Wedding venue management software — buying checklist From: https://www.iwantmywebsitenow.com/industry/venue/wedding/ Workflow sources checked: 2026-10-01. Prices have separate capture dates. Use this with a vendor or a builder. These are proposed evaluation tests, not claims that any product passed them. YOUR BUSINESS Current software: What must work differently: Records to bring across: Budget and timing: QUESTIONS TO TEST 1. Date, spaces and holds Ask: Can a date hold several spaces without duplicate bookings, and when does a soft hold expire? Demonstrate: Hold the ceremony and reception areas separately, then create an overlapping inquiry and check the conflict state. Observed result: Follow-up: 2. Proposal and agreement Ask: Do package inclusions, exclusions, revisions and payment schedule remain traceable? Demonstrate: Send a proposal, revise one package line and check which version the couple signed. Observed result: Follow-up: 3. Planning details Ask: Do floor plan, vendors, access, timeline and guest count attach to the right event? Demonstrate: Share event details with coordinator and operations roles; change guest count and review approval history. Observed result: Follow-up: 4. Event-day handoff Ask: Can staff find the latest approved details and record changes without altering contract terms? Demonstrate: Make a late setup change and verify event notes update while the signed agreement stays intact. Observed result: Follow-up: DEMO SCENARIO (SYNTHETIC) Bring a date hold and cancellation case 1. Create an inquiry with ceremony and reception spaces on one date and set a temporary hold. 2. Add a second inquiry that overlaps one room; review date, room and hold conflicts. 3. Send a proposal with package, deposit schedule and floor-plan note; sign one version then amend a planning detail. 4. Cancel a separate hold and verify availability release, retained documents and payment/refund record. MIGRATION Preserve the date, space and signed proposal history Request inquiries, tours, date and room holds, signed contracts, proposal revisions, floor plans, vendor contacts, timelines, task assignments, deposits and payment references. Test multi-space booking relationships, cancellation release and attachments. Reconcile future events and balances; agree whether old proposal versions stay editable or archived. A POSSIBLE FIRST BUILD A custom website can support enquiries around an existing venue platform. Do not promise live space availability, contracts, deposits or event-day records until calendars, payments and versioned handoffs are connected and tested. SOURCES Planning Pod: Wedding and event venues https://planningpod.com/solutions/industries/event-and-wedding-venues Documents venue calendars, holds, proposals, invoicing and payment workflows. Tripleseat: Venue booking https://tripleseat.com/platform/book/ Describes event bookings, proposals, BEOs, contracts, minimums and deposits. Event Temple: Venue CRM https://www.eventtemple.com/venue-crm Documents leads, holds, calendar and multi-day event capabilities; confirm fit for independent venues. Research by Don, I Want My Website Now. A product description is not hands-on testing. Verify the plan, current price and export access before committing.