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Configuring Event Settings Defaults

Set and manage default settings for new events in FlowerBuddy

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week ago

Summary

The Event Settings page in FlowerBuddy allows you to configure all default settings that apply when creating a new event from scratch. These defaults cover pricing, proposals, contracts, payments, display preferences, and more—ensuring consistent and efficient event creation.

Instructions

  • Go to the Event Settings page to access default configurations for new events not based on templates.

  • Use the following tabs to manage specific default settings:

    • Markups: Define default pricing formulas including labor rates, overheads, and additional markups.

    • Proposal: Set your default proposal design layout.

    • Contract: Choose the default contract to include in all new events.

    • Payments and Invoices: Set your default payment schedule preferences.

    • Build PDF: Configure your default options for the build PDF layout and content.

    • Auto Email: Create default settings for automated payment notification emails.

    • Time Zone: Select the default time zone for newly created events.

    • View Settings: Customize display settings such as profit view (percentage or amount), tolerance warnings, and date formats.

  • All these settings are automatically applied when starting a new event from scratch.

  • To adjust each setting in detail, refer to the links provided in the help article below the settings page.

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