THE ONLY PLATFORM CREATED

BY PLANNERS THAT ARE STILL ACTIVELY

PLANNING AND ACCEPTING CLIENTS

“I love the work life balance it has created. It allows us to cut down on back & forth emails while always having a consistently updated resource for the couple and our team.”

Kristi F.

PROUDLY OFFERING

JOIN THE PORTAL

FAMILY TODAY!

“It’s like buying a fabulous dress that is machine washable instead of dry clean - win win!

Only 25% of my clients would use their Aisle Planner account, now I have 90% of my clients engaged in the process because it's so much easier to use. My clients have been blown away with the abundance of information.”

Jackie C.

SCHEDULE A DISCOVERY CALL!

SCHEDULE A DISCOVERY CALL!

  • The Refine Portal has made working with couples so much easier because they are more familiar with Google Drive. But if I’m honest, I’m more in love with the fact that I have an easy to use, train and understand platform for my team!

    Chelsea Y.

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Unlike other planning platforms, the Refine Portal is far more than an empty organized shell.

Inside, I'm giving you my planning process, checklists, meeting agendas, and more.

GRAB A 20 MINUTE DISCOVERY CALL WITH OUR TEAM TO:

  • SEE THE BACKEND IN ACTION

  • ASK QUESTIONS

  • LEARN MORE ABOUT HOW THE REFINE PORTAL CAN HELP YOU GET YOUR LIFE BACK

DISCOVERY CALL!

DISCOVERY CALL!

  • My clients adore the Refine Portal for its user-friendly interface and the convenience it brings to the wedding planning process. They appreciate being able to check RSVPs and guest list updates, view the budget at a glance, and communicate directly with vendors. Many have commented on how it has reduced their stress levels and made the planning journey more enjoyable.

    Samantha A.

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Designed to help you find and use the many time-saving Portal features you have yet to discover or master!

  • Step by step instructions

  • Share ideas with fellow users

  • The Refine Portal has absolutely up-leveled my client experience. It is fully customizable, which helps me tailor the individual client experience, and I really appreciate the workflow resources included for me as a planner. The more I use it, the more I love it!

    Stefani B.

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Improve your sales closing rate and reduce your workload!

  • I wish I had known how much time and how many gray hairs it would have saved me to use the Refine Portal from the start!

    Matt R.

  • I switched from Aisle Planner and found the Portal to be a fantastic process-audit! It's caused me to rethink how I present information to clients.

    Jihan A.

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