🗂️ 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.
By Nina1 author18 articles
- 📅 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…
⚙️ Settings
The 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 set up.
- Business SettingsThe Business Settings section lets you manage your organisation’s details and default settings in TTO.
- Theme SettingsThe Theme section allows you to customise the visual appearance of your business across TTO. These settings define how your pages and events look, helping you maintain a clean, consistent,…
- Categories SettingsThe Categories section allows you to manage the categories used across your events in TTO. These categories help organise contacts, vendors, payment schedules, and budgets, making it easier to track…
- Labels SettingsThe Labels section in TTO's Business Settings allows you to create and manage labels that can be attached to your contacts and vendors. While similar to Categories, Labels serve a…
- Team SettingsManage team members connected to your business and control access where applicable.
- Billing SettingsThe Billing section allows you to view and manage all subscription and payment-related details connected to your TTO business account.
- ➕ Add a New EventSetting up a new wedding or event starts here - enter the key details, assign your team, and you're ready to unlock the rest of TTO's planning features.
- Can I delete an event in TTO?Learn whether events can be permanently deleted in TTO, what archiving does, and how to manage access for past clients.
- 🏷️ Event Labels: Available OptionsWhen creating a new event, the Labels field lets you categorize what type of event you're planning. This helps keep your Events list organized, especially if you manage a mix…