All Clients
Loading…
ⓘ How Timeline Studio works
- Add the couple (New Client). The big button at the top of their page is always the next step — first 📧 Send Questionnaire Link, so they can fill in the questionnaire.
- When they submit, you get an email. Open the couple and click ✨ Generate Timeline. To bring in a BEO or contract, use 📎 From a document in the timeline, or drag the file onto the timeline.
- Edit the draft: use ＋ Add for new lines, change a time to TBD (you'll choose top-of-day or leave in place), move a line to another day with ↪ Day, pick who's responsible on setup lines, add private 💬 notes (never shown in PDFs), and fill the 🏛 venue row in Vendor Contacts. 🛠 Tools has Shift all times, Recheck COIs and Export PDF.
- Approve & Publish — both partners are emailed; one typed signature completes it. Until they sign, the next-step button becomes ✍️ Send Reminder. You're emailed when they sign, and the signed PDF is saved under Dashboard → COI → ✍️ Signed Timelines.
- If the couple leaves a note on a line, you're emailed with the note and a link straight to them.
- 30 days after the wedding the couple is archived automatically (link switched off, still viewable here).
Everything else is one click into a menu: 💌 Share with couple (links, previews, reminders), 📝 Questionnaire (answers, worksheets, lock) and ⋯ More (archive, regenerate, and the delete options at the bottom). Each option has a one-line description; tap its ⓘ for the full details. Buttons outside the menus have their own ⓘ.
–
Total Active
–
Needs Action
–
Open Notes
–
Signed
Loading clients…
Open Notes
Client notes awaiting your reply
No open notes
When clients leave notes on their timelines, they'll appear here.
Needs Action
Clients waiting on something from your team
–
–
–
📝 Drop a scanned questionnaire worksheet (PDF) here — or use Upload Worksheet
Couple
Event Details
Coordinator
Magic Link
Client Notes
No notes yet
Vendor Rolodex
Loading vendors…
Loading vendors…