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Management Tools

Organize your wedding details with powerful management tools.

Setting up your budget tracker

The budget tracker helps you manage all your wedding expenses in Philippine Peso (PHP). Here's how to set it up:

Getting Started

Access Budget: Navigate to 'Budget' from the Management section in your dashboard sidebar.

Create Budget Items:

  • Click 'Add Budget Item' or the '+' button
  • Enter item name and description
  • Select a category (Venue, Catering, Photography, Attire, etc.)
  • Enter estimated cost in PHP
  • Set due date for payment (optional)
  • Link to a vendor if applicable (optional)

Budget Categories

  • Venue: Ceremony and reception venue costs
  • Catering: Food and beverage expenses
  • Photography: Photo and video services
  • Attire: Wedding dress, suit, and accessories
  • Decoration: Flowers, centerpieces, and decor
  • Entertainment: Music, DJ, or live band
  • Transportation: Vehicle rentals and transportation
  • Accommodation: Hotel and lodging costs
  • Other: Miscellaneous expenses

Tracking Payments

Recording Payments

  • Add actual costs as you spend money
  • Record payments made to vendors
  • Track remaining balance for each item

Payment Status

  • Pending: Payment not yet made
  • Partial: Partially paid
  • Paid: Fully paid
  • Overdue: Past due date and not paid

Budget Overview

  • Total Estimated: Sum of all estimated costs
  • Total Actual: Sum of actual costs incurred
  • Total Paid: Sum of payments made
  • Total Remaining: Amount still to be paid
  • Budget vs Actual: Compare estimated vs actual spending

Budget Charts

  • Pie Chart: See budget distribution by category
  • Category Breakdown: View spending by category
  • Progress Tracking: Monitor budget utilization

Budget Alerts

  • Get alerts when approaching budget limits
  • Warnings for overdue payments
  • Notifications for budget overruns

Plan Limitations

  • Free Plan: Up to 25 budget items
  • Pro Plan: Unlimited budget items + printable budget reports

Tip: Link budget items to vendors to track all expenses related to each vendor in one place!

Managing your guest list

The guest list feature helps you organize and track all your wedding guests. Here's how to manage it:

Getting Started

Access Guests: Navigate to 'Guests' from the Management section in your dashboard sidebar.

Add Guests:

  • Click 'Add Guest' or the '+' button
  • Enter guest name (required)
  • Add email, phone, and address (optional)
  • Indicate if they have a plus-one
  • Add dietary requirements if needed
  • Add notes or special instructions

Guest Information

Basic Details

  • Name: Guest's full name
  • Email: Contact email address
  • Phone: Contact phone number
  • Address: Mailing address for invitations

Plus-One Management

  • Enable plus-one option for guests
  • Add plus-one name when known
  • Track plus-one RSVP status separately

Special Requirements

  • Dietary Requirements: Note any dietary restrictions or preferences
  • Accessibility Needs: Note any special accommodations needed
  • Notes: Add any additional information about the guest

RSVP Tracking

RSVP Status

  • Pending: No response yet
  • Accepted: Guest confirmed attendance
  • Declined: Guest cannot attend

RSVP Management

  • Update RSVP status manually
  • Filter guests by RSVP status
  • View RSVP statistics and counts

Organizing Guests

Filters and Search

  • Search guests by name, email, or phone
  • Filter by RSVP status
  • Filter by plus-one status
  • Filter by table assignment

Grouping

  • Organize by family side (bride's side, groom's side)
  • Group by relationship (family, friends, colleagues)
  • Organize by table assignment

Bulk Operations

Import Guests

  • Import guests from CSV file
  • Bulk add multiple guests at once
  • Map CSV columns to guest fields

Export Guests

  • Export guest list to CSV
  • Export with RSVP status
  • Export with table assignments

Guest Statistics

  • Total guest count
  • RSVP accepted count
  • RSVP declined count
  • Pending RSVP count
  • Plus-one count

Plan Limitations

  • Free Plan: Up to 25 guests
  • Pro Plan: Unlimited guests + printable guest reports

Tip: Use the import feature to quickly add guests from a spreadsheet, then organize them using filters and groups!

Creating seating arrangements

The seating feature helps you plan and organize your wedding seating arrangements. This feature is available on Pro.

Getting Started

Access Seating: Navigate to 'Seating' from the Management section in your dashboard sidebar.

Create Tables:

  • Click 'Add Table' or the '+' button
  • Enter table number or name
  • Set table capacity (number of seats)
  • Add table location or description (optional)

Assigning Guests

Manual Assignment

  • Drag and drop guests to tables
  • Select guests and assign to a table
  • View table occupancy in real-time

Auto-Assignment

  • Automatically assign guests to tables
  • Balance table occupancy
  • Consider family groups and relationships

Table Management

Table Information

  • Table number or name
  • Capacity (maximum guests)
  • Current occupancy
  • Available seats

Table Organization

  • Reorder tables by number or location
  • Group tables by section (ceremony, reception)
  • Add table notes or special instructions

Seating Visualization

  • Table View: See all tables with assigned guests
  • Guest View: See which table each guest is assigned to
  • Layout View: Visual representation of seating arrangement

Filipino Family Considerations

  • Family Hierarchy: Consider traditional family seating customs
  • Family Groups: Keep extended families together
  • Sponsors (Ninong/Ninang): Seat sponsors in prominent positions
  • Elder Respect: Consider seating for elderly family members

Editing Seating

  • Move guests between tables easily
  • Update table assignments anytime
  • Remove guests from tables
  • Add or remove tables as needed

Exporting Seating Charts

  • Export seating chart to PDF (Pro feature)
  • Print seating arrangements
  • Share seating chart with venue coordinator

Plan Availability

  • Free Plan: Not available
  • Pro Plan: Full seating access + printable reports

Tip: Start by creating tables, then assign family groups first, followed by friends and other guests!

Tracking RSVPs

RSVP tracking helps you manage guest responses and plan accordingly. Here's how to use it:

RSVP Status

Status Types

  • Pending: Guest has not yet responded
  • Accepted: Guest confirmed they will attend
  • Declined: Guest cannot attend

Managing RSVPs

Updating RSVP Status

  • Click on a guest to view details
  • Update RSVP status manually
  • Add notes about the response
  • Update plus-one RSVP if applicable

Bulk Updates

  • Update multiple guests at once
  • Filter by status and update
  • Mark all as pending if needed

RSVP Statistics

  • Total Invited: Total number of guests invited
  • Accepted: Number of guests who accepted
  • Declined: Number of guests who declined
  • Pending: Number of guests who haven't responded
  • Response Rate: Percentage of guests who have responded

RSVP Filters

  • Filter guests by RSVP status
  • View only pending RSVPs
  • View only accepted guests
  • View declined guests

Follow-Up Management

  • Identify guests who haven't responded
  • Send reminder messages (if messaging feature available)
  • Track follow-up dates
  • Note response dates

Plus-One RSVPs

  • Track plus-one RSVP separately
  • Update plus-one status independently
  • Count plus-ones in total guest count

Exporting RSVP Data

  • Export RSVP list to CSV
  • Include RSVP status in guest exports
  • Generate RSVP reports (Pro feature)

Tip: Regularly update RSVP statuses to keep an accurate count for catering and seating planning!

Managing wedding files and media

The media feature helps you store and organize all your wedding-related files and documents. Here's how to use it:

Getting Started

Access Media: Navigate to 'Files' from the Media section in your dashboard sidebar.

Upload Files:

  • Click 'Upload File' or drag and drop files
  • Upload documents, images, contracts, etc.
  • Organize files into folders or categories

File Organization

File Types

  • Documents: Contracts, invoices, quotes
  • Images: Photos, inspiration images
  • Videos: Video files and clips
  • Other: Any other wedding-related files

Organization Methods

  • Create folders by category (Vendors, Contracts, Inspiration)
  • Tag files for easy searching
  • Organize by date or event

File Management

Viewing Files

  • Preview files directly in the browser
  • Download files when needed
  • Share files with planning partners (Pro feature)

Editing and Updating

  • Rename files
  • Move files between folders
  • Delete files you no longer need

Photo Gallery

  • Upload and organize wedding photos
  • Create photo albums
  • Share photos with family and friends
  • Use photos in mood boards

Document Storage

  • Store vendor contracts
  • Keep invoices and receipts
  • Save important documents
  • Organize by vendor or category

Search and Filters

  • Search files by name
  • Filter by file type
  • Filter by date uploaded
  • Filter by folder or category

File Sharing

  • Share files with your planning partners (Pro feature)
  • Share with family members (if collaboration enabled)
  • Generate shareable links

Best Practices

  • Organize Early: Set up folders from the start
  • Regular Backups: Keep important files backed up
  • Naming Convention: Use clear, descriptive file names
  • Regular Cleanup: Remove files you no longer need

Tip: Create folders for each major vendor (Photographer, Caterer, etc.) to keep all related files organized!

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