> 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/help/faq.md). # FAQ *** ## Can multiple planners use WeddingOS at the same time? Yes. WeddingOS is built for teams. Everyone logs in with their own account, sees their assigned clients, and their activity is tracked separately. Owners and admins see everything. *** ## What happens when a client signs their proposal? Their status automatically moves to Booked, a signed PDF is saved to their Google Drive folder, you get a notification email, and their payment schedule becomes active. You don't need to do anything manually. *** ## Can I use WeddingOS if I don't have Google connected? Yes. Google integration is optional. You won't have Gmail sync, Google Calendar events, or automatic Drive folders, but everything else works normally. You can connect Google at any time in Settings > Integrations. *** ## What does a client see in their portal? The client portal shows their package summary, payment schedule (with online payment if Stripe is connected), any documents or files you've shared, their budget overview (if you've entered budget data), their day-of timeline (if you've built one and marked items as shared), and any questionnaires you've sent them. *** ## Can clients edit anything in their portal? No. The client portal is read-only except for filling out questionnaires and making payments. Clients can't change their wedding details, contact information, or anything on their profile. *** ## How do I add a client who signed their contract before switching to WeddingOS? Add them manually from the Leads list with their basic details, then set their status to Booked. Enter their payment schedule manually on the Payments tab. Their portal will show their package and contract value from the client record. See [Converting a Lead to Booked](/sales/converting-lead-to-booked.md) for the full process. *** ## Can I customize what each planner can access? Yes. Go to Settings > Team Profiles to adjust permissions per person. You can restrict things like managing payments, sending proposals, editing packages, and accessing team settings. Owners always have full access. *** ## What happens to a client's data if I deactivate a planner? The planner's account is deactivated and they can no longer log in, but their records stay intact. You'll want to reassign their clients to an active planner so those clients remain visible to someone on the team. *** ## Can I import clients from Dubsado or HoneyBook? Yes. Go to Settings > Import to upload a CSV export from your previous tool. WeddingOS maps fields like name, email, wedding date, venue, and package. Payments and vendor data need to be added manually after import. *** ## How do I remove a client from the system? Open the client's profile and scroll to the bottom of the Details tab. There's a delete option for admins and owners. Deleting a client removes all their associated data permanently. *** ## Something isn't working. How do I get help? Reach out through [Contact Support](/help/contact-support.md). --- # 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/help/faq.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.