Support Center

How do notifications differ between someone designated as the lead planner on an event vs. another planner on the same event?

The user designated as the “lead planner” gets notifications that other planners and clients do not.  Here’s the rundown:

NOTIFICATIONS ON CHECKLIST ITEMS

As the lead planner,  our default notifications are set to send you notifications for any checklist items that will be due soon, regardless of who it’s assigned to, whereas others will only receive this notification if the checklist item has been assigned to them.

The designated lead planner will also be notified when a task has been completed, whereas others only receive this notification if they had assigned the task out to someone.

To update or turn off these notifications on your account visit the USER SETTINGS link beneath your name towards the top right of your screen, then click USER PREFERENCES. To select the lead planner for an event, click on PLANNING PARTNERS and highlight the star to the left of the lead planner’s name.

 

NOTIFICATIONS ON UPCOMING PAYMENTS

As the lead planner, you’ll be the one who receives upcoming payment reminders.  We do this so that you can double check that payment information is correct and make any updates as necessary (which is especially important for balance payments, which may be pending final counts.) When a payment notification is triggered to the lead planner, we also automatically create a task in the checklist to make this payment that is assigned to you. If all looks good, we recommend that you just reassign the task to your client (you can just drag and drop it from the ASSIGNMENTS OVERVIEW PAGE to the appropriate person making the payment, OR click the task to assign it to multiple people like the bride and groom). Once your client has completed this task, you’ll get a notification that payment has been made!

To update or turn off these notifications on your account visit the USER SETTINGS link beneath your name towards the top right of your screen, then click USER PREFERENCES.  To select the lead planner for an event, click on PLANNING PARTNERS and highlight the star to the left of the lead planner’s name.

 

user-settings

To learn more about designating the lead planner for an event, click here

To learn more about updating your notification settings for an event, click here.

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