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Getting Started

Getting Started

This guide walks you through creating your account, setting up your first event, and finding your way around the Dream Planner dashboard.

Creating Your Account

  1. Visit portal.dreamplan.sagargandecha.dev  and click Sign Up.
  2. Enter your email address and choose a password.
  3. Check your inbox for a confirmation email and click the verification link.
  4. You are in! You will be redirected to the dashboard.

Tip: Use a strong password with at least 8 characters, including a mix of letters, numbers, and symbols.

Creating Your First Event

Once you are signed in, you will land on the dashboard. To create your first event:

  1. Click the Create Event button on the dashboard.
  2. Fill in the event details:
    • Event name — Give your event a memorable title (e.g., “Sarah & Tom’s Wedding”).
    • Event type — Choose from wedding, birthday, corporate, social, or other.
    • Event date — Pick the date your event will take place.
    • Location — Add the venue name or address (optional at this stage).
    • Description — Add any additional notes about your event.
  3. Click Create Event to save.

Your event starts in draft status. You can add all your details before publishing it.

[Screenshot: create event form]

The dashboard is your home base. Here is what you will find:

Event Overview

The main dashboard shows a summary of your event with key statistics:

  • Days until event — A countdown to the big day.
  • Checklist progress — How many tasks are completed vs. total.
  • Budget summary — Your total estimated and actual spend.
  • Guest count — Total guests and RSVP breakdown.
  • Vendor count — How many vendors are confirmed.

[Screenshot: dashboard overview]

Use the tab navigation to switch between different sections of your event:

TabWhat it does
OverviewEvent summary with key stats and quick actions
ChecklistManage your planning tasks and to-dos
BudgetTrack expenses and manage your budget
GuestsManage your guest list and RSVPs
VendorsCoordinate with your event vendors
DocumentsStore and organize event-related files

Quick Actions

From the overview tab, you can quickly:

  • Add a new checklist item
  • Log an expense
  • Add a guest
  • Update your event details

What is Next?

Now that you have your event set up, explore the guides for each feature:

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