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Working Inside an Event

Learn how to manage an event from start to finish

Amendments: Managing Event AmendmentsMake, review, and publish contract amendments in FlowerBuddy
Overview: FlowerBuddy Pricing Formula Explained
Overview: Understanding the Event Card on an Event Page
Details: How to Edit Key Event Details in the Details Tab
Details: Managing Contact Info in the Event Details Tab
Details: How to Add Flowers to the Event Flowers Section
Details: How to Create and Manage Timeline Items in an Event
Details: How to View, Download, or Delete Contracts in an Event
Details: How to Add and Manage Back Office Attachments in an Event
Details: How to Customize and Manage an Event's Payment Schedule
Details: Customizing Payment Schedules for Individual Events in FlowerBuddyLearn how to edit notes, generate invoices, mark payments as paid, and customize schedules per event.
Details: Customizing Payment Schedules Per EventAdd notes, generate invoices, and manually manage payments
Proposal: Editing or Replacing Contracts for Specific Events in FlowerBuddyLearn how to modify the contract for an individual event or import a new one from your settings.
Client Portal: Viewing and Signing ContractsGuide clients to view proposals and sign contracts in their portal
Details: Accepting Web Payments from ClientsEnable online payments in FlowerBuddy and guide clients to pay through the portal
Details: Customizing Event-Specific Markups and Settings in FlowerBuddyAdjust markup formulas, email notifications, profit view, price warnings, and more for a single event.
Build: Using the Build Tab to Track Event ProductionMonitor recipe progress, pull inventory, and manage production tasks
Build: Sharing Build Instructions via PDF and Digital LinkCustomize, download, and share printable and digital build guides
Order: Using the Order Tab to Manage Wholesaler OrdersView, organize, and export flower orders by wholesaler
Recipes: Using Card Types on the Recipes Tab in FlowerBuddyLearn how to add, organize, and configure different card types for event recipes.
Order: Viewing Flower Usage Details in the Order TabSee and adjust flower usage across recipes by wholesaler
Proposal: Publishing and Sharing Event ProposalsShare, preview, and set expiration dates for client-facing proposals
Recipes: Saving and Reusing Recipe Templates in FlowerBuddyLearn how to save a recipe as a template and reuse it in future events using tags and filters.
Recipes: Creating and Editing Recipe Cards in FlowerBuddyLearn how to build, customize, and reuse floral recipe cards in your event’s Recipes tab.
Recipes: Recipe Pricing and Price Warnings in FlowerBuddyLearn how fixed pricing works and how to respond to margin warnings in the Recipes tab.
Recipes: Resolving Inventory Warnings in FlowerBuddy RecipesLearn how to handle stock discrepancies and manage your inventory through recipe cards and the shopping list.
Recipes: Adding or Updating Flower Prices in FlowerBuddy RecipesLearn how to fix missing prices and update outdated pricing for flowers in your recipes.
Recipes: Using Group Cards in FlowerBuddy RecipesLearn how to organize multiple recipes or cost items within a group card and control what the client sees.
Recipes: Using Fixed and Percent-Based Cost Cards in FlowerBuddyLearn how to set up and calculate fixed and percentage-based costs within your event pricing.
Taxes: Adding Taxes to Events in FlowerBuddyLearn how to apply individual or grouped taxes to an event or template in FlowerBuddy.
Proposal: Customizing Proposal StylesSet fonts, colors, and textures for your proposal design
Proposal: Adding and Managing Proposal SectionsInsert, reorder, style, and remove sections in your proposal
Proposal: Customizing Title Pages in ProposalsSet up and style your logo or hero image title pages
Proposal: Using the Design Doc and Attachments SectionsShowcase PDFs and upload files to share with clients in proposals
Proposal: Using the Color Palette and Flowers & Decor SectionsShowcase event colors and visual elements in your proposals
Proposal: Adding and Styling Image Sections in ProposalsUse masonry, grid, and text-image sections to display images
Details: Passing Fees to Clients Using the FlowerBuddy Pricing FormulaLearn how to adjust your pricing to include FlowerBuddy booking and Stripe processing fees.
Proposal: Using the Timeline, Notes, and Links SectionsDisplay event schedules, add custom notes, and share contact links
Proposal: Configuring the Scope of Services SectionCustomize pricing, notes, and tax display in your proposal's required section
Proposal: How to Add Client and Professional Info to a Proposal
Proposal: How to Check When a Client Views Your Proposal
Proposal: How to Share a Proposal in FlowerBuddy
Amendments: How to Manually Book and Confirm Amendments for an EventLearn how to manually book events and confirm amendments in FlowerBuddy.
Details: How to Customize and Send Invoices in FlowerBuddyLearn how to update invoice settings, customize client info, and generate PDFs with payment instructions in Flowerbuddy.
Build: How to Assign Team Members and Locations to RecipesLearn how to assign assignees and locations to individual recipes in your event build tab.
Build: How to Print Build Tags for Your EventLearn how to print generic and recipe build tags to help organize your event workspace.
Design Fee and Overhead Section on Recipe CardsLearn how design fee and overhead costs work in recipe cards and how to update their settings.
Set Labor as a Percentage on a Recipe CardLearn how to set and adjust labor on a recipe card using a percentage instead of time.