A note before you begin: these tutorial canvases are here to help you customize this welcome guide for your business. This template is intended to become an evergreen client resource that you can share with all booked clients after they reserve your services.

Rather than personalizing this guide for each individual client, use it to clarify your general process, expectations, resources, communication guidelines, payment policies, and frequently asked questions. Before editing, gather the core information you want every booked client to know. You may want to have the following ready:
  • A short welcome note from you or your team
  • Your general post-booking process
  • Important timeline milestones
  • Client portal, scheduler, questionnaire, invoice, or resource links
  • Payment due dates, payment methods, and general billing policies
  • Communication hours and preferred contact method
  • Helpful resources or tools clients may need
  • A testimonial that represents your overall client experience
  • Recommended vendors, partners, or referral links
  • Any publication, press, or photography-specific details you want to include
  • Answers to common client questions

Please note: all copy throughout this template is intended to serve as inspiration and placeholder content only. Replace all text with your own brand voice, process, policies, and links before sharing this guide with clients. 

HOW TO CUSTOMIZE THIS GUIDE
This welcome guide is organized into sections called canvases. Work from top to bottom, updating each section with the general information you want every booked client to receive. To edit text, double-click the text box and type directly. To swap an image, double-click the image and choose your replacement image from your Showit media library.

Some sections use grouped elements, such as process steps, vendor cards, FAQs, timeline items, or resource cards. To edit text inside a group, double-click into the group, then select the specific text box you want to update. To duplicate a grouped item, select the full group, copy and paste it, then move the new group into position. Always check mobile view after adding, deleting, or rearranging grouped elements.

GETTING STARTED

to

Welcome

2027 Client Experience Guide

Now that you’re officially booked, we want you to feel fully supported from the very beginning. This guide brings together the most important details you’ll need as we move forward, including process notes, communication guidelines, payment reminders, and helpful resources. We recommend bookmarking this page so that you can easily return to it when seeking clarity about next steps.

Before We Begin

A Note

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The Third Step

03

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The Second Step

02

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The First Step

01

Here are our next steps, simplified

The Process

Below is a general timeline to help you understand what to expect. Exact timing may vary depending on the service, season, scope, or event details, but this overview will give you a helpful sense of the road ahead.

A look at what's ahead.

Timeline

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Immediately After Booking

milestone 01

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12 Months Before Event

milestone 02

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9 Months Before Event

milestone 03

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6 Months Before Event

milestone 04

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3 Months Before Event

milestone 05

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1 Month Before Event

milestone 06

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Event Day

milestone 07

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Post Event

milestone 08

Client Name

“Working with La Maison made the entire experience feel thoughtful, organized, and completely personal. We always knew what to expect, felt supported at every step, and were so grateful for the care that went into every detail.”

“Thoughtful, organized, and deeply personal.”

Featured posts

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The Blog

04

Open Aisle Planner

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Aisle Planner

03

schedule a call

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Scheduling Link

02

Open Client Portal

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Client Portal

01

Tools we’ll use throughout our time together, and resources that will help you on the journey. Lorem ipsum dolor sit amet. Find all of our favorites linked below.

Tools we’ll use along the way.

Resources

urgent matters

If something is time-sensitive, please include “Urgent” in the subject line or contact us by calling XXX-XXX-XXXX.

Response Time

We do our best to respond within 2 days during regular business hours.

Preferred Method of Contact

Please send all project-related communication to info@lamaison. This helps us keep your details in one place and makes it easier to reference important decisions.

Office Hours

Monday–Thursday
[Time]–[Time]
[Timezone]

Clear communication helps us serve you well. Below you’ll find our preferred contact method, general response times, and a few helpful notes for keeping everything organized.

How To reach us

Communication

Customize the above section with your standard payment policies. Because this guide is not personalized per client, avoid adding specific amounts or individual due dates unless those details are the same for everyone.

Payment

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Check

ACH / Bank Transfer

Credit Card

Accepted Payment Methods

Due before the milestone outlined in your agreement

Final Balance

Due according to the timeline listed in your invoice or agreement

Second Payment

Due at booking

Initial Deposit

Payment Schedule

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

vendor name

A short note about their style, strengths, client experience, or what makes them a trusted referral.

Bridal Styling

Venues

Stationery design

Florists

Videographers

Photographers

Browse by Category:

Over the years, we’ve had the opportunity to work alongside many talented vendors, creatives, and service providers. If you’re looking for trusted recommendations, the list below is a wonderful place to begin.

We Highly Recommend

Creative Partners

Vendor Recommendations

We maintain a network of relationships with editorial publications that are always interested in thoughtful, beautifully executed work. If you have interest in having your event/project featured, we’ll work together to identify aligned publications and create a submission strategy that supports your intentions.

Interested in being featured?

Press & Publication

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05. Coordinate Social Sharing

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04. Submit for Editorial Review

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03. Prepare the Submission

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02. Identify Aligned Publications

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01. Share Your Publication Goals

The Submission Process

Recent Press Features

To edit the length of each question and answer and prevent overlapping, double click to edit the group. From there you can move the answer down if your question falls onto two lines and adjust the line length to resize the entire group to accommodate longer content as needed. Please also check the mobile view as well and adjust!

FAQs

Question 08

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Question 07

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Question 06

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Question 05

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Question 04

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Question 03

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Question 02

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Question 01

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Frequently Asked Questions

Thank you again for trusting us with this experience. We’re honored to be part of it and look forward to guiding you through each step with clarity and genuine care! Our next step is to get our first meeting on the books. Use the button below to grab a spot on our calendar.

This is the Best Part

Next Steps

Before publishing, preview the page and work through this checklist:
☐ All placeholder copy has been replaced with your own brand voice, policies, and process details
☐ The guide speaks generally to all booked clients, not one individual client, couple, project, or event
☐ All buttons link to the correct general destination
☐ Payment details match your standard invoice, contract, and client portal language
☐ Communication hours and response times are accurate
☐ Vendor recommendations are current
☐ Publication details are accurate and appropriate for your business
☐ Photography-specific sections have been removed if they do not apply
☐ FAQs have been customized to reflect your real policies
☐ Mobile view has been reviewed
☐ Any editor-only tutorial canvases have been hidden or removed
☐ The page has been set to be ignored by Google if it is intended to remain private

Because this guide is not meant for public search results, click on the page name in the Page Tabe and navigate to Advanced Settings and make sure that the 'Ask Google to Ignore This Page' setting is toggled ON before publishing.

To publish and get your shareable link:
  1. Click the three dots (…) next to this page in the Site Tab and select Rename
  2. Give the page a clear title, or leave as is
  3. Click Publish in the top right corner
  4. Return to the Rename menu to copy your URL slug
  5. Your shareable link is your website domain + / + that slug (e.g., yourdomain.com/welcome-guide)
  6. Send the guide to booked clients as part of your onboarding process.

Publish & share