Create a project

What this article covers

Create one project for each wedding. It keeps the plan, Notes, Wedding Timeline, Shot List, Vendors, gear and Delivery preparation together.

Steps

1. Open the dashboard.
2. Click Create project or Start new project.
3. Enter Partner 1 name.
4. Enter Partner 2 name.
5. Choose the Wedding date.
6. Add the Location if you know it (not shown when creating your first project; add it later in Project Details).
7. Choose a Starter Template if you want to begin with reusable Timeline moments and linked shots.
8. Click Create project.

What happens after you create it

The new project appears on the dashboard. It starts with your account's default currency. On plans with packages, you can change it later in Project Details while the project uses a custom package; changing it only relabels the amounts already entered, it does not convert them.

A Starter Template is optional. When selected, Wedding Desk copies its Timeline sections, moments, linked shots and Anytime shots into the new project. It does not change Intake or questionnaire answers. Later template changes do not affect the project. See Start a project with a Starter Template.