Payments and weekly team tasks in one view (sample data)
The problem
A mother-daughter wedding and events planning business was running everything from texts, notes and memory. Inquiries slipped, deposits and final balances were hard to track, and nobody had one clear list of what was due this week.
What I built
A complete Notion business hub with one home page and a back office of connected databases
Inquiries board that moves each lead from New to Contacted to Proposal Sent
Weddings and Micro-Weddings databases with event dates, packages and payment status
Upcoming events view that only shows the next 60 days
Balances due view with formula flags, so overdue final payments turn red automatically
Income, expenses, team tasks, inventory, shot lists and a content calendar, all linked
A client portal template to duplicate for each couple, plus a Start Here guide and checklists
Result
The owners open one page each morning and see new inquiries, the events coming up, who still owes money and what each person must do this week. New staff can follow the Start Here guide without training, and every couple gets a tidy portal. Handed over with a video walkthrough.
Like this project
Posted Oct 21, 2026
One Notion workspace for inquiries, weddings, payments, team tasks and content, with a client portal template and automatic overdue-balance flags.