Timeline Genius

New to Timeline Genius? Get up and running with the basics quickly and efficiently.

Getting Started

Discover the power of efficient planning with Timeline Genius—start your free trial without a credit card today!

Jumpstart Your Event Planning: Sign Up for a Free Timeline Genius Trial

Guide to updating your company branding, logo, and email in Timeline Genius. Step-by-step instructions for profile and preferences changes.

How to Change Your Company Branding, Logo, and Email on Timeline Genius

Learn how to set up your Timeline Genius account and personalize it to fit your needs.

Setting up Your Account

Vendor management: Request contact imports and import vendors by city for streamlined event planning. Save time, organize by location.

Request Contact Imports and Import Vendors by City

Learn how to import existing vendor or venue contact lists

Import Your Client, Vendor, and Venue Contacts

Guide to update contact roles in Timeline Genius for streamlined event planning.

How to Update Contact Roles in Timeline Genius

Learn how to effortlessly add multiple contacts for a single venue within your Timeline Genius account.

Simplify Your Venue Management: How to Duplicate Venues in Timeline Genius

Export and manage your contacts. Learn how to export contacts to a CSV file for better organization, marketing, and integration.

Streamline Your Planning: Exporting Contacts from Timeline Genius

Connect with your clients and vendors on a deeper level by incorporating their social media on your Timeline Genius account.

Integrating Social Media: Adding Handles to Your Contacts on Timeline Genius

Learn where to input and save details about your vendors

Use the Notes Section to Save Information About Your Vendors

Learn to use your Rolodex to keep track of key contacts

Add Information to Your Rolodex

Learn how to add multiple phone numbers to your vendor, venue, or client contacts in Timeline Genius and manage text reminders.

Add Multiple Phone Numbers for Vendor and Venue Contacts

Learn how to input multiple contacts into your Rolodex for one single vendor or venue company

Handling Multiple Contacts for a Single Vendor or Venue

Instantly download vendor, venue, client & wedding party contacts per event as CSVs—super handy for quick access!

How to Export Client Contacts

Easily manage your vendor contacts. Learn how to save, organize, and access all your vendor information in one place.

Rolodex

Learn how to seamlessly integrate new team members into your event planning process.

Expanding Your Planning Team: Adding Members to Your Timeline Genius Account

In Timeline Genius, control notifications by 'following' or 'unfollowing' specific timelines, avoiding overwhelming updates from teammates.

“Following” and “Unfollowing” Timelines

Account members can now see each other’s comments. Follow a timeline to get notified, or open the event to view comments anytime.

Account Members Can Now See Each Other’s Comments 🎉

Collaborate effectively with your team. Learn how to work together within Timeline Genius.

Working With a Team

Learn about the different sections that make up each timeline

Overview of the Timeline Elements: Items, Notes/Reminders, Contact Section

Learn about the new header functionality in Timeline Genius that allows for date ranges in your event timelines and checklists.

Updated Header for Timeline and Checklist Edit Views

Learn about the date validation feature that ensures your event's end date is always after the start date.

Validation for Date Range - End Date Must Be After Start Date

Learn how the My Dashboard view now accommodates date ranges, displaying the ceremony and end dates when applicable.

Dashboard Update to Accommodate Date Ranges

Learn how the Timeline Reuse functionality works, especially for preserving date ranges when generating a new event using a previous one.

Timeline Reuse - Preserving Date Ranges

Learn how the updated date change functionality works when modifying event dates that have both a start and end date.

Updated Date Change Functionality for Events with Date Ranges

Learn how to easily delete or restart your Timeline Genius timeline or checklist for a fresh start—perfect for when you need a do-over!

How to Delete or Restart a Checklist or Timeline in Timeline Genius

Discover Timeline Genius’ new Filtering Feature—easily sort timelines and checklists by assignee, status, due date, or category.

Filtering for Timelines & Checklists

Meet Genie: Your AI assistant inside Timeline Genius! Get smart, real-time help with timelines, docs, and day-of changes.

Introducing Genie: Your New Timeline Genius AI Assistant

Discover how to use the full range of Timeline Genius features to streamline your event planning process.

Using Timeline Genius

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Find answers and get help from Intercom Support and Community Experts

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