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