Shared Planning Tools

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Shared Planning Tools

Review event details with clients online and give them tools to plan their own events with our shared planning tools.

Now there's a way to easily show your clients the progress you are making on their events by giving them access to the areas of My Wedding Workbook where you are organizing their details.

Here's an example of how it works. Say you have been storing a client's event details in the Ceremony and Reception Planner area in My Wedding Workbook Pro. There's a control panel in My Wedding Workbook Pro where you can give your clients to access this or any area (including guest lists, budgets and a shared calendar) as well as provide them with their own username and password. That way they can log into whatever area of our system you designate and collaborate with you online.

In addition, you can give your clients access to areas for any events (including showers, parties and honeymoons) or tasks (like guest lists, RSVPs, gifts/thank yous and budgets) they may be planning themselves. This is a great value-add that you can provide your clients to help them more easily plan their own wedding-related events and stay organized on their end.