Coordinate vendors and their commitments
Keep supplier contacts, requirements, costs and arrivals attached to the event.
Add the supplier
Open the event’s Vendors section. Add a vendor with its name, service category and contact information. Record booking status and the person responsible for following up. Confirm the correct event before saving.
Prepare the agreement
Record requirements, quotes and relevant documents. Review payment schedules and due dates. Estimated costs, committed costs and recorded payments answer different questions; do not mark a payment complete just because a quote was accepted.
Run the handoff
Confirm arrival and setup arrangements before the event. During the event, update arrival information and record delays or issues in Event Day when your role permits. After delivery, reconcile final costs and outstanding payments with Budget.
Reuse contacts carefully
On eligible team plans, the Vendor Library supports reusable contacts. Check event specific prices, scope and dates each time; a reusable contact does not confirm availability for a new event.