Give a couple access to their portal
Check access, send the right link and find the information they return.
Before you start
- Confirm the job is linked to the right clients and email addresses.
Step by step
Review the client and booking
Open Clients and Booking and payments on the job. Confirm who should have portal access.
Prepare the documents
Check any quote, contract, invoice or questionnaire you intend the couple to see.
Use the portal invitation controls
Review the recipient and the invitation or booking message. Send only when the content is ready.
Explain the sign-in step
The couple opens the latest email link, enters the email address it was sent to when prompted, and continues to the portal.
Review returned details
Our details supplies shared wedding information. Review ceremony timings and venues in the job details and Questionnaires; review suppliers in Supplier team.
Continue the workflow
Use Wedding workflow to track any outstanding booking or planning actions.
What happens next
The couple can access their booking and your team can see the information they supply.
Helpful tips
- Use the portal connected to the correct business and booking. An old Studio Ninja link does not become a WedPlanned link.
Troubleshooting
The email does not match
Enter the exact recipient address used for the invitation.
The link has expired
Request a fresh link from the correct portal. If the quote has been revised but not sent, the business must send the new version first.
A shared detail is missing
Check that the couple has saved it in the connected booking.
Sign-in required to use your workspace. The guide remains available here.