Project templates
Mark a project as a template and copy it to start new projects from it.
Planners often start every wedding from the same checklist, budget and itinerary. Keep one project as your template and copy it for each new client.
- Set up a project the way you like it.
- In Settings → Information, switch on Save this project as a template. The project is marked Template in your list.
- For a new client, copy it — see Copy a project — choosing the parts you need.
Tips and important notes
- When your list is sorted by Wedding Date, templates are grouped in a Templates folder.
- Only want a template of the checklist? See Checklist templates and languages.
Updated November 3, 2026