How this works: Upload your Master Room Listing Excel file from Destination Weddings. The CRM will automatically read all guest names, room categories, booking numbers, dates, costs, and payment balances โ no typing required!
Step 1 โ Group Info
Step 2 โ Payment Dates
These come from your Group Summary Report. Set 1 or 2 payment dates โ they apply to all guests in this group.
Step 3 โ Upload Excel File
๐
Drop your Excel file here
or click to browse Supports .xlsx and .csv files from Destination Weddings
Preview โ ready to import
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Event Date
๐ฅ Guests
๐ณ Payment Log
๐ Schedules
๐ Docs & Links
All
Balance Due
Fully Paid
Cancelled
๐
#
Primary Guest
Additional Guests
Res #
Room Category
Check-In
Check-Out
Nights
Ins.
Room Cost
Insurance Cost
Total
Paid
Payment 1
Payment 2
Status
Comments
Actions
Payment history for this group
Payment History
Date
Guest Name
Amount
Type
Notes
Actions
๐ Reduction Schedule
Date Range
Reduction Allowed
๐ซ Cancellation Schedule
Date Range
Penalty
These schedules are also shown to clients in their portal.
๐ Documents & Links
๐ New Leads
๐
All
๐ New
๐ Contacted
๐ Quote Sent
๐ Waiting on Contract
๐ค Pending Decision
โ Booked
โ Lost
๐ Wedding Timeline
๐ฐ Revenue Dashboard
Preview what your clients see, then generate their portal file.
Load Backup Data
Paste your backup JSON if the file picker didn't work.
๐ Build Quote
Trip Details
โ๏ธ Flights (optional)
๐จ Resort Options
๐ฌ Notes (optional)
Paste your raw quote text from DWT below โ exactly as you copy it. Claude will read it and generate a beautiful formatted quote automatically!
Build a beautiful group quote using your DWT resort pages. Paste each resort's text separately, add your personal note, and we'll create one gorgeous email with all resorts, links, pricing, and your standard talking points.
๐จ Resort Options
๐ Standard Talking Points (pre-filled โ edit or remove any)
๐ Saved Quotes
New Lead
Couple Info
Trip Details
Follow Up
New Wedding Group
Group Info
Key Dates
Payment Dates
Add Guest
Room Info
Financials
Enter the room cost and insurance separately. Total and balance will calculate automatically.
Notes
โ๏ธ Flight Info
๐ฌ Arrival
๐ซ Departure
Add Document / Link
โ๏ธ Flight Info
๐ฌ Arrival
๐ซ Departure
๐ฌ Arrival Flight
๐ซ Departure Flight
Log Payment
Payment will automatically subtract from the guest's balance. Guests can make as many payments as needed.
🔄 Sync from DWT Bookings Page
Paste the full DWT bookings page text. Claude will compare every field and show you a report before making any changes.