Create your first event

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.

On a phone, a thin bar under the top of the screen shows how far through setup you are, and each step starts with its name, such as Step 2 of 5 · Brief. Use the back arrow and Continue at the bottom to move between steps. On a narrow phone, Skip for now sits just above that bar.

• Basics captures the client and event name, plus the client’s email if you have it. Type the email in any order you like: it stays put while you type a new client name. Continue moves straight on to the next step and saves the new client in the background.
• Brief holds the practical details: the event date, venue, guest counts, and budget context. In the date picker, days that already hold an event show a small dot — a solid dot means a booked event, a hollow dot means an enquiry that is still a lead or proposal. Hover over a dotted day to see the events on it, each with its client and a booked or enquiry label. On a phone or tablet, tap the day to pick it. The events already on that day then show under the date field. The dots are just a capacity heads-up: you can still pick the same day for more than one event. You can leave the date empty. If you do not pick a date, for example when you select Skip for now, the event saves as Date TBD, with no date. It never takes today’s date. Date is still TBD starts unticked. Tick it when you know that the date is still open.
• Vision is where the creative direction starts. You can describe the look and add reference imagery for the moodboard. Click anywhere inside the dashed upload box, or drop image files onto it, to add photos. If an upload does not belong, point at the photo in the image bank and use the small × in its corner to remove it — the counts and any featured spot it held update straight away. On a phone or tablet, the × is always visible: tap it. An event’s image bank has no size limit. Import from Pinterest lets you pick up to 100 pins at a time. A large board can take a minute or two to import. Select Continue in the background to keep working; a message tells you when the import is done. Pins that are already in the event are skipped, so importing the same board again does not add a picture twice. In the Pinterest window they are greyed out and marked In this event or On the moodboard, so you can see what is new before you import.
• Style shapes how the proposal document will look for this client. Once you pick a template family, Smart-fill automatically drafts a vision from your featured photos and picks images from what you have uploaded. When an event holds more than 100 photos, Smart-fill first sets aside the ones that do not fit your vision, then picks from the rest. It fills only the vision fields you left empty and never replaces anything you wrote yourself. Core includes 30 Smart-fill runs a month, Studio includes 50, and a trial includes 10. Three of the families (Romantic Luxe, Estate Lookbook, and Golden Hour) are part of the Studio plan. On Core they sit below the families included in your plan, carry a small Studio badge, and selecting one shows what Studio adds instead of applying it. A family your event already uses stays selected and available whatever your plan.
• 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. If a change cannot be saved, the top bar shows Not saved on a phone, or Couldn’t save · retry on a computer.

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 select Open proposal workspace to finish setup. The event opens in its workspace, where the proposal, production planning, finances, and week-of views live.

On a phone, Open workspace sits in the bar at the bottom of the screen, and Finish later is just above it.

When Automations are on for your studio, a new lead counts as a new enquiry when you finish its setup. Your switched-on automations that start when a new enquiry arrives for its occasion start at that moment. Finish later and Save & exit start nothing. The automations start when you finish setup later. See Automations.

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.