New in EventSync Workspace: video help beside your wedding plan

Let's add a vendor contact in EventSync Workspace. This is Maya and Jordan's fictional training wedding. Open Vendor Contacts, then choose Add vendor. Enter the company name. We'll use Sunny Table Catering. Choose Caterer as the category. Set the status to Booked, only when that reflects the actual booking. Add the contact person, phone number, and email address. We're using Alex and fictional contact details. The website field is optional for this example. Enter the contract amount and the deposit already paid. We'll use $4,000 and $1,000. Add a useful handoff note, then choose Save. Check the new vendor card. It shows Booked, the contact details, and a $3,000 balance. These amounts are examples. To update the contact, choose Edit on that vendor's card. Replace the note with the confirmed arrival instruction. Use the service entrance on Oak Lane. Choose Save again, then reopen the contact to check the saved details. That's how you add and update a vendor contact. Pause whenever you need time to follow along.

Let's add a guest and update their RSVP in EventSync Workspace. We're using Maya and Jordan's fictional training wedding. Open Guest List, then choose Add guest. Enter the guest's name and contact details. We'll use Taylor Reed, a fictional email address, and Family as the group. Leave RSVP as Pending while you're waiting for a response. Then choose Save. The guest now appears in the list. When their response arrives, choose Edit guest on their row. Open RSVP and choose Accepted. Add a table assignment if it has been decided. We'll use Table 3, then choose Save. Check the updated row and the Accepted count. The Pending filter no longer shows this guest. Choose Accepted to find the confirmed response. Reopen the guest to confirm the saved RSVP and table. This lesson records the guest details and response in the list. Sending invitations is a separate step. Pause whenever you need time to follow along.

Let's create a planning checklist task in EventSync Workspace. This is Maya and Jordan's fictional training wedding. Open Planning Checklist, then choose Add checklist item. Give the task a clear action. We'll use Confirm vendor arrivals, with the description Collect the final arrival windows. Choose the timeframe that fits the task. We'll use One Week Before. Choose Set due date. Switch to date input, enter October 10, 2026, and confirm with OK. Assign the task to Elena, then choose Save. The task appears under Open with its due date and owner. When the work is actually finished, select the checkbox on that task. The completed task disappears from the Open filter. Choose Completed to find it again and confirm its checked state. All shows both open and completed work. That's how you create a checklist task and track its completion. Pause whenever you need time to follow along.

Let's track a wedding expense in EventSync Workspace. This is Maya and Jordan's fictional training wedding. Open Budget, then choose Add budget item. Enter a clear Item Name. We'll use Photography coverage. Open Category and choose Photography. Budget is our estimate, $3,200. Vendor Price is the agreed cost: $3,000. Paid So Far records payments already made. We'll enter $750. These are example amounts. Choose Save. Check the summary: $3,200 estimated, $3,000 committed, $750 paid, and $2,250 still owed. The row shows a Deposit status. When another payment has been made, choose Edit on the item. Update Paid So Far to the new total, $1,500, then choose Save. The paid total is now $1,500, and Still owed is $1,500. Reopen the item to confirm the saved figures. That's how you add a budget item and keep its payment totals current.

Let's use a starter template in EventSync Workspace. This is Maya and Jordan's fictional training wedding. Our run sheet already has four items. Choose Use template. Read the descriptions and item counts before choosing a starting point. For this example, choose the ceremony template shown here. It contains eight timeline items. Select Apply on that card. Read the confirmation carefully. Applying this template adds eight items. It keeps the items already in this wedding. Choose Apply template once. Return to Run Sheet. We now have 12 items, the original four plus eight from the template. Couple portraits and its Terrace instructions are still here. A template is a starting point. Review every time, owner, location, and handoff with your team. Because existing items stay, check for duplicate ceremonies and overlapping blocks before using this schedule. Use each item's Edit button to make the plan fit your wedding.

Let's prepare a run sheet backup in EventSync Workspace. This is Maya and Jordan's fictional training wedding. Open Export Data and choose Run Sheet Backup. The export options include a Vendor Call Sheet for a separate contact reference. For this lesson, keep Run Sheet Backup selected. Choose Print/Save PDF. In your browser's print window, select Save as PDF. Check the preview and margins, then save the file. The exact controls depend on your browser. Open the saved PDF and check every page before giving it to your team. Review the wedding date and venue. Here, Ceremony, Cocktail hour, and Dinner service have the expected times and locations. This file is a snapshot. If the plan changes, export a fresh copy so your trusted team lead has the current version.