Collaboration

Partner collaboration allows you and your planning partners to plan your wedding together. This feature is available on Pro. Here's how to invite a partner:

Getting Started

Access Partner Settings: Go to your wedding settings or profile

Invite Partner:

• Click 'Invite Partner' or 'Add Partner'
• Enter your partner's email address
• Send the invitation

Invitation Process

Sending Invitation

• Enter partner's email address
• Invitation email will be sent automatically
• Partner receives invitation link

Invitation Email

• Contains invitation link
• Includes wedding information
• Shows who sent the invitation

Accepting Invitation

For Your Partner

• Click the invitation link in the email
• Sign up or log in to WedPlanner
• Accept the invitation
• Start collaborating immediately

Invitation Status

• Pending: Invitation sent, awaiting response
• Accepted: Partner has accepted and joined
• Declined: Partner declined the invitation
• Expired: Invitation expired (can be resent)

Resending Invitations

• Resend if invitation expires
• Resend if partner didn't receive email
• Check spam folder if needed

Requirements

• Pro Plan: Partner collaboration requires Pro or Lifetime plan
• Up to 2 partners: Each wedding can have up to 2 planning partners
• Email Address: Partner must have valid email

Plan Availability

• Free Plan: Not available
• Pro Plan: Full partner collaboration access
• Lifetime Plan: Full partner collaboration access

Tip: Make sure your partner checks their email (including spam folder) for the invitation link!

Once your partner accepts the invitation, you can collaborate on all aspects of wedding planning. Here's what you can do together:

Shared Access

Full Platform Access

• Both partners can access all features
• View and edit wedding information
• Manage all planning tools together

Real-Time Collaboration

• See changes in real-time
• Work on tasks simultaneously
• Coordinate planning activities

Collaborative Features

Checklist Collaboration

• Both partners can add and complete tasks
• Assign tasks to each other
• See who completed what
• Track progress together

Budget Management

• Both partners can add budget items
• Track expenses together
• See budget updates in real-time
• Make financial decisions together

Guest List Management

• Add guests together
• Update RSVP status
• Manage guest information
• Coordinate guest communications

Vendor Bookings

• Both partners can book vendors
• View all bookings
• Communicate with vendors together
• Make booking decisions together

Timeline Planning

• Create timeline events together
• Coordinate schedules
• Plan important dates

Mood Board Collaboration

• Create mood boards together
• Share inspiration
• Make style decisions together

Communication

• Leave notes on shared tasks
• Update checklist items together
• Coordinate through your shared wedding project

Best Practices

• Clear Communication: Discuss decisions before making changes
• Task Assignment: Assign tasks to avoid duplication
• Regular Updates: Keep each other informed of progress
• Shared Responsibility: Divide planning tasks fairly

Plan Availability

• Pro Plan: Full partner collaboration access
• Lifetime Plan: Full partner collaboration access

Tip: Use task assignment features to divide responsibilities and avoid working on the same tasks!

While partner collaboration is a Pro feature, you can still share information with family members in other ways:

Sharing Options

Export and Share

• Export guest lists to share
• Export budget information
• Share checklist items
• Send timeline information

Printable Reports

• Generate printable reports (Pro feature)
• Share with family members
• Keep everyone informed

Family Involvement

Guest List Sharing

• Export guest list
• Share with family for input
• Get family feedback

Budget Sharing

• Share budget overview
• Get family input on expenses
• Coordinate financial planning

Checklist Sharing

• Share checklist progress
• Get family help with tasks
• Coordinate planning activities

Communication Methods

Outside Platform

• Use email to share information
• Share screenshots of progress
• Have family meetings to discuss

Within Platform

• Leave notes on tasks
• Document family preferences in Quick Notes
• Share progress from checklist and budget

Future Features

• Family member invitations (coming soon)
• Extended collaboration features
• Family group planning

Best Practices

• Regular Updates: Keep family informed of progress
• Clear Communication: Share important information clearly
• Respect Boundaries: Balance family input with your decisions

Tip: Use the export features to share planning progress with family members who want to stay involved!

Partner collaboration includes permission management to control access and responsibilities. Here's how it works:

Partner Permissions

Equal Access

• Both partners have full access
• Can view and edit all features
• Share equal planning responsibilities

Task Assignment

• Assign tasks to specific partner
• See who's responsible for what
• Track individual contributions

Access Control

Wedding Information

• Both partners can edit wedding details
• Changes are visible to both
• Real-time synchronization

Planning Features

• Full access to all planning tools
• Can create and edit items
• Can delete items (with confirmation)

Removing Partner

• Partner can be removed if needed
• Requires confirmation
• Partner loses access immediately

Privacy Settings

• Control who can see wedding information
• Manage data sharing preferences
• Protect sensitive information

Best Practices

• Trust: Build trust through collaboration
• Communication: Discuss major changes
• Respect: Respect each other's contributions

Plan Availability

• Pro Plan: Full permission management
• Lifetime Plan: Full permission management

Tip: Use task assignments to clearly define responsibilities and avoid confusion!