How to Use Colara

Browse every feature and answer in one place. Search, filter by audience, or jump straight to the guide you need.

What is Colara?

Who is Colara For?

Couples (Brides & Grooms)

Wedding Planners

Photographers

Vendors

Guests

Pricing

For Couples

For Planners

For Photographers

For Vendors & Guests

Features

Welcome Tour

Setup Walkthrough

AI Wedding Timeline Builder

Timeline & Day-of Schedule

Timeline Backups & Restore

Timeline Edit History

Update Everyone About a Timeline Change

Timeline Approval Workflow

Wedding Timezone (Used Everywhere on the Timeline)

Filter Imported Timeline Events by Role

Public AI Timeline Generator

Golden Hour Tracker

Photo Shot List

Shot List Templates

Day-of SMS Texting

Wedding Day Command Center

Command Center Auto-Access Rules

Phone Number Validation in Command Center

Command Center Broadcast Failure Reporting

Saved Contacts for the Command Center

Venue Address on the Command Center

Vendor Credits in the Command Center

Day-of Contacts

Venue Layout & Floor Plan Designer

Seating Chart

Guest List & RSVPs

Guest Address Book

Share RSVP Link

Wedding Party Management

Vendor Management

Vendor Portal (My Jobs)

Public Vendor Portal Links (Planner-Generated)

Vendor Info Requests

Photo Gallery & AI Face Search

Family Photo Checklist

Wedding Checklist

Budget Tracker

Gift Tracker

Vision Board & Color Palette

Rehearsal Dinner Planning

Documents & File Storage

Planning Hub Navigation

Dashboard Bookmarks (Pins)

Wedding Website Builder

Planner Website Access Requests

Questionnaires (Planners & Photographers)

Messages & Communication

Texting Clients and Vendors (SMS)

Advanced Feature Toggles (Planners & Photographers)

Notifications & Email Settings

Email Failure Notifications

Send Command Center Link to Ad-Hoc Emails

AI Writer in Email Composers

Email Short Codes

Email Templates in Compose Areas

Visual Email Builder

Email Preview Rendering

Scheduled Email Sending

Print Center & PDF Exports

AI Planning Assistant

SMS Text-to-AI

Multi-Wedding Dashboard (Planners & Photographers)

Private Notes Workspace (Planners & Photographers)

Reusable Templates (Planners & Photographers)

Virtual Assistant Access

View & Edit Permissions

View as Couple

Permissions (Control What Each Person Sees)

Family & Helpers (Their Own Logins)

Invite Both Partners (Two Logins, One Wedding)

Billing & Subscriptions

Referral Program (Give a Month, Get a Month)

Gift to a Bride

White-Label Add-On

Client Settings Layout

Does my email signature get added automatically?

Can I change who an email goes to before sending?

Client Management (Planners & Photographers)

Brand Color

Template Variables

Visual Proposal Builder & Contact Booking Flow

Proposal Preview

Proposal Follow-Up Reminders

Auto Pipeline Advance

Lead Forms, Embedding & Auto-Responders

Quick Reply Buttons

Digital Contract Signing

Stripe Connect (Direct Charges)

Autopay (Save Card and Auto-Charge Installments)

Invoice Auto-Save

Invoice Detail View

Apply Payment

Send Receipt

Public Invoice Links

Automated Invoice Payment Reminders

Relative Due Dates on Payment Schedule Milestones

ACH Bank Transfers on Invoices

Manual Payments — Invoice by Check, Venmo, or Zelle

Gratuity Field on Invoice Payment Page

Invoice Payment Notifications

Aging Summary

Adding Clients to Colara

Client Portal

Contact File Uploads

Jobs System

Contact Workflow Templates & Automations

Automations Hub

Task Board (Kanban)

Needs Attention System

Expense Tracker

Financial Reports & P&L

Tax & Accounting Exports

External Calendar Subscriptions

Google Calendar Two-Way Sync

Team Collaboration

Competitor Comparison Pages

Common Questions

How do I get started?

Is there a free trial?

I subscribed and paid, but Colara says I don't have a subscription. What happened?

Can I cancel anytime?

What happens after my wedding?

How do I contact support?

Does Colara work on mobile?

What makes Colara different from other wedding planning tools?

What's the Founding Planner program?

How does Colara compare to other wedding tools?

Are there location-specific wedding timeline guides?

What is the Wedding Planning Glossary?

Can my planner and photographer both access my wedding?

How do I invite my planner or photographer?

Can I use Colara if I already have a planner?

Can someone gift me Colara Pro?

Collapsible Sidebar Navigation

How does the AI timeline work?

Can I edit the timeline after the AI generates it?

Can I send the timeline for approval before using it?

What are timeline roles?

How do saved notes work?

What are timeline footer notes?

Can AI write my timeline notes?

Can I assign roles to timeline notes?

What are note blocks on timeline events?

Can I assign roles to individual note blocks?

How does the printed timeline look?

What is the Wedding Day Guide export?

How do I customize the Wedding Guide cover?

What are detail checklists on timeline events?

Do all print views have branded cover pages?

Can I use multiple photos on the cover page?

How do guests RSVP?

Can guests upload photos?

How does the address book work?

How does household/family grouping work?

How do I find photos of a specific person in my gallery?

What is the public preview gallery?

How does the gift tracker work?

How does the day-of contact sheet work?

How does the rehearsal dinner planner work?

How do I manage my wedding website?

How does the wedding website work?

What is the Wedding Day Command Center?

How do I send the Command Center link to my bride, family, and vendors?

Can I drop the Command Center link into my email templates?

How do Command Center coordinator controls work?

Can I preview the Command Center before sharing it?

Does the Command Center send a morning-of reminder?

What happens when the Command Center auto-expires?

How does the Command Center timeline link work?

How does the task board work?

What is the task board?

How do questionnaires work?

What contact management features are available for planners and photographers?

How does digital contract signing work?

How do proposals work?

How do template variables work?

What happens if a shortcode is empty?

Can I see when a client replies to my emails?

Where do I see all my client messages at once?

Can I see if a client read my email in the Inbox?

Can I message couples and vendors from the Inbox, not just email?

Can I send a vendor a real email from the Inbox?

How do I start a brand-new conversation with a client from the Inbox?

How do I send a couple a link to their timeline, questionnaire, or vision board in a message?

How do I find one couple's conversations in the Inbox?

What is the Client Portal?

How do couples send me their vendor list?

How do automated workflows work?

How do I embed a lead form on my website?

Can I add a custom message at the bottom of my lead form?

How do I set my brand color?

How do I change my password?

How do I change my login email address?

What is Public Email and Public Phone?

How do invoice payment reminders work?

What is the availability calendar?

What is the booking page?

How do I set up my Scheduling page and public booking link?

How do I create recurring availability?

How do I delete availability slots?

How do I copy and paste time slots?

What are Session Events?

How do I create and manage a Session Event?

How does Session Event booking work for contacts?

Can I email session event bookings?

Can I apply workflows to session event bookings?

Can I auto-send a proposal when someone books a Session Event?

What is the auto-proposal on booking feature?

How do I set my timezone?

How do I enable or disable Zoom on my booking page?

Can I resend the Zoom link to a contact who lost their confirmation email?

What are drip email campaigns?

How do I use the AI assistant?

Can the AI assistant manage my contacts?

Can the AI assistant manage my wedding planning?

What are reviews and testimonials?

What is the RESET Conference hub?

How can I see activity on the RESET hub?

Can I still register or edit my profile on the RESET hub?

What is the Connect tab on the RESET hub?

Are bot visits filtered from my analytics?

Is my data secure?

Does Colara have security protections?

Are my webhook integrations reliable?

Can I run tests manually?

Can I undo a deletion?

Can I download my data?

Does Colara keep an audit trail?

Does Colara have data retention policies?

How does error tracking work?

How do automated dependency updates work?

How does secret rotation tracking work?

Why did I get logged out unexpectedly?

Is there a health check or uptime monitoring endpoint?

What free tools does Colara offer?

What is the Family Photo Checklist Generator?

How do I share my family photo checklist without printing?

Zapier & Webhook Integration

Wedding Team & Vendor Collaboration

Team Directory

Branded Print Contact Sheet

Vendor Introductions

Shared Files Board

Vendor Booking Status

Cross-Vendor Coordination Notes

Preferred Vendor Network

Building Your Network

Finding Vendors

Quick-Add to Weddings

Recommending Vendors to Couples

Referring Opportunities

Notifying Vendors They're on Your List

Inviting Vendors to Colara

Privacy

Collaboration History

Create Referral List from Selection

Quick Create Lists

Add to Referral List from Vendor Card

Import from Preferred Network (Add Vendor Dialog)

Preferred Vendor Auto-Suggest

Save to Preferred Network

Referral Lists

Creating a Referral List

Adding Vendors

Email Template

Sending to a Client

Public Shareable Link

Send Entire Preferred Network

Send History

Attach Referral List to Email Templates

Knowledge Base / Guides

Image Thumbnails

View as Client

Client Activity & Engagement

Engagement Insights

Activity Timeline

Partner & Affiliate Program

Day-of Vendor Sync Hub

Pre-Wedding Vendor Confirmation Trail

Collaborator Portals

For Colara pros (creating a portal):

For collaborators (receiving access):

Sections available:

Templates:

Access model:

Auto-send before the wedding:

Can I embed the collaborator login on my own website?

Deleting and Restoring CRM Contacts

CRM & Wedding Workspace Bridge

Pre-Built Templates

Connect with Zoom (OAuth) for consultation meetings

Zapier app and more webhook events

Workflows Hub (sidebar: Workflows)

Workflow progress grid: when each step happened, the email that went out, Send now and Skip

Stopping a Workflow for One Client, or Turning It Off

Stop it for one client

Turn it off for everyone

Editing a workflow

Proposal Follow-Up and stage moves

Skipping a Workflow Step, or Sending It Now

Skip

Send now

Questionnaires the client has already filled out

What counts toward the progress number

Short Codes and Save as Template in the Visual Workflow Editor

What Each Workflow Step Action Does

Send Questionnaire Steps in Workflows

Scheduling the invitation

Using your own invitation wording

Following workflow progress

Building a workflow

Starter workflows and email review

Formatting emails (links, bold, lists, images)

Workflow email steps: formatting and attachments

Workflow Triggers and Step Timing

Making a workflow run on its own

When each step fires

Troubleshooting

Why the Setup Checklist Only Shows Some Steps

Who Can Open the Wedding Team Page

Who Can Open the Day-Of Command Center

Link Previews on Client Links (White Label)

Where to Add a Co-Planner or Photographer to a Wedding

Where the Wedding Checklist Lives (One Page, Four Boards)

Where the Checklist Lives (it is the Task Board)

What Team Roles Limit in the AI Assistant

Smart Pricing: "What Should I Charge" Worksheet (Saved)

What "Pause all automated emails" actually stops

What A Hired Vendor Can See On A Wedding

Weekly priorities and delivery

Weekly Schedule (Reusable Booking Availability)

When a wedding workspace is created for a client, and when you are asked first

Wedding website link preview (share card)

Wedding website hand-drawn portrait and fine art print

Wedding website monogram

Wedding Website Fonts

Wedding website design options (photo position, names, date, dividers, texture)

Wedding Website Builder layout (redesigned September 2026)

Wedding party: placing it on a venue layout, and printing it

Inviting the Wedding Party to the Command Center

A Wedding Disappeared After Deleting Another Board

Wedding Day Portal Brand Color (White Label)

Wedding Day Portal Access for Professionals

Finding the Right Vendor or Wedding in the Wedding Day Portal

Long Collaborator Lists in the Wedding Day Portal

Where the Couple Sits on the Wedding Day Portal

The Wedding Date Is One Value, Shared

Free Wedding Budget Calculator (public tool)

Who Can Edit a Wedding Website

Editing Gallery Marketing Emails and Using the Visual Email Builder

Venue time zone: what Auto means

Venue Timezone (Including Destination Weddings Outside The US)

Venue Layout: Saved Versions and What Replaces a Floor Plan

Venue coordinators: choose Planner if you run the wedding

Adding a Vendor With No Wedding Open + Sending the Timeline to Vendors

Vendor team link and wedding-wide access codes (Wedding Day Portal)

Rating Vendors

Sharing Vendor Ratings with Other Planners

Who Gets the "Vendor Completed Their Profile" Alert

Previewing and Editing a Vendor Invite

When an Invited Vendor's Account Doesn't Connect to the Wedding

Accepting a Vendor Invite

The hands-on tour for self-serve vendors

Asking a Couple for Their Vendor List

Inviting a Vendor From the Timeline

Importing Vendors, and Custom Vendor Categories

Vendor Directory Listing

Vendor Directory vs Preferred Vendors

Removing a vendor

Vendor CRM

Signing Up as a Vendor

Vendor Credits Instagram and website

How Vendor Categories Are Grouped

Vendor CRM Business Tools

A vendor's Amount Paid and the "Paid to date" payment

Your own budget templates (save, edit, reuse)

Updating Proposals After You Edit a Template

Unpublished Wedding Website Visit Alerts

Undoing a Delete

The Two Kinds of "Events" in Colara

Workflow completion and wedding setup progress

Trials and upgrading from a wedding tool

Timeline Templates (Planners and Photographers)

Who Can Edit or Delete Timeline Review Comments

Timeline Review Response Notifications

Viewing the Public Timeline

A Timeline Is Not Showing Under the Client File

Photos on Timeline Moments

Naming Locations on a Shared Timeline

Where Timeline Location Names Appear

Editing a Timeline Event Time

AI timeline editing reliability and Wedding Day Portal routing

Timeline fallback time zone for signed-in viewers

Deleting Several Timeline Events at Once

Timeline Builder: starting from the couple's answers

What happens to proposals and proposal templates when a reusable template is edited

Opening A Wedding From The Other Workspace

Working In Someone Else's Workspace

My Tasks, Team Workload, and Task Assignments

Wedding Access: Choosing Which Weddings a Team Member Can Open

Hiding Money From a Team Member

The four money permissions

Which ones to turn off

What a restricted member always keeps

What a restricted member sees

Your clients are never affected

Changing your mind

Joining A Team (What An Invited Team Member Sees At Signup)

Inviting a team member (Help me choose access)

Sending a Team Invitation

Team Member Page Access and the Finances Permission

Custom Team Permissions From the Role Dropdown

Who a Task Is Assigned To, and Who Gets Told

Switch to Free (in the cancel flow)

"The switch is on but the page isn't in my sidebar"

Suggested Tasks (task board)

Stripe dashboard access and payment status

Stripe setup showing as incomplete

Stage emails: review before a pipeline move sends them

Stage automation emails that need a full mailing address

Staff Scheduling (Crew Sheets)

Staff Scheduling: roles needed, nudges, text reminders, exports

Staff Scheduling: Events That Are Not Weddings, Dates That Are Not Set

Staff Scheduling: paperwork warnings in the picker, and the two reminder emails

Staff Scheduling: crew documents and crew questionnaires

Staff Scheduling: crew agreements

Staff Scheduling: the People roster

Role-Specific Day-of SMS Reminder Recipients

Why A Text Failed To Send

Texting the assistant: conversation memory and photos

Sidebar row names (renamed September 2026)

Sidebar "More in My Business" and "More in This Wedding" rows

Folding the account menu at the bottom of the sidebar

Short Codes in a Timeline Approval Note and in a Preview-Before-Sending Email

Short Code Reference (Where to Find Client Short Codes)

Previewing a Message With Short Codes Filled In

Sharing the Command Center Link

Shared Document Library (Reusable Documents Across Weddings and Client Portals)

Wedding Website and Guest Hub

Session Events moved to its own page (no longer a Booking Hub tab)

Sessions page (all mini sessions on one link)

Session Event Slot Generator (Buffer Between Sessions)

Session Event Required Paperwork (Required to Book)

Session Events: Pay in Full, Reminders, and Confirmation Extras

Session Event Multiple Reminder Emails

Session Event Description, Price Heading, and What's Included

Session Event Booking Deposits (Pay-to-Book)

Session Event Post-Booking Follow-Ups (After Booking)

Session Event Automated Emails (View, Preview, and Edit)

Emailing session bookings (mini sessions) + email templates showing code

Session booking overview (Scheduling page)

When the "You're Booked!" Email Goes Out

How Session Bookers Show Up in Clients

Adding Service Levels From a Job (not just from Settings)

Sending Vendors to a Client (Recommend, Send List, Referral Lists, Invite)

Send the Timeline Builder to a Client

Filling in missing contract details from the proposal Send dialog

Choosing how clients pay you when you first press Send

Selecting Many Availability Slots at Once (Scheduling Calendar)

Inviting a Couple's Second Partner Into an Existing Wedding

Wedding Seating Chart Maker (public page)

Seating Chart Guest Search

Searching Email Templates

Unified Search and Mobile Workflow Navigation

Workflow Texts Scheduled for Later

Consultation Date and Time Short Codes

Saving a Client Document vs. Updating Its Template

Sample Wedding (Explore With Demo Data)

Run of Show vs. Photography Timeline

Rescheduling A Booked Consultation

Asking Preferred Vendors to Confirm Their Info

Removing a Vendor Who Has a Login

Choosing Which Vendor Details a Referral List Shares

Referring a Preferred Vendor to a Couple

Sending Wedding Details to Confirmed Guests

Recurring Tasks on the Task Board

Reading a Sent Email From a Client's Email History

Finishing QuickBooks setup, and previewing the first sync

QuickBooks Online sync (Settings > Integrations > QuickBooks > Sync settings)

Where sent questionnaires live

Sending Questionnaires to CRM Clients (Contact Page)

Placeholder Hints on Questionnaire Questions

Questionnaire Public Share Links (Copy Public Link)

Questionnaires Save Progress Automatically

Being Told a Questionnaire Is Finished

Editing a Questionnaire After Submitting

Questionnaire completed email (View Responses)

Free Timeline Generator Required Fields

What Happens When A Proposal Is Sent

Short Codes in the Send Proposal Email

Saving a Proposal Partway Through, and Nudging Clients Who Never Finished

Proposal Questionnaire Answers and the Client Profile

Filling the profile from those answers

What can be mapped

How a proposal's questionnaire is laid out for the client

Proposal Payment Milestones Due On A Specific Date

Showing Proposal Packages in a Saved Email Template

Adding Package Inclusions

Proposal Line Item Quantities

Proposal Follow-Up after a client accepts or declines

Where the Flow Step Editors Live in the Proposal Builder

Proposal Conversion Report

Proposal Contract Signing Errors

Choosing Which Sections a Proposal Has

Editing Contracts Inside the Proposal Builder

Writing Proposal Add-Ons

Getting-started follow-ups

Smart Pricing Profitability tab (business costs)

Printing: timeline notes, vendor payments, currency and cover logos

Print Center: several role copies of the timeline at once

Print Center: alphabets in PDFs, and the Vendor Payments total

Free Tool: What Should I Charge? (Pricing Calculator)

Previewing and Editing Invitation Emails

Sharing a Preferred Vendor List by Public Link

Wedding Day Portal: collaborators can upload to the wedding gallery

Planner-private budget templates (fixed-amount worksheets)

Photographer Access to Couple Message Threads

Shared Gallery Links and Photographer Delivery Galleries

Setting a Client's Currency

Payment Schedule Templates Keep Their Due Date Rules

Payment Milestone Due "Halfway Between Signing and Wedding"

What Happens to a Timeline You Paste or Upload

Why an invoice with payments can't be deleted

Changing the total on a paid invoice

Owner activation and retention measurements

Opt-in wedding workspace trial (Free CRM)

How to Describe Colara

Adding the Couple to the Wedding Day Portal

Wedding Day Portal in a Couple Account

Full Command Center Inside the Wedding Day Portal

Trying the Product Without an Account (the /demo/live Link)

Who a Workflow's Notify Team Step Reaches

New Client Form: Project Date, Time, Type, and Contacts

New Client form: essentials first, More details for the rest

Why a new workspace cannot broadcast yet

Monthly Transaction Export

Role-Based Mobile Workspaces

Mobile Readability and Accessible Navigation

Managing Proposal Templates on Mobile

Add Videos from the Colara Mobile App

Add Photos from the Colara Mobile App

Adding photo requests from the iPhone app

Colara Mobile App

Microsoft 365 (Outlook) calendar sync

"Add Venue on the client's record" and other blocked sends

Merging Two Client Records That Are The Same Couple

MCP server and API key scopes

Marking an Item Taxable or Non-Taxable

Marketplace inquiries (The Knot, WeddingWire, Zola) as leads

Marking a draft invoice paid without sending it

Sending Documents When You Collect Payment Manually

Location Guide (photographers)

Live Timeline Sharing (Shared with Me)

Lead reply labels and the Archive button (CRM contacts)

Proposal reminders: a limit of 3, and Stop reminders on one proposal

Lead quick replies (one-click answers to new inquiries)

Contact Form Section Headers

Custom sections

No section headers

Embedding a Lead Form on Your Website

"We couldn't submit the form right now" on a Contact Form

Lead Form to Booking Page Handoff (No Duplicate Leads)

Lead form auto-responder: subject and tags

Read a client's lead form answers on their profile

What the new-lead email contains

Large CRM and vendor lists

Keepsakes (couples)

Venue layout in the iPhone app

Managing tasks in the iPhone app

Inventory tracker in the iPhone app

Checking off family photos in the iPhone app

iPhone app: business calendar and editing clients

AI assistant sharing on the phone app

Older invoice reminder workflows and the built-in Invoice reminders

Several reminders before an invoice is due

Manage automatic invoice reminders

Payment reminders on invoices with a payment schedule

What the Payment Notification Emails Tell You

What Happens When an Invoice Is Paid

When an invoice on a payment schedule becomes overdue

Showing One Invoice Under Two Clients

Reading the Invoice Card on a Client File

Who an Invoice Is Billed To

Bank Transfers (ACH) That Are Still Settling

Inviting a Client to Their Portal

Deleting a Client or Contact

"I Was Invited but My Account Is Empty"

Invitation Emails Open Before They Send

Where the Invite Buttons Are

Inventory Tracker

Pack-Out Sheet in the Print Center

Interactive hands-on tour (planners, photographers, and vendors)

How Settings > Integrations is laid out

What the badges on the Integrations connection overview mean

Integration Connection Overview

Exporting the Income List

Voice Messages in Inbox

Inbox thread messages email the couple

New inquiries emailed to the inbox become leads

Reply to an Email in the Inbox

Dictate a message in Inbox

Couples Who Invite You Appear in Your Inbox

Every Client Email Lands in Inbox

Write or edit an Inbox quick message with AI

Unmatched forwarded emails and the forwarding alert

Forwarding emails into a client's record

Imports and automatic wedding workspaces

Free Tool: Hourly Rate Calculator (seeing your results)

Hiding Items and Sections from the Client Portal

The Guided Product Tour (/demo)

Guest Workflow Shortcuts and Approval Roles

Searching and Filtering the RSVP Guest List

Guest Invitation Addressing

Sending approved addressing to a stationer (CSV export)

Importing guests from a CSV

Google Meet for Consultation Bookings

Importing Gifts from a Registry (Zola, Amazon, Target)

Order of photos inside a gallery ZIP download

Gallery link: downloading a video

Folders in gallery templates

Selling Originals From the Gallery

Why a gallery store is not showing up for clients

Where clients find albums and gallery walls in the gallery store

Gallery Storage

Galleries: slideshow on the client link

Gallery: shifting the capture time of selected photos

Gallery layout, watermarks, and face search

Gallery send history (who was emailed the gallery)

Before You Can Sell From a Gallery

Galleries: replacing a photo

Gallery closing reminder delivery

Selling Prints

Refunding or Canceling a Print Order

What You Keep on a Print Sale

Gallery: searching photos by file name and filtering by visibility

Gallery link: linking to one photo

Gallery originals and download settings

Gallery Marketing, Expiry Emails, and Included Albums

Delivery galleries: very large galleries

Resetting a gallery link

Gallery client link: zooming in on a photo

Gallery library: sorting

Gallery layout and photo order (one setting, workspace and client link)

Dropbox gallery imports and the storage allowance

Renaming a gallery folder

Gallery favorites limit

Gallery favorites: Download CSV

Gallery favorites: copy file names for Lightroom

A gallery photograph that could not be prepared

A gallery photo that shows up blank

Extending a Delivery Gallery

Sending Gallery Emails (Compose, Preview, Templates, Vendor Blast)

Gallery: Import from Dropbox

Downloading the Originals a Client Bought

Deliver Gallery and Gallery Presets

Workflow trigger: Gallery Delivered

Gallery Covers, Favorites, and Albums

Connecting a delivery gallery to a wedding you were hired for

Collection Names Follow the Number of Photographs

Gallery link: viewer sort order

Client gifts (Delivery > Galleries)

Gallery watermarks, named favorites, comments, sharing, and custom domains

The album editor a couple uses

Campaigns List and Results

Gallery: tag a person across a selection

Gallery: hiding several photos at once and selecting all

Brand Colors in a Client Gallery

Asking the assistant about a delivery gallery

Gallery: where to find Arrange (custom photo order)

Gallery Activity and Expiry Reminders

Gallery Album Design Options

Gallery Activity (View and Download Tracking)

Gallery Access, Downloads, Favorites, and Hidden Photos

Full-screen album viewing

Full Wedding Menu and Couple Approval

Saving a free tool's results to an account

Free Tools Page (public)

Sharing a Free Tool Result With a Link

Yearly billing, the wedding-limit screen, and the free-plan fee meter

Free Tool: Wedding Planning Checklist Generator

Free Tool: Hourly Rate Calculator for Wedding Pros

Free plan: what a new planner or photographer sees on day one

Free-plan check-in question ("What did you come here to do?")

The Free Plan for Planners, Photographers, and Vendors

Free Pricing Calculators: Headline Free, Full Breakdown by Email

Getting Your Free Calculator Results by Email

Setup follow-up timing

Automations Flow Builder: Adding and Connecting Steps

Starting your first proposal, Smart Pricing with no data, and replaying the guide

Choose your first real result

First Client and Wedding Day Portal Setup

Add the first client

Send the first Wedding Day Portal invite

Finding Which Weddings a Vendor Is On

Family Photos in the Client Portal

The Family Photo Form Link

Face search access

Embedding the Consultation Booking Page

Email Confirmation (Soft Verification)

Changing who an email goes to

Previewing and Editing an Email Before It Sends

Email Log and open tracking (all sent mail in one place)

Writing a Client Email: Formatting, Short Codes, and Preview

Email composer cursor starts above the signature

CC People Saved on the Client or Wedding

How do I email vendors, the wedding party, or guests with a canned email?

Mistyped email address warning

Duplicate Wedding Warning When Creating a Wedding

Next-Step Suggestions on the Planner Dashboard

Duplicating Proposals, Invoices, and Contracts

Double-Booking Warning on Contacts

A Document Is Only Marked Sent When The Email Actually Left

Documents Hub: Custom Folders and Version History

Direct Gallery Uploads (Originals, Folders, Resume)

Dictate and tidy client notes

Finding Your Way Around Delivery

Delivery albums connected to the client workspace

Shared Gallery vs Delivery

Delivery Gallery Design (Cover, Grid, Credit, Status)

Where to Find the Delete Button for a Contact

Deleting Several Contacts at Once

Deleting an Automation Workflow

Where the app opens: Admin Hub vs. a wedding

Customize Your Sidebar

Proposals and Contracts lists (all clients)

Finding a client

Crew Pay in the Books, and the Crew Pay Summary

Creating a Proposal for a Client from a Saved Template

Couples: requests from pros are on the Dashboard

Couple Dashboard: "Your next step" card

Inviting a Couple Into the Mobile Wedding Workspace

Getting a Couple Into the Wedding Space You Already Built

The one thing they have to get right

Telling them in an email

What happens when they sign up

Checking before you send

Couples: Contracts & Invoices (formerly My Portals)

Coordinator Verification in the Live Command Center

Where A Contract Gets Its Ceremony And Reception Venues

Contract Trust Package (Audit Trail, Signed Copies, Decline/Void/Expiration, Fingerprint Verification)

Wedding Contract Templates (public page)

Contract Signature Lines: Who Signs What

Couple Invite Bounces

Initialing a contract (client side)

Contract drafts with merge fields that have no value yet

Sending Consultation Details for a Booking

Confirm Your Email To Open An Invited Wedding Or Team

Team Members' Passwords (Settings > Team)

Duplicate and smaller album copies

Community (pro forum)

Community Template Library (and how it differs from the team library)

The Automatic "Share Your Command Center" Email to the Couple

Sending Collaborator Invites From the By-Wedding View

Inviting every collaborator on a wedding at once

Colara Mobile App

Reading a client's page

Which notifications couples and families receive

Client events: start time and calendar sync

Opening a Document from a Client's Files Tab

Client Deadlines and Automatic Reminders

Mailing Address, Second Alternate Contact, and Venue Suggestions on a Client

Auto-assigning clients to a team member by tag

Assigning a client to team members ("Assigned to")

Clearer Sidebar and Mobile Navigation

Assigning Wedding To-Do Tasks to Team Members and Vendors

Changing account type (Couple, Planner, Photographer, Vendor)

What Happens to an Account After a Subscription Is Cancelled

Camera Sync (free Lightroom Classic plug-in)

The Wedding Timeline in a Subscribed Calendar

Subscribing to Your Calendar from Another App

Telling Leads From Booked Jobs in a Subscribed Calendar

Location on Calendar Events

Editing Calendar Events

Busy Calendar Times Can Block Your Booking Pages

Making Scheduling and Your Calendar Work Together

Budget Note (Planner Disclaimer at the Top of the Budget)

Vendor Payment Reminders and Relative Due Dates (Budget Tracker)

The Paid column and the outstanding payments filter

Filtering outstanding payments by due date

Linking budget items to vendors

Estimated cost vs actual cost on budget items

Budget Tracker empty-state preview (live template breakdown)

Brand Fonts

When a proposal, contract or invoice email bounces

Booking proposals for clients already on file

Asking What A Consultation Call Is About

Current Booking Hub Layout

Buffer Time Around Busy Calendar Events

What Happens When A Client Accepts Their Proposal