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Wedding Overview
Wedding Details
View full wedding details and track tasks in one place.
Event Details
Primary Contact
Staff Assignments
Notes
No notes recorded.
Wedding Task List
Review owner, timing, and urgency here. Completion syncs directly with the main task board.
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Task Board
Default view shows unfinished work, including wedding tasks as soon as their availability window opens.
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Admin

Checklist Settings

Manage the internal wedding task checklist for staff. This is separate from the Portal Bridal Checklist.

Task Categories
Create, rename, reorder, and archive staff checklist categories.
Subcategories
Organize tasks within the selected category.
Staff Checklist Tasks
Add tasks, assign owners, and manage timing for staff workflows.
How many days before the wedding this task becomes available.
When the task should be flagged as urgent.
Portal

Portal Bridal Checklist

Manage the checklist couples complete in their portal. This does not affect staff task checklists.

Timeline Sections
Create, rename, reorder, and archive the timeline groups shown to couples.
Checklist Tasks
Add tasks, assign a timeline section, and control the default template couples receive.
Daily Work Report
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Pam
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Maggie
What did you accomplish today? Give a brief overall account.
Recent Submissions
Bride Inbox
Review every portal message thread and reply quickly.
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Choose a conversation to read and reply.
Administration

Couple Management

Review couple portal progress, inspect recent activity, and manage document and insurance approvals from one secure staff view.

Couples
Open this tab to load admin-only couple data.
Couples will appear here after the shared records finish loading.
Select a couple to view progress, activity, documents, and insurance.
Admin

Site Settings

Manage branding assets for the Staff and Couple portals.

Logo
Upload a logo image to display in the header of both portals. Use a transparent PNG for best results.
No logo uploaded yet.