Onboarding Setup

Before you start sending documents to clients, take a few minutes to set up your profile and branding. This ensures every document you create looks polished and professional from the start.

Setting Up Your Profile

Navigate to Settings from the left sidebar, then select the Profile tab.

Here you can add:

• Your name — displayed in activity logs and on documents where you are listed as the planner
• Profile photo — upload a headshot that appears next to sections where you enable "Show planner photo"
• Email address — where you receive notifications about client activity
• Phone number — optionally included on documents
• Bio — a short description about you, shown on your profile

Adding Your Business Information

Switch to the Business tab in Settings. This is where you configure the details that appear on your documents and client-facing pages.

• Business name — your planning company name (e.g., "Lily & Sage Events")
• Business email — the contact email your clients see
• Business phone — displayed on documents and payment pages
• Business website — linked from your documents
• Business address — appears in your document footers

Fill these in now so your merge fields work correctly. When you use {{business_name}} or {{business_email}} in a document, Gilded pulls from these settings automatically.

Creating Your First Brand Preset

Brand presets control how your documents look — your logo, colors, fonts, and footer details. Navigate to Settings > Branding to get started.

Click Create Preset and configure:

• Preset name — give it a label like "Primary Brand" or "Luxury Package"
• Logo — upload your business logo (appears at the top of every document)
• Color palette — choose your primary and accent colors
• Fonts — select a heading and body font that match your brand (Pro plan unlocks additional font options)
• Hero image — add an image that appears at the top of your documents (Pro plan)
• Footer — toggle your business name, tagline, phone, and website on or off

You can create multiple presets for different aesthetics — say, one for luxury weddings and another for casual celebrations. When building a document, you select which preset to apply.

Setting a Default Preset

After creating a preset, click the three-dot menu next to it and select Set as Default. This preset will be automatically applied to every new document you create, saving you a step each time.

Preferences

The Preferences tab in Settings lets you configure notification preferences and other account-level options. You can adjust these at any time.

What to Do Next

With your profile, business info, and brand preset configured, you are ready to create your first event. Head to Your First Event to get started.