🧾 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
Vendor meals and dietary requirements
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 Vendor Meals
Keep track of the meals each vendor's team needs on the day, along with any dietary requirements.
Go to the Vendors tab and click Details on the vendor
Scroll to Vendor meals and click Show to expand it
Enter the number of meals and any dietary needs (e.g. "4 meals: 1 vegan, 1 nut allergy")
Click Save
💡 Tip: Vendor meals automatically show in the Contact details table when you export your timeline, so your venue or caterer knows exactly how many vendor meals to prepare. See Creating Timelines.
🖼️ 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.