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.
Inviting a client
Open the project, go to the Clients tab and enter their email address. SurelyPlan sends them an invitation to create their account — one click, no plan selection, no trial to set up. As soon as they sign in they land in your project with a short welcome that orients them.
You decide what they see
Client permissions are set per project. The timeline can be editable, view-only or hidden entirely, and the planner tab can be visible or hidden. Clients never see your internal notes, vendor research or other couples’ weddings — access is scoped to the project they were invited to.
- Timeline: can edit, view only, or hidden.
- Planner view: view only or hidden.
- Everything else — budgets, vendors, forms — stays in your workspace unless you share it through a form, proposal or live link.
Access follows your subscription
Client access is included with your SurelyPlan subscription — your couple never pays and never sees a paywall of their own. While your subscription or trial is active, their access works normally. If your subscription lapses, your clients see a polite message asking them to reach out to you, rather than a dead end: every detail of their project is preserved and reappears the moment your access is restored.
Removing a client
Removing a client from the Clients tab revokes their access to the project immediately. Their account remains intact, but the wedding disappears from their dashboard.