getting started

How to get started with your Celebrant Planner Account

Overview

Welcome to Celebrant Planner! Here you will find information relating to initial setup, navigating around the Portal and other important settings.

outline

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First Steps

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Create a Stripe Account

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Account Settings

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Navigate the Portal

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Troubleshooting

First Steps - What is Celebrant Planner?
Celebrant Planner is a cloud based software service used by Celebrants for managing their bookings and official forms but in a more general sense, it allows users to automate their business without any fuss and handwriting forms.

Using a Cloud based dedicated server, Celebrant Planner is very secure, ensuring all of your data is kept safe.

Celebrant Planner features many interactive booking, planning, and management tools. Use only the tools you want or need. Customise the text for email notifications and include your logo/email signature as well.

Start thinking about a username as this will represent the domain name assigned to your account, and will the name you user to LOG IN to your account.

Usernames must be one word and would usually represent your business name: eg if your business name is “Words of Love Marriage Celebrant”, your Celebrant Planner username could be “wordsoflove” and therefore your Celebrant Planner domain would be: wordsoflove.celebrantplanner.com.au

Also start pulling together your email notification texts for sending Quotes and confirming Bookings, as this will form part of the next steps in account setup.

SO FIRST UP … Fill in the Registration Form and let’s get started!

Setup your Stripe Account

Next step is to create your Stripe account, or connect your current account using the button below. After you click the link, you will be taken to Stripe’s website where you will be prompted to allow or deny the connection to Celebrant Planner.

Account Settings
Information for Account setup is collected on the Registration Form.

These details can be updated anytime on the Portal Page under Celebrant Planner Account Settings.
Navigate the Portal

Video navigation here

Troubleshooting
Common challenges when setting up your account:

“I can’t login – says the username doesn’t exist”: Ensure you have been advised that your site is ready, and that you are using the correct username that you setup the account with.