Planner vendors: who to book, quotes, files and e-mail

Open the invitation, choose Planner, then Vendors.

Who you need

One card lists each kind of help your plan suggests or you added, with the functions it serves, "Book by {day}" (or Book now in red once the usual time has passed) and where it stands: "No one yet", "2 options · 1 quoted" or "Booked: {vendor}". Filter with All · To book · Booked. Press Add on a row to add a vendor of that kind, We don't need this to hide a kind, or Add something else to book for one the plan did not think of.

Add a vendor

1. 1Press Add vendor.
2. 2Give the name, the kind, a phone, an e-mail and a status.
3. 3Press Save, or More details for the full page.

Import reads a CSV with columns such as Name, Kind, Contact, Phone, E-mail, Website, Status, Price and Notes, and shows a preview before adding. From your other events copies a vendor you used on another invitation.

A vendor's page

Each vendor has its own page with five tabs:

• Details: contact, functions, a rating only you see, notes, what you like and what gives you pause, and the kind's own Questions to ask, ticked as you ask them.
• Communication: Log contact for every call, e-mail, WhatsApp or meeting, with the next step and a follow-up day. A follow-up becomes a task on your Checklist with a reminder.
• Files: a quote, contract, invoice, menu or floor plan as a PDF or picture. Anyone with a file's link can open it, so share those links with care, and never upload identity documents.
• Payments: the price on your budget line and its payments.
• Day sheet: the vendor's own sheet once booked. See Share a Day sheet.

Tick two or three vendors of one kind and press Compare to see them side by side.

Mark one booked

Ticking a "Book a …" task asks Who did you book?: pick or name the vendor, enter the price agreed and any deposit paid. The vendor becomes Booked, the price goes on your budget, the deposit is a paid payment, and the task is ticked. Marking a vendor Booked on its page does the same.

Write to them

Write to them on a vendor's page drafts a message for a quote, a booking, a change of plans, the day's timeline or a thank you, in your own language where AI help is on. Then Copy it, Open WhatsApp, or Send by e-mail where e-mail to vendors is switched on. Mail goes out as "{your name} via Nimanto" and replies come straight to your own inbox.