Wedding Planner Platform system
UX RESEARCH | UX DESIGN | UI DESIGN | USABILITY TEST | PROTOTYPE
Background: The wedding industry is a vast and ever-growing market, where every detail counts and perfection is the standard. With the ability to focus on one client at a time, the platform ensures that each wedding is given the dedicated attention it deserves, helping planners stay organized, reduce stress, and deliver unforgettable experiences.
Role: UX Research, UX/UI Design, Product design, Visual Design, Prorotyping
Toolkit: Figma, Adobe CC, FigJam, Google Forms, Pencil and paper
Duration: July - September 2024 (8 weeks)
UX Research
Overview
I interviewed 5 professional wedding planners and
gaining insights on user needs and pitfalls to avoid, guiding future design decisions.
Key tasks to pay attention to:
Frustrations and main issues I found:
Miscommunications with clients might lead to delays and mistakes.
Juggling between meetings while focusing on every client individually.
Storing client information in ring binders leading to a cluttered system.
Budget Constraints and track on spending limit.
Multiple weddings to manage might become overwhelming.
Research Goals
We want to identify key pain points and optimize features to enhance organisation, efficiency and client management for wedding planners.
Why did I choose the dashboard to address these issues?
Because wedding planners are busy and needed a single system where they could effectively multitask and manage each and every client.
To ensure the layout was easy to navigate for wedding planners:
1. Weddings List View- Which makes it intuitive for the user to look for a way to dive deeper into individual client
2. Client focus mode- helps the wedding planner to focus on each client at a time and exit anytime they want. That way the planner can switch between weddings as needed.
3. Add New Client- A form that enables the wedding planner to add new clients to the list.
Selected design approaches that served as the foundation
Dashboard
The dashboard is the central hub for
managing tasks, track payments, contracts and communicating with clients, therefore wedding planners needed a single system where they could effectively multitask.
Wedding Planner's payments dashboard view:
Color Coding
Makes it easier for the brain to process information faster
Online Meetings
Integrated video calls with screen-sharing capabilities for real-time discussions.
I aimed for a clean, simple interface that's easy for both wedding planners and clients
A place to keep all communication centerlized between the couple, planner and vendors too
Chat
Participans
Product Roadmap
Along with an intuitive and predictable design and based on wedding planners interviews, I noticed a pattern of user needs and frustrations. I also created a list of features to determine must-haves for a SaaS platform using the research insights.
Persona #1
Emily Hart
45 Y/O - Professional Wedding Planner with 15+ years of experience
Bio
Emily has been in the wedding planning business for over a decade, managing everything from small intimate ceremonies to large, extravagant weddings. She has a dedicated client base and relies on a mix of digital tools and traditional methods (like binders and notebooks) to stay organized. She’s comfortable with technology but appreciates intuitive, straightforward platforms.
Goals
• Maintain her reputation for flawless, stress-free weddings.
• Save time by minimizing manual tasks and automating reminders.
• Offer her clients a more modern, professional experience
• Seamlessly manage multiple clients while providing personalized attention to each.
Frustrations
• Struggles with keeping track of client information and contracts across different systems.
• Finds it time-consuming to manually update and cross-reference various planning documents.
• Feels overwhelmed when managing multiple weddings at different stages of planning.
• Worries about missing deadlines or overlooking important details due to lack of centralized information.
Persona #2
Sarah Collins
29 Y/O - Recently started her own wedding planning business
Bio
Sarah is enthusiastic and passionate about wedding planning but has only a few years of experience.
She’s eager to grow her client base and make a name for herself in the industry. Sarah is tech-savvy and prefers digital solutions to help manage her workflow, but she sometimes struggles with organization and prioritization.
Goals
• Build a successful wedding planning business with satisfied, happy clients.
• Learn best practices for managing weddings and grow her expertise.
• Present herself as a professional and reliable planner to her clients.
• Develop a systematic approach to managing multiple weddings simultaneously.
Frustrations
• Struggles with staying organized when managing several weddings at once.
• Overwhelmed by the volume of tasks and the need to prioritize effectively.
• Lacks a clear method for tracking client progress and ensuring nothing falls through the cracks.
• Finds it challenging to balance client expectations with budget constraints.
Persona #3
Jessica and Daniel Watson
32 Y/O - Jessica ( Marketing Manager )
34 Y/O - Daniel ( Software Developer )
Bio
Jessica and Daniel are planning their wedding together, with both taking an active role in the decision-making process. They are detail-oriented and want a personalized, unique wedding. They’ve hired a wedding planner to ensure everything goes smoothly but want to stay involved in the planning. They appreciate transparency and regular updates.
Goals
• Have a stress-free wedding day with all details meticulously planned.
• Ensure their wedding reflects their personality and style.
• Stay within budget while still achieving their dream wedding.
• Be actively involved in the planning process and make informed decisions.
Frustrations
• Concerned about staying within their budget while achieving their desired wedding experience.
• Worry that they might not be fully informed or involved in key decisions.
• Fear that miscommunication with the planner could lead to unmet expectations.
• Stress over potential delays or last-minute changes that could disrupt their plans.
UX Design
User Flows
After having defined the features of the platform, I created flows for the main tasks.
The flowchart includes a start/end point; page or section; user decision; user choice options; alternative path and system action.
Task Flows
Wireframes
The first version of lo-fi wireframes allowed me to run early usability tests and discover the priority revisions that need to be implemented ASAP.
Which decreased the amount of effort being put into creating the hi-fi interface.
The version below includes iterations made mainly to the user experience and flow such as:
-
Change the word “ Focus Mode ” to “Focus On Client” as a button which directs the user to the main purpose of the button.
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Adding a client indicator which shows the wedding planner when they're working working on a specific client or shows "All" which is all clients' overview simultaneously.
-
Additional filter options were added such as wedding "countdown" and "budget size" to increase the search experience
( Brainstorm sketches on early concepts of content layout and components )
UI Design
Background
Why choose this color
as my main dashboard menu?
The color code #26595A is a dark shade of teal and blue-green cyan.
Since my dashboard palette is very pale, a deep teal would create strong visual contrast, making the menu stand out while still maintaining an aesthetically pleasing look.
And teal can evoke feelings of nature, which ties into weddings, often celebrated in outdoor or garden venues, while keeping it neutral and versatile.
Why choose Catamaran as my main font?
The Catamaran font is a modern, clean, and highly readable sans-serif typeface. It ensures legibility, especially in a user interface with many elements. Additionally, it scales well across different screen sizes, maintaining clarity and usability.
UI Library
Some High-fidelity key-screens That I Designed
Usability Test
I've tested the first prototype on 5 Senior UX/UI Designers who work in different companies to receive more opinions and important ux/ui critiques. Receiving criticism is my main key role as a designer.
Their testing helped me improve my product for wedding planners. Here are their thoughts:
CLICK TO ENLARGE
Iterations
• To improve client table list view
- Remove "Contact information" to add more space.
- Add 3 dots next to client to show options:
View Full profile- Shows full details of the client including contact information.
Client Mode- Focus on that specific client
Print- to print client's information
Share- to share the client's info via email, whatsapp or any other social media
Delete- Delete specific client.
- Add "Mark Complete" button to move the married couple to the complete section tab.
- Add a scrolling option feature
Before
After
•Better Color Coding
- Changed the Insight graphs and pie chart colors to match the dashboard theme (which is more teal greenish color)
Before
After
•Expand table rows for better view
- Instead of creating 2 payment pages of one list view and one kanban view, I expanded the table rows to view payments full receipts.
- Removed Priority status.
- Added tabs to organize payments better- All, Completed, Cancelled and History.
Before
After
•Continuous Meetings Protocols
- Table looks wider and fits the overall graphic language of the whole product.
- Added color indicator next to each row to fit the timeline and the meeting application form.
Before
After
•Form Positions
- Change the form view that was in the middle with a tint, to placing it on the side of the page for
the user's convenience. If a form has multiple steps- it'll have the same transitions like in the clients' list view ( at the top of my website ).
Before
After
Prototype
You can view the prototype on web and test it here:
© Created by Mor Eitan
All projects are for educational purposes only