Create your first event

When to use this

Use this guide when you are starting a new client job and need one place to track event details, arrangements, the proposal, invoices, and team context.

What you need first

the client name or confirmed lead
the event name your team will recognize
the main event date, or a placeholder if the date is still moving
any early notes about venue, budget, or style direction

Step-by-step walkthrough

Open Events and start a new event

Go to Events in the navigation. This is the main hub for customer jobs. Select New event to open the guided setup flow.

Work through the setup steps

Event setup walks you through five short steps: Basics, Brief, Vision, Style, and Review.

Basics captures the client, event name, and date.
Brief holds the practical details: venue, guest counts, and budget context.
Vision is where the creative direction starts. You can describe the look and add reference imagery for the moodboard.
Style shapes how the proposal document will look for this client.
Review shows everything together before you finish.

You do not need every answer on day one. Each step saves as you go, so you can leave and come back without losing anything.

Record the venue

If the venue is known, add it in the Brief step. BloomBoard uses the venue address for travel context and week-of weather planning later, so even a rough venue entry pays off.

Finish the review step

Confirm the summary looks right, then finish setup. The event opens in its workspace, where the proposal, production planning, finances, and week-of views live.

Check the event landed on the board

Back on the Events page, your new event appears in the pipeline, usually in the Lead or Proposal column depending on how far along the job is.

What happens next

Once the event exists, most teams move straight into building arrangements and preparing the proposal from the event workspace.

Treat the event record as the source of truth for the job. If the event is incomplete or named inconsistently, the rest of the workflow becomes harder to manage.

If the wrong client is attached, update the event details before sending a proposal.
If the event date changes, update the event first so downstream work stays aligned.
If a teammate cannot see the event, review permissions and account access in the troubleshooting section.