Client Toolbox Checklists + Timelines

(3 customer reviews)


Weddings are a huge investment, and as the planner, you want to make sure your clients feel confident that they’re making the right decisions. It’s no secret that weddings can be stressful for both the bride and groom. Often times they don’t know where to start or what to do next. This is especially true when it comes to event management and wedding planning. The Client Toolbox was created with your clients in mind! Our checklists and timelines will help them stay organized and on track throughout the entire planning process. Plus, our helpful tips will give them peace of mind knowing that they’re in good hands.

What’s included:

  • *This is a 40 page document that will impress and give your bride guidance
  • *Completely editable so you can make changes at any time
  • *Timelines and Checklists like Mother of the Bride Checklist, Bridesmaid Planning Timeline, Bridal Shower Timeline and Checklist, 12 Month Wedding Checklist– just to name a few.
  • *16 total worksheets that will help your bride stay organized throughout the planning process



If you’re looking for a way to give your wedding clients added value and a better overall experience, look no further than these checklists and timelines! This handy client toolbox is especially helpful for your wedding event management clients, providing them with a better understanding of the planning process from start to finish. With clear timelines and checklist items, your bride will know exactly what needs to be done in the lead up to her big day – giving you one less thing to worry about.

-TIMELINES Wedding timelines are a great way for your clients to see all of the important dates and tasks that need to be completed.

– CHECKLISTS – Checklists help your clients keep track of everything they have to do and when, so they don’t miss any deadlines or tasks!

– CLIENT TOOLBOX – Create a handy client toolbox for your wedding event management clients by adding these checklists and timelines in their “Client Toolbox” section of their client portal. All you have to do is copy & paste!

– EASILY EDITABLE TO MEET YOUR NEEDS – Make changes to the checklists and timelines as needed, when needed. You’ll have 16 total worksheets at your fingertips, all completely editable. So helpful!


This is file was created in Word. You will be able to edit and adjust all timeline and checklists using word. This is a downloaded file, no physical product is sent. Your files will be available to download once payment is confirmed.


All forms are created for professional wedding planning and are for personal use only. They are forbidden to be shared or resold without written permission. You accept the terms and conditions by purchasing this file.


We don’t accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.

3 reviews for Client Toolbox Checklists + Timelines

  1. Alexa

    These templates were extremely helpful and brought to my attention things I had not thought of!

  2. Shannon G. (verified owner)

    This content was the perfect addition to my business. My clients have found it to be very helpful! Thank you for putting this together.


      Thank you Shannon! I absolutely loved reading this!

  3. Carmen

    An EXCELLENT resource that has helped me improve my client experience greatly. So excited to be able to share this great tool!


      Thank you so much for this positive review, Carmen! We’re thrilled to hear that our Client Toolbox Checklists and Timelines have helped improve your client experience. We hope you’ll continue to find them helpful and be sure to share them with other professionals in your network.

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