In the world of event planning, sometimes not all the pieces are in place from the get-go, especially when it comes to vendor information. Timeline Genius offers a practical solution: using placeholders. This method allows you to proceed with timeline creation, even if certain vendor details are still up in the air. Let’s dive into how you can use placeholders effectively.
Creating a Placeholder for a Vendor
Filling Out the Form: While entering information in the timeline creation form, you may come across a vendor whose details are not yet confirmed.
Using a Placeholder: In the vendor section (for instance, the videographer), type in a temporary name like ‘TBD Videographer’. This acts as a placeholder.
Tricking the System: The placeholder convinces the system that you’ve filled out all necessary fields, allowing you to proceed with creating the timeline.
Updating the Placeholder
Once you have the correct vendor information:
Navigate to the Vendor Section: On your timeline, go to the section where you've placed the placeholder.
Find and Replace: Click on the three dots next to the placeholder's name, then select 'Replace Contact'.
Enter Correct Details: Type in the actual vendor's name and information.
Submit to Update: Clicking 'Submit' will update the vendor's details across the entire timeline.
The Benefits of Using Placeholders
Flexibility: Allows you to start and complete a timeline without having all vendor details upfront.
Efficiency: Saves time by avoiding the need to pause or delay timeline creation.
Accuracy: Once you update the placeholder, the correct information populates throughout the timeline, ensuring consistency.
Tips for Using Placeholders
Clearly Label: Make sure your placeholders are easily identifiable (like ‘TBD’ or ‘Placeholder’) to avoid confusion.
Remember to Update: Keep track of which placeholders need to be updated as soon as the actual information becomes available.
Communicate with Your Team: If you're working with a team, make sure they're aware of the placeholders and the plan to update them.
Conclusion
Placeholders are a smart way to keep your timeline creation process moving forward, even when you’re waiting on certain details. It’s just one of the many features Timeline Genius offers to make your event planning as smooth and efficient as possible.
If you have any questions about using placeholders or other aspects of Timeline Genius, feel free to reach out to us at support@timelinegenius.com. We're here to help you navigate every step of the event planning process.