Custom partnerships allow venues to highlight trusted vendors they regularly work with. By adding preferred vendors to Seated With Love, you can organize vendor relationships and easily recommend them to couples planning their events. You can also manage all vendor documentation with ease, and have a quick view of what may be out of date.

Follow the steps below to create a new Custom Preferred Vendor / Partnership.

Steps

1. Log in to Seated With Love

   Sign in to your Seated With Love account.

2. Navigate to Preferred Vendors

   From the main navigation menu, click Vendors.

   

3. Click “Add Vendor”

   On the Preferred Vendors page, click the Add Partnership button.

   

   

4. Enter the partner’s name

   In the Name field, type the name of the vendor or company you are partnering with.

5. Add the partner’s website URL

   Enter the vendor’s website URL so users can easily visit their site.

6. Write a description

   Add a short description explaining what the vendor does and how they should be contacted.

7. Classify vendor as either preferred or non-preferred

   Toggle the switch accordingly. This will determine which vendors your clients see, and where they show up for you in your portal

8. Complete vendor details section

   

   1. Vendor Name: will flow through from previous screen, but can be updated here
   2. Vendor Website: will flow through from previous screen, but can be updated here
   3. Vendor Description: will flow through from previous screen, but can be updated here
   4. Vendor Category: enter a new category or tap from the circular category buttons to reuse and build and organize your preferred vendor category lists (If applicable, choose a category for the vendor, such as Floral, Photography, Catering, etc)

9. Complete the contacts section (for internal contact purposes. Up to 5 can be added)

   

   1. Contact Name
   2. Contact Title (Optional)
   3. Contact Email (Optional)
   4. Contact Phone (Optional)
   5. Select Add Contact

10. Adjust vendor contact visibility, if you would like clients to see contact information directly (This toggle is only available when vendor has preferred vendor status. Non-preferred vendors are not shared with clients)

    

11. Choose which contact details you would like shown for your clients (default is all, but you can select or deselect title, email, and phone, as best fit)

    

12. Manage preferred vendor status by toggling switch on/off, to change categorization of vendors at the top of page, along with visibility to clients in their portal

    

13. Documents are internal only, and house anything you would like stored on file for vendors.

    

14. To add a new document, select Add Document

    

15. Complete all applicable information you would like stored here, including:

    

    1. File Upload (required)

    2. Document Name

    3. Document Type (choose from No type, Certificate of Insurance, Additional Insured Endorsement, Workers’ Compensation, or Liquor Liability)

    4. Effective Date and Expiration Date

       1. status will show as Active, Expiring Soon (within 60 days), or Expired
       2. Those that are expired will also notify you in the portal, so you can update and keep active

    5. Notes

    6. Select “Add Document” to Save. Choose + Add document in the upper right hand corner to add another document and start the process again. Documents can also be downloaded, edited, deleted, using the corresponding options on each line.

       

16. Select Save Vendor at the top right of the page once complete with everything you would like to add