Add recipe notes and Build information

Recipes have two note fields. Proposal Notes explain a design to the client. Florist Notes help you and your team make it. Both can be included in Build instructions, but only Proposal Notes can appear in a proposal.

Add Proposal Notes

1. Open the event and select Recipes.

2. Expand the recipe, then expand Inspiration Photos & Notes.

3. Enter client-facing information in Proposal Notes (can optionally be added to your proposals).

Use Proposal Notes for information that can help a client understand the design, such as its overall shape, color direction, or important included elements. On the Proposal tab, the Scope of Services Notes setting determines whether Proposal Notes appear to the client.

Do not use Proposal Notes for private pricing reasoning or internal substitutions when the client should not receive them.

Add Florist Notes

Enter instructions for you and your team in Florist Notes (for your eyes only). For example, describe how to assemble the arrangement or which substitution to use if a flower is unavailable. "For your eyes only" means for florists rather than clients, not just the person who wrote the note.

The two fields appear together under Inspiration Photos & Notes. In this example, Proposal Notes describe the bouquet's appearance, while Florist Notes give the floral team details to remember when making it.

The rich-text editors save automatically. Wait for Saved and use Save and Close to finish. If a save fails or another session changed the same note, follow check saving and resolve conflicting edits before leaving the editor.

The shared digital Build page displays both note fields for the people preparing the designs. In Build PDF Settings, enable Recipe Pages and Show Recipe Notes to include both fields in the PDF. See print Proposal Notes and Florist Notes for the complete printing path.

Prepare the rest of the Build information

Build can use more than notes. Complete the recipe information that workers need:

• Add inspiration images that accurately show the intended direction.

• Confirm the recipe and item quantities.

• Add the correct flowers and hard goods.

• Set direct-labor estimates when they help production planning.

• Use recipe groups when one client-facing offering contains several designs that must be built separately.

Changes made on Build, such as progress and completion information, serve production tracking. They do not replace the core recipe definition on Recipes.

Review before sharing or printing

Build PDF Settings can include recipe images, flower and hard-good images, both recipe note fields, prices, and a QR code for digital instructions. Before generating a PDF, review those choices from the recipient's perspective. Before sharing the digital Build page, review both note fields because the page displays them without the PDF's Show Recipe Notes switch.

Check that the notes, images, quantities, and item lists reflect the current design, especially after applying a template or changing the event through an amendment.