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Manage Vendors

Planning

All contacts in one place: photographer, DJ, florist – with contact details, notes, contract upload, and optional budget link

Requires Professional plan
Where do I find this?
Sidebar > Planning > Vendors

Step by Step

  1. 1Go to 'Planning' > 'Vendors'
  2. 2Add a vendor: either the plus button (form in the right-hand panel) or the dashed add button (modal, like other planning pages)
  3. 3Pick a type (e.g. Photographer, DJ, Florist, Venue)
  4. 4Enter name, contact info (email, phone, website), and optional notes
  5. 5Optional: pick a contract or document – it uploads when you save
  6. 6Save the entry
  7. 7Optional: link the vendor to a budget expense

Tips

  • Note important agreements directly in the notes field – so you have everything in one place
  • Upload or delete contract/document directly on the vendor entry
  • CSV export for the entire vendor list available
  • Also add backup contacts for important vendors

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