Getting Started with That’s The One
Set up your account, create events, and navigate your dashboard.
🗂️ 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…
- 📋 ProposalsThe Proposals feature lets you create and send professional proposals directly from your TTO dashboard - from services and pricing to contracts and payments, all in one place.
- 👤 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…
Other related concern
Additional items or concerns that are connected to the main discussion but fall outside the primary scope.
- Lead Forms vs Questionnaires – What's the Difference?Not sure when to use a Lead Form vs a Questionnaire? You're not alone! While they may look similar, they serve very different purposes on That's The One. Here's a…
- 🗂️ Managing Contact Locations in TTOThe Contacts section in TTO allows you to store and manage all your vendors, collaborators, and business contacts in one place. Each contact can have a detailed location profile and…
- 📌 Build Your Vendor Template in Contacts - Services & Fees IncludedLearn how to create and manage vendor templates in Contacts, including setting up default services, fees, and pricing information to streamline vendor management across your events.
- 🔑 Logging In: Why There's No Permanent PasswordNew to TTO and wondering how to log in going forward? Here's how it works 👇
- 🎨 Adding Your Business Logo & Branding Across EventsLearn how to add your business logo and customize your theme colors so your branding carries across all your events and exports.
- 🖼️ Recommended Image Sizes for Proposal SectionsAdding images to a Proposal section? Getting the size right up front means your images look sharp and well-aligned once they hit the PDF.
- ✏️ Editing Client Answers on Lead FormsMade a mistake entering a lead, or need to update their info after a call? Planners can now edit and remove client answers directly on a submitted Lead Form
- 📋 New Improvements to Pipeline Lead Form: Adding Notes, Questionnaires & ProposalsAside from editing clients' answers on Lead Forms, you can also do a lot more directly from a lead's page - take notes, manage questionnaires, and build proposals, all without…
- 📩 Lead Forms vs. Questionnaires: When to Use EachThese two tools serve very different purposes in your client journey — here's how to know which one to use and when.
- 📊 How to View Questionnaire Responses from a Lead FormWant to see how a lead answered your questionnaire? Here's where to find it.
- 🔄 How to Transfer Account OwnershipNeed to change who the account is registered to — like updating the main user's name or email? Here's how to request that.
- 🔐 Can't Access TTO? Here's What to CheckIf you're suddenly unable to access your TTO account or data, here are the most common causes and how to resolve them quickly.