teyanna1Q: For Wedding Planning?
Good afternoon,
I'm a wedding planner with 3 wedding planning businesses that I own. I built a Notion Portal for my clients to use across the 3 brands, but some things are missing like the SMS integration. My goal is to use Suite Dash to be able to fully plan weddings, meaning I can have a Rolodex or Contact list of vendors, upload vendor contracts and invoices, etc. I also need to be able to build timelines for the actual wedding day. Before my Notion Portal, I was using 17 Hats as a CRM, Planpage, and Timeline Genius for my wedding day timelines. Can SuiteDash replace all of these different systems? Also, is Square one of the credit card processors that directly integrate with your system so I can use it as a CRM? Lastly, I read somewhere that you have to pay additional to the function of contract signing. Is this correct? Thanks!!
Mike_SuiteDash
Jan 30, 2026A: Hi Teyanna,
What a great use case - and I love that you're running three wedding planning brands!
Let me go through your questions:
**Can SuiteDash replace 17 Hats, Planpage, and Timeline Genius?**
I'm semi-familiar with these tools, but I can't say definitively which specific features you depend on and whether ours will work exactly the same. What I can tell you is that SuiteDash is absolutely designed to handle these types of workflows.
For CRM and client management - SuiteDash handles client intake, proposals, contracts, invoicing, client portals, and automated workflows.
For vendor management - your vendors can be added as Contacts in your CRM with their own Custom Fields (specialty, pricing, notes, preferred status, etc.). You can upload and store their contracts and invoices in their Contact profiles or in organized folders in the Files Toolkit. Think of it as your digital Rolodex with documents attached.
For wedding day timelines - SuiteDash has robust Project management with Tasks, phases, and scheduling. Whether it matches the specific minute-by-minute visualization you're used to is something you'd want to evaluate during a trial.
For your three brands - each SuiteDash account supports one brand identity. If you need completely separate branding for each of your three wedding planning businesses, you would need three separate accounts. We are actively working on an account switcher feature that will make managing multiple accounts seamless - using your email address as the pivot to switch between them instantly. This is expected in early/mid 2026.
The best approach would be to start a 14-day free trial and test your specific workflows to see if the way we handle things fits your needs.
**Square Integration:**
We don't have a direct integration with Square, unfortunately. Our supported payment gateways are Stripe, PayPal, and Authorize.net.
**Contract Signing:**
Good news here! Basic e-signatures on Documents are included in the platform at no extra cost. You build your contracts using our Content Block Editor with Dynamic Data Placeholders (automatically pulling in client names, dates, package details, etc.) and clients can sign digitally.
The PRIME Bundle Power-Up ($40/mo) adds the ability to upload existing PDFs as templates for signing - which might be useful if you have contracts already built outside of SuiteDash that you want to continue using.
While it's not necessary, you would really benefit from a Wizarding Session as this would help you get your ideas/workflows out and then a Wizard can help you map those workflows to our platform. Link here: https://suitedash.com/suitedash-certified-wizards/
Hope that helps!
Thanks,
Mike
Thank you so much for taking the time to answer my questions!!
My pleasure :)