What this article covers
Use the dashboard to find active projects, start new work and open the next project that needs attention.
The wedding at the top
The dashboard leads with one wedding. It is headed Next Wedding for the closest upcoming wedding, Latest Wedding when every wedding is in the past, or Project to review when the project has no date yet. With it you see the couple, the location, the date, the countdown and the Next suggested step, which names the work to pick up.
On a computer, Next key date stands with it and shows the date coming up. On a phone the wedding is one card with its cover photo, and Continue project takes you straight into it.
Your other weddings
Current projects lists the weddings you are working on with their date and location. On a phone the weddings after those appear under Later weddings, ten at a time. Past weddings lists the ones that are over, with View all past weddings for the full list. Archived projects are not shown anywhere.
Everything else in your studio
On a computer, Quick actions holds Start new project, Help & support and, when the business tools are part of your plan, Open calculator for a quote without opening a project.
On a phone the same pages stand under Your studio as small tiles, for example Templates, Packages, Calculator, Contacts, Calendar and Preferences. Which tiles you get depends on your plan. Help & support and Start new project sit at the bottom of the screen.
Revenue
On plans with the business tools, the Revenue panel totals gross revenue this year so far, projected revenue this year and gross revenue last year.
Two rules decide what those totals include. A project still marked Lead is never counted, and a project priced in a different currency than your account default is left out instead of converted. The panel names how many projects it skipped for that reason, so an unexpectedly low total usually means a project is still a lead or uses another currency.
Steps
- Open the dashboard.
- Read the wedding at the top and its Next suggested step.
- Use the other weddings to find a different project.
- Open a project to continue planning.
- Use Start new project for a new wedding.
What happens when you open a project
Wedding Desk opens Project Overview, where you can see what is ready, the next suggested step and links to the parts of the project that need attention.
Was this article helpful?