Wedding Desk is currently in beta. These guides describe the workflows that are available now. Some articles are still being expanded with fuller instructions, screenshots and video.
What this article covers
Use Vendors to keep wedding-day people easy to find while you build the plan. Add the planner, venue contact, DJ, HMUA, officiant, photo/video team, second shooter or other suppliers here.
Vendors versus Contacts
A vendor is someone connected to this wedding project. A contact is a reusable person, company or location that can be used again later.
Use Vendors for the wedding role and wedding-specific notes. Use Contacts when the person or company should be reused across projects.
Steps
- Open the project.
- Go to Vendors.
- Click Add vendor.
- Fill in the shared contact profile fields, such as name, company, email, phone, website or social links.
- Choose the Role for this wedding.
- Add Notes for this wedding if the note only applies to this project.
- Select Also save to Contacts if you want to reuse the person or company in another project.
- Click Save vendor.
What happens after saving
The vendor is saved to the project. If Also save to Contacts is selected, Wedding Desk also creates a reusable contact. Wedding-only notes and timeline links stay on the current project.
Link vendors to the timeline
Open the Timeline tab in the vendor inspector to link a vendor to specific timeline moments. Linked vendors appear in the right parts of the wedding-day plan.
Use this for people who matter at a specific time, such as a venue contact during ceremony setup, a DJ during reception, or a planner during family photos.
Review vendor gaps
Click Review gaps to focus on vendors that are missing useful details. See Review vendor gaps for the full workflow.
Tips & suggestions
- Add the phone number you would actually use on the day.
- Keep wedding-specific notes short and practical.
- Save reusable companies to Contacts so you do not need to retype them next time.
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