Timeline Genius

Genius Feature Upgrade Helps You Create Venue Magic

 

I’m excited to announce that we just rolled out another upgrade to our one-of-a-kind Genius Feature!

I love this upgrade because it highlights one of the key ways that Timeline Genius is unlike any other software in the world.

Namely, Timeline Genius is actually *thinking* through the timeline for you!

READ MORE “Genius Feature Upgrade Helps You Create Venue Magic”

Timeline Genius

[New Feature] Use Client Questionnaires to Effortlessly Start Your Timelines

 

Timeline Genius now lets you effortlessly start your timelines by sending an upfront questionnaire to your clients!

Your clients then complete this questionnaire online, and their answers serve as your basic input for starting the timeline.

This feature is available to you no matter how you start your timeline — whether you start with our Genius Feature, one of our preset templates, or one of your own templates or past timelines.

Why is this such a time saver? Because you don’t have to enter the vendors, venues, or other input to start your timelines. You simply review the answers from your clients and approve or reject their input with the click of a button.

Then, you click the “Generate Timeline” button. And voilà, you’ve got a detailed, customized timeline for your event!

To see the new client questionnaire feature in action, just check out the video below…

 

 

Another nice thing about the new client questionnaire feature is that it works as an extension of your branding. For example, your clients will only see your logo — not ours — when they’re filling out the questionnaire.

Our goal is to help your clients see and appreciate the highly professional, tech-savvy service you’re giving them.

We’ve got more exciting features coming your way in the weeks ahead, so stay tuned!

Timeline Genius

[New Feature] Effortlessly Track Your Most Precious Resource

 

Timeline Genius now automatically tracks the time you spend working on your timelines — down to the minute!

So let’s say you’re talking to a client and you wanna know how much time you’ve billed working on her timeline… Or let’s say you just wanna monitor your team’s efficiency… Well, no sweat! Just glance at your new time tracking dashboard, and you’ll see the time spent on each timeline, broken out by team member.

And the cool thing is, this all happens for you automatically because the system is smart (dare I say, ‘Genius’) 😀 For example, if you stop working on a timeline (to open a different application, go make a sandwich, or whatever), Timeline Genius will detect that you stopped working and stop tracking time.

To see the new time tracking feature in action, just check out the video below!

We believe your time is an incredibly precious resource… Time is what you use to build your business… Time drives your profitability and work-life balance. Ultimately, time is the stuff life is made of, and that’s why we’re so focused on helping you save and manage it.

Stay tuned for more exciting updates coming soon, and keep shining like the rock stars you are!

Timeline Genius

[New Features] How to Handle Postponed Events Like a Genius

 

Over the past couple months, many of you have been working hard to reschedule weddings and events for your clients. We know this can be a complicated process, so we just launched Two New Features that will make your life easier and less stressful… 🙂

Check out the tutorial video and helpful tips below!

How to Update Timelines for Postponed Events

Scenario: Let’s say you started a timeline for one of your events, and it just got postponed… No problem! You can update your whole timeline in just a few seconds to reflect the new event date. Here’s how:

  1. In the Edit View for the affected timeline, change the event date in the header to the new desired date.
  2. Timeline Genius will ask if you want to shift all of the timeline items to be consistent with the new event date. Just say, “Yes.”
  3. You’re done. Go have a glass of wine and pat yourself on the back 😀

How to ‘Reactivate’ an Archived Timeline

Scenario: Let’s say one of your events got postponed, and the timeline went to your Archive (because the original event date is now in the past). In this situation, you now have a super-easy way to reactivate your timeline — i.e. to change it back from Archived to Active. Here’s how:

  1. Go to your Timeline Archive, and find the affected timeline.
  2. Click the reactivate icon.
  3. Enter a new event date.
  4. Click “Reactivate Timeline.”
  5. Watch the adorable Charlie Bit Me video to enjoy the time you just saved! 😀

If you want more information about these new features, or about handling postponed events, feel free to visit our Knowledge Base. You’ll find hundreds of helpful articles there. Also, feel free to email us anytime at support@timelinegenius.com.