Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.
What this article covers
Use Profile to keep your personal, business, invoicing and bank details in one place.
Steps
- Open Profile.
- Review the Personal fields.
- Review the Business fields.
- Add invoicing or bank details if those fields are relevant to your workflow.
- Click Save.
- Wait for the saved state before leaving the page.
What happens after you save
Wedding Desk stores the profile details for your workspace. Some details may be used by calculator, quote or project output areas when those screens need profile information.
Current beta note
This article covers the current profile fields. If a field is not used in a visible output yet, treat it as workspace information for now.
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