---
title: Education & Learning | Details Flowers Knowledge Base
description: Learn about all of the features Details has to offer and how they work
---
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1. [Details Flowers Knowledge Base](https://support.detailsflowers.com/en)
2. [Education & Learning](https://support.detailsflowers.com/en/education-learning)
# Education & Learning
Learn about all of the features Details has to offer and how they work
## Supporting Documents
- [Documents: The Recipe PDF](https://support.detailsflowers.com/en/the-recipe-pdf)
- [Documents: The Executive PDF](https://support.detailsflowers.com/en/the-executive-pdf)
- [Documents: The Delivery PDF](https://support.detailsflowers.com/en/does-details-have-a-delivery)
## Event Financials/Invoicing
- [Details Invoicing: Smart Disputes](https://support.detailsflowers.com/en/details-invoicing-smart-disputes)
- [The Financials: Logging Payments](https://support.detailsflowers.com/en/how-do-i-log-a-payment)
- [Details Invoicing: Collecting Payments](https://support.detailsflowers.com/en/how-does-my-client-pay-the-invoice)
- [Details Invoicing: Proposal Access from Invoice](https://support.detailsflowers.com/en/can-my-client-sign-the-proposal-and-pay-the-invoice-all-at-once)
- [Details Invoicing: Sending The Invoice](https://support.detailsflowers.com/en/how-do-i-send-my-client-the-invoice)
- [The Financials: Adjusting Event Payment Schedules](https://support.detailsflowers.com/en/how-do-i-change-the-payment-schedule-for-an-individual-client)
- [Details Invoicing: Chargeback Protection](https://support.detailsflowers.com/en/details-invoicing-chargeback-protection)
- [The Financials: Using Details Invoicing](https://support.detailsflowers.com/en/using-details-invoicing)
- [The Financials: Managing Contract Terms](https://support.detailsflowers.com/en/managing-contract-terms)
- [Details Invoicing: Canceling an Invoice](https://support.detailsflowers.com/en/canceling-an-invoice)
- [Details Invoicing: Processing Refunds](https://support.detailsflowers.com/en/how-do-i-refund-a-client)
- [The Financials: Logging A Refunded Payment](https://support.detailsflowers.com/en/logging-a-refunded-payment)
- [The Financials: Radar For Fraud Teams](https://support.detailsflowers.com/en/details-invoicing-3d-secure-payments)
- [The Financials: Payment Receipts](https://support.detailsflowers.com/en/the-financials-payment-receipts)
- [Details Invoicing: Adding the 'Event Staff' line](https://support.detailsflowers.com/en/how-do-i-add-the-event-staff-line-to-my-invoice)
- [The Financials: The Magic Button](https://support.detailsflowers.com/en/the-financials-the-magic-button)
- [The Financials: Adjusting The 'Due' Column](https://support.detailsflowers.com/en/the-financials-adjusting-your-due-column-for-days-from-now)
- [The Financials: Tipping](https://support.detailsflowers.com/en/the-financials-tipping)
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## Event Details
- [The Event Details: Navigating The Event Details Page](https://support.detailsflowers.com/en/navigating-the-event-details-page)
## Reports
- [Reports: Admin Fee](https://support.detailsflowers.com/en/reports-admin-fee)
- [Reports: Inventory Management](https://support.detailsflowers.com/en/reports-inventory-management)
- [Reports: Using the Items Needed report](https://support.detailsflowers.com/en/how-to-use-the-items-needed-report)
- [Reports: Event Lead Tracking](https://support.detailsflowers.com/en/reports-event-lead-tracking)
- [Reports: Sales Reporting](https://support.detailsflowers.com/en/reports-sales-reporting)
- [The Event List: Automatic Financials Report](https://support.detailsflowers.com/en/report)
- [Reports: Building Custom Reports](https://support.detailsflowers.com/en/building-custom-reports)
- [Reports: Item Analytics](https://support.detailsflowers.com/en/reports-item-analytics)
- [Reports: Tracking Referrals](https://support.detailsflowers.com/en/reports-events-not-booked)
- [Reports: Number Of Events By Venue](https://support.detailsflowers.com/en/reports-venue)
- [Reports: Client Information List](https://support.detailsflowers.com/en/report-client-information-list)
- [Reports: Events Within a Date Range](https://support.detailsflowers.com/en/reports-events-within-a-date-range)
- [Reports: Taxes Collected](https://support.detailsflowers.com/en/reports-tax-collected)
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## Form Builder
- [The Form Builder: Responses](https://support.detailsflowers.com/en/the-form-builder-responses)
- [The Form Builder: An Introduction](https://support.detailsflowers.com/en/the-form-builder-an-introduction)
- [The Form Builder: Static Pages](https://support.detailsflowers.com/en/the-form-builder-static-pages)
## Resource Galleries (Inspiration, Recipe, and Item)
- [The Item Gallery: Custom Properties & Tags](https://support.detailsflowers.com/en/the-item-gallery-custom-properties-tags)
- [The Inspiration Gallery](https://support.detailsflowers.com/en/the-inspiration-gallery)
- [The Recipe Gallery: Adding & Editing Recipes](https://support.detailsflowers.com/en/adding-recipes-to-the-recipe-gallery)
- [Resources: The Table View](https://support.detailsflowers.com/en/the-table-view)
- [The Item Gallery: Adding New Items](https://support.detailsflowers.com/en/how-do-i-add-a-new-item-to-my-resources)
- [Resources: Collections](https://support.detailsflowers.com/en/resources-collections)
- [The Item Gallery: Deleting and Restoring](https://support.detailsflowers.com/en/how-do-i-delete-or-restore-items-to-my-galleries)
- [The Item Gallery: General Overview](https://support.detailsflowers.com/en/the-item-gallery)
- [The Item Gallery: Adding Collections to the Design Board](https://support.detailsflowers.com/en/adding-collections-to-the-design-board)
- [The Item Gallery: Using Selection Mode](https://support.detailsflowers.com/en/what-is-selection-mode)
- [The Item Gallery: Searching & Filtering](https://support.detailsflowers.com/en/how-do-i-search-the-item-gallery)
- [The Item Gallery: The Design Board Menu](https://support.detailsflowers.com/en/menu-options-on-the-design-board)
- [The Item Gallery: Adding & Editing Items](https://support.detailsflowers.com/en/adding-editing-items)
- [The Recipe Gallery: General Overview](https://support.detailsflowers.com/en/the-recipe-gallery-1)
- [The Item Gallery: Item Details](https://support.detailsflowers.com/en/the-item-details)
- [The Item Gallery: Historical Data](https://support.detailsflowers.com/en/the-item-gallery-historical-data)
- [The Item Gallery: Updating Item Images](https://support.detailsflowers.com/en/how-do-i-change-my-item-image)
- [The Item Gallery: Re-Ordering Collections](https://support.detailsflowers.com/en/re-ordering-item-gallery-collections)
- [The Item Gallery: Logging & Managing Inventory](https://support.detailsflowers.com/en/the-item-gallery-logging-managing-inventory)
- [The Recipe Gallery: Custom Categories](https://support.detailsflowers.com/en/the-recipe-gallery-custom-categories)
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## The Proposal
- [The Proposal: Sending The Proposal](https://support.detailsflowers.com/en/the-proposal-sending-the-proposal)
- [The Proposal: Customizing Your Proposals](https://support.detailsflowers.com/en/how-do-i-edit-the-proposal-template)
- [The Proposal: Saving and Publishing](https://support.detailsflowers.com/en/how-does-my-client-view-the-proposal)
- [The Proposal: Expiration Dates](https://support.detailsflowers.com/en/how-do-i-add-an-expiration-date-to-my-proposal)
- [The Proposal: Revoking Access](https://support.detailsflowers.com/en/what-is-the-revoke-access-button-for)
- [The Proposal: Collecting E-signatures](https://support.detailsflowers.com/en/how-does-my-client-esign-the-proposal)
- [The Proposal: Managing Versions](https://support.detailsflowers.com/en/how-do-i-view-old-proposal-versions)
- [The Proposal: Signed Documents](https://support.detailsflowers.com/en/where-can-i-find-my-signed-contracts)
- [The Proposal: Managing Price Visibility](https://support.detailsflowers.com/en/how-do-i-send-a-proposal-without-pricing)
- [The Proposal: Counter-signing](https://support.detailsflowers.com/en/how-do-i-counter-sign-the-contract)
- [The Proposal: Formatting Proposal Links (Hyperlinks)](https://support.detailsflowers.com/en/how-do-i-change-what-my-proposal-link-looks-like)
- [The Proposal: Creating A Proposal Without Pricing](https://support.detailsflowers.com/en/can-i-create-a-proposal-without-pricing)
- [The Proposal: Managing Proposal Access](https://support.detailsflowers.com/en/the-proposal-managing-proposal-access)
- [The Proposal: Holly Chapple Template Features](https://support.detailsflowers.com/en/the-proposal-benefits-of-the-holly-chapple-templates)
- [The Proposal: Proposal Settings & Defaults](https://support.detailsflowers.com/en/the-proposal-proposal-settings)
- [The Proposal: Purchasing New Themes From The Details Marketplace](https://support.detailsflowers.com/en/the-proposal-purchasing-new-themes-from-the-details-marketplace)
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## Costs/RFQ
- [The Costs Page: Total Stem Counts](https://support.detailsflowers.com/en/where-do-i-find-the-total-stem-count-for-an-event)
- [The Costs Page: Adding Substitutions](https://support.detailsflowers.com/en/can-i-add-a-substitution-for-an-item)
- [The Costs Page: Projected Costs v. Actual Costs](https://support.detailsflowers.com/en/how-do-i-compare-projected-costs-to-my-actual-costs)
- [The Costs Page: Inventory](https://support.detailsflowers.com/en/does-details-track-my-used-inventory)
- [The Costs Page: Navigating The Costs Page](https://support.detailsflowers.com/en/navigating-the-costs-page)
## The Event List
- [The Event List: Moving An Event To A Different List](https://support.detailsflowers.com/en/how-do-i-move-a-client-to-a-different-list)
- [The Event List: Searching](https://support.detailsflowers.com/en/searching-the-event-list)
- [The Event List: Automated Reporting Overview](https://support.detailsflowers.com/en/the-event-list-automated-reporting)
- [The Event List: Add New Client & Events](https://support.detailsflowers.com/en/how-do-i-add-a-new-client-to-details)
- [Using the Event List](https://support.detailsflowers.com/en/using-the-event-list)
- [The Event List: Settings](https://support.detailsflowers.com/en/the-event-list-settings)
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## Client Information
- [Client Information: The Client Activity Log](https://support.detailsflowers.com/en/the-client-activity-log)
- [Client Information: Inputting Client and Contact Notes](https://support.detailsflowers.com/en/input-client-and-contact-notes)
- [Client Information: The 'Day Of' Contact](https://support.detailsflowers.com/en/assign-day-of-contact)
- [Client Information: Adding Another Event To An Existing Client](https://support.detailsflowers.com/en/how-do-i-create-another-event-for-the-same-client)
- [Client Information: Accessing Events From The Client Record](https://support.detailsflowers.com/en/accessing-events-from-the-client)
- [Client Information: The Client Quick Menu](https://support.detailsflowers.com/en/the-client-quick-menu)
- [The Client Info Page](https://support.detailsflowers.com/en/the-client-info-page)
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## The Design Board
- [The Design Board: Adding & Removing](https://support.detailsflowers.com/en/how-do-i-add-or-remove-photos/ingredients-to-my-design-board)
- [The Design Board: Previewing Design Board Items or Recipes](https://support.detailsflowers.com/en/how-do-i-preview-items/recipes-on-my-design-board)
- [The Design Board: Favoriting Recipe Items to the Design Board](https://support.detailsflowers.com/en/how-can-i-add-items-from-my-recipes-to-the-design-board)
- [The Design Board: Adding Worksheet Recipes](https://support.detailsflowers.com/en/adding-worksheet-recipes-to-the-design-board)
- [The Design Board: Updating A Recipe From The Item Gallery](https://support.detailsflowers.com/en/the-design-board-updating-a-recipe-from-the-item-gallery)
- [The Design Board: Items Used](https://support.detailsflowers.com/en/the-design-board-items-used)
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## Tools/Features
- [Additional Features: Subdomain](https://support.detailsflowers.com/en/subdomain)
- [Account Settings: Using 'Privacy Mode'](https://support.detailsflowers.com/en/using-privacy-mode-in-details)
- [The Worksheet: Autosaving](https://support.detailsflowers.com/en/using-auto-save)
- [Personalization Tokens](https://support.detailsflowers.com/en/personalization-tokens)
- [Using Custom Properties](https://support.detailsflowers.com/en/using-custom-properties)
- [The Color Selector](https://support.detailsflowers.com/en/the-color-selector)
- [The Color Selector: Color Collections](https://support.detailsflowers.com/en/color-collections)
- [The Color Selector: Favorites](https://support.detailsflowers.com/en/the-color-selector-adding-colors-to-your-favorites)
- [The Color Selector: Creating Custom Quick Colors](https://support.detailsflowers.com/en/the-color-selector-creating-custom-quick-colors)
- [The Color Selector: History](https://support.detailsflowers.com/en/the-color-selector-history)
- [The Color Selector: Suggestions](https://support.detailsflowers.com/en/the-color-selector-suggestions)
- [The Color Selector: From Image](https://support.detailsflowers.com/en/the-color-selector-from-image)
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## The Design Worksheet & Recipes
- [The Worksheet: Applying Discounts to Events](https://support.detailsflowers.com/en/applying-discounts-to-events)
- [The Worksheet: Inventory Conflict Alerts](https://support.detailsflowers.com/en/the-worksheet-inventory-conflict-alerts)
- [The Worksheet: Admin Fee](https://support.detailsflowers.com/en/admin-fee)
- [The Worksheet: Building Recipes on the Worksheet](https://support.detailsflowers.com/en/building-recipes-on-the-worksheet)
- [The Worksheet: Managing Sections & Line Items](https://support.detailsflowers.com/en/managing-sections-and-line-items)
- [The Worksheet: Saving Recipes from the Worksheet](https://support.detailsflowers.com/en/saving-recipes-from-the-worksheet)
- [The Worksheet: Adding Fees to Events](https://support.detailsflowers.com/en/adding-fees-to-events)
- [The Worksheet: Accessing Versions](https://support.detailsflowers.com/en/the-worksheet-accessing-versions)
- [The Worksheet: Duplicating Events with Worksheet Templates](https://support.detailsflowers.com/en/duplicating-events-with-worksheet-templates)
- [The Worksheet: The Tax Column (TP, TS, TL, NT)](https://support.detailsflowers.com/en/the-tax-column)
- [The Worksheet: Calculating Labor into Markup](https://support.detailsflowers.com/en/calculating-labor-into-markup)
- [The Worksheet: Adding New Items To A Recipe](https://support.detailsflowers.com/en/adding-new-items-to-a-recipe)
- [The Worksheet: Using Inspiration Photos As Recipe Images](https://support.detailsflowers.com/en/using-inspiration-photos-as-recipe-images)
- [The Worksheet: Marking Items or Lines as Non-taxable](https://support.detailsflowers.com/en/marking-items-as-non-taxable)
- [The Worksheet: Hiding Recipe Prices](https://support.detailsflowers.com/en/hiding-recipe-pricing)
- [The Worksheet: Recipe Stem Counts](https://support.detailsflowers.com/en/recipe-stem-counts)
- [The Worksheet: Locking in Prices](https://support.detailsflowers.com/en/locking-in-a-custom-price)
- [The Worksheet: Adjusting Tax Per Event](https://support.detailsflowers.com/en/adjusting-tax-per-event)
- [The Worksheet: Creating Proposal Suggestions](https://support.detailsflowers.com/en/proposal-suggestion)
- [The Worksheet: Recipe Description v. Recipe Notes](https://support.detailsflowers.com/en/recipe-description-v-recipe-notes)
- [The Worksheet: Using Worksheet Sections](https://support.detailsflowers.com/en/using-worksheet-sections)
- [The Worksheet: Finding A Specific Color Using Color Codes](https://support.detailsflowers.com/en/finding-a-color-using-hex-codes)
- [The Worksheet: Adding & Restoring Sections](https://support.detailsflowers.com/en/adding-restoring-sections)
- [The Worksheet: Updating Item Costs](https://support.detailsflowers.com/en/updating-worksheet-pricing)
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## Company Settings
- [Company Settings: Tax Settings](https://support.detailsflowers.com/en/tax-settings)
- [Company Settings: Updating Account Settings & Defaults](https://support.detailsflowers.com/en/updating-default-settings)
- [Company Settings: Switching Between Accounts In Details](https://support.detailsflowers.com/en/switching-between-accounts-in-details)
- [How Do I Change Details To Another Language Using Google Translate?](https://support.detailsflowers.com/en/how-do-i-change-details-to-another-language)
- [Company Settings: Loading a template for your Event Defaults](https://support.detailsflowers.com/en/company-settings-loading-a-template-your-event-defaults)
## Client Portal
- [The Client Portal: Settings](https://support.detailsflowers.com/en/the-client-portal-settings)
- [The Client Portal: Analytics](https://support.detailsflowers.com/en/the-client-portal-analytics)
- [Getting Started With Details](https://support.detailsflowers.com/en/getting-started-with-details#main-content)
- [Account Set Up](https://support.detailsflowers.com/en/getting-started-with-details#account-set-up)
- [Education & Learning](https://support.detailsflowers.com/en/education-learning#main-content)
- [Supporting Documents](https://support.detailsflowers.com/en/education-learning#supporting-documents)
- [Event Financials/Invoicing](https://support.detailsflowers.com/en/education-learning#event-financials-invoicing)
- [Event Details](https://support.detailsflowers.com/en/education-learning#event-details)
- [Reports](https://support.detailsflowers.com/en/education-learning#reports)
- [Form Builder](https://support.detailsflowers.com/en/education-learning#form-builder)
- [Resource Galleries (Inspiration, Recipe, and Item)](https://support.detailsflowers.com/en/education-learning#resource-galleries-inspiration-recipe-and-item)
- [The Proposal](https://support.detailsflowers.com/en/education-learning#the-proposal)
- [Costs/RFQ](https://support.detailsflowers.com/en/education-learning#costs-rfq)
- [The Event List](https://support.detailsflowers.com/en/education-learning#the-event-list)
- [Client Information](https://support.detailsflowers.com/en/education-learning#client-information)
- [The Design Board](https://support.detailsflowers.com/en/education-learning#the-design-board)
- [Tools/Features](https://support.detailsflowers.com/en/education-learning#tools-features)
- [The Design Worksheet & Recipes](https://support.detailsflowers.com/en/education-learning#the-design-worksheet-recipes)
- [Company Settings](https://support.detailsflowers.com/en/education-learning#company-settings)
- [Client Portal](https://support.detailsflowers.com/en/education-learning#client-portal)
- [Emails](https://support.detailsflowers.com/en/emails)
- [Details Direct](https://support.detailsflowers.com/en/details-direct)
- [Account Information](https://support.detailsflowers.com/en/account-information#main-content)
- [Analytics & Reports](https://support.detailsflowers.com/en/account-information#analytics-reports)
- [Billing & Subscription](https://support.detailsflowers.com/en/account-information#billing-subscription)
- [General Account Information](https://support.detailsflowers.com/en/account-information#general-account-information)
- [Support](https://support.detailsflowers.com/en/account-information#support)
- [Zapier](https://support.detailsflowers.com/en/zapier#main-content)
- [Financials](https://support.detailsflowers.com/en/zapier#financials)
- [About Zapier](https://support.detailsflowers.com/en/zapier#about-zapier)
- [Project/Task Applications](https://support.detailsflowers.com/en/zapier#project-task-applications)
- [Calendar Applications](https://support.detailsflowers.com/en/zapier#calendar-applications)
- [Troubleshooting](https://support.detailsflowers.com/en/troubleshooting#main-content)
- [The Worksheet](https://support.detailsflowers.com/en/troubleshooting#the-worksheet)
- [Costs/RFQ/Orders](https://support.detailsflowers.com/en/troubleshooting#costs-rfq-orders)
- [The Event List](https://support.detailsflowers.com/en/troubleshooting#the-event-list)
- [Payments/Invoicing](https://support.detailsflowers.com/en/troubleshooting#payments-invoicing)
- [General](https://support.detailsflowers.com/en/troubleshooting#general)
- [The Proposal](https://support.detailsflowers.com/en/troubleshooting#the-proposal)
- [The Resources](https://support.detailsflowers.com/en/troubleshooting#the-resources)
- [Videos](https://support.detailsflowers.com/en/videos#main-content)
- [Ordering & Invoicing](https://support.detailsflowers.com/en/videos#ordering-invoicing)
- [Resource Galleries](https://support.detailsflowers.com/en/videos#resource-galleries)
- [Creating Events](https://support.detailsflowers.com/en/videos#creating-events)
- [Useful Features](https://support.detailsflowers.com/en/videos#useful-features)
- About
- [Home](https://detailsflowers.com/)
- [Details Direct](https://info.detailsflowers.com/details-direct)
- [About Us](https://detailsflowers.com/about)
- [Features](https://info.detailsflowers.com/features)
- [Plans & Pricing](https://info.detailsflowers.com/plans)
- [Testimonials](https://info.detailsflowers.com/testimonials)
- [Press](https://info.detailsflowers.com/press)
- [Media](https://info.detailsflowers.com/media)
- Details University
- [Listen on Spotify](https://info.detailsflowers.com/masterclasses)
- [Classes](https://info.detailsflowers.com/details-university)
- [Demo](https://meetings.hubspot.com/details-flowers/demo)
- [FAQs](https://info.detailsflowers.com/faqs)
- [Careers](https://info.detailsflowers.com/careers-0)
- [Internships](https://info.detailsflowers.com/internships)
- Community
- [Blog](https://blog.detailsflowers.com/blog)
- [Our Partners](https://info.detailsflowers.com/partners)
- [Become a Partner](https://info.detailsflowers.com/become-a-partner)
- [Join Our FB Group](https://www.facebook.com/groups/detailsflowers/)
- Members
- [User Agreement](https://info.detailsflowers.com/user_agreement)
- [Privacy Policy](https://info.detailsflowers.com/privacy_policy)
- [Newsletter Sign Up](https://share.hsforms.com/11p2kVvqiRxSfZcPttN6mTw21epl)
- [Update Email Preferences](https://info.detailsflowers.com/resubscribe-to-important-updates)
[](https://info.detailsflowers.com/)
**Details is a platform that helps florists and designers do more and earn more. Our software streamlines proposals, ensures clients are profitable down to each arrangement, and simplifies the payment process. Suppliers benefit too, with additional business from in-network florists, volume predictability, and greater customer loyalty.**
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- About
- [Home](https://detailsflowers.com)
- [Details Direct](https://info.detailsflowers.com/details-direct)
- [About Us](https://detailsflowers.com/about)
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386.255.9594
307 W. Granada Blvd. Suite 2010
Ormond Beach, FL 32174
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