What your couples see in a wedding planner client portal

Two kinds of client portal

The first kind is the business portal. It’s where a client signs a contract, pays an invoice, or fills out a questionnaire. As of October 2026, HoneyBook lists a client portal next to proposals, invoices, and contracts, and Dubsado describes a portal for each project alongside proposals, contracts, and invoices sent together.

The second kind is the planning portal: the couple’s view of the wedding as it comes together, with the guest list, RSVPs, budget, seating chart, and day-of timeline. Planning Pod says its software lets planners collaborate with clients online and share tools for managing budgets, guest lists, RSVPs, and wedding websites, and Aisle Planner’s homepage describes a client portal that gives clients real-time access to plans, files, and communication. Several suites, in other words, combine both kinds.

MyWedding Pro offers only the second kind. It has no proposals, contracts, or invoices to put in front of a client. Many planners use both: a CRM portal for the paperwork, and a planning portal for the wedding. Neither replaces the other.

How your couple gets in

You invite your couple by email, either when you create the project or later from its card on your overview page. They get an email, sent under your business name, saying you’ve invited them to plan the wedding together. A button creates their account, or signs them in if they already have one.

Before anything is added to their account, a single screen asks them to confirm they want to join, and shows your business as the one who invited them. They click Join and land on their dashboard.

The invitation link is valid for 7 days. If it expires, “Resend invitation” on the same card sends a new one, and the card shows whether the invitation is still pending or the couple has joined. Two things to know. First, you need to confirm your own email address (open the sign-in link you were sent) before the app lets you invite anyone. Second, a project holds up to five people, you included, and Settings shows how many of the five spots are taken.

What your couple sees

The same dashboard you see, for their wedding. There’s no stripped-down “client view”: your couple opens the real project. At the top, a countdown to the wedding day. Below it, a summary of guests (how many replies are pending), tasks (anything overdue), budget against the estimated total, and the seating chart (how many guests are seated), plus what’s next this week.

In the sidebar, they find the same sections you do: guests, meals, budget, tasks, vendors, the day-of timeline, the seating chart, printables, and the wedding website. What you enter shows up on their side without retyping, and what they add (a guest they just remembered, a meal choice, an RSVP answer) shows up on yours.

Nothing is sold to them. Your couple never sees a price, an upgrade prompt, or a sales email from us, and the account status in their settings reads “Access included, nothing to pay.” They’re your clients, not ours.

The dashboard isn’t white-labeled: it’s MyWedding Planner’s and doesn’t show your logo. Your business name appears in the invitation, not in the app.

What your couple can change, and what they can’t

Your couple works in the real project, so they can change most of it: the guest list, the budget, tasks, vendors, the seating chart, the day-of timeline, and the content of their wedding website. Whatever either of you changes, both of you see.

What they can’t do is manage the project itself. They can’t invite or remove anyone, and they can’t leave the project or delete it. Access is yours to manage.

One limit, stated plainly: there’s no way today to hide a module or a single budget line from your couple. The whole project is shared, budget included. If you add a markup on a vendor, track it in your own invoicing tool and put the amount your couple should see into the project. The two don’t have to be the same tool.

If your subscription stops, the project goes read-only for both of you. Your couple sees a banner saying everything is still viewable, nothing is lost, and changes go through you.

Why it means fewer “just checking in” messages

Most check-in questions have an answer sitting in the project: how many RSVPs are in, where the budget stands, what’s due this week. A couple who can open their dashboard at 10 p.m. doesn’t need a status email to find out.

RSVPs are a good example. Your couple shares the link to their wedding website themselves, because the app doesn’t send emails or texts to guests. Guests reply online, and each reply lands in the guest list. You and your couple both watch the count go up, and nobody has to write a recap.

It won’t replace your meetings, and it won’t stop a nervous couple from texting you. What it removes are the questions that never needed a meeting: how many replies, what’s left on the catering line. The conversations you keep are the ones that need you.

Where this fits in MyWedding Pro

Your couple’s access is part of the MyWedding Pro subscription. They pay nothing and don’t need a second account. The subscription covers unlimited weddings, with no commitment and a 14-day free trial: a card is required at sign-up, and nothing is charged during the trial. If you cancel, projects switch to read-only and nothing is deleted. Details are on the MyWedding Pro page.

For the bigger picture on choosing tools, see how to choose wedding planner software. For running several weddings at once, see how to manage multiple weddings.