Give a vendor access to a client's wedding

In People, Vendors, choose Give a vendor access, pick the wedding, type their email and choose what they can see. They can look and print, never change.

Included in
  • Planner plans

Works on your phone

Your venue, caterer or photographer can see the parts of a wedding they need, such as the run sheet or the dietary report, straight from WedBuild. They get View only access: they can look and print, but never change anything.

Steps

  1. Open People from the sidebar, choose the Vendors tab, then Give a vendor access.

  2. Under Which wedding? (1), choose the client's wedding.

  3. Type the vendor's Email (2).

  4. Under What can they see?, everything is ticked to start with. Choose Customise (3) and untick anything they don't need, such as guest contact details. The same button then says Done.

  5. Add a Note for their email if you like, and choose Send invitation (4).

They get an email, sign in or create a free account with that address, and accept. Then the wedding appears for them, showing only what you ticked.

What you can share

  • Run sheet: the final timeline for the day.
  • Seating chart: the one marked as final, ready to print.
  • Dietary & accessibility report (personal information).
  • Guest list: names and RSVP status.
  • Guest contact details: adds phone numbers and emails to the guest list (personal information).
  • Wedding website.

Good to know

  • Change or end it any time. On Vendors, choose the vendor, then Change access or Remove. An invitation they haven't accepted yet can be withdrawn with Withdraw.
  • See what they've opened under What they can see and Last opened.
  • Sharing one wedding? On Weddings, choose the couple, then the ... button and Share with a vendor.
  • Budgets, checklists, forms and emails are never shared this way.

Last checked

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