Client portal for wedding planners
Give your clients a clear place in the planning process
Invite couples into their event workspace in That’s The One. Share the details they need, let them contribute to selected features and keep supported planning sections private until you are ready.
Choose editable, view-only or hidden access for supported features in each event.
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Draft-only placeholder for a real client event view with representative sample data. Suggested alt text: Client view of an event workspace in TTO.
Work from the same event plan
Give your clients access to the planning tools you use together, including the guest list, timeline, to-dos and moodboards. When a feature is editable, their changes are saved in the shared event workspace and visible to you.
A client can contribute to the guest list while you keep the timeline available for reference.
Approved screenshot needed
Draft-only placeholder for a guest list or timeline in the client view. Label the final image with the actual feature and permission shown.
Decide how clients take part
Set permissions from the Features tab in your event settings. Choose the level of access for each supported feature.
Editable
Let clients add or update information in a feature. Use this when you want them to contribute directly, such as helping complete the guest list.
View only
Share information for reference while keeping edits with your planning team. Clients can read the section without changing it.
Hidden
Keep a supported feature out of the client’s event view while you work on it. You and your planning team can still access it.
Match client access to the work you are doing
These examples show how you could configure an event. Choose the settings that fit your process and review them before inviting clients.
Build the guest list together
Set Guestlist to editable so clients can add and update information in the same event workspace you use to plan.
Share a timeline for reference
Set Timeline to view only when you want clients to see the schedule while your team manages changes.
Prepare vendor and budget details privately
Set Vendors, including Budget & Payments, to hidden while your team works through the details. Switch the group to view only or editable when you are ready to involve the client.
Set up the client view before the invitation
01
Choose the features to share
Open the event’s Features settings and review the editable, view-only and hidden options for supported tools.
02
Invite your client or couple
Send an invitation from Collaborators. They receive an email with instructions for joining the event.
03
Keep access aligned with the plan
Revisit feature permissions as the work develops and the client needs access to more information.
Questions about the TTO client portal
What is the client portal in TTO?
Which features have client permission controls?
Can clients see everything I can see?
Can clients edit the budget without editing vendor details?
Do client invitations cost extra?
Do questionnaires appear in the client portal sidebar?
Share the tools your clients need
Wedding timelines
Give clients a schedule they can refer to as the day approaches.
Make it clear where your clients can help
Set up a shared event workspace with the access that fits your planning process.