> 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/for-planners/working-the-client-detail-page.md). # Working the Client Detail Page 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. | | **Docs** | Rich-text documents tied to this client — notes, run-of-show, client-facing content. Export to Drive. | | **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 --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.getweddingos.com/for-planners/working-the-client-detail-page.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.