Vendors
Build a reusable directory of vendors you work with.
How do I add a vendor?
Vendors are service providers you work with (catering, security, AV, rentals). Build a reusable directory so you can attach them to any future event.
Steps
- Go to My Venue > Vendors.
- Click Add Vendor.
- Enter the vendor’s name and contact details.
- Attach any related documents, like contracts, COIs, or agreements.
- Create.
How do I attach documents to a vendor?
Steps
- Open the vendor from your Vendors list.
- Navigate to the Company Documents section.
- Upload the relevant file (contracts, certificates of insurance, agreements).
- No save button. Uploads save as you add them.