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FeaturesOverview

Features

This section explains how BloomBoard’s major product areas fit together so your team can use the right part of the platform at the right time.

What you will find here

  • feature overviews for the main planning, pricing, supplier, and access tools
  • customer-facing explanations of what each area is responsible for
  • links back to task-based workflow guides when you are ready to act

Store the people, companies, and contact details behind each event.

Clients and contacts

Understand the event workspace and its proposal, production, week-of, and finances views.

Events and the event workspace

See how reusable templates become event-specific pricing records.

Arrangement library and snapshots

Learn the difference between the proposal document and billing records.

Proposals and invoices

See cash today, performance over time, and the pipeline ahead.

Track your finances

How clients pay an invoice online by card or by bank transfer.

Client payments

Draft, publish, and version the terms your clients sign.

Terms and conditions

Your logo, colors, and web address on everything clients see.

Custom branding

Choose a template family, tune the look, and reuse it with presets.

Design your documents

Build the priced catalog your recipes and proposals draw from.

Add and price library items

Name your categories, give each one a markup, and say what happens to leftovers.

Categories and markups

Upload imagery, search by palette, and manage event moodboards.

Media library

Clients, suppliers, venues, team, and notes in one place.

Manage your directory

Read and answer client email, clear finished conversations, start new ones.

Your Inbox

Follow client activity from the inbox.

Notifications

Use a lightweight supplier workflow that stays editable until reconciliation.

Supplier order sheets

Keep your roster in the Directory and run delivery week from the event.

Team roster and week-of planning

Understand workspaces, invitations, roles, and account switching.

Multi-account and team access

Use address lookup and florist-focused weather insights for planning.

Venue addresses and weather

Use Features when you need context. Use Workflows when you already know the outcome you want and just need the steps.

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