Managing Your Vendor Contacts

Your vendor list is a shared rolodex of every photographer, florist, DJ, caterer, and other professional you work with regularly. Add them once and link them to events as needed — no more digging through email threads for a phone number.

Adding a Vendor

Click Vendors in the sidebar to open your vendor list. Click New Vendor and fill in:

• Name — the vendor's business or contact name
• Category — select from standard categories like Photographer, Florist, DJ, Caterer, Videographer, Baker, Hair & Makeup, Officiant, Rentals, Lighting, Stationer, Transportation, and more
• Email — their email address
• Phone — their phone number
• Website — their business website
• Notes — anything you want to remember (pricing ballpark, preferred contact method, how they are to work with)

Save the vendor and they are added to your rolodex permanently. You can come back and edit any details later.

Organizing by Category

The vendor list can be filtered by category, making it easy to find all your photographers or all your florists at a glance. Categories are predefined to cover the standard vendor types in the wedding industry.

When you are putting together a vendor team for an event, filtering by category helps you quickly scan your options for each role.

Linking Vendors to Events

The real power of the vendor list is connecting vendors to specific events. From an event detail page, go to the Vendors section and click Add Vendor. Search your existing rolodex and select the vendor. They are now linked to that event.

You can link as many vendors as you need to each event. The event detail page shows all linked vendors with their category, contact info, and any notes — everything your team needs in one place.

If a client fills in vendor contacts through an intake form, those vendors appear in the event's vendor list automatically.

Editing and Removing Vendors

To update a vendor's details, find them in the vendor list and click to open their profile. Edit any field and save.

To remove a vendor from an event (without deleting them from your rolodex), go to the event detail page and remove the link. The vendor stays in your master list for future use.

To permanently delete a vendor from your rolodex, open their profile and click Delete. This removes them from your list but does not affect historical event records.

Tips

• Add vendors as you meet them. Even if you are not booking them for a current event, building your rolodex over time makes future event planning faster.
• Use the notes field. A quick note like "books up 12 months out" or "great for rustic venues" is surprisingly helpful six months later when you are recommending vendors to a client.
• Link vendors early. Once you know who is on the vendor team for an event, link them right away. When you need to coordinate, everything is one click away instead of buried in a thread.