Couples Portal: Empower Your Clients
The Couples Portal is a game-changer for client collaboration. Give couples secure access to view their wedding details, track progress, and stay informed - reducing your admin workload significantly!
What is the Couples Portal?
The Couples Portal is a dedicated, password-protected area where your clients can:
- View their wedding timeline and checklist
- See guest list and RSVP status
- Review seating arrangements
- Access important documents and contracts
- Track payment status and outstanding invoices
- View order of the day and schedule
- Message you directly through the platform
- Download reports and guest lists
Enabling the Couples Portal
For a Specific Wedding
- Open the wedding from your dashboard
- Click on "Settings" tab
- Find "Couples Portal" section
- Toggle "Enable Portal Access" to ON
- Choose what information couples can access
- Click "Save Settings"
Customizing Portal Access
Control exactly what couples can see:
- ✓ Guest List - View guests, RSVPs, meal choices
- ✓ Seating Chart - See table arrangements
- ✓ Timeline - Wedding day schedule
- ✓ Documents - Contracts, menus, layouts
- ✓ Invoices - Payment status and history
- ✓ Photos - Inspiration and planning images
- ✓ Messages - Direct communication
Sending Portal Invitations
Automatic Invitation
When you enable the portal, Weddinguru can automatically send an invitation email with:
- Personalized welcome message
- Portal access link
- Login instructions
- Your contact information
Manual Invitation
Or send the invitation manually:
- Go to the wedding's "Couples Portal" section
- Click "Send Invitation"
- Customize the email message if desired
- Click "Send"
How Couples Access the Portal
First Time Login
Couples receive an email with a magic link:
- Click the link in the email
- No password needed initially (magic link authentication)
- Can optionally set a password for future logins
- Bookmark the portal URL for easy access
Returning Users
- Visit the portal URL
- Enter email address
- Receive magic link via email, or
- Use password if they set one
What Couples See in the Portal
Dashboard
The couples' dashboard shows:
- Countdown to wedding day
- Recent updates and changes
- Quick stats (guests, RSVPs, payments)
- Upcoming tasks or deadlines
- Messages from you
Guest List View
Couples can see:
- Complete guest list with RSVP status
- Meal preferences and dietary requirements
- Plus-one information
- Search and filter capabilities
- Export to Excel (if you enable it)
Note: Couples cannot edit the guest list - view only!
Documents Library
Upload and share important files:
- Signed contracts
- Menu selections
- Floor plans
- Timelines
- Vendor information
- Any PDF, image, or document
Payment Tracking
Couples can view:
- Outstanding balance
- Payment schedule
- Payment history
- Downloadable invoices
- Payment deadline reminders
Communication Features
Internal Messaging
Couples can send you messages through the portal:
- Questions about their wedding
- Update requests
- General inquiries
You receive email notifications and can reply from your dashboard.
Announcements
Send updates to couples:
- Important deadline reminders
- New documents uploaded
- Schedule changes
- RSVP updates
Mobile Access
The Couples Portal is fully mobile-responsive:
- Works on phones and tablets
- Touch-friendly interface
- All features available on mobile
- Can be added to home screen like an app
Security and Privacy
Your clients' data is protected:
- Encrypted connections - All data transmitted securely
- Magic link authentication - Secure, password-free login
- Session timeout - Auto-logout after inactivity
- Private access - Only invited couples can view their wedding
- Audit trail - Track who accessed what and when
Branding the Portal
Make the portal match your business:
- Add your logo
- Use your brand colors
- Custom welcome message
- Your contact details prominently displayed
- Custom domain (premium feature)
Benefits of Using the Couples Portal
For You
- Reduce "What's the guest count?" emails
- Clients can self-serve for information
- Centralized communication
- Professional presentation
- Time savings on admin tasks
For Your Clients
- 24/7 access to their wedding info
- Track progress at their convenience
- Peace of mind with transparency
- Easy to share info with family
- Professional service experience
Pro Tip: Enable the couples portal from day one! It sets expectations for professional, transparent service and significantly reduces admin workload.