Dubsado Workflows for Event Planner

I’m ready to tighten up the back end of my wedding & event planning studio inside Dubsado. Right now everything is done manually and it’s slowing us down, especially the moment a new couple first reaches out. I want you to map, build, and test three core workflow areas for me:

• Client onboarding – with a special emphasis on the initial inquiry phase
• Project management – keeping all tasks, emails, and reminders moving automatically once the client is booked
• Payment processing – sending invoices, reminders, and thank-you confirmations on cue

For the initial inquiry I need Dubsado to:
• Fire off a warm, branded automatic reply the second the lead form is submitted (which I have already created)

Note that I dont want to Offer a real-time calendar link so they can book a discovery call, i would prefer for the email to ask them to suggest a time and then I can go back to them manually.
I have already uploaded my Terms and conditions and booking information form to send out once they decide to go ahead and book.

Everything should follow my existing branding (logos, colors, tone) and make smart use of Dubsado features—canned emails, schedulers, forms, tags, and triggers—so the system runs hands-free once your workflows are active. I’ll supply all copy, brand assets, and my current client journey map; you translate that into polished, live workflows and walk me through a quick test to prove they fire correctly.

If you’ve built similar automations for creative service businesses, especially in weddings or events, I’d love to see an example.