In the dynamic world of event planning, collaboration with clients is key. Timeline Genius introduces a feature that fosters this collaboration seamlessly—the Client Input feature. This tool allows your clients to input crucial details for their event, ensuring accuracy and saving you valuable time. Here’s how you can use this feature effectively.
Engaging Clients with the Input Feature
Setting Up: After entering the bride's name and a timeline name, navigate to the 'Client Input' option.
Invite Other Key Players: You can send this form to other involved parties like the groom or a parent by simply adding their names.
Sending the Invite: Click 'Send Invite', and the form will be directly sent to the client to fill out.
When your client gets the email invite, it will look like this (but with your logo):
They'll then click on the link, which will take them to the form:
They'll enter all of the same info you would, except they have a "Wedding Party" contacts section as well, to enter info for Bridesmaids, Groomsmen, Mother of the Bride, etc.:
What Your Clients Can Do
Filling Out Forms: Clients can complete the forms with the necessary information for their event.
Vendor Suggestions: As they type in names, if you’ve previously worked with a suggested vendor, their details will pop up, making the process even smoother.
Restricted Access: Clients do not have access to your Rolodex. They cannot alter or view your list of vendors. However, they can see vendors, venues, etc. in your Rolodex as suggestions when they begin typing.
After they've entered all of the info they have, they'll click the "Submit" button and you'll receive an email that looks like this:
You can then "accept" or "reject" their information:
Why Utilize Client Input?
Efficiency: Reduces back-and-forth communication and potential for misunderstanding or miscommunication.
Accuracy: Clients provide information directly, reducing the risk of errors.
Client Engagement: Involves clients in the planning process, making them feel more connected and invested in their event.
Conclusion
The Client Input feature in Timeline Genius is an innovative way to involve clients in the planning process while maintaining your role as the planner in control. It’s a win-win: clients feel heard and involved, and you get accurate, client-verified information.
If you have any questions about using the Client Input feature or any other aspects of Timeline Genius, don't hesitate to reach out to us at support@timelinegenius.com. We are here to ensure your planning process is as collaborative and efficient as possible.
Note: The checklist does not have a client input option. Only when creating a timeline will that option appear. Additionally, if you start with a checklist, the client form option will not appear when adding on a timeline because all of the event information has already been provided when the checklist was created (clients, venues, vendors, etc.)
Note: When using a previous timeline, you will need to select the timeline to duplicate before this button appears.