1.  Overview

Wedding Hall / Advanced Wedding Planner Management transforms Dolibarr ERP into a complete, end-to-end management platform for the wedding and reception industry. From the first prospect enquiry to the final invoice and post-event satisfaction survey, every operational, commercial and financial step of a wedding is handled inside a single, coherent workspace.

The module unifies venue booking, event planning, guest and seating management, supplier coordination, contracting, and revenue tracking. It builds natively on Dolibarr's proven third-party, product, invoicing and agenda foundations, so wedding-specific processes stay fully connected to accounting, CRM and document management.

Target Users

·       Wedding halls & reception venues: salle de mariage / salle des fêtes operators managing bookings, occupancy and catering.

·       Wedding planners: independent planners orchestrating events, suppliers and timelines.

·       Reception & banqueting venues: hotels, châteaux and estates renting spaces for celebrations.

·       Event agencies: full-service agencies delivering turnkey weddings and receptions.

Whether you run a single hall or a portfolio of venues, the module scales from one-person planning studios to multi-team event organisations.

2.  Architecture & Object Engine

The module is powered by a generic, key-driven object engine. Every business entity is described declaratively (fields, labels, statuses, permissions) and the engine renders a consistent list view and card view for each one. This guarantees a uniform user experience across all 21 business objects and makes the module easy to extend and localise.

Common capabilities of every object

·       List view with sortable columns, pagination and quick filters.

·       Detailed card view with tabbed sections and contextual actions.

·       Coloured status pills that make record states readable at a glance.

·       Full-text search and multi-criteria filtering.

·       Show/hide column selector so each user tailors their own view.

The 21 business objects

Grouping: Catalogue (6) • CRM (2) • Events (4) • Resources (5) • Finance (2) • Operations (1) • Automation (1) = 21 objects.

3.  Business Workflow

The module follows the natural life of a wedding project, from first contact to post-event satisfaction. Each stage maps to one or more objects and updates status pills and dashboard KPIs automatically.

1.  Prospect  —  A new lead enters the CRM sales pipeline.

2.  Enquiry  —  The couple's request is qualified and detailed.

3.  Venue visit  —  A site visit / meeting is scheduled and logged.

4.  Quote  —  A tailored quotation is produced from packages & services.

5.  Wedding contract  —  The signed contract formalises the engagement.

6.  Date reservation  —  The wedding date and space are locked, blocking conflicts.

7.  Event planning  —  Services, guests, tables and timeline are built out.

8.  Supplier management  —  Caterers, DJ, florist and others are booked & confirmed.

9.  Preparation  —  Tasks, equipment moves and staff assignments are completed.

10.  Wedding day  —  The event runs; on-site operations are tracked.

11.  Final invoicing  —  Balance is invoiced and payments are reconciled.

12.  Client satisfaction  —  Feedback is captured to close the loop.

4.  Main Menu Structure

A dedicated left-hand menu gives fast access to every area of the module, organised from high-level dashboards down to configuration.

5.  Key Features

5.1  Premium Executive Dashboard

A polished landing dashboard surfaces the metrics that matter, with KPI cards, alert tiles and charts for instant situational awareness.

·       Upcoming weddings and confirmed reservations.

·       Expected revenue vs. collected revenue.

·       Pending payments and outstanding balances.

·       Occupancy rate across spaces and dates.

·       Active prospects and lead-to-client conversion rate.

·       Confirmed guest counts and average margin per event.

·       Alert tiles for items needing attention, plus trend charts.

5.2  Event Lifecycle Kanban Pipeline

Every event moves visually across a Kanban board, so the whole team sees where each wedding stands at a glance.

·       Columns: Request → Quote → Confirmed → Preparation → Ongoing → Completed → Cancelled.

·       Drag-and-drop stage changes update statuses and KPIs instantly.

5.3  Reservation Planning & Conflict Detection

·       Calendar-based planning of dates and spaces.

·       Automatic double-booking / conflict detection prevents overlapping reservations.

5.4  CRM Prospect Pipeline

·       Stages: New → Contacted → Meeting → Quoted → Signed → Lost.

·       Conversion tracking measures pipeline performance and win rate.

5.5  Guest & RSVP Management

·       RSVP states: Attending, Pending, Declined, Maybe.

·       Menu choices, dietary needs and children counts captured per guest.

5.6  Visual Table Plan

·       Tables defined by shape, zone, capacity and current occupancy.

·       Seated guest lists per table and a running unseated-guest list.

5.7  Catalogue: Services, Packages, Suppliers, Staff

·       Services catalogue: decoration, catering, entertainment and media.

·       Wedding packages: curated bundles combining spaces and services.

·       Suppliers: caterer, decorator, DJ, photographer, florist, rental partners.

·       Staff / teams: assign and coordinate the people delivering each event.

5.8  Contracts, Payments & Tasks

·       Contracts: wedding contracts with a full lifecycle (draft to signed to closed).

·       Payments: deposit and balance tracking against each event.

·       Tasks: a task workflow for preparation and follow-up.

·       Maintenance: upkeep records for spaces and equipment.

5.9  Automations & Alerts Engine

A rules engine watches the data and raises timely alerts so nothing slips.

·       Upcoming event reminders.

·       Overdue payment alerts.

·       Unsigned contract warnings.

·       Unconfirmed supplier notifications.

5.10  Multilingual & Demo Data

·       Multilingual: French, English, Italian, German and Spanish interfaces.

·       Demo data generator: populate a realistic sample dataset in one click.

·       Purge: cleanly remove demo data when you are ready to go live.

6.  Permissions & User Profiles

Access is governed by nine right groups, each exposing Read, Write and Delete permissions, plus a dedicated Administer right for module configuration. Grant only what each role needs.

Suggested user profiles

7.  Native Dolibarr Integrations

The module reuses Dolibarr's core objects rather than duplicating them, so wedding data flows straight into your existing accounting, CRM and document processes.

8.  User Guide

The following walkthrough covers the main end-to-end workflow. Each step is available from the module's left-hand menu.

Step 1 — Create a prospect. Open Prospects and add the enquiry with couple details and event date; the lead enters the sales pipeline.

Step 2 — Convert to client. Once qualified, convert the prospect into a Client record, carrying over contact details.

Step 3 — Create an event. From Events, create the wedding: set the date, expected guest count and initial status.

Step 4 — Assign a space. Attach a Space/Hall; the planner checks the calendar and conflict detection confirms availability.

Step 5 — Add services & packages. Add event lines from the Services catalogue and Packages to build the offer.

Step 6 — Generate the contract. Produce the wedding Contract; track it through its lifecycle to signature.

Step 7 — Record the deposit. Register the deposit under Payments; the dashboard updates collected revenue and pending balance.

Step 8 — Manage guests & table plan. Capture guests and RSVPs, then arrange the visual Table Plan by seating guests at tables.

Step 9 — Final invoicing. Invoice the balance; payments reconcile against the event and clear the pending amount.

Step 10 — Reporting. Review revenue, occupancy and conversion in Reporting to close the project.

Generating and removing DEMO data

·       Go to Configuration within the module.

·       Click Generate demo data to populate sample spaces, clients, events, guests and payments.

·       Explore the module with realistic content to learn the workflow.

·       When ready for production, click Purge / Remove demo data to clear all sample records cleanly.

9.  Installation

1.  Copy the module — Place the weddingplannermanagement folder into htdocs/custom/ of your Dolibarr installation.

2.  Enable the module — Log in as administrator and go to Home > Setup > Modules/Applications; find the module and toggle it on.

3.  Set permissions — Open the module's permissions and grant the appropriate right groups to each user or group.

4.  Configure — Use the module's Configuration page to set options and, optionally, generate demo data.

Requirements: Dolibarr 17 or later running on PHP 8.

 

Wedding Hall / Advanced Wedding Planner Management — v1.0.0  •  © DoliResources  •  www.doliresources.com