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.
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, which also anchors venue search to your region.
- Branding: your logo, accent colour, and business website, reflected on proposals and other client-facing documents.
- 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.
- Arrangement groups: the groups your arrangements organize into.
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.
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.
Related pages
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