Custom categories are a great way to organize your vendors into categories of “folders” that will help you the most. To add a new vendor category, visit the CONTACT LIBRARY tab from your Planner Dashboard and click ADD next to Categories, type in the new category, and then click CREATE CATEGORY.
Once you’ve created your vendor categories, you can start adding vendor records into each category, and tag vendors in multiple categories if need be. For example, if your caterer also offers cakes, you can include them in both categories. If your decor rental company also offers lighting, you can include them in both categories as well.
Once you’ve created your vendor categories, you’ll be able to search your vendors by category from within each wedding to quickly and easily bring vendors into a wedding.