Navigating Between Weddings
How to move between client weddings and understand which context you're working in.
As a planner with multiple clients, you'll constantly be moving between wedding workspaces throughout your day. Folia makes this fast and keeps it clear — you always know exactly whose wedding you're working in.
Knowing Which Wedding You're On
The floating badge in the top-right corner of the screen is your constant reference point. When you're on a client's wedding, it shows their names in blue:
This badge is visible everywhere across the planning tools — Guest List, Seating Chart, Timeline, Vendors, Budget. If you ever lose track of which couple you're editing, look at the badge.
When you navigate to a planner-side page (Home, Task Management, Rolodex, Questionnaires, Messages, or Settings), the badge switches to violet — indicating you're now in your own business context rather than a client's wedding:
The Wedding Switcher
The wedding switcher is the blue pill at the top of your sidebar that shows the couple you're working on and says Click to switch. Click it to see every wedding you manage and pick one to switch immediately — no need to go back to Home first.
Weddings are grouped so the one you need is usually near the top:
- Recent — the last few weddings you opened. This appears once you manage more than eight weddings.
- Upcoming — soonest first, with a countdown for anything in the next month.
- No date — weddings that don't have a date yet.
- Past — most recent first.
Searching for a wedding
Start typing to search every wedding you manage. You can search by:
- Either partner's first or last name — "Johnson" finds Sarah & Tom, even though the switcher only shows their first names.
- Venue — "Rosewood" finds every wedding at Rosewood Estate.
- Date — a month ("June"), a year ("2027"), or a date like "6/14" or "6/14/2027".
Combine terms to narrow the list: "Sarah June" finds the Sarah who's getting married in June. Use the arrow keys and Enter to switch without reaching for the mouse.
Keyboard shortcut
Press ⌘K on a Mac or Ctrl+K on Windows to open the switcher from any page in Folia, even with the sidebar collapsed. Here in the Help Center, the same shortcut searches articles instead.
The sidebar content updates the moment you switch: the couple's name in the top nav section changes, all planning tools reload with that couple's data, and the context badge updates to reflect the new couple.