Knowledge base
How SurelyPlan works
Short guides to every part of the platform — timelines, vendors, forms, budgets and the client view.
Timelines: every day, down to the minute
Build minute-by-minute schedules for every day of the celebration, then share a live view with your team, vendors and couple.
4 min read →Vendors: bookings, proposals and contacts in one place
Keep every vendor, contract, proposal and conversation together — and let your couple review proposals without an email chain.
4 min read →Forms: gather details without the email chain
Send one smart link, collect every answer in a structured format, and export a branded PDF of the responses.
3 min read →Budgets: estimated versus actual, at a glance
Split the budget into categories, track what you estimated against what you actually spent, and see the variance before it becomes a problem.
3 min read →The client view: access, permissions and onboarding
Invite your couple into a tailored view of their wedding, decide exactly what they can see and edit, and keep your other projects private.
4 min read →