> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/clients/client-detail-overview.md).

# Client Detail Overview

The client detail page is the central hub for everything related to a single wedding. Every piece of information, communication, and planning work for that couple lives here.

***

## Getting there

Click any client's name from the **Clients** list, your dashboard, or anywhere their name appears in the app.

***

## The tabs

| Tab           | What it's for                                                                                                                 |
| ------------- | ----------------------------------------------------------------------------------------------------------------------------- |
| **Details**   | Core record — names, wedding date, venue, package, status, notes. Click any field to edit.                                    |
| **Emails**    | Full email thread with this client. Send and receive messages without leaving WeddingOS.                                      |
| **Vendors**   | Track every vendor involved — booked, researching, contract and payment status per vendor.                                    |
| **Staff**     | Assign team members to this wedding with their role and compensation details.                                                 |
| **Checklist** | Planning checklist organized by phase. Track what's done and what's outstanding.                                              |
| **Docs**      | Rich-text documents tied to this client — questionnaire responses, notes, planning docs. Export to their Google Drive folder. |
| **Payments**  | Payment schedule — amounts, due dates, paid/pending status.                                                                   |
| **Meetings**  | Google Calendar events linked to this client.                                                                                 |

***

## Details tab

The source of truth for a client's record. Fields update in place — click any field to edit.

**Key fields:**

* **Status** — where the client is in your pipeline. Changing status triggers side effects: marking Booked timestamps their booking date, changing away from Lead unenrolls them from any active lead nurture sequence.
* **Wedding Date** — drives payment due dates and surfaces the client in planning views as their date approaches.
* **Assigned Planner** — the planner responsible for day-to-day execution. Planners only see clients assigned to them.
* **Planning Phase** — advances automatically as checklist items are completed (Foundation → Pretties → Details → Finale).
* **Contract Value** — total value of the booking. Used in Financials and Analytics.
* **Package** — the service package sold. Appears on the proposal and in reporting.

**Proposal status card**

If a proposal has been sent, a status card appears at the top of the Details tab showing whether it's awaiting signature or signed. From here you can resend the signing link or copy it to share directly.

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## What's restricted by role

* **Payments tab** — requires payment permission. Planners don't see this tab by default; admins can grant access under Settings → Profiles.
* **Leads and clients from other planners** — planners only see records assigned to them. Admins and owners see everything.
* **Settings, Analytics, Financials** — not accessible to planners.

***

## Navigating between clients

Use the **Clients** list in the nav to move between clients. The browser back button works as expected. There's no prev/next navigation within the detail page itself.


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