Skip to main content

πŸ“„ Templates

The Templates section allows you to create, manage, and reuse structured content across your events. Instead of building everything from scratch, templates help you standardise your workflow and save time.

Written by Nina Dobrev
Updated over 3 weeks ago

Templates can be created for To-Do lists, Timelines, and Questionnaires, making it easier to maintain consistency across all your weddings.

πŸ“ To-Do Templates


Create reusable task lists for different types of weddings, including Traditional & Classic, Modern Contemporary, Destination Wedding, Intimate Elopement, and Cultural & Religious celebrations. Once applied to an event, the template automatically populates the tasks, helping you stay organised from day one.

⏱️ Timeline Templates


Design structured timelines tailored to various wedding styles such as Traditional & Classic, Modern Contemporary, Destination Wedding, Intimate Elopement, and Cultural & Religious events. These templates provide a ready-made framework that can be customised to suit each couple’s unique celebration.

πŸ“‹ Questionnaire Templates

Build custom questionnaires to collect important information from your couples. Templates allow you to reuse question sets across multiple weddings, ensuring you gather consistent details every time.

πŸͺ‘ Floorplan Templates

Create and reuse floor plan templates to simplify seating planning across multiple events. Floorplan Templates allow you to design a layout once and apply it to different weddings or celebrations, saving time and ensuring consistency.

You can customise each template with your preferred table setup, guest capacity, and layout structure. Once created, simply duplicate or assign the template to a specific event date.

This is especially helpful for planners working with recurring venues or similar event setups.

πŸ’‘ Tip: After assigning a template to an event, you can still adjust tables and seating arrangements to match the couple’s final guest count.

βž• Add a New Template


Click + Add Template to create a new template. You can customise the name, structure, and content depending on the type of template you’re creating.

πŸ”§ Template Editing Controls

When you open a template, you can customise and control how it functions before applying it to any event.

  • πŸ‘οΈ Visibility – Choose whether the template is visible to Only me or shared with your Team, helping you control access and collaboration.

  • ✏️ Edit Template Details – Update the template name and description to keep your library organised and clearly labelled.

  • βž• Add Content – Add new tasks, timeline items, or questions depending on the template type.

  • πŸ“€ Export – Download the template structure if you need a copy for documentation or external reference.

  • πŸ” Duplicate – Create a copy of the template to customise a variation without altering the original version.

  • πŸ—‘οΈ Delete – Remove templates that are no longer needed to keep your workspace clean and efficient.

  • πŸ’Ύ Save – Save your updates to ensure all changes are applied for future use.

⚠️ Important Note: Templates can be used across different events. To apply a template to a wedding, simply import it from the event’s template panel. This allows you to quickly incorporate pre-built structures into any event without recreating them manually.

🧭 Why Templates Matter


Templates reduce repetitive setup, ensure consistency, and help planners scale efficiently. They allow you to deliver a structured, professional planning experience while saving valuable time.

Did this answer your question?