Working with vendors

Keep your regular vendors — caterers, florists, AV crews, photographers — in your agency's vendor directory. That way you build a roster once and reuse it across every event instead of re-entering details each time.

When you're staffing an event, assign a vendor to it and give them a brief along with their fee. The brief is where you spell out what you need from them, and the fee feeds into your event budget.

Once assigned, a vendor gets access to a vendor portal scoped to that specific event. They can see the brief you shared and any tasks for them, and they only ever see their own assignments — never your internal work or other events.

• Add vendors to the agency directory
• Assign a vendor to an event with a brief and fee
• They get a portal for that event only

To see exactly what a vendor experiences once invited, read /help/vendor-portal-overview.