The Dashboard

The dashboard is the first thing you see when you log in. It gives you a snapshot of where everything stands across all your events — who needs a response, which payments are overdue, and what is coming up next.

Stats Grid

The four cards across the top of the dashboard show your key numbers at a glance:

• Active Events — how many events are currently in progress (not completed or cancelled)
• New Leads — events still in the prospect stage that have not received a document yet
• Awaiting Payment — events where a payment has been requested but not yet received
• Next Event — the date and client name for your nearest upcoming wedding

These update in real time as you work through your events, so you always know the shape of your pipeline without clicking into anything.

Attention Items

Below the stats grid, the Attention Items section flags things that need your action right now. This is where you will find:

• Documents awaiting action — a client viewed a proposal but has not approved yet, or a contract was sent but never opened. Each item links directly to the event so you can follow up.
• Overdue payments — payment requests that have passed their due date without a payment coming in.

If nothing needs your attention, this section stays out of the way. When something does show up here, it is worth addressing sooner rather than later.

Upcoming Events

The Upcoming Events list shows your next several weddings sorted by date. Each entry shows the couple's names, event date, venue, and current workflow status. Click any event to go straight to its detail page.

This is useful for weekly planning — scanning what is coming up in the next 30 to 60 days and making sure everything is on track.

Outstanding Payments

The Outstanding Payments section lists every open payment request across all your events. You can see who owes what, when the payment was requested, and whether it is overdue. This gives you one place to track receivables without opening each event individually.

Recent Activity

The Recent Activity feed shows the latest actions across your account — documents sent, contracts signed, payments received, intake forms submitted. Think of it as a running log of what happened while you were away. If you check your dashboard first thing in the morning, this section catches you up fast.

Your First Visit

When you first create your account, the dashboard looks a little different — it is set up to help you get going rather than to report on a pipeline you do not have yet.

• A sample wedding. Gilded seeds a fictional couple with a finished proposal (badged "Sample," excluded from your limits) so you can explore a real, finished document right away. Remove it whenever you like.
• A first-run prompt. Front and center, the dashboard shows a card inviting you to either import an existing document (we rebuild it as a reusable template) or create your first event — whichever fits how you want to start.

Getting Started Checklist

Alongside the first-run prompt, the dashboard shows a Getting Started checklist in the right column — the guided path through setting up your business info, branding, first event, documents, and payments. Each item links straight to where you complete it and checks off automatically; once everything is done you can dismiss it (and the dismissal sticks across devices). For the full item list and what to prioritize, see Getting Set Up.

Making the Dashboard Work for You

The dashboard is not just a landing page — it is your daily starting point. Get in the habit of scanning it each morning. The attention items tell you what is urgent, the stats grid tells you where your pipeline stands, and upcoming events tell you what to prepare for. Everything else is one click away.