How do I store vendor contacts?

Keep all your vendor contact information in one organized place.

Plan requirement: Pro plan

Short answer: Add vendors in Planner > Vendors with their phone, email, and other contact details for easy reference.

Adding vendor contacts

  1. Go to Planner > Vendors
  2. Click Add vendor
  3. Enter contact information:
    • Business name
    • Contact person's name
    • Phone number
    • Email address
    • Website
    • Address (if relevant)
  4. Click Save

Information to store

For each vendor, capture:

Contact info:
- Primary phone
- Email address
- Secondary contact if applicable

Business details:
- Company name
- Contact person's name
- Website URL
- Address

Notes:
- Best time to reach them
- Preferred contact method
- Account number or booking ID

Organizing vendors

Keep vendors organized by:
- Category (photographer, florist, etc.)
- Status (booked, considering, contacted)
- Importance (primary vendors vs optional)

Quick access

When you need to contact a vendor:
1. Go to Planner > Vendors
2. Find the vendor
3. Click to see their info
4. Call or email directly

Tips

  • Add vendors as soon as you contact them
  • Keep info up to date
  • Include both business and direct contacts
  • Note preferred contact methods
  • Store important dates (consultation, deadline)

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