Frequently Asked Questions

Overview

This page answers the most common questions about DreamPlan. Questions are organised by topic — use the section headings to jump to the area you need.

Getting Started

How do I sign up for DreamPlan? Visit dreamplan.sagargandecha.dev and click Get Started. Choose whether you are a Planner or a Vendor, enter your email and password, and follow the onboarding wizard to set up your account.

Is DreamPlan free to use? Yes. DreamPlan is currently in its free launch phase. All core features are available at no cost and no credit card is required. Paid Pro tiers with advanced features will be introduced in a future update — existing users will be notified in advance.

What types of events can I plan with DreamPlan? DreamPlan supports weddings, engagement parties, birthday celebrations, corporate events, and other special occasions. When creating an event, you select the event type — the platform adapts its features accordingly.

Do I need to install anything? No. DreamPlan runs entirely in your web browser. However, you can optionally install it as a Progressive Web App (PWA) on your phone or computer for a native app-like experience. See Installing DreamPlan as an App for instructions.

What browsers are supported? DreamPlan works on all modern browsers including Google Chrome, Safari, Microsoft Edge, and Firefox. For the best experience, use the latest version of your browser.

Events

How many events can I manage at once? On the Free tier, you can have up to 3 active events at a time. Archived events do not count toward this limit. The Pro tier allows unlimited active events.

What is the difference between a draft and an active event? A draft event is one you are still setting up — it may not be visible to collaborators or vendors. An active event is fully created and operational. You can move events between draft and active status from the event settings page.

Can I delete an event? Yes. Go to your event’s Settings page and scroll to the Danger Zone section. Click Delete Event and confirm. This action is permanent and removes all associated data including guests, budgets, messages, and documents.

Can I change the event type after creating it? Yes. Open the event’s Settings page and update the Event Type field. This changes how certain features behave (e.g., label text) but does not delete any existing data.

Can I duplicate an existing event as a template? Event cloning is available on the Pro tier. It creates a copy of an existing event with all settings, checklist items, and vendor preferences — but with a fresh guest list and budget. See Subscriptions & Pricing for tier details.

Guests

What format does the CSV import require? Your CSV file should include columns for first name, last name, email, and optionally group, dietary requirements, and plus-one count. A template CSV is available for download on the guest import page. See the Guest Management Guide for a detailed format example.

How do I share the RSVP link with guests? Your event has a unique RSVP link at /rsvp/[slug]. Copy this link from the Guests page and share it via email, text message, WhatsApp, or print it on your invitations. Guests do not need a DreamPlan account to RSVP.

Can I track dietary requirements? Yes. The guest list tracks dietary needs for each guest. Guests can submit their dietary requirements when they RSVP, or you can add them manually. Dietary information is also visible in the seating chart’s dietary overlay.

How does QR check-in work? Each guest receives a unique QR code (included in their RSVP confirmation). At the event, use any device with a camera to scan the code. DreamPlan marks the guest as checked in and updates the attendance count in real time.

Budget

Can I link budget items to vendors? Yes. When adding a budget item, you can link it to a specific vendor. This connects your spending to your vendor list and helps you track which vendors have been paid and how much.

Does DreamPlan alert me if I go over budget? Yes. The budget tracker shows a visual indicator when a category exceeds its allocated amount. The overall budget bar also changes colour when total spending exceeds the event budget.

Can I track payment milestones? Yes. Each budget item can have multiple payment entries with dates and amounts. This is useful for tracking deposits, interim payments, and final balances. The Upcoming Payments panel shows everything due soon.

Vendors (Planner Side)

How do I find vendors? Browse the Vendor Directory at /vendors in the Planner Portal. You can search by name, filter by category (e.g., Photography, Catering, Florist), and filter by location and price range.

What does it mean to shortlist a vendor? Shortlisting adds a vendor to your event’s vendor list so you can track them. You can shortlist multiple vendors in the same category and compare them before making a decision.

Can I compare vendors side by side? Yes. From your event’s Vendors page, select multiple shortlisted vendors in the same category to see a comparison view with their pricing, ratings, and key details.

What do the vendor status labels mean?

Vendors (Vendor Side)

How do I register as a vendor? Visit dreamplan.sagargandecha.dev and click Get Started. Choose Vendor as your account type and complete the onboarding wizard with your business name, categories, location, price range, bio, and gallery images.

How long does vendor approval take? The DreamPlan team aims to review all submissions within 24-48 hours. You will receive a notification once your profile has been approved or if any changes are needed.

What fees does Stripe Connect charge? Stripe charges its standard processing fees (typically 2.9% + 30p per transaction, though this varies by region). DreamPlan does not add any additional platform fees on top of Stripe’s charges.

What is the SLA badge? The SLA badge appears on your vendor profile and shows your average response time to enquiries. Vendors who consistently respond within 24 hours earn a positive SLA indicator, which builds trust with planners browsing the directory.

Can I set up auto-replies? Auto-reply templates are available on the Vendor Pro tier. They allow you to send an automatic acknowledgement when a new enquiry arrives, so planners know their message was received while you prepare a full response.

Messaging

How does email forwarding work? Each event gets a dedicated email address powered by Mailgun. Emails sent to that address are forwarded into the platform conversation thread. Vendors can reply by email and their response appears in the platform. This means vendors do not need to log into DreamPlan to communicate. See Messaging for full details.

What is the expected response time? DreamPlan tracks vendor response times. While there is no enforced deadline, vendors are encouraged to respond within 24 hours. The SLA badge on vendor profiles reflects their typical response speed.

What do the channel badges (Email / Platform) mean? These badges appear next to each message in a conversation. Platform means the message was sent through the DreamPlan portal. Email means it was sent or received via email forwarding. Both types appear in the same conversation thread.

Seating

What table types are available? The seating chart supports round tables, rectangular tables, and custom-shaped tables. You can set the capacity for each table individually.

Can I see dietary requirements on the seating chart? Yes. The seating chart has a dietary overlay that highlights guests with dietary requirements. This helps you ensure that guests with specific needs are seated appropriately and that catering is allocated correctly.

Can I export or print the seating chart? Yes. The seating chart can be exported for printing. Use the Export button on the seating page to generate a printable version with table assignments and guest names.

Contracts

How does e-signature work? DreamPlan supports electronic signatures on vendor contracts. Both the planner and vendor can sign directly within the platform by clicking Sign on the contract page. Signed contracts are stored and timestamped with a record of who signed and when.

Are e-signatures legally valid? DreamPlan’s e-signatures provide a record of agreement between both parties with timestamps and identity verification through authenticated accounts. For contracts requiring formal legal standing, consult your legal advisor about your jurisdiction’s specific requirements.

Subscriptions

What is the difference between Free and Pro? The Free tier includes all core features with limits on active events (3) and collaborators (1). The Pro tier removes these limits and adds analytics, CSV export, event cloning, and priority support. See Subscriptions & Pricing for a full comparison table.

How do I upgrade to Pro? Go to Settings > Billing in your portal and click Upgrade. You will be redirected to Stripe Checkout to complete your payment. Your account upgrades instantly and Pro features are available immediately.

Can I cancel my subscription? Yes. Go to Settings > Billing and click Manage Subscription to open the Stripe Billing Portal. Click Cancel plan. Your Pro features remain active until the end of your billing period, then your account reverts to Free. No data is deleted.

Will I lose data if I downgrade? No. All your events, guests, budgets, and messages are preserved. You will lose access to Pro-only features (analytics, CSV export, event cloning), and you may need to archive events if you exceed the Free tier’s 3-event limit.

Account

How do I change my password? Go to Settings, find the Change Password section, enter your current password and your new password, then click Update Password. Your new password takes effect immediately.

What are Focused and Advanced modes? These are feature display modes in Settings > Features. Focused mode shows a streamlined interface with only essential features. Advanced mode shows everything. You can switch between them at any time. No data is lost when switching — it only changes what is visible in the interface.

How do I manage my notification preferences? Go to Settings > Notifications. Toggle individual notification types on or off (enquiry received, quote received, quote response, team invite, RSVP received, inbound email, review received, enquiry reminders) and choose your email digest frequency (Instant, Daily, or Weekly).

How do I delete my account? Account deletion is not currently self-service. Contact DreamPlan support to request account deletion.

Can multiple people access the same account? Sharing login credentials is not recommended. Instead, use the collaborator feature to invite team members to your event with their own accounts. Each collaborator gets their own login and can be removed at any time.

What happens if I forget my password? On the login page, click Forgot Password. Enter your email address and you will receive a password reset link. Follow the link to set a new password.

Is my data secure? Yes. DreamPlan uses industry-standard security practices including encrypted connections (HTTPS), hashed passwords, secure session management via Supabase Auth, and Row Level Security on the database. Your event data is private and only accessible to you and any collaborators you invite.