Help and reference
Find the next useful step
How the tools work, what their results mean, and what to check when a workflow needs attention.
Tools
Use a free tool and keep your work
The public tools work without an account. Start with the example, change the inputs and inspect the resulting plan before exporting it.
Reviewed 2026-09-29
Tools
Bring an anonymous tool draft into a workspace
A public draft stays in the browser until you choose to bring it into a workspace. The import step gives you a chance to choose where it belongs.
Reviewed 2026-09-30
Templates
Understand a saved template and an applied plan
A template is a reusable starting point. Saving a copy, editing that copy and applying it to a particular wedding are separate actions.
Reviewed 2026-09-30
Tools
Understand the public timeline builder's assumptions
The public timeline builder creates a deterministic draft from your ceremony, travel, portrait and venue-finish inputs. It does not claim that a generated schedule has been approved by your suppliers.
Reviewed 2026-09-30
Tools
Previewing a timeline delay does not send notifications
The delay simulator shows a proposed schedule change and role-specific wording. It never sends email, SMS or a live wedding update.
Reviewed 2026-09-29
Tools
Read the light planner's estimates correctly
The light planner calculates approximate solar times for the date, coordinates and regional timezone you enter. It does not use your device location automatically.
Reviewed 2026-09-29
Tools
Read the crew-capacity result
The crew tool compares required roles with named people over each distinct time interval. It avoids counting one person in two roles simultaneously.
Reviewed 2026-09-29
Tools
Understand budget allocations and rounding
The budget calculator distributes your entered total according to the priorities you supply. Its percentages are not published market averages.
Reviewed 2026-09-29
Tools
Know where public-tool information is stored
The public tools calculate in your browser. A local draft is not automatically a shared wedding record, and a local save is not a cross-device backup.
Reviewed 2026-09-29
Software evaluation
Understand the evidence on software comparison pages
Our comparison profiles separate a provider's public documentation from features demonstrated in a signed-in customer workflow.
Reviewed 2026-09-29
Tools and templates
Share a planning tool result safely
Create a readable copy link, review exactly which inputs it includes, and understand what stays local.
Reviewed 2026-09-29
Native workspace
Use the native runbook when reception drops
Understand protected downloads, pending changes, timing publication, conflict recovery and unfinished uploads.
Reviewed 2026-09-29
Couple planning
Build a shared couple plan with clear decisions
Set a planning direction, compare options, record distinct account approvals and attach inspiration to the choice it informs.
Reviewed 2026-09-29
Wedding-day coordination
Publish a schedule people can confidently follow
Save a draft, review dependencies and recipient impact, publish one version, and recover with named scenarios.
Reviewed 2026-09-29
Wedding-day coordination
Choose delivery preferences and accept a handoff
Set reminder timing, quiet hours and opted-in channels; confirm readiness, report an incident and accept responsibility.
Reviewed 2026-09-29
Photography planning
Prepare photography plans and named family groups
Plan booked coverage, review private family answers, assign scoped shooter briefs and preserve shared completion across revisions.
Reviewed 2026-09-30
Gallery delivery
Upload originals and resume source imports
Resume verified original uploads, follow derivative processing, and import pinned files from connected Drive or Dropbox accounts.
Reviewed 2026-09-29
Gallery delivery
Control gallery access, downloads and retention
Set gallery passwords and download policies, recover verified favorites across devices, issue scoped print releases, and schedule reversible media deletion.
Reviewed 2026-09-29
Gallery delivery
Send gallery delivery emails and opted-in offers
Schedule expected client delivery, respect marketing consent and unsubscribe, and understand what delivery status confirms.
Reviewed 2026-09-29
Albums and orders
Take an album from design to approved production files
Design spreads, publish a proof, resolve feedback and freeze the approved revision while keeping lab certification distinct.
Reviewed 2026-09-29
Albums and orders
Track gallery orders through payment and production
Understand frozen orders, tax, spending approval, lab uncertainty, split shipments and refunds without mistaking payment for fulfillment.
Reviewed 2026-09-29
Workspace operations
Recover file deletion when storage needs attention
Understand immediate private download denial, retained legacy cleanup records, bounded retries and owner recovery controls.
Reviewed 2026-09-29
Integrations
Connect a scoped API and verify webhook delivery
Choose integration permissions, review writes and attachments, verify signed callbacks, and distinguish an accepted request from completed delivery.
Reviewed 2026-09-29
Migration
Review, resume and safely undo a CSV import
Map supported CSV records, inspect duplicates and invalid rows, resume durable work, and understand why undo preserves later edits and linked history.
Reviewed 2026-09-29
Assistant
Review cited assistant work before applying changes
Select authorized sources, approve usage, inspect exact proposals, and recover interrupted assistant requests across web and companion clients.
Reviewed 2026-09-29
Assistant
Import packages, forms and receipts into reviewed drafts
Prepare structured source imports, inspect fields and included tax, and keep private drafts separate from publication, invoice changes and payment.
Reviewed 2026-09-29
Assistant
Review meeting decisions and save writing preferences
Retain exact source quotes for meeting recaps, review extracted tasks, and save workspace writing preferences without authorizing unrelated actions.
Reviewed 2026-09-29
Scheduling
Connect Microsoft Calendar and review synchronization conflicts
Choose busy calendars and an appointment destination, review conflicting edits, and recover uncertain Microsoft event creation without duplicate appointments.
Reviewed 2026-09-29
Scheduling
Choose Google busy calendars and review appointment synchronization
Select calendars that block availability, request supported Meet links, and review two-way appointment changes without silently overwriting conflicts.
Reviewed 2026-09-29
Hospitality
Coordinate meals, rooms, transport and guest updates
Review event meals, manage recorded hotel allocations and shuttle seats, and share permitted guest announcements and moderated media.
Reviewed 2026-09-29
Finance
Record invoice payments, refunds and dispute evidence
Review partial and manual receipts, gratuities, corrections, refunds, disputed payments and cash exports while preserving issued invoice terms.
Reviewed 2026-09-30
Finance
Authorize one automatic invoice payment at a reviewed time
Save a payment method without charging it, or review one exact invoice amount and date with cancellation, uncertain-outcome recovery and explicit activation gates.
Reviewed 2026-09-30
Scheduling
Connect Zoom to selected consultation and service bookings
Choose a Zoom host and booking types, preserve one conference provider per appointment, and recover uncertain creation, rescheduling, cancellation and external timing conflicts.
Reviewed 2026-09-30
Finance
Review QuickBooks exports and reconcile existing payments
Connect an owner-approved accounting company, preview exact exports, link existing records, import reviewed cash receipts, and recover uncertain outcomes without duplicate payments.
Reviewed 2026-09-30
Venue layouts
Reuse venue layouts, seat guests and prepare service packets
Save private reusable venue layouts, review furniture and circulation, reconcile current guest seating and prepare event-specific setup and catering packets.
Reviewed 2026-09-30
Communications
Connect a primary Gmail or Outlook inbox
Connect an owner-approved primary mailbox, review imported conversations and files, and send explicit replies from a selected business identity.
Reviewed 2026-09-30
Design boards
Save design directions and review exact revisions
Create private wedding design boards, collect scoped feedback, preserve revision history and record explicit design decisions with expiring per-person review links.
Reviewed 2026-09-30
Finance
Authorize a finite installment payment plan
Review exact installment amounts and times, stop future charges, and preserve payment recovery.
Reviewed 2026-09-30
Automations
Rehearse and control a workflow
Preview an exact version, pause or skip eligible work, and resolve information or delivery holds.
Reviewed 2026-09-30
Finance
Read cash and commitments separately
Understand Finance, Season and project Money without confusing estimates, invoices and collected cash.
Reviewed 2026-09-30
Crew and inventory
Revise crew assignments without losing acceptance
Offer private crew shifts, check eligibility, require fresh acceptance and preserve worked records.
Reviewed 2026-09-30
Automations
Review workflow dates and approval checkpoints
Choose exact event, appointment, signature and payment dates, inspect changed deadlines, and approve private checkpoints.
Reviewed 2026-09-30
Forms
Review questionnaire prefills and contact changes
Share only selected frozen contact details and compare submitted answers before applying a private record update.
Reviewed 2026-09-30
Finance
Review and complete an agreement signing envelope
Invite required signers, inspect exact frozen terms, countersign when configured, and preserve voided or reissued history.
Reviewed 2026-09-30
Client records
Manage contacts and private pipeline history
Choose stable pipeline stages, review contact changes, and archive or merge records without moving their historical ownership.
Reviewed 2026-09-30
Photography
Production support and replacements
Review a keepsake issue, authorize an exact studio-funded replacement and recover lab status without repeating production.
Reviewed 2026-09-30
Finance
Cash forecast and aging
Review outstanding obligations, unsettled payments and explicit expected payment dates.
Reviewed 2026-09-30
Operations
Shared conversations and private business comments
Invite named wedding participants, review shared messages and files, and keep each business’s internal work private.
Reviewed 2026-09-30
Operations
Booking capacity and waitlist offers
Reserve staff, rooms and equipment, protect travel and recurring blocks, and review expiring waitlist offers.
Reviewed 2026-09-30
Forms
Questionnaire sections and saved progress
Save personal answers in sections, recover conflicting edits and confirm one complete reviewed response.
Reviewed 2026-09-30
Proposals and booking
Selectable proposals and accepted prices
Publish package choices, save client selections, accept an exact price and prepare one retained agreement.
Reviewed 2026-09-30
Client workflows
Connected booking journeys
Follow pinned questionnaire, service choices, agreement, deposit and onboarding steps with retained history and explicit review.
Reviewed 2026-09-30
Crew operations
Crew availability, private documents and expiry reminders
Record positive working hours, review retained document originals and recover consent-aware renewal reminders.
Reviewed 2026-09-30
Vendor operations
Inventory custody and recovery
Track serviceable stock, packing, checkout, partial returns and reviewed substitutions without losing reservation history.
Reviewed 2026-09-30
Vendor operations
Set up a vendor specialty workspace
Review specialty defaults and install editable draft forms, workflows and planning checklists without publishing them.
Reviewed 2026-09-30
Guest hospitality
Review a transport run before handing it to a driver
Issue exact passenger manifests, invite named drivers, transfer riders safely and retain boarding history.
Reviewed 2026-09-30
Guest hospitality
Guest invitations, reminders and private replies
Review exact guest emails, schedule RSVP-aware reminders and recover delivery without exposing household replies.
Reviewed 2026-09-30
Wedding websites
Publish a wedding website and connect a domain
Design original public pages, review frozen image publications, manage live passwords, and rehearse verified custom domains with retained recovery history.
Reviewed 2026-09-30
Guest hospitality
Review event invitation changes
Add, remove or reinvite event guests with exact effects, retained replies and explicit seating and transport follow-up.
Reviewed 2026-09-30
Guest hospitality
Catering handoffs
Review event-specific meal counts and seating, then issue a private packet to a named caterer.
Reviewed 2026-09-30
Guest planning
Import and review registry products
Map pasted or CSV registry products, review duplicates and exact prices, resume imports, explicitly match received gifts and undo untouched rows without losing history.
Reviewed 2026-09-30
Guest hospitality
Stop or resume guest emails
Review an exact household email preference, restore an opt-out and keep earlier deliveries stopped.
Reviewed 2026-09-30
Wedding websites
Add an audio welcome to your wedding website
Upload a private recording with a transcript, review its processed playback and publish an exact version.
Reviewed 2026-09-30
Guest hospitality
Private files from guest replies
Review and retain verified household reply attachments with scoped downloads, recovery and removal.
Reviewed 2026-09-30
Guest hospitality
Open household invitations from your wedding website
Connect a public wedding website to private household RSVP sessions, control guest access and recover safely after an interrupted submission.
Reviewed 2026-09-30
Guest hospitality
Share photos inside a private Guest Hub
Upload private guest photos, track processing and moderation, recover interrupted uploads and keep public website publication separate.
Reviewed 2026-09-30
Guest hospitality
Choose guest text messages for one wedding
Review an optional wedding-specific notice, confirm from the saved phone and withdraw future texts without restarting old messages.
Reviewed 2026-09-30
Guest hospitality
Review and recover guest texts
Approve exact recipient texts, segment costs and delivery windows, then reconcile original receipts and route private replies without blind resends.
Reviewed 2026-09-30
Guest hospitality
SMS senders and delivery recovery
Review a workspace sender, manage spending and recover uncertain attempts without duplicate texts.
Reviewed 2026-09-30
Business communications
Private operational texts
Verify recipient permission, review and schedule private client texts, route replies safely and recover original workflow delivery receipts.
Reviewed 2026-09-30
Wedding-day coordination
Timeline resources and preparation
Review linked locations, accepted crew calls and equipment across travel, setup and teardown before publication.
Reviewed 2026-09-30
Wedding-day coordination
An accountable wedding day
Assign incidents, record explicit handoffs and actual times, and review role-specific updates.
Reviewed 2026-09-30
Shared conversations
Private conversation voice notes
Record or upload a short note, review its transcript, and post it to a named shared conversation.
Reviewed 2026-09-30
Business automations
Visual workflows and private actions
Arrange connected steps, review exact sources, and prepare private client and team work.
Reviewed 2026-09-30
Business communications
Exact email reviews and private history
Prepare formatted client emails, freeze the reviewed recipient and files, and recover private attachment saves.
Reviewed 2026-09-30
Business communications
Approve the fields used in client messages
Choose which current client fields can appear in email and operational texts, then review their exact values.
Reviewed 2026-09-30
Business communications
Find a detail in permitted conversation history
Search a selected private or shared conversation, with visible page limits and current access checks.
Reviewed 2026-09-30
Business communications
Send a reviewed private image message
Prepare private images, approve an exact MMS review, read receipts and deliberately retain incoming images.
Reviewed 2026-09-30
Private client records
Create and safely edit independent client projects
Create wedding, portrait and vendor projects with private type fields, current revisions and shared capacity checks.
Reviewed 2026-09-30
Private client records
Capture a conditional public inquiry
Publish conditional inquiry questions and retain the exact original questions and answers with the resulting private lead.
Reviewed 2026-09-30
Private client records
Organize private fields, tags and project types
Configure project types and versioned client or person fields without silently reinterpreting existing answers.
Reviewed 2026-09-30
Private inquiry sources
Original inquiry sources
Keep exact form, Radar and reviewed-email evidence without rewriting attribution or assuming consent.
Reviewed 2026-09-30
Private inquiry sources
Follow inquiry sources to collected invoice principal
Assign project sources deliberately and reconcile invoice cash, refunds, tips and unassigned work.
Reviewed 2026-09-30
Private inquiry sources
Review a forwarded inquiry before creating a client lead
Retain bounded private original messages, correct extracted details and explicitly resolve duplicate candidates.
Reviewed 2026-09-30
Inquiry intake
Receive inquiry emails for review
Manage private receiving addresses, inspect retained provider originals, and recover intake deliveries before an explicit review decision.
Reviewed 2026-09-30
Inquiry intake
Prepare the next steps for an inquiry
Choose a published questionnaire and workflow during inquiry review, prepare them without sending, then approve the first workflow start separately.
Reviewed 2026-09-30
Wedding-day coordination
Your shared wedding day-of desk
Connect named schedule, photography, catering and transport assignments with explicit scope, current confirmations and private business boundaries.
Reviewed 2026-09-30
Automations
Run preparation and delivery workflows for project clients
Start versioned workflows for standalone projects with reviewed recipients, current project dates and durable stop rules.
Reviewed 2026-09-30
Finance
Read business and project financial reports
Compare cash-basis monthly results and lifetime project commitments, review unknown source amounts and export per-currency reports.
Reviewed 2026-09-30
Finance
Set signing request metadata retention
Keep new signing request metadata separate from immutable documents, apply future retention periods and manage documented holds.
Reviewed 2026-09-30
Migration
Import spreadsheets with source history and recovery
Choose CSV or Excel worksheet values, map records explicitly and review imports, resume work or undo unchanged records.
Reviewed 2026-09-30
Operations
Find private work and review operational exceptions
Search business records across ten domains and open original recovery controls for delivery, integration, import and order exceptions.
Reviewed 2026-09-30
Files
Keep private document versions and restore previous files
Upload and replace private project documents, retain verified original versions and recover previous files through authorized history.
Reviewed 2026-09-30
Business operations
Business insights: inquiries, replies and workload
Read cohort conversion, unanswered conversations, crew commitments, workflow holds and gallery cash with clear reporting boundaries.
Reviewed 2026-09-30
Planning & coordination
Recurring project tasks and teammate assignments
Create daily, weekly or monthly project tasks with local dates, retained occurrence history, pause, catch-up and explicit teammate responsibility.
Reviewed 2026-09-30
Couples & guests
Gifts, thank-you notes and planning-to-website imports
Track received gifts and saved thank-you notes, prepare approved-address writing packets, and review selected planning information before adding it to a website draft.
Reviewed 2026-09-30
Account & permissions
Hand a workspace to its next owner
Offer and accept ownership explicitly while keeping business records, signed documents, payment history and seat enrollment intact.
Reviewed 2026-09-30
Scheduling
Your workspace calendar: month, week and day
See appointments, project dates, task deadlines and accepted crew shifts in one timezone, with selected connected calendars and explicit source failures.
Reviewed 2026-09-30
Business operations
Task boards, priorities and private business work
Organize project and business tasks with custom columns, priorities, private teammate assignments and retained completion history.
Reviewed 2026-09-30
Account & permissions
Shared wedding details, ownership and operational sources
Review common wedding details, participation changes, canonical administration handoff and explicitly approved operational-source replacement.
Reviewed 2026-09-30
Business operations
Private business and personal exports
Prepare recoverable private archives with structured records, signed agreement evidence and file checksums.
Reviewed 2026-09-30
Business operations
Your private notebook
Keep author-only client notes, backdated entries and private assistant conversations within your current workspace.
Reviewed 2026-09-30
Business operations
See which client needs attention
Configure response, proposal, agreement, payment and task alerts with current source links and reviewed snoozes.
Reviewed 2026-09-30
Business operations
Branded wedding binders and reusable print presets
Combine current project sections into one printable packet, with role presets, a branded photo cover and explicit private-data choices.
Reviewed 2026-09-30
Business operations
Make your sidebar your own
Pin and order the tools you use in this workspace without changing anyone else’s navigation.
Reviewed 2026-09-30
Business operations
Professional referral credits
Track a consented professional referral and its reviewed, recoverable subscription account credit.
Reviewed 2026-09-30
Business operations
Your template studio
Create versioned private templates, grant exact named access, and review independent copies and community publication.
Reviewed 2026-09-30
Business operations
Pricing guidance from your own business
Compare explicit costs with reviewed comparable proposals and retained outcomes from your own business.
Reviewed 2026-09-30
Business operations
Thoughtful envelope addressing
Review inclusive addressee suggestions against the current household and use exact approved lines in mailing exports.
Reviewed 2026-09-30
Product help
Order an approved keepsake
Choose a certified print, review the exact crop and complete price, and follow private payment, fulfillment, tracking and refund history.
Reviewed 2026-09-30
Product help
Create and approve your own keepsake artwork
Create original monograms, review a portrait request and its price, approve exact artwork versions, and choose whether to use one on your website.
Reviewed 2026-09-30
Product help
Assign the right work to each teammate
Assign selected clients, projects and inquiries with separate section and financial permissions, explicit tag rules, named access and revocation.
Reviewed 2026-09-30
Product help
Share wedding memories and find your own photographs
Contribute permitted shared media, moderate gallery links, and choose private adult self-photo matching with separate consent and spending controls.
Reviewed 2026-09-30
Product help
Arrange your wedding-party introductions
Save portrait cards, a compact directory or story introductions, preview permitted guest visibility, and print a separate private contact sheet.
Reviewed 2026-09-30
Product help
Reuse a reviewed budget worksheet
Capture fixed category plans, load a support-prepared worksheet, and review exact additions or replacements without changing actual costs.
Reviewed 2026-10-01
Product help
Give every vendor a clear private workspace
Choose per-person sections, access codes, private documents, file and link contributions, frozen questionnaires and an embedded entry page.
Reviewed 2026-10-01
Product help
Your business on client pages and email
Review a consistent business identity for customer pages and freeze the exact logo, footer and copy in each newly approved client email.
Reviewed 2026-10-01
Product help
Preview exactly what your couple can see
Review the real couple portal with current wedding data and navigation, read-only controls, protected links and the published schedule.
Reviewed 2026-10-01
Product help
Review business history and your account activity
Filter authorized business history and review your own verified account-session evidence.
Reviewed 2026-10-01
Product help
Request vendor confirmations with a deadline
Track each recipient’s current confirmation, deadlines and reconfirmation after a published schedule change.
Reviewed 2026-10-01
Product help
Give each reviewer their own schedule copy
Prepare independent partner review links, approve exact emails and retain separate delivery and decision history.
Reviewed 2026-10-01
Product help
Hosts and event programs
Publish rehearsal hosts and dated guest programs only to currently invited households.
Reviewed 2026-10-01
Product help
Private folders and reusable originals
Organize private documents and copy reviewed retained originals into another project.
Reviewed 2026-10-01
Product help
Sneak peeks and final gallery delivery
Review exact photo selections and recipient links before staged gallery delivery.
Reviewed 2026-10-01
Product help
Consultation reminders and calendar files
Review appointment reminders, let attendees pause them, and share exact calendar snapshots.
Reviewed 2026-10-01
Product help
Invoice collections and due reminders
Review manual payment instructions, organize invoice due dates and configure recipient-controlled reminders.
Reviewed 2026-10-01
Product help
Vendor installments and payment history
Review dated vendor obligations and retain partial payments, refunds and corrections.
Reviewed 2026-10-01
Product help
Receipts for recorded payments
Prepare exact client receipts from settled card, ACH and reconciled manual payment evidence.
Reviewed 2026-10-01
Product help
Reviewed private-file delivery
Approve an exact retained file and recipient, deliver a revocable link and recover the original email outcome.
Reviewed 2026-10-01
Venue layouts
Design and share your venue in 3D
Draw a measured room, arrange furniture, align a venue capture, walk through the setup and share a private version.
Reviewed 2026-10-01