FOR WEDDING PLANNERS
Refine Portal 6.0
The complete client management system for wedding planners. Pay once. Own it forever.
GET INSTANT ACCESS — $997 Already Own The Portal? See 6.0 UpgradeOne-time payment. No subscription, ever.
Every Document, Built With Intention
Nothing in the Portal is a placeholder or an afterthought. All 36 documents, trackers, and templates were built as one complete system, not bolted together over time. Every piece works the way it should and looks the way it should.
Everything Included
A complete look at what’s inside
Client Interfaces
Contemporary
Editorial
Luxury
Minimal
Original
Phase Based
Design + Details
Decor Instructions and Agreement
Design Questionnaire
Detail Tracker
Planning
Contracts + Proposals
Budget Tracker
Guest Tracker
Planning Checklist
Wedding Pro Comparison Tracker
Wedding Pro Interview Questions
Wedding Pro Recommendations Template
Resources
Meeting Notes
Gratuity Guide
Inclement Weather Considerations
Private Property Preparation
Rehearsal Dinner Location Template
Stationery Timeline
Tent Rules and Regulations
Wedding Events Attire Template
Welcome Bag Inspiration Template
Wedding Day
Floor Plans
Timeline
Final Stages and WWYD
Processional + Recessional Order
Rehearsal Guide
Wedding Day Surprises
Wedding Weekend Itinerary
Welcome
Client Profile
Planner Resources — One Time
Email Template Kit
Emergency Kit Inventory
Lead and Revenue Tracker
Meeting Agendas
Onboarding a Client
Post Wedding Follow Up
Planner Resources — Per Couple
Overnight Vehicle List
Planner’s Final Walk-Through Checklist
Planner’s Workflow Tracker
Wedding Day Timeline Template
Also Included
Tutorials + Troubleshooting
Copy Program 6.0
Download Instructions
“I wish I had known how much time and how many gray hairs it would have saved me to use the Refine Portal from the start.”
The Highlights
All 36 documents built as one complete, intentional system
Live dashboards on the heaviest trackers, no more digging across tabs
Real automation within trackers — enter it once, not five times
A Planning Checklist and Workflow Tracker that adapt to the service level each couple booked
A Budget Tracker that calculates percentage-based pricing for you
One-time payment. No subscription, ever.
Stop Digging. Start Glancing.
The heaviest trackers have live dashboards built in, so you’re reading one summary instead of hunting across a dozen tabs for a status update.
Budget Tracker Dashboard
Budget summary, cash flow by month, and upcoming payments, all in one view.
Guest Tracker Dashboard
RSVP status, meal counts, dietary needs, and seating progress, updated live as you enter data.
Lead & Revenue Reporting
Pipeline, bookings, and business health metrics in views built for actual business decisions, not just day-to-day tracking.
Budget Tracker 6.0 dashboard, sample wedding
Enter It Once, Not Five Times
The heaviest trackers now automate the busywork within themselves. Less retyping the same information across tabs in the same document.
Mark a lead as booked and their information populates the client record automatically.
Enter a payment once and the client’s balance, wedding pro totals, and gratuity calculations all update from it.
Percentage-based pricing calculated for you — set your rate and your fee is figured from the budget, no side math.
One Tool, Not One Template For Every Client
Your Planning Checklist and Workflow Tracker adapt based on the package a couple booked. A day-of client and a full-planning client see genuinely different checklists, not the same generic list with irrelevant tasks left in.
Compare Wedding Pros The Way You Actually Vet Them
One tracker with sixteen tabs, one per major wedding pro category, each built around what actually matters for that category. Venues get capacity and tour availability. Caterers get their own relevant fields. You’re never stuck filling out irrelevant questions just to keep a comparison consistent.
Six Client Interface Styles
Pick the client-facing look that matches your brand, including the original Portal interface, and switch anytime.
Contemporary
Minimal
Luxury
Editorial
Phase-Based
Original
“I love the Refine Portal so much more than my previous CRM. It gives me so much flexibility in terms of customizing my client’s experience.”
Your Clients Will Actually Use It
Most planning platforms sound great until you realize only a quarter of your clients ever log in. The Portal lives inside Google Drive, a tool couples already know how to use.
“Only 25% of my clients would use their Aisle Planner account, now I have 90% of my clients engaged in the process because it’s so much easier to use.”
“The Refine Portal has made working with couples so much easier because they are more familiar with Google Drive. But if I’m honest, I’m more in love with the fact that I have an easy to use, train and understand platform for my team!”
One Payment. Yours For Good.
$997, one time. No monthly fee, no annual renewal, no subscription creeping up on you every year. No forced updates that change your workflow mid-season, and no platform outage taking your client files down with it — the Portal lives in your own Drive. Buy it once and it’s yours to use with every client you book, for as long as you’re in business.
GET INSTANT ACCESS — $997One-time payment. No subscription, ever.
“It’s like buying a fabulous dress that is machine washable instead of dry clean, win win.”
“I switched from Aisle Planner and found the Portal to be a fantastic process audit. It’s caused me to rethink how I present information to clients.”
“It should be priced a lot more than it is.”
You’re Not On Your Own After Checkout
Every Portal owner gets the walkthroughs and the room full of planners already using it.
Tutorials for every piece
Step-by-step walkthroughs for setup, customizing the interface, and running each tracker, so you’re not reverse engineering anything.
An active planner community
A user group of planners sharing how they’ve adapted the Portal to their own businesses, plus tips you won’t find in the documents.
“The tutorials and user Facebook group are so helpful with tips and tricks!”
CURRENT PORTAL OWNER?
The Most Robust Upgrade The Portal Has Ever Seen
If you already own a previous version, 6.0 isn’t a minor refresh. It’s the biggest jump the Portal has ever made.
WHAT’S NEW FOR YOU
Every document rebuilt, not refreshed — a full visual and functional overhaul across all 36.
Live dashboards added to the heaviest trackers, so nothing takes a tab hunt to find.
Real automation inside the Lead & Revenue and Budget Trackers — no more duplicate manual entry.
The Planning Checklist and Workflow Tracker now adapt to what each couple actually booked.
The Wedding Pro Comparison Tracker expanded from one generic sheet to sixteen category-specific tabs.
Six client interface styles to choose from, including the original, instead of one fixed look.
A faster, more automated client copy process — setting up a new couple takes minutes instead of an afternoon of duplicating and renaming.
See It In Action Before You Decide
Grab 15 minutes with our team to see the backend, ask questions, and find out exactly how the Portal fits into your workflow.
SCHEDULE A DISCOVERY CALLRATHER LOOK ON YOUR OWN?
Walk Through A Live Demo
Watch the planner backend now. The couple’s-eye walkthrough is still in production — book a call and we’ll show you that side live.
“I was sold when I walked a particularly difficult bride through her portal and she lit up the whole meeting. A definite win!”
CLIENT VIEW
What Your Couples See
A sample couple’s portal: their checklist, budget, guest list, and documents, exactly as they’d open it.
CLIENT Demo — Coming SoonPLANNER VIEW
What You’d Be Working In
The backend: live dashboards, the Lead & Revenue Tracker, Budget automation, and the full document set.
Watch Planner DemoFAQ
What is the Refine Portal?
A complete client management system built specifically for wedding planners: 36 documents, trackers, and templates that come loaded with the planning process, checklists, and meeting agendas you’d otherwise spend years building yourself.
Is the Refine Portal built on Google Drive?
Yes. It runs inside Google Drive, a tool your clients already know how to use, so there’s no learning curve on their end.
Is this a subscription or a one time payment?
One time payment of $997. You own it outright, no monthly fees and no annual renewal.
How is the Refine Portal different from Aisle Planner or HoneyBook?
Unlike those platforms, the Refine Portal isn’t an empty shell you fill in yourself. It comes with the planning process already built in, and because it lives in Google Drive, client adoption tends to be far higher than platforms that ask couples to learn a new tool.
Can I customize it to match my brand?
Yes. Choose from six client interface styles — Contemporary, Minimal, Luxury, Editorial, Phase-Based, or the original Portal interface — switch anytime, and customize further to match your brand. Use it across unlimited client projects with no per-client fee.
What happens right after I buy?
You get an instant access email that walks you through downloading the Portal into your own Google Drive. Google’s permissions don’t allow us to place files into your Drive for you, so the email covers that step by step, and the tutorials pick up from there.
Do my couples need a Google account?
It works best if they have one — that’s what makes checking things off, commenting, and live updates work on their end. Most couples already have one, and it’s free to create.
I already own an earlier version. Do I pay full price for 6.0?
No. Existing Portal owners get upgrade pricing on 6.0 — see the upgrade section above for details.
“I call it ‘not reinventing the wheel’… It’s an AMAZING sales tool! I just showed it to a bride and it was a game changer for her.”
Stop Rebuilding The Same Systems Every Season
You already know what your business needs. 6.0 is what running it should actually feel like.
GET INSTANT ACCESS — $997 Still have questions? Schedule a discovery call