Editing Event Details

Things change. Venues get swapped, dates shift, guest counts go up. You can update event details at any point — there is no lock based on how far along the workflow is.

How to Edit an Event

Navigate to the event detail page by clicking on an event from your Events list or from the dashboard. Click the Edit button near the top of the event summary card.

This opens the same form you used to create the event, with all fields pre-filled with the current information. Make your changes and click Save.

What You Can Change

Every field on the event form is editable at any time:

• Client and partner names, emails, phone numbers
• Event date, guest count, event type
• Venue name, address, and contact information
• Rehearsal date, time, and location

There is no lock on event details based on workflow status. Even after a contract is signed, you can still update the venue address or guest count for your own records.

Pricing is the exception — it lives on the document rather than the event. See Updating Pricing below.

How Changes Affect Documents

This is the part that matters most. Here is how edits to the event interact with your documents:

Documents in Draft

If you have a document that has not been sent yet, any auto-fill fields in that document (like {{event_date}} or {{venue_name}}) will automatically reflect the updated event data. The next time you open the builder or preview the document, the new values show up.

Documents Already Sent

A sent document is not a snapshot. Auto-fill fields resolve from the live event every time your client opens the link or downloads the PDF, so changing the event date changes what they see — even on a document you sent last week.

That is usually what you want. It does mean a correction can appear without the couple noticing, so if the change matters, resend the document so they get a fresh email telling them to look again.

The one thing frozen at send is your branding — the colours, logo and fonts as they were that day, so a document does not restyle itself under a client mid-read.

If Someone Has Already Signed

Editing the event changes what an agreement says, so resending one that has been partly signed asks you to confirm first, and names who would have to sign again.

The usual case is one you will meet often: your client has signed, their partner has not, and you want to nudge the partner. If you have not touched anything since sending, resend freely — the signature you already have is kept. But if you have changed the date, the venue, the guest count, or anything else the agreement shows, that signature no longer describes what is now on the page. Confirming clears it, and both people sign the corrected version.

If you would rather not lose the signature, the alternative is to leave the event as it was until everyone has signed, then record the change in a new agreement.

Signed Documents

Signed documents are permanent records. They cannot be regenerated or modified. If something changes after signing — a venue switch, say — create a new agreement documenting the change and have it signed alongside the original.

Updating Pricing

To update pricing — total contract value, deposit, due dates, payment schedule, or package selection — open the relevant document in the builder and use the Pricing & Payment Schedule panel. Pricing is not editable through the event form.

When a document with pricing is approved (proposal) or fully signed (contract or combined), its pricing is committed to the event. Until then, the document's package is just a draft.

A Note on Client Intake

If your client is also filling in details via an intake form, their entries write to the same event record, and a later submission overwrites what you have typed. This only applies before you send anything — sending any document closes the intake form, so from that point your edits are the only ones.