🗂️ 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 provides a centralised overview of all tasks across your events, helping planners stay organised, prioritise work, and keep wedding planning on track.
👥 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 helps planners save time by reusing pre-built content across multiple weddings. Templates allow you to standardise your workflow while still customising details for each event.
📝 Questionnaire (Planner Dashboard)Questionnaires allow you to easily collect and manage important information from your clients or leads. They help keep details organised, reduce back-and-forth communication, and ensure everything you need is captured…
📝 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…
👤 Account
⚙️ SettingsThe Account section is where you manage your personal and business settings in TTO. It allows you to keep your information up to date and control how your account is…