Thats The One Updates!

Hey there,

Everything about a lead now lives in one place. Open a lead and you'll find a Proposals section on their page — create a new proposal or jump back into an existing one without leaving the lead. You can also keep notes on the lead itself, so call takeaways, preferences, and follow-ups stay with the enquiry from first contact to booked.

👉 Open any lead in your pipeline to add a proposal or a note.

New Improvements to Pipeline Lead Form: Adding Notes, Questionnaires & Proposals · Proposals

Hey there,

Timeline and floor plan share links can now have an optional passcode and expiration date. Leave a link open when that is easiest, or add extra control when event details are sensitive or access should only last for a set period.

👉 Open Share on a timeline or floor plan to add a passcode or expiration date.

How to Share Your Timeline with Clients & Vendors · Creating Timelines

Watch the timeline sharing walkthrough

Hey there,

You've perfected a To-Do list, timeline, or floor plan for one event — now you can save it as a template and reuse it on the next one. Select the items you want to keep, save them as a template, and apply it to any future event, so repeat setups take minutes instead of hours.

👉 Open one of your events and save its To-Do list, Timeline, or Floor plan as a template to reuse on your next event.

Templates · How to Import a Floor Plan Template

Watch the template walkthrough

Hey there,

Two upgrades to how you work with proposals and leads. You can now duplicate an existing proposal — tweak the one that wins you business for each new lead instead of rebuilding from scratch. And when a lead's details change or arrive with a typo, you can edit their answers directly, so records stay accurate without asking anyone to resubmit. Image uploads in proposals also now show recommended dimensions, so everything looks sharp on the first try.

👉 Open Proposals to duplicate your best one, or open a lead to tidy up their answers.

Proposals · Recommended Image Sizes for Proposal Sections

Watch the proposal walkthrough

Hey there,

Long client notes are precious — and now they're safe. Notes auto-save while you type, so you can step away, switch tabs, or lose your connection without losing a word.

👉 Open Notes and start typing — your work saves itself.

Notes Now Autosave - No More Manual Saving · Using Filters, Sorting, and Quick Add in Notes

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Timeline templates can now include “To be scheduled” items. Keep the moments you always plan — hair and makeup, sunset photos, the send-off — in your template without pinning a time, and confirm the timing on each event once it's decided.

👉 Open a timeline template and add a “To be scheduled” item for anything without a set time yet.

Adding a Timeline Item With or Without a Set Time · Timeline Overview

Hey there,

Here are four more updates now available in That's The One:

Mood Boards

• Pinterest integration is back — pin inspiration straight to your mood boards

Guest List & RSVP

• Import custom questions and extra columns when uploading your guest list

Business & Settings

• Add labels and assign a lead planner when creating an event — then filter your dashboard by either

To-Do / Task Lists

• Import To-Dos from a file directly inside your event — bring an existing checklist over in seconds

👉 Open your dashboard to explore what's new.

How to Import Your Guest List (and Add Meal Info in Bulk) · How to Import To-Dos from a File

Hey there,

You can now share any floor plan as a read-only link — vendors, venues, and clients see the latest layout without logging in or waiting on screenshots. Update the plan and the shared view stays current, just like timeline sharing.

👉 Open a floor plan and click Share to copy the link.

Exporting & Sharing Your Seating Chart

Hey there,

Give every table on your floor plan its own colour. Fill tables with your design colours to mark different dinner services, highlight VIP tables, or simply match the plan to the event's palette — so the layout reads at a glance.

👉 Open a floor plan and try a fill colour on your tables.

How the Floorplan Tool Works · How to Control Your Floorplan Options

Hey there,

Connect Zoom to That's The One and your meeting transcripts are captured automatically as AI summaries, filed straight into the event's Notes — client calls become organised, searchable notes without any copy-pasting.

👉 Connect Zoom from your settings to start capturing meeting notes.

Zoom Integration