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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