Planning

Planning forms, answers, and run sheets

Prepare the event, follow client progress, and keep earlier revisions.

1. Open Planning, choose an event, and select Open event. All planning dates use that event’s timezone.
2. Choose Create form, Create questionnaire, or Copy template to event. Included Wedding, Party, and Corporate templates are copied privately for review before publication.
3. Open Edit questions and settings to build fields, preview questions, set due dates and editing cutoffs, and publish the client-visible item.
4. Review the Client completion checklist and saved client drafts or submissions. Mark reviewed answers or return them for updates using the response controls.
5. Maintain the event timeline and review Pending client suggestions. Use Print run sheet to check the final running order, instructions, duration, and responsible people.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.