Keep supplier details useful across a wedding
Maintain accurate supplier names, roles and social handles.
Before you start
- Check whether the business already exists before adding a new record.
Step by step
Find the business
Search Businesses for the supplier’s existing record.
Review the contact details
Check its name, category, website and available contact or social information.
Link it to the wedding
Open the CRM job’s Supplier team and choose the appropriate business and wedding role.
Review shared supplier information
Check any suppliers supplied through the connected WedPlanned booking before adding duplicates.
Check credits before posting
Open WedPrev and review the generated caption. Confirm the names and social handles and edit the caption if necessary.
What happens next
The wedding has a clearer supplier list and more useful starting credits for social posts.
Helpful tips
- A supplier’s wedding role can be more specific than its general business category.
Troubleshooting
A caption is missing a handle
Check the supplier record, regenerate the caption when appropriate, then review your edits before copying.
A supplier appears twice
Check whether it was both manually linked and supplied through the shared booking before changing records.
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