How do I add a vendor?

Vendors are service providers you work with — catering, security, AV, rentals. Build a reusable directory so you can attach them to any future event.

Steps

1. Go to My Venue > Vendors.

2. Click Add Vendor.

3. Enter the vendor’s name and contact details.

4. Attach any related documents, like contracts, COIs, or agreements.

5. Create.

Good to know: Vendors don’t need a ShoSoft account — they exist as directory records you can reuse across every future event. When staffing is vendor-managed, link the vendor directly to the relevant workforce role.

How do I attach documents to a vendor?

Steps

1. Open the vendor from your Vendors list.

2. Navigate to the Company Documents section.

3. Upload the relevant file — contracts, certificates of insurance, agreements.

4. No save button — uploads save as you add them. 

Good to know: Documents attached to a vendor are available any time you link that vendor to an event, so you don’t have to re-upload them for each booking.