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.
Set up an event workspace that can hold arrangements, quotes, invoices, and notes.
Create your first eventKeep your pipeline clear from early lead through booked and completed work.
Understand event statusesBuild and compare proposal paths for the same event without mixing scope or pricing.
Manage event optionsCommon first tasks
- create an event for a real client job
- confirm the event dates and working status
- decide whether the event needs one option or multiple proposal options
- understand where quotes 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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