Business tutorial: Client Plans for weddings and bespoke work
Published 8/22/2026
New tool guide
Client Plans: Deposits, Milestones and Contracts
If what you sell is not a single fixed-length booking — a wedding, a multi-day event, a bespoke project with staged payments — Client Plans is built for that. Send a client a line-itemed plan, collect a deposit, track milestones, and resolve disagreements without losing the booking.
Build a plan
Business Studio → Client PlansAdd the event and line items
Add the date, then list what is included — each with its own price, so the client sees exactly what they are paying for.
Set the deposit
Decide how much is due upfront to secure the date, and when the balance is due.
Send the plan
The client gets a link to review, accept the contract, and pay the deposit through Stripe.
Track with a checklist
Add milestones both sides can check off as the date approaches, so nothing gets missed.
Changes and disagreements
Need to change the plan? Send an updated version for the client to re-agree to — the original stays on record.
Something goes wrong? Either side can raise a flag on the plan, which opens a structured way to resolve it without cancelling the whole booking.
Balance payment is collected the same way as the deposit — through Stripe, directly to your connected account.
Where to find your plans
All the plans you have sent live under Client Plans in your Business Studio. Every plan a client accepts automatically shows up as a client in your Pipeline board too.
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