Refine Portal Workshop - February 3, 2026

$97.00

9-12pm MST via Zoom February 3, 2026

Master the Refine Portal and Make It Work for Your Business

Early Bird Pricing: $97

First 10 registrations only

Regular Pricing: $127

After the first 10 spots are filled

This workshop gives you the knowledge and confidence to use the Portal you already invested in - making sure that investment pays off every time you work with a couple.

Join me for a 4-hour done-WITH-you workshop where we'll walk through every document in the Portal and show you exactly how to make it yours.

You invested in the Refine Portal.

Maybe you're using parts of it. Maybe you've been meaning to dive deeper. Or maybe you just want to make sure you're getting the most out of what you purchased.

Here's what I hear from Portal owners all the time: "I know there's more I could be doing with this, but I'm not sure where to start."

The Portal has everything you need to streamline your process and serve your couples well. But like any comprehensive system, it works best when you understand how all the pieces fit together.

What if you could spend a few focused hours learning the Portal inside and out, so you can use it confidently with every client?

That's exactly what this workshop is for.

The Refine Portal Workshop: Done WITH You

This isn't a webinar where you watch me click through documents while you take notes.

This is a hands-on, done-WITH-you workshop where we work through the Portal together.

We're going to:

•       Walk through every single document and spreadsheet

•       Explain what each one is for and when to use it

•       Show you how to customize the Portal with your own branding

•       Answer your questions about the Portal itself

•       Give you time to work on your Portal with support available (in a co-working session after the main workshop)

By the end of 4 hours, you'll know how to use the Portal confidently and make it work for your specific business needs.

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!

Here's What's Included:

✓     4-hour live workshop on Zoom (February 3, 2026 at 9:00 AM Arizona time)

Walk through every document with live guidance and support

✓     2 additional hours of coworking time (1:00-3:00 PM Arizona time)

Work on your specific Portal setup while I'm available for troubleshooting and questions about your business

✓     Recording of the full workshop

Can't make it live? The replay will be available for 30 days after the workshop

✓     Community learning during the workshop

Learn from other planners, share ideas, and build connections

✓     Direct access to me for questions

This is a small group (capped at 25 people) so you'll get personalized attention

✓     Information about done-for-you services

Want help with customization? Learn about our paid tech support options for done-for-you branding and setup

9-12pm MST via Zoom February 3, 2026

Master the Refine Portal and Make It Work for Your Business

Early Bird Pricing: $97

First 10 registrations only

Regular Pricing: $127

After the first 10 spots are filled

This workshop gives you the knowledge and confidence to use the Portal you already invested in - making sure that investment pays off every time you work with a couple.

Join me for a 4-hour done-WITH-you workshop where we'll walk through every document in the Portal and show you exactly how to make it yours.

You invested in the Refine Portal.

Maybe you're using parts of it. Maybe you've been meaning to dive deeper. Or maybe you just want to make sure you're getting the most out of what you purchased.

Here's what I hear from Portal owners all the time: "I know there's more I could be doing with this, but I'm not sure where to start."

The Portal has everything you need to streamline your process and serve your couples well. But like any comprehensive system, it works best when you understand how all the pieces fit together.

What if you could spend a few focused hours learning the Portal inside and out, so you can use it confidently with every client?

That's exactly what this workshop is for.

The Refine Portal Workshop: Done WITH You

This isn't a webinar where you watch me click through documents while you take notes.

This is a hands-on, done-WITH-you workshop where we work through the Portal together.

We're going to:

•       Walk through every single document and spreadsheet

•       Explain what each one is for and when to use it

•       Show you how to customize the Portal with your own branding

•       Answer your questions about the Portal itself

•       Give you time to work on your Portal with support available (in a co-working session after the main workshop)

By the end of 4 hours, you'll know how to use the Portal confidently and make it work for your specific business needs.

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!

Here's What's Included:

✓     4-hour live workshop on Zoom (February 3, 2026 at 9:00 AM Arizona time)

Walk through every document with live guidance and support

✓     2 additional hours of coworking time (1:00-3:00 PM Arizona time)

Work on your specific Portal setup while I'm available for troubleshooting and questions about your business

✓     Recording of the full workshop

Can't make it live? The replay will be available for 30 days after the workshop

✓     Community learning during the workshop

Learn from other planners, share ideas, and build connections

✓     Direct access to me for questions

This is a small group (capped at 25 people) so you'll get personalized attention

✓     Information about done-for-you services

Want help with customization? Learn about our paid tech support options for done-for-you branding and setup

FREQUENTLY ASKED QUESTIONS

Q: I don't own the Portal yet. Can I still attend?

A: Unfortunately, no. This workshop requires you to have purchased the Refine Portal because we'll be working through the documents together. Also, watch for the free Portal Walkthrough in late January if you want to see a demo first.

Q: What if I can't attend live?

A: No problem! The workshop will be recorded and available to all registrants for 30 days after the workshop.

Q: How long is the workshop?

A: 4 hours of structured workshop time (9 AM - 1 PM Arizona time), plus an optional 2 hours of coworking time (1-3 PM Arizona time). You can attend all 6 hours or just the 4-hour workshop - whatever works for you.

Q: Do I need any special tools or software?

A: You'll need: (1) Access to your Refine Portal in Google Drive, (2) Zoom access, (3) Your computer ready to work. Helpful but optional for coworking time: Your Canva brand template, your logo/headshot, images you want to use in your Portal.

Q: Can my team member join with me?

A: Each registration is for one person. If you have team members who want to join, they'll each need their own registration. This keeps the workshop size manageable so everyone gets personalized attention.

Q: Is this only for new Portal owners?

A: Not at all! This workshop is for anyone who owns the Portal - whether you bought it yesterday or years ago. If you want to use the Portal more effectively, this workshop is for you.

Q: What if I have an older version of the Portal (4.0 or earlier)?

A: The workshop covers the current Portal. If you have an older version, we can provide you with information about updating to the latest version during the workshop.

Q: I'm not tech-savvy. Will I be able to keep up?

A: Yes! This workshop is designed for real wedding planners, not tech experts. We go step-by-step, and you can ask questions anytime. Plus, you'll have the recording to reference later.

Q: What if I want help with the actual customization work?

A: We offer paid tech support services for done-for-you branding and customization. I'll share information about these options during the workshop.

Q: Will this really help me use the Portal better?

A: If you show up ready to learn, follow along, and ask questions, yes. Understanding how the Portal works and how to customize it for your business makes all the difference in actually using it effectively.

Q: What's your refund policy?

A: All sales are final. This is a live workshop with limited capacity (capped at 25 people), and I'm providing immediate access to materials. Come prepared to learn and engage.