On or after August 9, 2018, features within the 'Clients' tab of your account will no longer be accessible. Export your data, including Contracts, Invoices, and Questionnaires, in advance as it will no longer be available. You can continue to manage your Inquiries and Bookings within Messages.
To add a SmartTask to a specific product or service, to then be applied to each client and contract that includes this product, please follow the steps below:
- Log in to your WeddingWire account
- Hover over the gear settings icon and select 'Products and Packages'
- Select the 'SmartTask' tab
- Click the 'Add Task' button
- Under 'Select an item,' choose the appropriate product or service from the drop-down list
- Type your task into the 'Task' section. This task is for you, so be as detailed as you need to be
- Under 'Due,' select when this task will need to be accomplished
- Click 'Save' when you are done