Account & Workspace Settings
Learn how to manage your account and workspace
By Tony1 author17 articles
- Managing Workspace Settings and Referral CodesUpdate workspace info, email notifications, and access referral credits
- Managing Members and Seats in Workspace SettingsInvite users, assign roles, and adjust workspace seat count
- Understanding Subscription Plans and Payment HistoryManage your plan, billing methods, and view FlowerBuddy payment records
- Connecting Stripe for Web PaymentsSet up and enable Stripe to accept client payments in FlowerBuddy
- Updating Your Account SettingsEdit your profile info, change your password, and view account agreements
- How to Enable Web Payments for All Events
- How to Add and Manage Light Workspace MembersLearn how to add, edit, and delete Light Workspace Members in your FlowerBuddy workspace settings.
- How to Apply a Coupon Code to Your SubscriptionLearn how to add and confirm a coupon code during subscription checkout.
- Troubleshooting Your Stripe Connection with FlowerBuddyHow to fix common Stripe connection issues in your FlowerBuddy workspace settings and Stripe dashboard.
- How to Use Role-Based Access Control in FlowerBuddyLearn how to create and assign roles to control user permissions in your workspace.
- Connect and Manage QuickBooks Sync in FlowerBuddyLearn how to connect QuickBooks, configure sync settings, and manage invoices for your events in FlowerBuddy.
- Connect Xplor Pay to FlowerBuddyLearn how to connect your Xplor Pay account to FlowerBuddy and choose the right pricing plan.
- Set Up a Payment Processor in FlowerBuddyLearn how to connect a payment processor to accept web payments in FlowerBuddy.
- Complete PCI Compliance for Your Xplor Pay AccountLearn how to complete your annual PCI compliance questionnaire in the Xplor Pay merchant portal and avoid non-compliance fees.
- Generate and Manage FlowerBuddy API Keys
- Complete Your PCI Compliance Questionnaire in Xplor PayStep-by-step guide for FlowerBuddy merchants to complete their annual PCI Compliance Questionnaire in the Xplor Pay Merchant Portal.
- Authorize FlowerBuddy to Apply Your E‑SignatureLearn how to authorize FlowerBuddy to sign contracts on your behalf so clients can complete e-signatures.