When your client submits their intake form, you get a notification email. The submission is also visible in your dashboard under the client's card.

What happens behind the scenes

As soon as your client submits, AI processes their responses and generates a complete timeline draft. This draft includes realistic items, times, and descriptions based on what the client described — their event type, timing, guest count, and specific preferences.

Reviewing the draft

In your dashboard, click on the client's submitted intake form. You'll see:

• Client's raw responses — everything they typed, organized by section
• AI-generated timeline — the proposed schedule based on their input

You can accept the draft as-is (it saves to your account as a new timeline), or dismiss it and start from scratch using the client's responses as reference.

Editing after acceptance

Once accepted, the timeline opens in the editor like any other. Add items, adjust times, assign vendors, change the theme — the full editor is available. The timeline is automatically assigned to the client.

If the client re-submits

If your client updates their answers and re-submits, you'll see a new proposed timeline draft. You can accept the updated version or stick with what you have. The old draft is replaced — there's always one latest version.

What's next

Your timeline is taking shape. Time to add your vendors so you can assign them to specific items.