👁️ How to Hide a Category from the Client Dashboard

✨ How Category Visibility Works

Category visibility allows planners to manage what clients can see, helping keep the dashboard focused on only the most relevant sections.

🪄 Step-by-step: Hide a Category

1️⃣ Open the wedding you’d like to update
2️⃣ Navigate to the category you want to hide (for example, To-Do’s or Budget)
3️⃣ Open the category’s settings or visibility options
4️⃣ Toggle off or untick Visible to client
5️⃣ Save your changes if prompted

✅ What Clients Will See
Once hidden, the category will no longer appear in the client’s left-side navigation or as a card on the overview dashboard.

🔄 Show a Category Again
You can make a category visible again at any time by turning the Visible to client option back on.

💡 Best Practice
Use category visibility to simplify the client dashboard and avoid showing internal planning tools that aren’t relevant to clients.