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From the user guide

Set up your planner workspace

Create a wedding, build its timeline and vendor list, and hand the venue a running order.

How to do it

  1. Open Weddings, then Add wedding. Type both first names, set the ceremony date, and add the venue, address, city and state. City narrows vendor matching to that state; leaving it blank keeps the list nationwide.
  2. Open the wedding. The workspace is three columns: Couple on the left, Vendors in the middle, Timeline on the right.
  3. Select + Add milestone to build the timeline. Times are the wedding local time, not yours. Select + Add vendor to search by category, budget cap and style tags, then set each vendor state and draft a brief.
  4. Scroll to Event-day master plan and select Download BEO (PDF) for the venue, or Download calendar (.ics) for your own calendar. Both match the table above them.

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