Wedding Planner Business OS

Run your whole wedding planning practice from one Notion workspace — and own the system outright. The Wedding Planner Business OS is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients (your couples), Weddings, a Vendor Directory, Tasks, Invoices and Timelines, plus a live Dashboard that shows which weddings are closest, what is late, who owes money and which vendors are booked where at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, a per-couple Outstanding formula, and an Invoiced rollup on every wedding. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (two couples, two weddings, vendors, tasks and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. The shelf plans one couple’s single day; this system holds the planner’s whole book — every couple, every wedding and the money across all of them. Organisation records only: the guide is a records system, nothing more.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.