🧾 What’s Inside a Vendor Profile
Each vendor has a dedicated space where you can save all their essential details, including:
• Business name and vendor type
• Contact person
• Phone number and email address
• Website or booking link
• Social media handles
• Notes or reminders
• Custom tags for easy organisation
Everything you need is in one place - no scattered spreadsheets or messages.
📁 Store Contracts, Files & Receipts
Every vendor profile has a file section where you can upload:
• Contracts
• Agreements
• Invoices
• Receipts
• Insurance documents
• Screenshots
• Any extra files you want to keep
This helps you stay organised and ensures you never lose important documents.
💳 Built-In Payment Details
Vendor profiles are connected to payment tracking. Inside each profile, you can add:
• Deposits
• Instalments
• Final payments
• Payment methods
• Due dates
• Notes
These automatically sync to your Budget, giving you a real-time financial overview.
📝 Add Notes & Important Information
You can add helpful notes such as:
• Preferred communication style
• Setup requirements
• Delivery instructions
• Past reminders
• Special requests
• Client feedback
These notes stay with the vendor profile for future events too.
🖼️ Add Photos or Logos
If you want to personalise your CRM, you can add a vendor’s:
• Logo
• Cover photo
• Example work
• Venue images
• Screenshots
This makes their profile easy to identify at a glance.
🔍 Search & Filter Vendors
Vendor profiles are fully searchable by:
• Name
• Vendor type
• Tag
• Event assignment
• Pricing status
Perfect for planners managing multiple suppliers.
🎉 Why Vendor Profiles Matter
Having complete profiles helps you:
• Stay organised
• Track vendors easily across events
• Keep all communication and files in one place
• Avoid missing payments or deadlines
• Build a long-term vendor library
It’s the foundation of smooth wedding vendor management.