The client detail page is where you manage everything for a single client — communication, planning progress, vendors, documents, and more. Everything for one wedding lives here.

Getting there

From Clients in the nav, click any client's name. You can also get here from your dashboard by clicking an upcoming wedding.

The tabs

Tab What it's for
Details Core info — names, wedding date, venue, package, status, notes. Click any field to edit inline.
Emails Full email thread with this client. Send emails, view history, see replies as they come in.
Vendors Track every vendor booked or under consideration — category, status, contract and payment status.
Budget Per-client budget broken down by category. Click any dollar amount to edit inline. Syncs from your org's budget template automatically when first opened.
Staff Team members assigned to this wedding with roles and compensation.
Checklist Planning checklist (your view) and Client checklist (what the couple sees in their portal).
Docs Rich-text documents tied to this client — notes, run-of-show, client-facing content. Export to Drive. Signed proposals and questionnaires appear here too.
Payments Payment schedule with amounts, due dates, and paid/pending status. (Requires payment permission — ask your admin if you don't see this tab.)
Meetings Google Calendar events linked to this client. Schedule consultations, site visits, vendor meetings.
Timeline Day-of timeline — ceremony through reception. Build from a template, edit items, share a link with the wedding party.

Details tab

This is where you keep the client record current. Everything updates in place — just click a field to edit it.

Key fields to keep updated:

  • Status — moves the client through the pipeline (Lead → Consultation Scheduled → Proposal Sent → Booked → Active Planning)
  • Wedding Date — drives payment due dates and shows up across all planning views
  • Assigned Planner — make sure this is set correctly so the right person sees the client
  • Planning Phase — reflects where you are in the planning process; advances as checklist items are completed

Changing the status to Booked automatically timestamps when they booked. Changing away from Lead automatically unenrolls the client from any active lead nurture email sequence.

Emails tab

All email communication with this client in one thread. Replies from the client sync in automatically if you have Google connected.

To send an email from here:

  1. Click Send Email in the top right of the Emails tab
  2. Type your message — the To field pre-fills with the client's email
  3. Hit Send — the email goes from your Gmail address (or the system address if Google isn't connected)

Incoming replies appear in the thread automatically. You can also view the full thread in your inbox under Inbox in the nav.

Vendors tab

Track every vendor involved in this wedding. For each vendor you can log:

  • Category (photographer, florist, caterer, etc.)
  • Name and contact info
  • Status (researching, contacted, booked)
  • Contract signed and payment status

This tab gives you a quick read on whether the vendor side of the wedding is locked in or still in progress.

Docs tab

Create and store documents tied to this client — run-of-show drafts, client questionnaires, notes you want to keep formatted. Uses a rich text editor (bold, lists, headers, etc.).

Docs can be exported to the client's Google Drive folder with one click. If the client doesn't have a Drive folder yet, it gets created automatically.

Timeline tab

The day-of timeline for this wedding. You can:

  • Create a timeline from one of your agency's scenario templates (first look, no first look, one venue, two venues)
  • Add, edit, and reorder items by category and time
  • Mark items as vendor-facing or internal-only
  • Generate a shareable link for the wedding party — they see a clean read-only view, no login required
  • Export to PDF

Times are anchored to the ceremony start time — adjust that and all offset-based items recalculate automatically.

Checklist

The checklist isn't a separate tab — it lives within the client's planning phase view. Access it from the Details tab or from your dashboard. Completing all items in a phase moves the client to the next phase automatically.

Tips

  • Stay in the Details tab for quick status updates and notes during a client call
  • Emails tab before a meeting — scan the thread for context before you hop on a call
  • Vendors tab as a pre-wedding sweep — a quick way to confirm everything is contracted and paid before the big day
  • Timeline tab 2–4 weeks out — finalize the run-of-show and send the share link to the wedding party