Getting started

Create your workspace

Sign up at app.cygnetree.com, name your business, and you're in. If a friend gave you a referral code, pop it in — it gives you free access while we're in early days.

Your dashboard has a short getting-started checklist. It watches what you've actually done and checks itself off — you can hide it anytime.

Add the people you work with

People live under, well, People. Add them one at a time, or import a spreadsheet (CSV) — the import screen shows you exactly which columns it understood before anything is saved.

Every client, lead, and couple you work with gets one page with everything about them: projects, invoices, messages, notes.

See how work flows

The Board shows every project as a card moving through stages — New inquiry, In conversation, Booked, In progress, Wrapped up. Rename the stages to match how you actually talk.

Moving a card is how Cygnetree knows where things stand — reminders and automations key off it.

Grab the starter kit

The Library has ready-made forms, email templates, contract starters, automations, and a brochure — all written for wedding pros. One click installs your own editable copy.