Adding a link can be helpful when you want to include quick access to contracts, online documents, payment portals, floor plans, guest lists, or other resources related to an event.
How to Add a Hyperlink
Open your Timeline or Budget page.
Navigate to the line item you want to edit.
Click into to the Description box.
Type & highlight the text you want to turn into a hyperlink.
Select the link option and enter your URL.
The description box will save automatically.
Your linked text will then be clickable directly from the description.
IMPORTANT: Hyperlinks are accessible and clickable when you create a Shareable Link. Keep this in mind when sharing your Timeline or Budget pages with clients, as they will also be able to click and access these links.
If a link is intended for internal use by your team only, be mindful of including it in a Timeline or Budget item that you plan to share with clients.