How to give family and a planner their own booking view

Add the people

Open the project, then Client space. People named on the enquiry are already there, as contacts.
Press Add a person for anyone else. The main client can also add people from their own page.
Choose what they see. Family sees the plan and events, with no money. Coordinator or planner sees logistics only.
The project's client is the main client and sees everything. Only they can share the money with someone else, one person at a time.

Press Invite on WhatsApp. Your own WhatsApp opens with the words and a link, and you press send there. Invite by email sends one email when you press it.
Nothing goes out on its own, including for someone the main client added.
The link signs them in once, within 14 days. After that they sign in with the same phone or email.
Remove their access stops that one person at once: the page, the gallery from it and their calendar link. Everyone else carries on.

Under Questionnaires, start from a template for the event, change the words, and press Put it on the client's page. No message goes out.
Change the starting questions in Templates, under Questionnaires. They work with AI off. If AI drafts one, you read it before anything is sent.
Answers save as people go, so they can stop part-way and answer together. Each side answers its own events.
A question can say where its answer goes: the venue, the must-have family photos, the crew brief or a task. You see the answer beside what you have, and nothing you typed changes until you choose.

The client sees a person's name, role and photo for each event, and a phone for the Project lead only. Never rates, pay, private notes or ratings.
Until a crew member has been told, the client sees their role alone. Under The team, as the client sees it, press Tell by email.
Anyone can opt out in My profile, under What clients see, and then shows as their role.

Answers come only from the pages of this website.

Updated 31/10/2026 · Markdown version