Your team

Settings, Team lists everyone on your team and the invitations still waiting. Team members are unlimited on every plan. Everyone on the team can see the list; only the workspace owner can change it.

Inviting a planner

Under Invite a planner, put their address in Email. Tick Sees all weddings, not just the ones they're assigned to for an assistant or associate who works across everything, then press Send invitation. The invitation works for 7 days. They choose their name and, if they like, a password, and once they accept they appear on the list. If the email cannot be sent, you are given the link to copy and send yourself.

Who sees what

Each planner's row has a Sees all weddings switch, which you can change at any time. On, they see every wedding, with your enquiries, money, contracts, crew rates and supplier notes. Off, they see only the weddings they are added to, and none of those other things.

To give someone one wedding, open that wedding's Crew, add them with their email, and press the button that gives them the wedding in I Said Yes. They see that wedding's plan, running order and day mode, and nothing else. This is also how you bring in a day coordinator for one wedding. Giving a day coordinator one wedding.

Invitations still waiting

A waiting invitation shows as Invited, or Expired after 7 days. Sending it again from its row gives them a new link that works for another 7 days, and the old one stops working. Cancel withdraws it, and its link stops working.

Removing someone

Press Remove on their row and confirm. They lose access to every wedding straight away. Tasks assigned to them stay on their weddings with nobody assigned, so the whole team sees them. Their Post-its and Focus time are deleted; comments and activity stay. If they connected a mailbox, it is disconnected and the mail it brought in is deleted from I Said Yes, though nothing changes in their own mailbox. They keep their own account, so you can invite them again later.

Only the owner can invite planners, change who sees what, give someone a wedding, remove someone and look after billing.