Notes are designed to be flexible and easy to manage. You can create notes at any stage of planning, assign categories to keep things organized, control who can see or edit them, and quickly find what you need using filters and sorting options.
Within the Notes section, you can:
Create and manage notes directly inside an event
Organize notes using custom categories
Control visibility for clients and team members
Filter notes by creator, category, or restriction
Sort notes by date for easy reference
This makes Notes especially useful for keeping track of conversations, decisions, and details that donβt belong in timelines or to-do lists but are still essential to the success of your event.
Key Notes to Remember
Notes are event-specific and live inside each individual wedding or event
Categories help keep notes structured and easy to filter
Visibility settings allow you to keep notes internal or share them with clients
Team members can collaborate by adding comments and updates
Filters make it easy to quickly find notes in larger or more complex events