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Creating and Using Recipe Templates
Creating and Using Recipe Templates

You can create recipe templates (product templates) from scratch or from saving existing designs, and pull them into events as needed.

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

Create Recipe Template From Scratch (video min 0:00)

  • Navigate to the top navigation bar and click on "Data."

  • Select the "Recipe Templates" tab.

  • Click the "+ Recipe" button to open a pop-up with a recipe card.

  • Add inspiration photos, notes, flowers, hard goods, and labor in the recipe card.

  • Give the recipe template a descriptive name to help identify it later, such as "Bridal Bouquet Boho."

  • Organize the template with tags, adding existing tags or creating new ones like "Boho."

  • Optionally, add color tags to the template.

  • Save the template once all details are added.

Save Existing Recipe As A Template (video min 2:55)

  • Navigate to your event dashboard and enter a specific event, such as "Jen and Isaiah."

  • Find the recipe you want to save as a template, e.g., "Bar Arrangement," and expand it.

  • Click "Save as Template" at the bottom of the recipe.

  • Modify details in the template if necessary, such as changing the quantity or adjusting the pricing formula.

  • Add descriptive tags and color tags like "Peaches and Cream" to the template.

  • Save the template with the new modifications.

Add Multiple Recipe Templates To An Event (video min 5:14)

  • Navigate to your event, such as "Mike and Marie," and open the "Recipes" tab.

  • Click "Add Template" and use the search window to find templates.

  • Apply tag filters to sort templates by relevance, such as "Peaches and Cream."

  • Select multiple templates from the search results and add them to the event.

  • Organize the templates in the event by clicking, holding, and dragging them into order.

Apply Recipe Template To Existing Event Recipe (video min 9:14)

  • Go into an event, such as "Kim and Jim," where recipes are already added.

  • Select a specific recipe card, e.g., "Bridal Bouquet," and find the "Apply Template" button at the bottom.

  • Choose the template you wish to apply, like "Green and White Bridal Bouquet."

  • Decide which elements from the template (e.g., proposal notes, florist notes, inspiration photos) should overwrite the existing data.

  • Apply the template, ensuring that selected elements are transferred to the existing recipe card.

  • Review the updated recipe card for cost, profit, and added elements like flowers and labor.

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