pros
✔️ Timeline Genius = collaborative timeline tool designed for planners
✔️ The result? Elevated client experience, efficient systems, and a lot less stress
✔️ The bonus? A major discount when you sign up for HoneyBook
Don’t Miss Out on This Limited-Time Offer
👉 Click this link to get 30% off HoneyBook and unlock 65% off your first year of Timeline Genius.
Already a HoneyBook member? Just log in to your account to activate your Timeline Genius offer before May 30!
Trust me—your future self (and your clients) will thank you.
Need More Inspiration?
Looking for more ways to stand out, streamline your workflow, and build a sustainable, thriving business? Join The Planner's Vault, where I share all my top tips, tools, and strategies to help you become the go-to wedding planner in your market. Inside, you’ll find resources for everything from client experience to marketing and pricing strategies.
You can also grab some of our top templates from the template shop! There’s our most popular Client Experience Bundle, our most needed Boundary Setting Toolkit, and our time-saving Questionnaire Bundle.
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