Client Memory for wedding planners
Client Memory turns the emails and notes around a wedding into a trusted record—so every planning call starts personal, prepared, and on the same page.
Built for planners who are done hunting for the detail that changes the whole conversation.
Upcoming call
In 20 min · 10:00 AM
Remember before you join
They want their guests to feel looked after, not managed.
Confirm the rain-plan timing before discussing the floral revision.
A memory that works like you do
Capture the email
Keep key exchanges with the client record.
Add the note
Turn a quick call note into usable context.
Keep everyone aligned
See the couple, family, vendors, and next move together.
A better handoff to future you
Client Memory is shaped around the context wedding planners actually need to keep—without turning a thoughtful client relationship into another spreadsheet.
Detail extraction
Surface dietary preferences, decision-makers, design language, budget guardrails, vendor history, and open questions from the sources you save.
‘No dusty rose’ means no dusty rose.
Sister is handling the welcome dinner.
Venue requires the revised floor plan Friday.
Relationship context
Keep the human details close: meaningful dates, family dynamics, communication preferences, and the story the couple wants their day to tell.
Timely prompts
Track renewal and life-event reminders alongside the client history you have already built.
Source-linked timeline
Move from a useful detail back to the note or message that gave it meaning—so you can trust the briefing and never lose the nuance.
Before your call
Open the client record and get the context you need in seconds. Every detail below is a fictional example, shown to illustrate the kind of briefing Client Memory is designed to provide.
Request early accessClient Memory briefing
Start with the indoor rain plan. Avery is anxious about guest flow, and Jordan asked to protect the candlelit dinner feeling.
How it fits
01
Save the emails and meeting notes that matter to a client record. Start with the sources you already use—no new ritual required.
02
Client Memory pulls out preferences, family dynamics, budget signals, vendor context, and promises worth keeping.
03
Open a concise briefing before a planning call, venue visit, or vendor check-in—with sources attached for the full story.
FAQ
Early access for wedding planners
Join the early-access list to start shaping a trusted client memory around the weddings you are already planning.