Welcome to Gilded

Gilded is built for wedding planners. Instead of running the client side of your business across Word docs, email threads and a separate payment tool, you can do the whole thing here — first proposal to final payment.

Your Four-Step Workflow

Everything in Gilded follows the same simple path:

1. Create an Event

Every client engagement starts with an event. Add your client's name, contact info, wedding date, venue, and the service package you're offering. This becomes the home base for everything related to that couple.

2. Build a Document

From the event page, create a proposal, a contract, or a combined document that covers both. Use the drag-and-drop builder to add sections, customize your content with a rich text editor, and pull in details automatically with auto-fill fields like {{client_name}} and {{event_date}}.

3. Send for Signature

When your document is ready, send it directly to your client. They receive an email with a secure link — no account required on their end. For contracts and combined documents, your client reviews the content, initials key sections, and signs electronically. Everything is legally binding.

4. Collect Payment

Once the contract is signed, request a deposit or full payment right from the event page. Your client pays through a secure payment page — by card or bank transfer if you have Stripe connected, by Zelle or Venmo if you prefer, or however you already collect if you would rather keep that as it is. The money goes straight to your bank account, and Gilded takes no cut of it.

Starting Out

You will not face a blank screen or a setup wizard. When you first sign in, Gilded drops you straight into the app with a sample wedding already built — a fictional couple with a finished proposal you can open and explore (it is badged "Sample" wherever it appears; remove it anytime). A Getting Started checklist on your dashboard then guides you through the setup worth doing — your business info, branding, first event, and payments — in whatever order you like. See Getting Set Up for the details.

What You Can Do Right Now

Here is a quick look at what is available to you today:

• Brand presets so every document matches your business aesthetic — your logo, colors, and fonts
• Payment collection via Stripe with support for both card and ACH bank transfers
• Service packages that auto-fill pricing into your documents
• Auto-fill fields that pull event and client details into your content automatically
• Templates to save your favorite document structures and reuse them
• Activity timeline on every event so you always know where things stand

How This Help Center Works

These articles are organized around the tasks you need to get done. Start with the Getting Started section to set up your account and create your first event, then explore Documents, Signatures, and Payments as you need them.

If you are brand new, the best next step is Creating Your Account.