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Getting StartedFind your way around Settings

Find your way around Settings

When to use this

Use this page to learn where account and studio configuration lives, so you can jump straight to the right place later.

The Settings space

Settings opens as its own full-screen space, with Back to BloomBoard returning you to your events. On desktop, a grouped sidebar organizes the pages; on a phone, you get a tappable index instead. The fastest route anywhere is search: press ⌘K (or the search button) and type what you are after, like “vat”, and the right page comes up.

The Settings space with its grouped sidebar and the Profile page open
Settings: grouped sidebar on the left, one page at a time on the right.

What lives where

Account

  • Profile: your name, avatar, and the guidance controls, including the switch for tips and the option to restore the getting-started guide.
  • Security: password and active sessions, including signing out other devices.

Studio

  • Business details: the studio’s name, contact details, and country. Search the country picker and choose the matching country from the list; this also anchors venue search to your region. The business email here is where client replies to proposals, invoices, and brief requests arrive; leave it blank and replies go to the account owner’s login email instead.
  • Branding: two tabs. Brand kit holds your logo, your three brand colours (accent, background, ink), and your business website, reflected on proposals and other client-facing documents. What clients see holds the Studio-plan custom branding surfaces — branded emails, favicon and link previews, and your own web address. See Custom branding.
  • Brand voice: teach BloomBoard your studio’s way with words, so drafted text reads like you wrote it. See Brand voice.
  • Team: members and pending invitations together on one page. Invite teammates as admin or staff.

Documents

  • Document defaults: numbering and the default payment terms text that new invoices start with.
  • Proposals: proposal defaults, such as how long a proposal stays open for signing.
  • Client brief: the budget bands clients see when they fill in a brief, with a live preview, plus what clients must answer — require a budget or phone number, and set a minimum spend that trims the bands below it.
  • Arrangement groups: the studio-wide areas your arrangements organize into, such as Personal Flowers, Ceremony, and Reception.

Getting paid

  • Tax & pricing: currency, tax rates, markups, and VAT registration.
  • Payment schedule: your default milestone split, used by new events.

BloomBoard

  • Plan & billing: your account details, subscription and usage, payment methods, and billing history, all on one page.
  • Canva: connect your Canva account to import designs into proposals and keep them synced, and disconnect it again. See Bring your Canva designs into proposals.
  • Your data: download a complete copy of your workspace — records, documents, and images — whenever you want. See Export your data.

Most Settings pages are studio-wide, so changes affect the whole team. Pages that need admin rights say so, and staff see a notice instead of the controls.

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