Welcome to Gilded

Gilded is an all-in-one platform built for wedding planners like you. Instead of juggling Word docs, email threads, and separate payment tools, you can handle your entire client workflow in one place — from the first proposal to the 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 merge 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 by card or bank transfer through a secure payment page. The money goes straight to your bank account — you keep 100% of your fee.

What You Can Do Right Now

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

• Document builder with proposals, contracts, and combined documents
• Brand presets so every document matches your business aesthetic — your logo, colors, and fonts
• E-signature with section initials and a final signature block
• Payment collection via Stripe with support for both card and ACH bank transfers
• Service packages that auto-fill pricing into your documents
• Merge 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.