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Planner workspace

Your wedding clients tab

Planner-category vendors get a dedicated Clients tab in their dashboard sidebar. It shows every couple who has added you as their planner, sorted soonest-wedding-first. Click any client to drill into their wedding.

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How to do it

  1. 01

    Open Clients

    Sidebar > Planning > Clients. The label is 'Clients' on desktop and the bottom mobile nav.

    link/dashboard/planner/clients
  2. 02

    Pick a client

    Each card shows the couple, their wedding date with a days-out chip, the venue, and guest count.

  3. 03

    Drill into a wedding

    The client detail view has six tabs: Overview, Checklist, Timeline, Documents, Vendors, Logistics. Tab visibility honors the permissions the couple granted when they accepted your invite.

What to expect

Couples appear automatically once they accept your invitation (Invite a couple tab). You can also wait for them to add you from their wedding settings. All edits you make in the Checklist or Timeline are visible to the couple in real time and attributed to you (Completed by [your name]).

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