Timeline Genius

[New Feature] Collaborate with Confidence Using “View As”

By Eddie Babbage on

 

We just rolled out another new feature for you!

You can now preview your timeline as any of your collaborators before you invite them!

As you know, Timeline Genius makes collaborating with your clients, venues, and vendors a piece of (wedding) cake. You can invite them to view and edit a timeline, and even hide any items you don’t want them to see.

So let’s say you want to invite your bride to view the timeline, but you need to make sure she can’t see the surprise her groom has planned… No sweat! In the Collaborate Tab you can select View As to view the timeline as if you’re the bride. Then you confirm that the surprise item is hidden, invite her to the timeline, and you’re all set!

With this handy new feature, you can know exactly what your collaborators will see before you give them access to the timeline.

Check out the tutorial video below to see the new feature in action.

 

We hope this new feature helps you collaborate with more confidence than ever.

Keep shining out there and doing your thing! And we’ll keep rolling out the exciting new features for you!

Wedding Industry Insider Podcast

WII 052: Jen Taylor Helps You Automate and Streamline Your Wedding Business

By Lea Kalani on

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Today, we’re excited to share with you the 52nd episode of our Wedding Industry Insider  podcast. For this episode, Eddie had the privilege of sitting down with Jen Taylor—an award-winning wedding planner and business consultant who designs and produces stunning celebrations in the Pacific Northwest, Maui, and beyond.

Jen is the founder of Taylor’d Events Group, an awarded destination wedding and event planning firm based in Seattle that includes four additional planners. A speaker at NACE and owner of Jen Taylor Consulting—Jen shares the insights and expertise she’s developed building her wedding business both on stage and off.

After 15 years spent growing Taylor’d Events, Jen has an eye for automation and some seriously smart systems in place. She also shares important strategies for making sure you have the systems, people and technologies in place to execute workflows at a high level.

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Wedding Industry Insider Podcast

WII 051: Preeti Vasudeva Helps You Prepare Your Business for the Unexpected

By Lea Kalani on

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Today, I’m excited to share with you the 51st episode of our Wedding Industry Insider  podcast. For this episode, Eddie had the privilege to sit down with Preeti Vasudeva—an award-winning wedding planner who’s been known to produce elaborate events for an array of high-profile clientele.

Preeti is the owner of Preeti Exclusive Events, a boutique event planning and design company that services both domestic and international locations and specializes in South Asian Fusion weddings. Preeti is also the co-founder of Styckie, a local DC event-planning app that’s slated to launch nationwide this year. She also volunteers her time as a member of the board of directors for the New York chapter of Wish Upon a Wedding.

After going through a divorce, being diagnosed with Stage 4 breast cancer, and losing a best friend to cancer in the span of only a few short years—Preeti is no stranger to overcoming adversity. 

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Timeline Genius

[New Feature] Manage Collaboration with Max Efficiency

By Eddie Babbage on

 

Are you ready for the first new feature announcement of 2020?

Timeline Genius now lets you collaborate with max efficiency by setting access rights for multiple timeline items AND multiple collaborators at once!

As you know, our goal is to help you shine like a rock star. So Timeline Genius lets you invite your clients, vendors, and venues to access your timelines online. And you can manage each person’s access rights on an item-by-item basis (making items ‘viewable’, ‘hidden’, or ‘editable’).

Now, with the new feature, you can breeze through the process of setting access rights for all of your collaborators. So let’s say you have a group of timelines items that you want to hide from all of your vendors. No sweat! Just select all your vendors, select those items, and set the access rights to ‘hidden’. Done 🙂

To see a quick tutorial on this new time-saving feature, just check out the video below.

 

We hope this new feature helps you sail into 2020 with greater ease and efficiency!

We’re SO EXCITED about the promise this new year holds. And we’re deeply honored and grateful for the privilege of helping you work toward your dreams!

PS If you still haven’t joined our Timeline Genius Community on Facebook, be sure to JOIN US HERE.

Wedding Industry Insider Podcast

WII 050: Katie Easley Helps You Leverage Social Proof to Grow Your Brand

By Lea Kalani on

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In our 50th Episode of the Wedding Industry Insider podcast, it was a pleasure sitting down with Katie Easley – an incredible Arizona floral and event designer.

Katie is the founder and principal planner behind Kate Ryan Design, a floral and event design firm serving Scottsdale and the surrounding area. A speaker at NACE, The Society of American Florists, and The Special Event, Katie is no stranger to taking to the stage to share her extensive design experience will fellow pros.

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Timeline Genius

[New Feature] Improved Collaboration — Time Editing Rights

By Eddie Babbage on

By popular demand, we just improved our collaboration features so that you have the option of letting your clients, vendors, and venues edit the times in your timelines!

As you know, Timeline Genius gives you complete control over collaboration because you can invite your clients, vendors, and venues to access your timelines online. And you can manage each person’s access rights on an item-by-item basis (making items ‘viewable’, ‘hidden’, or ‘editable’).

With the new collaboration features, you can grant full edit rights. So let’s say you’re doing a partial planning package, and you want your couple to be able edit times… Or let’s say you have a super-Type-A bride, or a trusted vendor, who wants to edit times directly… Now you can make everybody happy and save time by doing less editing yourself 🙂

To see a quick tutorial on the new and improved collaboration features, just check out the video below.

We hope these new features save you time and help you fly with an even higher level of professionalism for your clients and vendors.

Keep shinin’ out there Timeline Geniuses! And we’ll keep making our software even more Amazeballs for ya 🙂