FINANCIAL MANAGEMENT DASHBOARD
FINANCIAL MANAGEMENT DASHBOARD
The portal includes a fully integrated financial dashboard where clients can view invoices, track payments, and monitor their overall wedding budget. This transparency eliminates guesswork, helps couples stay on track financially, and ensures everyone is aligned every step of the way.
Upcoming Meetings & Schedule
Upcoming Meetings & Schedule
Clients can view all upcoming meetings, calls, and important reminders directly inside their portal. This feature keeps scheduling straightforward and ensures couples never miss a detail, making communication and coordination effortless from start to finish.
SHARED PROJECT TIMELINE
SHARED PROJECT TIMELINE
A customised, interactive project timeline provides a clear overview of the planning process, from major milestones to smaller tasks. Clients can easily see what’s coming next, understand the workflow, and feel confident about the progress being made throughout their planning journey.
COLLABORATIVE TO DO LIST
COLLABORATIVE TO DO LIST
The shared to-do list allows both planner and client to track tasks in real time. Couples can check off items as they’re completed, assign responsibilities, and stay organised with complete clarity. It encourages collaboration and keeps the planning experience efficient and enjoyable.
ACCESS TO IMPORTANT DOCS
ACCESS TO IMPORTANT DOCUMENTS
Clients have instant access to essential documents such as contracts, layouts, floor plans, table charts, and other wedding-related files. Everything is neatly stored and easy to retrieve, ensuring that key information is never lost and always available when needed.