When should I use Concierge Mode instead of Quick Add?

Use Concierge Mode when you have the vendor sitting with you and they are willing to spend 15 to 20 minutes going through the full setup. This is common during scheduled meetings or when a vendor visits your office. Quick Add is better for expos and brief field encounters where you only have a minute.

Can the vendor edit the profile I create?

Yes. Once the vendor claims their profile, they have full editing access. They can update photos, services, pricing, FAQs, and business details at any time. Your concierge work gives them a head start so their profile looks professional from day one.

What if I do not have all the information during the meeting?

Fill in what you can and skip the rest. The wizard allows you to leave optional sections empty and come back later. The vendor's enrichment checklist on their dashboard will show them exactly which sections still need attention.

How many photos should I upload during the session?

Aim for at least 5 to 10 high-quality photos that represent the vendor's best work. The gallery is often the first thing couples look at, so quality matters more than quantity. You can ask the vendor to share photos via WhatsApp during the meeting and upload them directly.

For Sales Team

Build a Complete Vendor Profile — Concierge Mode for Sales Teams

Create a complete, professional vendor storefront on their behalf using the full onboarding wizard. Step-by-step guide for sales executives.

5 min read

Anitha Joseph

How do you build a complete, professional vendor profile on their behalf?

Concierge Mode is the full onboarding wizard that lets a sales executive create a complete, publication-ready vendor profile in a single sitting. Unlike Quick Add (which creates a minimal shell), Concierge Mode walks through every section: category selection, business details, gallery photos, services, and contact information.

The advantage is speed-to-live. A vendor whose profile is 80% complete at creation gets approved faster, ranks higher in search results, and starts receiving booking requests sooner. Many vendors are busy professionals who would rather have someone set things up for them — Concierge Mode lets you do exactly that.

The wizard is four steps long. Each step collects a specific set of information and validates it before allowing you to proceed. At the end, the vendor receives an invitation to claim and review the profile you have built.

TL;DR

Use the full onboarding wizard to build a complete vendor storefront — category, business details, photos, and contact info — in one sitting. The vendor claims it and goes live faster.

Choose Concierge Mode from the dropdown

On your Sales Dashboard, find the Quick Add button at the top. Next to it is a small dropdown arrow — click it to reveal two options: Quick Add (the fast path) and Build Full Profile (Concierge Mode).

Click Build Full Profile to open the full onboarding wizard. This is the same wizard that vendors use when they sign up themselves, but you are filling it out on their behalf.

Step 1 — Select the vendor category

Onboarding wizard Step 1 showing category selection cards for all 21 wedding vendor types

The first step presents all 21 vendor categories as cards. Each card shows the category name and a brief description. Click the card that matches the vendor's primary service.

This is an important choice — the category determines which fields appear in subsequent steps. A venue will be asked about seating capacity and in-house catering, while a photographer will be asked about shooting style and equipment. Choose the vendor's main offering; secondary services can be added later.

Step 2 — Enter business details

Wizard Step 2 showing form fields for business name, description, location, starting price, and category-specific fields

Step 2 is the most information-dense screen. Enter the vendor's business name, a compelling description (2 to 3 sentences about what makes them unique), their location, and starting price.

Below the core fields, you will see category-specific fields tailored to the vendor's profession. For a venue, this includes seating capacity, catering type, and parking availability. For a photographer, it includes shooting style, equipment, and delivery timeline. Fill in as much as the vendor can provide.

Step 3 — Upload gallery photos

Wizard Step 3 showing the gallery upload area with drag-and-drop zone and uploaded photo thumbnails

Step 3 lets you upload the vendor's portfolio photos. The upload area supports drag-and-drop and multi-file selection. Ask the vendor to share their best 5 to 10 photos via WhatsApp or AirDrop during the meeting.

Each photo is automatically processed — resized for web delivery and thumbnailed for gallery previews. You can reorder photos by dragging them and set the first photo as the cover image that appears on the vendor's card in search results.

Step 4 — Add contact information

Wizard Step 4 showing contact fields for phone, email, WhatsApp, Instagram, and business address

The final step collects the vendor's contact details: phone number, email address, WhatsApp number, Instagram handle, and business address. The phone number and email are used for the invitation to claim the profile.

Once you click Submit, the system creates the full profile, sends the invitation, and redirects you to a success screen. The vendor's profile is now ready for review by the platform team, and the vendor can claim it at any time.

Review the profile on desktop

Desktop view of the onboarding wizard showing the full form layout with more visible fields

On a desktop or laptop, the wizard layout expands to show more fields side by side. This is the ideal setup for a concierge session — you can see more of the form at once, upload multiple photos quickly, and review the vendor's information before submitting.

If you are doing concierge onboarding at your office or on a laptop in the field, the desktop layout gives you the best experience for building a thorough, professional profile.