Self-guided learning path

Share work without sharing a business

Give collaborators the information and authority their role needs.

Lesson 1
Agree who can decide before the decision becomes urgent
Shared planning is easier when the people involved understand their decision roles.
Lesson 2
Share the work without sharing the whole business
A collaborator needs enough information to do their work, not every record the owner can see.
Lesson 3
A changed crew shift needs a new confirmation
A confirmed shift describes a particular date, time, location and role.
Lesson 4
Connect independent wedding businesses without merging their records
A planner, photographer and caterer may each run an independent business while sharing one wedding.

Put the lessons to work

Your practice brief

A planner, couple, photographer and venue join one wedding while keeping their client lists, package prices and staff records private.

Write a clear service brief Crew call confirmation

Review your result

Check each item after inspecting your own plan. Progress stays in this browser and does not certify completion.

Separate account identity, business workspace and wedding access.Name who can edit, review and publish each shared section.Preview a limited collaborator’s actual view.Define what happens when a participant leaves.