Lovely Wedding Planner Welcome Package Design Template

(6 customer reviews)


The wedding industry is very much in tune with the client experience. By providing a first-rate experience for your clients, you’re going to get those coveted referrals that will result in more business for your brand. Start off each new relationship right with our Lovely Welcome Packet Canva Design Template. Welcome packets allow you to beautifully present your expectations and processes in one easy-to-read document. They also help you set up your boundaries right from the start. The Lovely Welcome Packet contains all the design templates you need to represent your business and it’s fully customizable in Canva to match your brand—just add your fonts, brand colors, and business information!

Product design template highlights:

  • ✔Client welcome letter
  • ✔Package description
  • ✔Policies and client conduct
  • ✔Important dates
  • ✔Preferred vendor list
  • ✔A la carte services
  • ✔Tools and resources


What should you expect from this wedding planner welcome package? Here’s a quick run-through of some of its key features to give you an idea of what type of design pages you’ll see inside.

Client welcome letter:

First and foremost, your packet should have a wedding planner client welcome letter that explains your passion and how you’re going to help them. This is your chance to highlight what sets you apart and reassure them that they made the right choice by picking you!

Package description:

In this section, there’s ample space to describe the service(s) your client purchased, what features are included, and the benefits they’ll be receiving.

Policies and client conduct:

Your policies and client conduct page is one of the most important parts of the welcome package. It lays the foundation for how a client should treat you and what you expect from them.

Important dates:

There’s a lot that goes into the wedding planning process, and a schedule is crucial to keeping everyone on track. The important dates page lets you create a timeline for your clients so they know ahead of time when check-in calls and meetings will take place.

Preferred vendor list:

Once you’ve had a chance to build relationships with other wedding vendors, presenting a list of your preferred vendors will help your clients narrow down their choices. This wedding planner welcome package template includes space for bands and DJs, caterers, florists, hair and makeup, officiants, and more!

A la carte services:

If you really want to be helpful, list your á la carte services. This will let your clients know what additional services you offer that may not be included in the package they bought.

Tools and resources:

Are there any special tools and resources you use to help streamline the wedding planning process? If so, this is where you can tell your clients what they should know about each tool and how to use it. This is another opportunity to show what makes your company unique!

Canva Delivery

This is file is in Canva. This is a downloaded file, no physical product is sent. Your files will be available to download once payment is confirmed. Due to license restrictions, the images, mockups, and copy content information are NOT INCLUDED with your purchase. All fonts used are included in the free version of Canva. This is a design kit only.


6 reviews for Lovely Wedding Planner Welcome Package Design Template

  1. Jennifer James Clark

    What can I say? As a newer planner in my business, it’s been a whirlwind trying to get everything done, on brand, professionally done, at an affordable price, and in a way that I actually liked. This template is perfect! I’m able to pop my branded colors in, drop my photos in, and input my information. It even has pages for information I was trying to determine how/when to share. I don’t know why I didn’t think to just make a whole package like this. I am SO excited about it. Literal hours of my life saved, frustration that never occurred, what would have been a guaranteed stressful activity is a super fun time! I’m stoked to send this out to clients, answering all their questions before they’re asked. And this price? Wow. Way worth it! It’s modern, fresh, professional and casual, perfectly fits my branding. You absolutely will not at any point question whether this is the right purchase for your business. It absolutely is.


      I love saving you guys time! Thank you Jennifer for the kindest review!

  2. Carrie Stacy (verified owner)

    This is so great! I am glad to have gotten my hands on a welcome packet template of this quality! I’ve seen a few examples before, however the task of creating my own from scratch seemed daunting. Canva is my go to currently for graphics creation, so updating was smooth and easy to do! Don’t have time to be a graphic designer while starting your new business, make sure to grab this template!


      Yay! Victory! I loved hearing this!

  3. Gelena D. (verified owner)

    I really love this product. I did not expected to find such useful template! Thank you!


      Thank you Glenda! I love having repeat wedding planners!

  4. Brandi Siggal

    I purchased this and customized for my business. I have gotten more compliments and even referrals from clients that didn’t book because of how professional and thorough this Welcome packet was!


      Thank you Brandi!

  5. Debbi

    Great information – and well presented and put together. I’m impressed with the content and value for money with Valeries digital downloads. If it sounds like it’s what you need – then buy it. Don’t overthink!

  6. Erin Moter

    This welcome packet template is functional in its delivery of important information to clients while being aesthetically impressive in its design. It’s easy to use and provided me with an amazing foundation for a tool that I knew I wanted to use in my business, but didn’t even know where to start to create it. I am glad that I decided to purchase this template and will likely purchase more of Valerie’s products in the future.


      I just love hearing this! Thank you!

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