Payment reminders

Nobody likes chasing down payments. Vendor Space lets you set up automated reminders so vendors get a friendly nudge without you having to send individual follow-ups.


Creating a Reminder

  1. Navigate to Communication in the sidebar.

  2. Click the Reminders tab.

  3. Click New Reminder.

  4. Fill in the reminder details (see the table below).

  5. Click Save to activate.


Reminder Settings

Field
Description

Type

Choose from: Payment Reminder, Onboarding Reminder, Document Reminder, or Custom

Event

Select which event this reminder applies to

Recipients

All unpaid vendors, specific vendors, or a filtered group

Message

Write your reminder text (a default template is provided)

Schedule

One-time on a specific date, or recurring at a set interval


Reminder Types

Payment Reminder

Sent to vendors who have not yet completed their booth payment. The email includes a direct link to their payment page so they can pay immediately.

Onboarding Reminder

Nudges vendors who have paid but have not completed their onboarding form. Useful for collecting setup requirements, insurance documents, and other pre-event details.

Document Reminder

Targets vendors with outstanding documents -- contracts that need signing, permits that need uploading, or insurance certificates that are missing.

Custom

A free-form reminder for anything else. Write your own subject and body, and send it to whichever vendors you choose.


Scheduling Options

You have two ways to schedule reminders:

One-Time

Pick a specific date and time. The reminder sends once and is marked as completed.

Recurring

Set an interval (for example, every 3 days or every week). The reminder continues sending until the vendor completes the required action or you manually stop it.

Tip: A good rhythm for payment reminders is to send the first one 7 days before the event, then follow up every 3 days. This gives vendors enough notice without feeling overly persistent.


Managing Active Reminders

From the Reminders tab, you can see all your active and past reminders at a glance.

Column
What It Shows

Type

The reminder category

Event

Which event it belongs to

Recipients

How many vendors will receive it

Schedule

When it sends next

Status

Active, Paused, or Completed

  • Pause a reminder to temporarily stop it without deleting it.

  • Edit a reminder to change the message, recipients, or schedule.

  • Delete a reminder to remove it entirely.

Tip: Check the reminder status after your event date passes. Any reminders tied to past events should be paused or deleted to keep your communication clean.

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