Working Inside an Event
Learn how to manage an event from start to finish
By Tony1 author54 articles
- 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
- 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
- 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 web payment 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.
- Build Tab: Create and Customize Build PDFsLearn how to generate, customize, and manage Build PDFs in FlowerBuddy using saved configurations.
- Using Decoupled Group Quantities in FlowerBuddyLearn how to use advanced group card settings to manage subcomponent quantities independently from group quantity.
- Locking a Group Price in FlowerBuddyKeep a group’s price fixed even when subcomponents change by using the Lock Group Price setting.
- Manage Contract Templates and Event ContractsCreate, organize, and use reusable contract templates for events.
- Enable Tips for an EventLearn how to enable optional client tips for event payments.
- Customize Accepted Payment Methods for Payment Schedules and Individual PaymentsChoose which payment methods clients can use for a payment schedule or specific payments.
- Add Template Variables to Contract TemplatesLearn how to insert template variables like eventName, eventDate, and signerName into contract templates.
- Require client initials for specific contract sectionsRequire initials on selected contract sections during e-signature