Events and options

When to use this

Use this page when you want the mental model behind event records before diving into a workflow.

The event workspace

An event is the main BloomBoard workspace for a customer job. It can hold:

• client and venue details
• event dates and working status
• arrangements and standalone items
• quotes and invoices
• notes, files, and planning context

Proposal options inside an event

Each event starts with a default option. Options let you keep multiple proposal paths inside the same job, such as a smaller package and a premium package.

Key rules:

• only one option can be selected at a time
• an option needs at least one arrangement before it can be selected
• selected options and invoiced history are protected from casual deletion

Dates and lifecycle

BloomBoard supports both single-day events and multi-day windows. That matters because timing can affect rental calculations and planning workflows.

The event status also matters because it tells your team whether the job is still a lead, in proposal review, tentative, booked, completed, or cancelled.

Related pages

• Create your first event
• Manage event options
• Create and send a quote