Status meanings

• Active means clients and staff can edit available planning items.
• Pending means only staff should edit the event.
• Locked means only staff should edit the event, usually close to or after the event date.

Automatic lock timing

• Workspace admins can set a lock timing such as a number of days before the event date.
• Templates can also carry lock timing preferences so new events start with the correct workflow.

What locking should not do

• Locking an event should not delete existing answers, song requests, documents, or photos.
• Staff should still be able to review and adjust event details when needed.

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Before creating the event

• Have the event name, date, start time, end time, venue name, location, and event type ready.
• If the event should start from a saved timeline template, confirm the template exists first.

Event status options

• Active allows client and staff editing.
• Pending limits editing to staff.
• Locked limits editing to staff and can be used near the event date when planning should stop changing.

After the event is created

• Open the event details to adjust event information.
• Review generated host and guest links.
• Assign staff and add any event-specific documents, planning cards, music requests, or photobooth access.

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