Wedding Management

Wedding Overview & Readiness Score

What the Overview tab shows, and how the readiness percentage is worked out.

The Overview tab is the first thing you see when you open a wedding. What it shows depends on your plan.

On Complete: the readiness score

Complete shows Wedding Readiness — a percentage out of 100 with a colored bar, and, where the date is in the future, how many days are left.

ColorScoreMeaning
Green81–100%On track
Yellow51–80%Some areas need attention
Red0–50%Critical items outstanding

The six pillars

Under the score sit six tiles, each showing how much of its part is done:

PillarWorthHow it is earned
Contracts20The share of this wedding's contracts that are signed
Payments20Amount paid against amount invoiced
Tasks20The share of tasks marked complete
Guest Count15All or nothing — the flag below
Timeline15All or nothing — the flag below
Seating10All or nothing — the flag below

Contracts, Payments and Tasks move on their own as you work. The other three are declarations: nothing calculates them, you say when they are settled.

Finalizing the three flags

Guest Count, Timeline and Seating each read Pending until you press Finalize on the tile, after which they read Finalized and offer Reopen. You need edit permission on the wedding for the buttons to appear.

The timeline flag can also be set from the Day-of Timeline tab, where the same thing is called Approve Timeline. It is one flag with two front doors — and note that approving it there also locks the timeline against edits from the couple's Planning Hub.

What's due now

Below the tiles is a panel of what to do next. It is headed What's Due Now when something urgent is outstanding for how close the wedding is, and Next Steps to 100% otherwise. The entries are short instructions: Create a contract, Get contracts signed, Create an invoice, Collect outstanding payments, Finalize guest count, Approve event timeline, Finalize seating arrangements, Create planning tasks, Complete pending tasks.

Why the same wedding scores differently over time

The pillars are weighted by how close the date is, so the score answers "ready enough for now?" rather than "complete?".

PhaseWhenWhat carries the weight
Far outMore than 180 daysContracts and payments, almost entirely
Planning91–180 daysStill money-led, with guest count starting to matter
Finalizing15–90 daysGuest count, timeline and seating climbing
Crunch time8–14 daysThe day-of items
Go time7 days or fewerThe day-of items

A tile is highlighted amber when it matters at this stage and is not done. That is also what decides whether the panel above says What's Due Now.

On Booked: the booking record

Booked shows the booking itself rather than a score: Event date (with days out), Space, Headcount, Contracts, Invoiced and Outstanding, with a note explaining that readiness is part of Complete.

That is deliberate. Four of the six pillars — timeline, seating, guest count and tasks — are Complete features, so on Booked the score mostly measured what the plan does not include.

On the Weddings list

Every row carries a small colored dot and the percentage beside the couple's name, using the same three bands. Hovering shows "Readiness: 74%". It is the quickest way to find the weddings that need a look.

What is not here

  • No statistic cards. Complete's Overview is the readiness widget and nothing else. Guests, invoices, tasks and contracts each live on their own tab.
  • No activity feed. To see who changed what and when, use the History Log tab.

Practical use

Once a week, scan the list for red and yellow dots on weddings inside the next month. A red dot 200 days out usually just means the contract is not signed yet; a yellow dot ten days out is worth opening.

Frequently Asked Questions

Why is my score low when everything looks fine? Look at which tiles are amber. Early on, an unsigned contract or an uncollected deposit is most of the score; nearer the day, the three flags are.

Does finalizing the guest count stop me changing it? No. The flag records that you consider it settled and adds its points. The Timeline flag is the one with a side effect: it locks the timeline in the couple's Planning Hub.

Can I see the score on Booked? No, it is part of Complete. Booked's Overview shows the booking record instead.

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