VIRTUAL REFINE PORTAL WORKSHOPS

(6.0 version only)

Ensuring maximum return on investment with hands-on support.

Our next workshop is September 10, 2026 9:00 am - 1:00 pm PDT.

September 10, 2026

“The experience was invaluable and absolutely worth the time and money - I would’ve paid double!

Team Refine applied the Portal to real-life examples and really helped me understand how to better my process with the Portal and beyond”

- Madyson, Workshop Attendee

FAQs

  • Purchase and completely download the Refine Portal. We teach to the latest version (6.0). If you happen to have an older version, please reach out to upgrade - hello@refineforweddingplanners.com

  • All payments are non-refundable, but may be:

    • Transferred to another Refiner that would like to attend the Workshop

    • Used as credit for other Refine products within 30 days of cancellation

  • Each team member will need their own ticket, but come one, come all! This includes AI note taking apps, etc.

  • To ensure students are committed to live-participation, protecting the investment of all ticket buyers, we no longer offer replays. The value of group training comes from sharing ideas and learning from each others questions.

    Please contact our team to learn about other dates or 1:1 training: hello@refineforweddingplanners.com

  • While most of our workshops are during the days to give plenty of time for working on your portal while in a groove, we do offer an occasional evening workshop. Click each date for specific times!

    If opting for an evening workshop, we recommend blocking the next evening to work on your portal as well, while ideas are fresh!

Whether you've been putting off setting up your Refine Portal or you've been a long-time user eager to discover fresh insights, our workshop is tailor-made for you. Dive deep into the heart of the Refine Portal with our comprehensive coaching!

Step-by-Step Mastery:

We'll walk you through each tool, unveiling its potential and showcasing innovative ways to leverage them.

Efficiency Hacks:

Learn the tricks of the trade to streamline your planning process and serve your clients even better.

Hands-On Coaching:

Benefit from dedicated time for independent work, with expert coaches ready to troubleshoot and guide you.

Our past attendees have transformed their approach, moving from “where do I start"?” to complete clarity. The Refine Portal is designed to be the ultimate planning software for planners collaborating with engaged couples, and the workshop is designed to help you maximize that investment!

Take Your Process to the Next Level

  • This Workshop is a must. It gives you a full overview of what you have and how to use it, along with time to bounce off ideas and concerns with other planners. Best investment in yourself as a planner and in your process for clients.

    Kaitlyn

  • I was overwhelmed and confused trying to go at it alone. The workshop helped me understand how to set it up and customize for my needs, which was worth every penny. It was just the hands on training I needed!

    Nikia

  • Team Refine was very patient with my questions! I feel stronger as a business owner and more confident in the product that I have because my presentation is more REFINED! Being able to do this with other planners was such a breath of fresh air.

    Aisha

GRAB YOUR SEAT

FOR OUR NEXT WORKSHOP ON September 10, 2026!

WORKSHOPS ARE VIRTUAL, AND HOSTED VIA ZOOM!

Workshops start at 9:00 am (MST - ARIZONA)

September 10, 2026