For the complete documentation index, see llms.txt. This page is also available as Markdown.

Event Settings

Event Settings controls how events start and how your workspace describes event progress. Use it to maintain shared Workflow Status definitions and the defaults copied into new events.

Most settings on this page are creation-time defaults. When you create an event without an event template, FlowerBuddy copies values such as pricing assumptions, proposal settings, payment schedules, contract defaults, and timezone into that event. Changing the default later does not continuously update events that already exist. To change one existing event, use that event's own settings.

An event template is a separate reusable starting point. When you select a template during event creation, the template supplies its saved setup instead of relying on the ordinary Event Settings defaults for the values it contains. Editing a template later does not update events that were created from it.

Workflow Statuses work differently. Their names, descriptions, colors, order, and archived state are shared workspace definitions. Existing events can use those definitions, so changing a Workflow Status is not the same as changing a default copied into future events.

The Event Settings page is open with tabs for Workflow Statuses, Markups, Proposal, Contract, Payments & Invoices, Build PDF, Auto Email, Timezone, and View Settings. The Workflow Statuses section shows active status rows and a New Workflow Status button.

Settings available here

  • Workflow Statuses are shared progress definitions used by events and related selectors.

  • Markups contains cost, labor, overhead, and suggested-price assumptions. This tab is available only when your plan and permissions include cost and profit access.

  • Proposal controls the starting presentation and behavior of proposals.

  • Contract controls contract access, reusable contract content, signer information, and default event contracts. Availability depends on plan access and signature authorization.

  • Payments & Invoices controls payment collection, default scheduled payments, invoice content, and invoice numbering.

  • Build PDF manages reusable document configurations for event PDFs.

  • Auto Email controls default payment notification reminders.

  • Timezone sets the default event timezone.

  • View Settings sets default profit display, warning tolerance, and date formatting.

Some tabs or controls can be unavailable because of plan access, workspace permissions, connected payment processors, or signature authorization. The setting remains part of the product even when your workspace cannot use it yet.

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