Getting Started
Use this section when you are setting up BloomBoard for the first time or teaching a new teammate how the product fits together.
Start the free trial, finish onboarding, and follow the getting-started guide.
Sign up and get startedWalk through event setup so the job has one workspace for the proposal, invoices, and planning.
Create your first eventRun your pipeline with the board, list, and calendar views.
Work the events boardKeep your pipeline clear from early lead through booked and completed work.
Understand event statusesLearn where account and studio configuration lives.
Find your way around SettingsCommon first tasks
- create an event for a real client job
- confirm the event dates and working status
- build the first arrangements and proposal inside the event
- understand where the proposal and invoices attach to that event
BloomBoard is organized around event workspaces. If you understand the event record first, the rest of the workflow becomes much easier to follow.
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