Sharing the Planning Hub
Giving the couple access to their planning portal, and choosing what they see.
The Planning Hub is the couple's view of their own wedding — tasks, vendors, invoices, contracts, mood board and music. You decide feature by feature what they can see.
Turning it on
Open the wedding and its share dialog, then switch on Enable Planning Hub. A Shareable Link appears.
Choosing what they see
Under Visible Features, toggles grouped into five headings:
Planning & Coordination — Timeline, Tasks Guest Management — Seating Chart, with an Allow editing option Creative & Media — Mood Board, also with Allow editing, and Music Business & Legal — Invoices, Contracts Team & Vendors — Vendors
Only what you switch on becomes a tab.
Note which features can be made editable: the seating chart and the mood board, and nothing else. Music is view-only for couples — there's no editing option for it anywhere.
Sending it to the couple
Two routes, and they aren't the same thing.
Send Invite emails the couple a link and generates a one-off access token for them. It needs contacts linked to the wedding; without any, you'll see a prompt to link a client first.
Copying the Shareable Link and sending it yourself works too, and skips the token.
What the couple sees
An Overview tab, always, plus whatever you enabled.
The overview is a dashboard: a countdown to the day, four cards summarizing planning progress, guest numbers, payments and contracts, then recent invoices, contracts awaiting signature, a mood board preview, a music preview, and a bar showing the date, planner and status.
The other tabs:
| Tab | What's on it |
|---|---|
| Guests | The guest list with RSVP status, plus the seating chart |
| Timeline | The day-of schedule |
| Tasks | Grouped by status, with subtasks |
| Vendors | Their assigned vendors, and your marketplace |
| Invoices | Invoices and payment status |
| Contracts | Contracts and signature status |
| Mood | The full mood board and color palette |
| Music | Playlists and songs, to read |
On a phone the bottom navigation carries Overview, Guests, Timeline, Tasks and Vendors; Invoices, Contracts, Mood and Music are reached from cards on the Overview instead.
The vendor marketplace
With the Vendors tab on, the couple sees their assigned vendors and can browse the vendors you've built up — searching, filtering by category, and looking at profiles. They can ask for one to be added to their wedding.
It gives couples a part in choosing without letting them add anyone from outside your list.
After the wedding
Once the date has passed, couples can review the vendors who worked their wedding — a rating, a "would recommend", and written feedback. Those feed vendor performance scores.
Reviews of your venue are collected separately — see Collecting Reviews.
Tip: Share the hub early. A couple who can see their own task list and invoice status asks "how's it all going?" far less often.
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