Getting Started
New to Timeline Genius? Get up and running with the basics quickly and efficiently.
27 articles
- Request Contact Imports and Import Vendors by City
- Import Your Client, Vendor, and Venue Contacts
- How to Update Contact Roles in Timeline Genius
- Simplify Your Venue Management: How to Duplicate Venues in Timeline Genius
- Streamline Your Planning: Exporting Contacts from Timeline Genius
- Integrating Social Media: Adding Handles to Your Contacts on Timeline Genius
- Use the Notes Section to Save Information About Your Vendors
- Add Information to Your Rolodex
- Add Multiple Phone Numbers for Vendor and Venue Contacts
- Handling Multiple Contacts for a Single Vendor or Venue
- How to Export Client Contacts
- Overview of the Timeline Elements: Items, Notes/Reminders, Contact Section
- Updated Header for Timeline and Checklist Edit Views
- Validation for Date Range - End Date Must Be After Start Date
- Dashboard Update to Accommodate Date Ranges
- Timeline Reuse - Preserving Date Ranges
- Updated Date Change Functionality for Events with Date Ranges
- How to Delete or Restart a Checklist or Timeline in Timeline Genius
- Filtering for Timelines & Checklists
- Introducing Genie: Your New Timeline Genius AI Assistant
- How can I locate and manage timelines I started but didn’t complete, and understand credit usage?
- Wedding Party Contact Roles Are Now Visible in the Reminder View