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
Reuse a saved contact when the same person, company or supplier appears in a project.
Why reuse contacts
Reusable contacts prevent duplicate typing and keep common people or companies consistent across weddings.
A contact can be reused, but its project role and wedding-specific notes stay attached to the current wedding.
Steps
- Open the project.
- Go to Vendors.
- Click Add vendor.
- Search or select an existing contact if the contact list is shown.
- Choose the contact.
- Confirm the Role for this wedding.
- Add wedding-specific notes if needed.
- Link the vendor to timeline moments if timing matters.
- Click Save vendor.
What happens after saving
The vendor is connected to the reusable contact. Shared contact details come from the contact record. Wedding-specific notes and timeline links remain attached to this project.
When to update the contact
Update the reusable contact when the name, company, phone, email, website or general contact notes should change for future use.
Use wedding-specific vendor notes for one-project context, such as access notes, arrival details or restrictions.
Tips & suggestions
- Reuse contacts for venues, planners, DJs, HMUA, florists and repeat collaborators.
- Use project vendor notes for this wedding only.
- Keep reusable contact notes general.
Was this article helpful?