Frequently Asked Questions

Answers to the most common questions about using Dream Planner.

Events

How do I change my event date?

Navigate to your event’s Overview tab and click Edit on the event details. Update the date field and save your changes. All your checklist due dates will remain unchanged — you may want to review and adjust them if your event date changes significantly.

Can I have multiple events?

Yes. You can create and manage as many events as you need. Each event is completely independent with its own guest list, budget, checklist, vendors, and documents. Switch between events using the event selector on the dashboard.

How do I delete an event?

Currently, events cannot be permanently deleted. Instead, you can archive an event to remove it from your active dashboard. Archived events can be restored at any time. This approach prevents accidental data loss.

What happens when I archive an event?

Archiving an event hides it from your main dashboard and active event list. All the event data (guests, budget, checklist, vendors, documents) is preserved. You can unarchive an event at any time to bring it back to your active view.

Can I duplicate an event?

Event duplication is not currently supported, but it is on the roadmap. In the meantime, you can create a new event and use a checklist template to get a head start.

How do I change the event type after creating it?

Edit your event details from the Overview tab and change the event type in the dropdown. Note that changing the type does not automatically update your checklist — the template is only suggested during event creation.

Guests

How many guests can I add?

There is no hard limit on the number of guests per event. You can add guests manually one at a time or import up to 500 guests per CSV file.

What CSV format should I use for guest import?

Your CSV file should have headers in the first row. The only required column is name. Optional columns include email, phone, dietary, and notes. See the Guest Management Guide for a detailed format example.

Can I export my guest list?

Guest list export is planned for a future update. For now, the guest list is viewable and manageable within the Dream Planner interface.

What dietary options are available?

Dietary requirements are free-text fields, so you can enter anything relevant — vegetarian, vegan, gluten-free, nut allergy, halal, kosher, lactose intolerant, or any other requirement. The dietary summary aggregates these automatically.

Budget

Can I set an overall budget limit?

The budget tracker shows your total estimated and actual costs. While there is no hard “budget cap” feature that prevents adding expenses, the summary clearly shows your totals so you can track against your planned budget.

How do I track payments vs. quotes?

Use the estimated cost field for initial quotes and the actual cost field for confirmed prices or payments. The budget summary shows both side by side so you can see the difference.

Can I export my budget?

Budget export is planned for a future update. The budget summary and detailed line items are available within the platform.

Vendors

How do I message a vendor?

Browse the Vendor Directory from the sidebar, find the vendor you want to contact, and click the Enquiry button on their profile. Select which event the enquiry is for, write your message, and send it. The vendor receives it in their portal inbox and can reply directly. All messages are organised by event and vendor in your Messages inbox.

How does the vendor see my guest data?

Vendors can only see guest data that you explicitly share through the permission matrix. For each vendor on your event, you toggle individual data categories on or off — such as dietary requirements, guest names, RSVP headcount, or contact details. Vendors never have access to data you have not granted. See the Vendor Management Guide for setup instructions.

How does a vendor sign up?

Vendors register at vendor.dreamplan.sagargandecha.dev . After creating an account, they complete a 4-step onboarding wizard to set up their business profile. Their submission is then reviewed by a Dream Planner administrator. Once approved, the vendor receives a verified badge and appears in the public directory. See Vendor Onboarding for the full process.

What does the admin portal do?

The admin portal at admin.dreamplan.sagargandecha.dev  is used by platform administrators to review and approve vendor submissions, manage users, and view platform-wide statistics. It is not accessible to planners or vendors. See Admin Portal for details.

What is the vendor permission matrix?

The permission matrix controls what guest information each vendor can access. For example, you might allow your caterer to see dietary requirements but not email addresses. See the Vendor Management Guide for details.

Can vendors log into Dream Planner?

A dedicated vendor portal is available at vendor.dreamplan.sagargandecha.dev . Vendors can access the information you have shared with them through the permission matrix.

How do I remove a vendor from my event?

You can change a vendor’s status to Cancelled to indicate they are no longer part of your event. The vendor record is preserved for your reference but is clearly marked as cancelled.

Account

I forgot my password. How do I reset it?

On the sign-in page, click Forgot Password. Enter your email address and you will receive a password reset link. Follow the link to set a new password.

Can I change my email address?

Yes. Go to your Profile Settings and update the email field. You may need to verify the new email address before the change takes effect.

Is my data secure?

Yes. Dream Planner uses industry-standard security practices including encrypted connections (HTTPS), hashed passwords, and secure session management. Your event data is private and only accessible to you and any vendors you explicitly grant access to.

Can I delete my account?

Account deletion is not currently available through the interface. If you need your account deleted, please contact support.

General

Is Dream Planner free?

Dream Planner is currently free to use during the early access period.

What browsers are supported?

Dream Planner works best on modern browsers including Chrome, Firefox, Safari, and Edge. We recommend keeping your browser up to date for the best experience.

Can I use Dream Planner on my phone?

Yes. Dream Planner is fully responsive and works on mobile devices. The interface adapts to smaller screens so you can manage your event on the go.