All Collections
Client Experience
FAQ'S
I invited a client to their project - why can’t they can’t see their planning tools?
I invited a client to their project - why can’t they can’t see their planning tools?

Be sure that each tool has been released out of Prep Mode. Learn more here.

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

Sounds like all or some of your tools are still in Preparation (or Prep) mode.

To give you the opportunity to prep each planning tool before releasing them to your client, each tool in each new event starts out in Prep Mode, so you’ll want to be sure to release each tool so that the tools are visible to your clients.

Once you’ve prepared each tool and are ready to share it with your client, click on the RELEASE button, located in the gray and white candy stripe bar towards the top. You’ll need to do this for each tool.


For a quick status update on which tools you’ve released and which tools have yet to be prepared and released, visit the wedding dashboard for that event and review the gray PREPARATION box towards the left.  Tools that have been released will have a checkmark towards the right, while tools that have yet to be prepared and released by you will be marked PREPARING


To learn more about Prep Mode, take a look at these helpful resources below!

Did this answer your question?