Plan the event timeline

The Timeline records activities that happen around the event, such as delivery, setup, ceremony, room changes, and collection. Each item can include a date and time, a saved location, notes, and a choice about whether clients see it in the proposal. Use the separate Locations list to associate places with the event before you have scheduled activities for them.

Add a timeline item

1. Open the event and select Details.

2. Expand Timeline and select Add Timeline Item.

3. Enter a Name, such as Ceremony setup.

4. Choose the Date and time.

5. Select an existing Location when the activity happens at a saved place.

6. Add Notes when the item needs more context.

7. Select Create.

The Add Location & Time dialog keeps the activity name, date, saved location, and notes together. Review those fields before creating the timeline item.

Name and Date are required. FlowerBuddy interprets the time using the event's timezone and lists the items in chronological order.

Use a saved location

A saved location describes a reusable place. A timeline item describes a particular activity at that place.

Search the Location list first. Places associated with this event or used by its timeline appear under Event locations, ahead of Other locations. If no location matches, select Add location?. In Create New Location, enter a nickname or address and any point of contact, phone number, website, or notes you have, then select Create. FlowerBuddy selects the new location for the timeline item.

When you edit the saved location from a timeline item, the change applies to every event that references that location. Changing the activity's time or notes affects only that timeline item.

Edit what clients see

Select the pencil icon on a timeline row to review its date, location, notes, and point of contact. Select Edit Time & Location to change the item.

Show in Proposal controls whether this item is available to proposal timeline sections. Turning it off does not remove the item from the internal event timeline.

The display controls at the top of Timeline change how dates are shown to you:

• Item shows the date with each timeline item.

• Header groups items under a date heading.

• Both uses a date heading and also shows the date with each item.

• Show Day of Week adds the weekday to the date display.

These are display preferences. They do not change the saved activity time.

Remove a timeline item

1. Select the trash icon on the intended row.

2. Review Delete Timeline Item.

3. Select Delete.

Deleting the timeline item removes that activity from this event. It does not delete the saved location attached to it.

Timeline changes require event edit access and an unlocked event.