Event Phases

Your dashboard shouldn’t look the same 6 months before the event and 2 weeks before. The phase system automatically detects where you are in the planning journey and shows you exactly what matters right now.

Phases

Phase	When	Focus
Foundation	90+ days before event	Budget, vendors, guest list
Invitations & Website	30-90 days before	Website, invitations, RSVPs
Final Prep	0-30 days before	Seating, confirmations, last details
Post-Event	After the event date	Photos, thank-you notes, memories

Phase Detection

The current phase is computed automatically from your event date:

• No date set defaults to Foundation
• 90+ days out = Foundation
• 30-90 days = Invitations & Website
• Under 30 days = Final Prep
• Past event date = Post-Event

Pro tip

You can manually override the phase via the Progress Map dropdown — useful if you’re ahead of schedule or want to stay in a phase longer.

Dashboard Components

Phase Hero

A banner at the top of the dashboard showing the current phase name, a progress bar, and up to 3 smart nudges. Nudges are contextual — “Set your budget” only appears in Foundation if no budget exists yet.

Phase Action Cards

Phase-relevant cards with stats, progress bars, and CTAs. Each phase surfaces different features:

• Foundation: Budget, Vendors, Guest List, Vision Board
• Invitations: Website, Messages, RSVPs, Seating
• Final Prep: Seating, Checklist, Confirmations, Day-of Details
• Post-Event: Photos, Albums, Thank-You Notes, Memories

Progress Map

A compact overview showing all 4 phases with progress bars and completion stats. The current phase is highlighted. Click any phase to see its details.

Advance Nudge

When you’re mostly done with a phase, a nudge suggests moving to the next one. It also lists blocking tasks to wrap up first (e.g., “Approve Budget”, “Finalize Vendor List”).

Note

The advance nudge is a suggestion, not a requirement. Your dashboard still works fine if you stay in a phase longer than expected.

Per-Event-Type Config

Each event type (wedding, corporate, birthday, etc.) has its own phase configuration. For example, “catering” tasks appear in Foundation for weddings but may appear in a different phase for corporate events.