1. Client Login: You can create a new project for each client and assign them a login so that you can give them tasks, share timelines and important documents they need to complete or allow them to collaborate on the wedding design. This might work really well for your business and your clients. We actually do NOT use Basecamp in this way for our wedding clients. We DO use this model for our mentorship clients. There are several planners that use this model of Basecamp and actually include the login page on their website. Cynthia Martyn Events and Andria Lewis Events are two wedding planners that do this.
2. Internal Company Use: Another way to use Basecamp is internally for your company (which is nice if you have more than a team of 1.) This is how we use Basecamp for our wedding planning side of our company. It acts as our complete virtual office for Outstanding Occasions. We have a Main Office (which includes our document templates for our company and wedding pro packages and pricing), Mentorship file (where we keep all of our internal documents for the mentorship program), Business Book Library (where the Outstanding team members share their business book reviews of the business books that we all have read), Owners File (where we keep internal documents for Jennifer and I only), and then we create a new project for each new client that we get (but again, we use it internally only and do not share it with our clients.) As stated above, we also have a separate project set-up for each mentorship clients. The mentees are the only clients that we share files with.
In the second part (Basecamp for Wedding Business, Part 2), Outstanding Occasions walks through the actual Basecamp process it uses for wedding planning.
Outstanding Occasions is co-owned by Heather Crabtree (left) and Jennifer Thinnes (right).