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, quotes, 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
any early notes about venue, budget, or event status

Step-by-step walkthrough

Open the events area

Go to the events workspace in BloomBoard. This is the main hub for customer jobs and the place where downstream work like quotes and sourcing begins.

Create a new event

Add a new event and enter the client, event name, and date. If the job spans multiple days, capture the broader rental window so scheduling and pricing stay aligned later.

Confirm the working status

Choose the event status that best matches the stage of the job, such as lead, proposal, tentative, or booked. This helps your team understand how firm the work is and what should happen next.

Add the first planning details

Record the venue, budget notes, and any other early context your team needs. The goal is not perfect detail on day one. The goal is a clean event workspace that can hold the rest of the job.

Save and review the event workspace

After saving, review the event page and confirm you can see the event header, linked client, and space for arrangements, quotes, invoices, and notes.

What happens next

Once the event exists, you can begin building arrangements and preparing the first customer quote. Most teams move next to the quote workflow after basic event details are confirmed.

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 creating a quote.
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.