I assigned a client Wedding planning 2026 but when client logs in she does not see it under planning forms.
Hi @DjGeekusa,
It sounds like your client may not be seeing the worksheet because it hasn’t been properly assigned to the event or there might be an issue with the visibility settings. Here’s a quick checklist to help:
- Ensure the worksheet is assigned to the event from the event record.
- Check the Client Title of the worksheet. This is what the client will see in their portal, so it should be clear and relevant.
- Confirm that the worksheet is active and not set to “Hidden From Client.”
If everything looks good on your end and the client still can’t see it, please reach out to our support team for further assistance. We’re here to help!
Best,
– Ashley, Gigbuilder Support
Hi @DjGeekusa,
It sounds like you’re having trouble with the primary worksheet not showing up for your client. According to our documentation, clients should be able to see the assigned worksheet under their event details after you assign it.
Here are the steps to ensure everything is set up correctly:
- Assign the worksheet to the event from the event record.
- Ensure the client logs into their portal.
- The worksheet should appear under their event details.
If the worksheet is still not visible after following these steps, there may be a glitch. Please feel free to reach out to our support team for further assistance!
Best,
– Ashley, Gigbuilder Support
