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Planner Getting Started Guide

We know there’s a lot to learn about all the features and functions of the WedAssist platform. That’s why we’ve compiled answers to many of the most common questions our couples and planners have!

 

We’re sure we don’t have every single detail here because of the expansive nature of our platform. If you’re still looking for an answer to your question, please contact us. We want you to have the best experience possible, and we’re here to help make that happen!

Planner Benefits

Take a virtual tour

Planner App Login Process

Watch this short tutorial to learn how to log into the app & onboard your clients so you can get started planning their best day ever alongside them using the app.

Connect Client to Planner

Watch this video to learn how your clients will connect to your account when signing up on the app. Share with your clients to make their sign up process as smooth as possible.

Connect Client to Planner

(when client already has an account)

Watch this video to learn how to connect with clients who already have their own WedAssist account. Share with your clients to make this process as seamless as possible.

Answers to questions we're often asked.

Accounts & Memberships

We designed the app through the lens of a wedding planner who has spent years walking clients through the planning process; however, as someone who planned her own wedding day before becoming a wedding professional, our founder also built the app with the perspective of the client in mind. She thought back to what tools she wished she had, and what she wished she had known as a bride planning her big day and combined that with years of experience as a wedding planner to design an app to help you as much as possible.

 

The app will help you collect your thoughts and wishes for your big day through our detailed event questionnaire, help you organize all of your vendor information in one convenient place, guide you through fully customizable forms and diagrams to help you create important lists, orders, seating charts and more.

 

Once all of your information is within the app, the app will create a custom event file specifically for your event– which you’ll be able to easily send to all of your vendors with your paid WedAssist membership.

 

The app also includes other features, like an inspiration board where you can select your event color palette and upload inspiration photos, as well as a month-to-month checklist that helps to keep you on track with your planning tasks.

 

Have you decided to hire a planner or coordinator? Awesome! The app will allow you to connect to planners who have a WedAssist account. Once you are connected through the app, your planner will be able to access your event information, view your progress on your checklist and update your information as needed.

As someone planning their wedding: WedAssist offers certain features free of charge to help you plan your big day. Premium features, including the exporting of your event file, are available only for users who have a paid WedAssist membership account. Paid members receive access to all of WedAssist’s planning features – including a detailed event questionnaire, month-to-month checklist, vendor information collection, a customizable reserved ceremony seating diagram, portrait shot list creator, ability to upload event floorplans, layouts & more. With all of these tools and the information you input into them, the app will create a customized event file that you can easily download and share with all of your vendors.
 
As a planner: You can purchase a membership tier level based on the amount of clients you have, so you can pay only for what you need. With your paid planner membership, you gain access to all of the features of the app for your clients. You’re able to improve your client experience, improve your ability to stay in the know with where each client is on their planning tasks, and save yourself time by eliminating the need to collect, organize and format each client’s individual event information.

Your selected membership tier determines how many active clients you can 
have using the app per month. This gives you the ability to subscribe for the amount of clients that works best for you and your business.

If you are using the app without being connected to a planner: Your account will remain active until you cancel your membership.

 

If you are connected to a planner within the app: Your account will become inactive once your planner inactivates your account. At this time, your account and event information within the app will no longer be accessible. If you’d like access to your event information, please reach out to your planner.

 

If you connected to your planner after already subscribing for an individual paid membership: Once you connect with your planner by inputting your planner’s provided access code on your my account page, you can then go to your device settings and cancel your paid membership to stop being charged.

Yes, of course! If at any point you no longer want to use the app or your event date passes and you no longer need access to the app, you can cancel your membership at any time.

 

As someone planning their own wedding: To cancel your membership, you will need to go through your device settings and unsubscribe/cancel your membership subscription.

 

As a planner: To unsubscribe, you will need to go through the WedAssist website to unsubscribe and cancel your membership.

Once you unsubscribe and inactivate your account, you will no longer be charged and will no longer have access to specific event information and premium features within the app. If you are a planner, you and your clients will no longer have access to premium features or certain event information within the app. 

You can view our full terms of use and privacy policy to read about all our membership terms and conditions.

Due to the instantly downloadable nature of our software, we do not offer refunds for any reason. You are always able to cancel your membership at any time. You can view our full terms of use and privacy policy to read about all of our membership terms and conditions.

As someone planning their own wedding: To cancel your membership, you will need to go through your device settings and unsubscribe to cancel your membership subscription.

 

As a planner: To unsubscribe, you will need to go through the WedAssist website to unsubscribe and cancel your membership.

You are only able to connect with your planner on WedAssist if your planner has a WedAssist membership.

If you don’t have a WedAssist account yet and your planner has provided you with an access code: Download and open the app (HERE). Hit ‘Sign Up’. Next, enter the email address you’d like associated with your account, enter a password and enter the planner access code your planner has provided. You will then be connected to your planner’s account.

Click HERE to view a short tutorial.


If you have already created a WedAssist account and your planner has provided you with an access code:
O
pen the app and go to the ‘My Account’ page and enter the planner access code that your planner has provided in the ‘Planner Access Code’ field on the page and hit ‘Save’ at the bottom of the page. You will then be connected to your planner’s account.

Click HERE to view a short tutorial.

Please Note: once you are connected to your planner’s account, you no longer need to pay for premium access to the app if you had purchased an individual paid membership subscription. BE SURE NOT TO CANCEL A PAID MEMBERSHIP BEFORE CONNECTING TO YOUR PLANNER’S ACCOUNT OR YOUR INFORMATION MAY BE LOST.

If you’ve forgotten your password, you can send a password reset email to the email address associated with your account by clicking “Forgot Password” on the login page.

 

If you do not receive an email, please check your spam/junk folder. 

The app is a great resource and is designed to make wedding planning as stress free as possible, but does not replace an in-person planner or coordinator. WedAssist is there to guide you through the process and help you organize your event decisions and information, but as a wedding planner and former bride, I firmly believe in the benefits and value of having a professional onsite for your big day. If you’re on a budget, we suggest using WedAssist throughout the planning process and hiring a month or day of coordinator for your event that can take all the information and planning you’ve done and use your custom event file generated by the app to bring your vision to life on your big day.

Ask them! Ask your planner or coordinator if they have a WedAssist account. If they do, awesome! Ask them to provide you with their planner access code so you can start or continue using WedAssist to plan your big day while connecting them to your account. If they aren’t on the app yet, ask them if they’d be interested in joining to connect with you and help you plan your big day using WedAssist.

We know the internet has plenty of to do lists – and they’re free – we get it. Wedding planning is expensive and while we love a good to do list, and our app certainly includes an interactive month-to-month checklist to make sure you stay on track with your planning, we know from experience that just a to do list isn’t going to get you down the aisle with ease. You don’t just need to know what needs to get done, you also need to make sure you know what questions to ask and how to organize all of the small details that make a big impact on your big day – which is how we can help. WedAssist includes over a dozen planning tools, all with the goal of helping to make your planning journey as stress free and enjoyable as possible.

We may be biased, but we love all of the features of the app! Picking one of the dozens of helpful tools WedAssist offers feels a bit like picking a favorite child; but if we have to play favorites, the custom event file takes the cake for us. The ability to easily input event information and have that info generated into a clean, concise & beautiful document that is easily and electronically shared is at the core of why WedAssist was created.

Accessing the app for the first time as a planner post membership purchase: So you’ve purchased your planner membership on the WedAssist website and now you’re ready to start using the app. We’re so excited for you! Download the app from the app store and hit ‘Log In’. From there, enter the email address and password you input when you purchased your membership. Once that’s done, you will be directed to the home screen and can start onboarding clients onto your account. To share your planner access code with your clients, tap the menu bar at the top left of the home screen and tap ‘Access Codes’. This page will show you how many access codes you have available and will allow you to easily share your planner access code with your clients. Happy Planning!


Click HERE to view a tutorial on how to access the app for the first time as a planner & how to begin onboarding your clients.


Onboarding your client if they do NOT have a WedAssist account yet:
 Your client will need to download the app and hit ‘Sign Up’. Next, they will enter the email address they’d like associated with their account, enter a password and enter the planner access code you’ve provided to them. You will then be connected to their account.


Click HERE to view our sign up tutorial for clients (who do not already have a WedAssist account) using your planner access code.

Onboarding your client if they already have a WedAssist account/membership:
I
nstruct your client to open the app and go to the ‘My Account’ page and enter the planner access code that you’ve provided to them into the ‘Planner Access Code’ field on the page and hit ‘Save’ at the bottom of the page. You will then be connected to their account. Please Note: once a client is connected to your account, they no longer need to pay for an individual paid membership subscription.

Click HERE to view our tutorial to show clients who already have a WedAssist account how to link to your account using your planner access code. They can cancel their membership subscription in the settings on their mobile device. BE SURE THEY DO NOT CANCEL THEIR MEMBERSHIP BEFORE CONNECTING TO YOUR ACCOUNT OR THEIR INFORMATION MAY BE LOST.

Processional Order

This is the order that your wedding party (and any family members/friends you’d like to include) will walk into the ceremony in.

The order will depend on who all is participating in the ceremony processional. This traditionally starts with the officiant, fiance and escort(s), family members (parents/grandparents – if applicable), and then wedding party members (starting with the two wedding party members who will be standing farthest from the couple during the ceremony and ending with the two that will be standing closest to the couple), followed by the ring bearer and flower girl (if applicable), then fiance and escort(s). This order can be customized to be whatever you’d like (ie – having the groom walk with his mom or both parents, having grandmothers of the couple walk together, etc). If you have a planner, work with them to determine the best order for your specific event.

Having this order listed out in advance helps to eliminate time when your planner/coordinator is lining you up for the ceremony. It is important that you and your planner/coordinator are on the same page to ensure that each person is in the order/position you would like them to be in during the ceremony.

To add people to your processional order on the processional order page, click “add entrance”, then click “add person” and fill in the requested information to add that person to that entrance. Each entrance is who is walking together. 

Example 1: If you add the groom and his parents to an entrance, this means the three of them will be walking down the aisle together. 

Example 2: If you add 2 wedding party members to an entrance, this means they will be walking down the aisle together.  

Example 3: If you add 1 person to an entrance, that means they will be walking down the aisle solo.

 

Add as many entrance groups as you like/need. The order you create here is the order in which your wedding party members and family members will be lined up before heading down the aisle. If you decide to move around the order of the groups, hit the sort button to the right of the ‘add entrance’ button and drag and drop the blocks into the new order you’d like them in.

Ceremony Seating

These are the reserved seats for your ceremony. While the majority of guests invited to the wedding will not have reserved seats for the ceremony, it is highly recommended that you reserve seats for people walking in the processional, as well as for important family members and/or friends who you would like up close and/or in specific seats during the ceremony (including any person(s) who will be called up to do a reading, pray, etc during the ceremony).

If you have a planner, they can assist you with where is best to place each guest who will have a reserved seat. If you don’t have a planner, think about where you would like the people most important to you and place them accordingly. 


Some Pro Tips: 
Parents of the couple are most commonly seated in the front row on either side of the aisle in the seats closest to the aisle. For people walking in the ceremony processional, it is helpful for them to be in either the front row or in the chairs closest to the aisle to avoid them having to step over/move around other guests who are already seated. 


Traditionally, wedding party members will stand up next to the couple during the ceremony; however, if you choose to have any or all of your wedding party members sit during (or at any time during) the ceremony, they will need reserved seats as well. 


Also, keep in mind that if you have younger children participating in the ceremony (ie – flower girls & ring bearers), make sure to reserve a seat for them as well as for a parent/guardian – or someone they are comfortable with – who will be responsible for them throughout the ceremony, as well as helping to get them down the aisle if needed.

Anyone who is walking in the ceremony processional (ie – father of the bride, parents of the groom, flower girls, ring bearers, etc). This is especially important for the people walking in the ceremony processional, because they will not be sitting in their seats as guests are arriving. It is important that all of these family members/friends have a reserved, labeled seat in the ceremony. 

 

If you are having your wedding party members sit during (or at any point during) the ceremony, they will need reserved seats as well. 

 

Other people who would potentially have reserved seats are: people participating in the ceremony (reading, praying, speaking, etc), guardian(s) of children who are participating in the ceremony/processional, spouses of people participating in the processional, and other family members/friends you would like seated in a specific seat.

Reserving and labeling seats in the ceremony helps to set up for a seamless ceremony by reducing potential issues that can arise from guests unknowingly sitting in seats intended for someone else (ie – when the grandparents of the bride walk down the aisle and their intended seat is already occupied by other guests). Reserving seats (and labeling them with clear signage) helps to reduce the potential for these types of issues, while also allowing you to have control over where the people you’d like in specific spots are seated during your ceremony. Please be sure to let people who have reserved seats know that you have reserved a spot for them so they do not sit elsewhere.

The ceremony seating tool is divided into two sections – left side of the aisle and right side of the aisle (this is the left and right side of the aisle when looking up the aisle toward where the couple will be standing). 

First, hit ‘add row’, select if you’d like to place these guests on the left or right side of the aisle. Next, click ‘add person’ and input the information requested about that person. You can continue adding people to the row until you are finished. Then hit ‘save’. You can add as many rows as you need to reserve and add the people you’d like in those rows as you go. 


If you decide you’d like to move around the order of people in a row or switch the order of entire rows, hit the sort button to the right of the ‘add row’ or ‘add person’ buttons and drag and drop the blocks into the new order you’d like them in. You can view rows by selecting ‘left’ or ‘right’ at the top of the page.

 

For the ceremony seating tool, you do have the option to upload your own image(s) (JPEG file) instead of inputting the data through the ceremony seating tool. You are also able to use the WedAssist feature and upload an image in addition, if you feel it is necessary. In this case, both the information input into the feature and the uploaded image(s) will be included on the ceremony seating page(s) of your event file.

Portrait Shot List

A portrait shot list is a list of the formal combinations you would like taken on your big day, most notably family photos.

Every couple’s portrait shot list is different because every family (and every family dynamic) is different. Your photographer should be able to assist you in creating a list and recommending photo combinations for you. 

 

If you’d like to view common/suggested photo combinations, you can view common portrait combinations and our pro tips for making family photos go as smoothly as possible HERE. This information will provide you with common family combinations that will help you get started on your own portrait shot list.

This list is incredibly important – we can’t stress this enough (and we’re confident that your amazing photography team would agree)! 


Formal portrait time is typically not one of the most fun parts of wedding day. With a lot of people and moving pieces for each combination (in what is often a small window of time), photographers and planners do their best to make the process as quick, efficient and enjoyable as possible – and a portrait shot list helps us do it. 


We have seen far too many people try to call out family members when it is time and insist that they will remember what photo combos they want in the moment; but with the whirlwind that is wedding day, there is almost always a combination (or multiple) forgotten. We, along with amazing photographers everywhere, strive to eliminate this happening by being as organized as possible. The portrait shot list will help your planner and photographer make the portrait portion of your event as seamless as possible, while helping to ensure you get all the photos you want with your favorite people on your big day.


Pro Tip:
Designate a family member or friend who knows all (or the majority) of the people in the photos to help retrieve people as needed.

The portrait shot list tool is divided into two sections – pre-ceremony & post-ceremony. This refers to when each photo combination will be taken – either before or after the ceremony. 


To begin creating your portrait shot list, first hit ‘add combination’, select when you’d like this photo combination to be taken (pre-ceremony or post-ceremony) and name the photo combination (ie – Bride + Parents, Couple + Bride’s Parents, Immediate Family, Extended Smith Family, etc). Next, click ‘add person’ and input the information requested about that person. Add as many people as you’d like into that combination, then hit ‘save’. Create as many photo combinations as you need to get all the photos you want.

You can also duplicate a combination by swiping and hitting ‘duplicate’. This will duplicate the selected combination so you can go in and add people/remove people to create a new combination you’d like captured. Remember to also change the title of the photo to reflect the new combination.


If you decide you’d like to move around the order of combinations, hit the sort button to the right of the ‘add combination’ button and drag and drop the combinations into the new order you’d like them in. You can view the combinations by selecting one of the two categories (pre-ceremony & post-ceremony) at the top of the page.


For the portrait shot list tool, you do have the option to upload your own image(s) (JPEG file) instead of inputting the data through the portrait shot list tool. You are also able to use the WedAssist feature and upload an image in addition, if you feel it is necessary. In this case, both the information input into the feature and the uploaded image(s) will be included on the portrait shot list page(s) of your event file.

Decor

This is an organized list of all the décor items you are providing/expecting to be set out for your big day. This list is what your planner/coordinator can reference to properly set out your personal décor items, as well as to confirm that everything is set out and accounted for on wedding day.

Some examples of items often included: card box, guest book, photos of couple, signage, place cards, cake cutting set, champagne flutes, centerpieces, ceremony floral arch, candles, specialty napkins, specialty linens and charger plates.

This list is important to ensure that all items are put out the way you have envisioned. It helps your planner/coordinator when they are putting out all of your personal items, as well as helping them to oversee vendor set up so they can confirm that everything is present and set appropriately. This is also incredibly helpful in helping to keep you organized when you are packing up items to make sure you don’t forget any items when prepping for the big day.

The décor tool is divided into three sections – ceremony, cocktail hour and reception. This refers to where each item will be placed on event day. To begin creating your decor list, first hit ‘add décor item’, fill in the requested information about the item and hit ‘save’. Add as many items as you’d like and then hit ‘save’. 

 

If you decide you’d like to move around the order of items, hit the sort button to the right of the ‘add décor item’ button and drag and drop the items into the new order you’d like them in. You can view the items by category by selecting ceremony, cocktail hour or reception at the top of the page.

Reception Entrances

This is the order that the couple and (if applicable) wedding party/family members will be introduced into the reception in.

Some couples elect to only have the two of them be introduced – in this case, only the couple should be listed here. 

 

If the couple elects to have the wedding party introduced as well, a common order is: the bridesmaids/groomsmen paired together in the same order that they walked down the aisle for the ceremony (ending with the maid of honor/best man), followed by the couple.

 

If family members will be introduced as well, a standard order would be as follows: family members, flower girl(s)/ring bearer(s), wedding party members (ending with maid of honor/best man), and then the couple.

 

Of course, each couple and event is different, so you are able to customize your order exactly how you’d like for your big day. 

Having this order listed out in advance helps to eliminate time when your planner/coordinator and MC are getting ready for your entrances. It is important that you, your planner/coordinator and MC/Entertainment are all on the same page when it comes to the order of entrances and the names to be called.

 

Pro Tip: Go over name pronunciations with the MC/Entertainment company to help avoid any mispronunciations during the introductions/announcements.

To add people to your reception entrance order on the reception entrances page, click “add entrance”, then click “add person” and fill in the requested information to add that person to that entrance. Each entrance is who is walking together. 

 

Example 1: If you add 2 wedding party members to an entrance, this means they will be walking in together.  

Example 2: If you add all groomsmen in one entrance, then they will all be walking in at the same time/together.

 

Add as many entrance groups as you like/need. The order you create here is the order in which your wedding party members and family members will be lined up before being introduced into the reception. If you decide to move around the order of the groups, hit the sort button to the right of the ‘add entrance’ button and drag and drop the blocks into the new order you’d like them in.

Table Breakdown

The table breakdown is a list of guests seated at each reception table. If you are having a pre-selected meal, this is also where you can note the guest’s meal choice. You are also able to note any known allergies/dietary restrictions here as well.

Whether or not assigning guests to tables is required is a question for your planner and venue/catering contact. However, it is standard (and highly recommended) that guests be assigned to tables.


If you are having a sit-down meal, your venue may also recommend/require that you assign guests to specific seats at each table as well. If you are assigning guests to specific seats at each table, we recommend putting the guests listed at each table in order going clockwise around the table. This will help your planner/coordinator & venue staff know where to place each name card/meal, and eliminate you having to create another floorplan with each name listed directly on it. If you do this, just be sure to note on your floor plan which seat is intended for guest #1 on the list (ie – the seat closest to the couple will be seat #1 and the guests listed at the table will then be listed clockwise from there).

A table breakdown list is not only typically required by venues/catering teams, but it is incredibly helpful when organizing your reception. It allows you to decide where guests will be seated in relation to you, as well as giving the catering team insight into the amount of meals at each table (as well as where meal types should be served if you have a pre-selected meal), which helps the service portion of your event go as smoothly as possible.

To begin creating your table breakdown, you begin by adding tables. To add a table, hit ‘add table’ and select the shape of the table. Next, hit ‘add attendee’ and fill in the requested information for each attendee at that table. If you do not have a pre-selected meal, leave the meal selection field blank. Add as many attendees to the table as you like/need. 

 

If you decide you’d like to move around the order of guests at a table, hit the sort button to the right of the ‘add attendee’ button, and drag and drop the attendees into the new order you’d like them in. Once you are done, hit ‘save’. You also have the ability to rearrange tables by selecting the sort button to the right of ‘add table’ on the table breakdown page.


For the table breakdown tool, you do have the option to upload your own image(s) (JPEG file) instead of inputting the data through the app. 
You are also able to use the WedAssist feature and upload an image in addition, if you feel it is necessary. In this case, both the information input into the feature and the uploaded image(s) will be included on the table breakdown page(s) of your event file.

Floorplans

This is where you can upload your floorplan(s) for your event, the most important of which is the reception floorplan.

Your planner and/or venue contact will be able to work with you and recommend the best layout for your event based on the space, your guest count and other contributing factors (like if you are having a buffet or sit-down meal, if there will be a band/stage, etc). Your planner or venue contact should be able to provide you with a floorplan – which you can then upload (in JPEG format) into the app to have it included within your event file. 

The reception floorplan is where the set up and transformation of your reception space begins. It is vital that your planner, venue team and contributing vendors (DJ/band, photo booth, etc) are on the same page regarding the layout of the event space. This will ensure that if any vendor(s) foresee a potential problem with the layout, that it can be addressed prior to event day. On event day, it helps everyone to know exactly what to set up where to ensure the set-up process goes smoothly.

The app allows you to upload JPEG images. Make sure your floorplan is a JPEG file.

To upload floorplans onto the floorplans page, you can either take a photo or select an image from a gallery. Once an image is uploaded, you have the ability to crop the image by hitting the ‘edit’ button. If you need to upload a different (or updated) floorplan, simply hit the delete button and upload the new image. Be sure to hit ‘save’ at the bottom of the page once you have uploaded your floorplan(s).

Additional Info

This is where you can enter in additional notes/information about your event day/weekend to be included within your event file. If you have additional information that you’d like your vendor team to know, this is the place to put it so that it is included in your event file.

Some examples of additional information could be:

 

Contact numbers for yourself, your fiancé, and anyone else you’d like to designate as a way to reach one of you throughout the day (i.e. – maid of honor, best man, mother, etc.) for easy access if vendors need to get in contact with you. If you have a planner or day of coordinator, they should be the point of contact for your big day.

 

Any information you’d like to share about other festivities surrounding your event (i.e. – after party, rehearsal dinner, welcome party, brunch the morning after your big day).

To add information to the additional info tool, hit ‘add event note’, add a title and write away! Put in any information you’d like to share in the notes section and then hit ‘save’. 


You also have the ability to rearrange the order of the notes by selecting the sort button to the right of ‘add event note’ and drag and dropping the blocks into the order you’d like, and then pressing ‘save’. The notes added on this page will be included in the additional info section of your event file.

Vendor Info

This section prompts you to input information about each of your selected vendors. This information includes company name, contact name, phone number, email address, arrival time & arrival location for event day, as well as a place to input additional information specific to that vendor.

The requested information is essential to ensure that each vendor, especially your planner/coordinator, has all the correct contact information for each vendor so they can contact and update other vendors as needed throughout the planning process and on event day. This information is also helpful when creating your wedding timeline – which should include the arrival time for every vendor. This helps you know what to expect on event day, as well as helps to eliminate any confusion amongst vendors as to what time they are expected to arrive on event day.

This is a place where you can add general notes, as well as any other information about the service(s) being provided for the vendor. Examples of additional information that could be input in this section are:

For each vendor, note the amount of vendor meals that should be provided by that vendor (a lot of vendors require a meal be provided per their contract. You can reach out to your vendor directly to confirm the amount of vendor meals required and if there are any dietary restrictions/allergies you should be made aware of).


For rental company, you could detail the items & quantities being provided, as well as the delivery and pick up location and delivery and pick up days/time windows.


For entertainment, it is good to note when the performance is set to take place, as well as what they are doing (i.e. – dancers, singers, etc.), and if they need any special accommodations (like a room to get ready in, access to power, etc.).


For a photo booth, it is helpful to note when the photo booth will open and close, as well as if the company is providing props and a description of the photo booth backdrop you have chosen.

Our People

The our people page allows you to add wedding party members, family members and guests to your account so you can easily and quickly add them into other areas throughout the app – including adding them to your processional order, reserved ceremony seating, and portrait shot list combinations. 

The our people page is divided into three sections – wedding party, family members & all guests. Click on whichever category you’d like to add people to, and then hit ‘add person’. Provide the requested information about that person and hit ‘save’. You can add as many people as you’d like and then hit ‘save’. 


You also have the ability to rearrange the order of the people you’ve added by selecting the sort button to the right of ‘add person’ and drag and dropping the blocks into the order you’d like, and then pressing ‘save’.

QuestiOnnaire

The questionnaire is what we like to call a friendly interrogation of all things wedding. The questionnaire guides you through different aspects of your event, including what you’d like from your vendors, your vision and style preferences for the event & your initial thoughts for your wedding. It also asks more specific questions, like if you’ll want the top layer of your cake saved for your first anniversary or if you’ll be handing out programs to guests.

The questionnaire was designed by our founder for her own planning clients. It was created over years of working as a wedding planner and learning what questions needed to be asked – and what small details are often forgotten by couples.


The questionnaire is the best place to start the planning process. If you don’t have all the answers to every question, no need to stress! This is completely normal. The questionnaire’s purpose is to help you streamline your thoughts, expectations, and vision for your wedding, while bringing up questions that you haven’t considered yet to get you thinking about them. Remember: nothing is set in stone. If you change your mind on an answer or two (again, completely normal), you can always return to the questionnaire to update the information and/or let your planner know of any changes.


If you’re connected to a planner on WedAssist, the answers you put in the questionnaire can assist them in their job of recommending vendors that are a good match for your criteria and event, as well as providing them with helpful event information that will help streamline the planning process – we love efficiency!

The questionnaire is the best place to start the planning process. We recommend completing the questionnaire as the first step of using the WedAssist app.

The questionnaire is divided into multiple categories. Start at the top and select the category, go through the questions on each page and answer them to the best of your ability – whether your answers are firm answers that you’ve already decided on or if they are based on your ideal vision for your day. Go through all the categories (saving your answers along the way). The app will mark a category as completed once you’ve saved information. If you don’t want a category checked as completed quite yet, simply press the checkmark circle and it will uncheck it for you.

Event File

The event file is where it all comes together. All your hard work and the detailed information you’ve put into the WedAssist app will automatically generate your custom event file.

To export your event file, simply navigate to the event file page by selecting the export icon on the home page, hit the share icon at the top right of the event file page. You’ll be given options to airdrop, message, email, save to dropbox and more.


You can share your entire event file or select specific pieces of event information to download/share. To select which pieces of information you’d like to export/share, select the filter icon on the top right of the page (next to the share icon) and select which pieces of information you’d like included in the event file and hit save – your event file will then only include the pieces of information you’ve selected.

Navigate to the event file page, select the share icon on the top right of the page and decide how you would like to send your event file. Then, select recipients and send the file directly from your device.

Try sharing the information another way – via email, message or airdrop. You can also test by sharing the event file with yourself. If you’re still unable to share your event file, please reach out to us at help@wedassist.app.

Timeline

The custom timeline tool helps you to create your own wedding timeline.

Once you go through the questionnaire and input vendor information in the vendor info section of the app, the app will pull over appropriate information and timing into the custom timeline tool.

The tool then allows you to select factors that apply to your event, including vendors and formalities, and input the timing for each. Once you’ve selected and input the information you have, the tool will add the appropriate items into your timeline based on your answers. From there, you’ll be able to edit the timing of your formalities, catering, photos & vendors as needed. You’re also able to add in additional, custom items to your timeline at any time.

Your wedding day timeline will show on the event timeline page(s) of your event file.

Yes, the custom timeline tool is currently included with every membership.

Timelines are essential to the success of any event, especially weddings. It’s vital to have an official event timeline to ensure everyone is in sync and aware of the scheduled timing of all formalities and festivities.

The WedAssist custom timeline tool helps you to create your wedding timeline right within the app. The tool will prompt you to select factors that apply to your event, including a list of vendors and formalities. Once you’ve selected and input the information you have, the tool will generate a timeline for your wedding based on your information. From there, you’ll be able to edit the timing of your formalities, catering, photos & vendors as needed. You’re also able to add in custom items to your timeline at any time to fully customize your timeline to your unique event.

Click HERE to view FAQs about event timing and to download our “How to Get Started” guide that will help walk you through the steps of building your own wedding timeline.

To begin using the timeline tool, we recommend first completing the questionnaire within the app. This can help the app automatically generate some items for you – based on your answers and the information you provided in the questionnaire – to make the timeline creation process a bit easier.


Next, select the edit pencil icon at the top left of the timeline screen. Go through the listed categories, selecting the ones that apply to your event. Provide information (like time and duration) as requested. Once you are done, hit ‘save’ at the bottom of the screen, and the appropriate items will generate onto your timeline based on your answers. If you’re not sure of a time, leave the time field blank and the item will appear on your timeline without a time, serving as a reminder for you to add in the time once you do know it.

 
You can also add in custom items to your timeline by selecting the add icon at the top left of the page and inputting the requested information.


Click HERE to view helpful resources for creating your own wedding timeline, including a ‘How to Get Started’ guide with pro tips for creating the best timeline possible for your event.

Inspo

On the inspo page, you’re able to select your event color palette and add inspiration photos with descriptions to your board. If you’re connected to your planner, your planner will be able to see your inspo board and add/edit colors & photos as you design your event. You can filter through your photos at the top of the page by selecting what category of photos you’d like to view (All, Colors, Ceremony, Reception, Florals, Décor, Other). These categories are selected by you when you upload an image.

No, there is currently no limit to the number of photos you can upload within the inspo section of the app.

Select the add icon at the top left of the page, select the category that you’d like the image(s) filed under, add a description if you’d like, and either take or select the photo(s) you’d like uploaded, then hit ‘save’.

Select the color picker icon at the top left of the page, click on all the colors you’d like to include in your color palette, and then hit ‘save’. You can view your selected color palette by filtering by ‘color’ at the top of the inspo page.

Your color palette will also appear on the front page of your event file.

Checklist

The checklist provides you with a month-to-month list of planning tasks to be completed. You can scroll through the time frames at the top of the page to see the tasks recommended for that time frame.

 

Update the status of each task as you work your way through the items by marking each task as completed once it is done. If you’re connected to your wedding planner, your planner will be able to view the status of each of your tasks, as well as update the status of tasks as needed.

The Up Next section includes the checklist tasks that are recommended to be completed next based on where you are in the planning process. They are there to guide you through planning and help you to know what to do next, as well as showing you what is coming up. 

Once you have completed a task, you can mark it as completed directly on the home page by pressing the circle on the bottom right of that task button. By marking a task as completed (either on the up next feature or the checklist page), it will remove that task from the up next section of your home screen.

Budget

The WedAssist budget tool allows you to input your overall wedding budget and the amount spent on each of your vendors as you book them, as well as other wedding costs and fees to help you stick to your budget. At a quick glance, the budget tool will let you know how much you’ve spent, where that money was spent and how much budget you have remaining.

There is no hard and fast rule for what you should spend, as no couple or wedding is the same. It also depends on your priorities – do you put high priority on photography and food, but don’t mind keeping it simple with flowers and entertainment? 

 

We suggest discussing budget with your partner and anyone else who will be contributing to the event to firm up your overall total budget number, as well as to understand and communicate expectations. Once this is done, talk with your partner about how you both envision the event and what each of your top priorities are. These should be the priorities that are most in focus as you plan your big day and as you allocate your budget.

 

While there is no one size fits all budget handbook, we have created a spreadsheet to help give you some estimates based on industry averages. Click HERE for helpful resources about wedding budgets and to download the WedAssist budget spreadsheet.

To use the budget tool, set or edit your set total budget by selecting the number at the top left of the page. Once you’ve entered your set budget for your event, you can begin adding in costs for various categories. The budget tool will keep track of the money you’ve allocated and the amount of budget you have remaining.


If you don’t need a category, you can remove it from the list by swiping and hitting ‘remove’. If at any point you decide you’d like that category added back to your budget list, hit the add icon at the top left of the budget page and select the category you’d like added.


While there is no one size fits all budget handbook, we have created a spreadsheet to help give you some estimates based on industry averages. Click HERE for helpful resources about budget and to download the WedAssist budget spreadsheet.

“Set Budget” is the total overall budget you have set for your event.

“Budget Allocated” is the amount of money you’ve allocated to all categories combined.


“Budget Remaining” is the amount of money you have remaining in your budget (money that you haven’t allocated yet).

“Paid” is the amount of money you have paid for all of the categories combined. The paid circle graph reflects the % paid over the amount allocated.

Chat

The chat feature is available for planners and the users who are connected to them. You’ll be able to message with your planner/clients directly within the app.

The chat feature is only available to planners and users who are connected to a planner within the app. If you are not connected to a planner within the app, you will not have access to the chat feature. 

 

If you are a planner or are connected to a planner and do not see the chat feature on your app, please reach out to help@wedassist.app for assistance.

Notifications

Notifications within the app will notify you for various reasons throughout your use of the app. You can view notifications by clicking on the notifications icon at the top right of the home screen. When you have new/unread notifications, the icon at the top right of the home screen will have an alert on it. You can also elect to receive push notifications by opting in/updating your app preferences in your device settings on your mobile device.

You can update your notification preferences directly on your mobile device in your device settings, including opting out of push notifications.

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