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Getting Started with That’s The One

Set up your account, create events, and navigate your dashboard.

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🗂️ Planner Dashboard Overview - Sidebar

Your planner sidebar is your main navigation hub, giving you quick access to events, tasks, contacts, templates, and settings. Here's what each section does and how it helps you work more efficiently.

📅 EventsThe Events section is your central workspace in TTO, where all weddings and client events are managed. It gives you a clear overview of everything you’re working on past, present,…
✅ Action ItemsThe Action Items section is your central hub for tracking tasks across all events. It gives you a clear overview of what needs attention, what’s overdue, and what’s coming up…
📅 Calendar (Planner Dashboard)The Calendar gives you a clear, centralised view of all your upcoming payments and to-dos. It helps you track deadlines, stay organised, and manage responsibilities across clients and team members…
👥 ContactsThe Contacts section is where all your people live in TTO. It acts as a central directory for everyone involved in your weddings, making it easy to manage communication and…
📄 TemplatesThe 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.
📝 Lead FormsThe Lead Forms feature in TTO helps you collect enquiries from potential clients in a simple, organised, and professional way.
📂 Leads PipelineThe Leads Pipeline is where all enquiries captured through your Lead Forms are stored and managed. It gives you a clear overview of every potential client and helps you track…
👤 AccountThe Account section allows you to manage your personal profile details within TTO. This information is connected to your user profile and is visible across your dashboard and the events…