# Event Invitation & RSVP Platform Discovery — Discovery Requirements Client: Wedding Invite Client / Aliana Status: Discovery Generated: 2026-05-07T02:43:55.869719Z This discovery workspace captures the business, product, design, and technical requirements for a modern digital invitation, RSVP, and event management platform for all event types — including weddings, birthdays, corporate events, fundraisers, parties, conferences, community events, and private gatherings. The goal is to define an online platform where hosts and organizers can create polished event invitations and event pages, manage guest lists, collect RSVP responses, send reminders and updates, share event details, and track attendance from one simple dashboard. During discovery, stakeholders will clarify the target users, supported event types, invitation design needs, RSVP workflows, notification preferences, guest privacy requirements, third-party integrations, AI-assisted features, reporting/export needs, and launch priorities. The final output will guide scope, estimates, design direction, development planning, and approval for the first production-ready version. ## Requirements ### What are the top business goals for this wedding invite platform? - Status: Answered - Priority: High - Owner: ba@cidersoftsolutions.com Create a premium Evite-like wedding invitation and RSVP management experience. Client notes: — Internal notes: — ### What defines MVP success for the first release? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Which user roles are required for couples, planners, admins, and guests? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should users upload their own images/designs and crop/edit them online? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What invitation templates or styles should we support first? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What RSVP questions must guests answer? Include meal choices, plus-ones, children, events. - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Which messages should be sent by email, SMS, or both? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Upload inspiration images, screenshots, logos, palettes, or example sites. - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What exports/reports does the couple or planner need? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Are custom domains, registries, payments, calendar, or CRM integrations required? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Who are the primary customer segments: couples, planners, venues, enterprises, or another audience? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What pricing, subscription, package, or one-time purchase model should the platform support? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Can multiple hosts or planners collaborate on the same wedding/event, and what can each role edit or approve? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Do guests need accounts, magic links, invitation codes, or public RSVP links? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What guest privacy rules are required for contact info, household details, meal choices, and attendance responses? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What event website pages are needed: welcome, schedule, travel, accommodations, FAQ, registry, wedding party, photos, or venue map? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What content blocks must be editable by the couple/planner, and which should be locked by template or admin? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should invitations support custom domains, custom URLs, QR codes, printable cards, or downloadable PDFs? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### How should households, families, plus-ones, children, VIPs, and separate event guest lists be modeled? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should guests be able to edit their RSVP after submitting, and should hosts approve or lock changes? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What import sources are needed for guest lists: CSV, Excel, Google Sheets, contacts, CRM, or manual entry? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What duplicate detection, validation, and cleanup rules are needed for names, emails, phone numbers, and households? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What notification templates are required: invitation, RSVP confirmation, reminder, event update, thank-you, cancellation, and admin alerts? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Who can send bulk messages, can messages be scheduled, and is approval required before sending? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What delivery tracking is required for sent, opened, clicked, bounced, unsubscribed, failed SMS, or blocked recipients? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What brand controls are needed: fonts, colors, monograms, photo treatments, layout options, and accessibility requirements? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should templates be mobile-first, animated, video-enabled, multilingual, or optimized for print/PDF? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What should AI help users create: invitation wording, event descriptions, RSVP questions, FAQs, reminders, thank-you notes, or design suggestions? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should AI generate content from a couple’s tone/style inputs, uploaded examples, wedding details, cultural traditions, or venue information? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What AI review workflow is required before content goes live or messages are sent: draft only, user approval, admin approval, or automatic publish? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should AI assist admins or planners with guest-list cleanup, duplicate detection, RSVP summaries, risk flags, or follow-up recommendations? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What AI safety rules are required for privacy, inappropriate content, bias, hallucinations, copyrighted text/images, and human override? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Should the platform include a guest-facing AI assistant/chatbot for event questions, and what information is it allowed to answer from? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Which third-party systems must be integrated for launch: email provider, SMS provider, payment processor, registry, maps, calendar, analytics, CRM, or storage? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What email/SMS providers should be used or evaluated, such as SendGrid, Mailgun, Twilio, AWS SES/SNS, or another vendor? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Are payment or checkout features required for premium templates, custom domains, guest upgrades, vendor add-ons, or subscriptions? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Which registry, gift, hotel block, venue, map, calendar, or travel integrations are required or nice-to-have? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What analytics and tracking tools should be added, such as GA4, Meta Pixel, server-side events, product analytics, or error monitoring? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What API/webhook needs exist for importing/exporting guests, syncing RSVPs, notifying vendors, or integrating with client systems? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What should happen if a third-party provider is down, rate-limited, rejects a message, or returns partial success? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What admin dashboard capabilities are required for managing customers, events, templates, users, messages, uploads, and support cases? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What audit trail is required for content edits, RSVP changes, message sends, imports, approvals, and admin actions? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What moderation or review process is needed for uploaded images, custom invitation content, and AI-generated content? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What customer support tools are needed: impersonation, resend invitation, reset RSVP, export data, issue notes, or support-only comments? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What operational reports does Cidersoft/admin need: active events, conversion, message delivery, failed payments, storage usage, AI usage, and support volume? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What file formats are required for exports: CSV, Excel, PDF, printable guest list, seating chart input, or vendor-specific format? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What authentication methods are required for hosts/admins: password, magic link, Google/Microsoft login, SSO, MFA, or domain allowlist? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What data retention, deletion, GDPR/CCPA, consent, unsubscribe, and privacy-policy requirements apply? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What security controls are required for file uploads, image scanning, link protection, rate limits, CAPTCHA, and spam prevention? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What backup, disaster recovery, logging, monitoring, alerting, and uptime requirements are needed for production? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What exact MVP features must be completed before launch, and what can be deferred to phase 2? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What test scenarios must pass before deployment: invitation creation, guest import, RSVP, messaging, payments, exports, mobile, accessibility, and admin workflows? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What environments, deployment process, database migration plan, and rollback plan are required? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### What seed data, templates, content, email/SMS copy, legal pages, and admin accounts are needed before go-live? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Who signs off on business requirements, design, integrations, security, QA, and production launch? - Status: Open - Priority: Medium - Owner: Unassigned _No answer yet._ Client notes: — Internal notes: — ### Review findings from Zoom transcript: Discovery call - Status: Needs clarification - Priority: High - Owner: ilya.lipovich@getcider.com keywords: requirement, decision, action, scope, integration. Decisions Made Feedback format: Martin will provide feedback using screenshots with annotations (similar to Melina's format) rather than text-only descriptions in Notion [Citation][Citation][Citation] Email setup: Use admin@stitchandpatina.com alias instead of creating separate cidersoft account to avoid monitoring multiple inboxes [Citation][Citation] Image retention: Delete customer images after order completion to control database hosting costs; provide download capability for record-keeping [Citation][Citation] Pricing model: Maintain three-bucket system (low/nominal/complicated) rather than granular dollar amounts to enable future AI-based pricing [Citation][Citation] Platform as primary workflow: Web portal will be the main interface rather than HubSpot, which serves primarily for customer data and high-level tracking [Citation][Citation] Calendar control: Admin selects pickup date… Client notes: — Internal notes: Generated from Zoom transcript import #1. Review and split into specific requirements if needed. ## Assets