Details Flowers Support Center
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Education & Learning
Getting Started With Details
Account Set Up
Education & Learning
Client Information
Supporting Documents
Reports
Company Settings
The Event List
Resource Galleries (Inspiration, Recipe, and Item)
The Design Board
The Design Worksheet & Recipes
The Proposal
Event Financials/Invoicing
Costs/RFQ
Tools/Features
Event Details
Form Builder
Client Portal
Account Information
General Account Information
Billing & Subscription
Support
Analytics & Reports
Zapier
Project/Task Applications
Calendar Applications
Financials
About Zapier
Troubleshooting
General
The Worksheet
The Proposal
Payments/Invoicing
The Event List
Costs/RFQ/Orders
The Resources
Video Tutorials
Creating Events
Ordering & Invoicing
Resource Galleries
Useful Features
Emails
Back to home
Details Flowers Support Center
Education & Learning
Getting Started With Details
Account Set Up
Education & Learning
Client Information
Supporting Documents
Reports
Company Settings
The Event List
Resource Galleries (Inspiration, Recipe, and Item)
The Design Board
The Design Worksheet & Recipes
The Proposal
Event Financials/Invoicing
Costs/RFQ
Tools/Features
Event Details
Form Builder
Client Portal
Account Information
General Account Information
Billing & Subscription
Support
Analytics & Reports
Zapier
Project/Task Applications
Calendar Applications
Financials
About Zapier
Troubleshooting
General
The Worksheet
The Proposal
Payments/Invoicing
The Event List
Costs/RFQ/Orders
The Resources
Video Tutorials
Creating Events
Ordering & Invoicing
Resource Galleries
Useful Features
Emails
Education & Learning
Learn about all of the features Details has to offer and how they work
Client Information
Client Information: Inputting Client and Contact Notes
Client Information: The Client Activity Log
The Client Info Page
Client Information: The 'Day Of' Contact
Client Information: Adding Another Event To An Existing Client
Client Information: The Client Quick Menu
Client Information: Accessing Events From The Client Record
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Supporting Documents
Documents: The Executive PDF
Documents: The Delivery PDF
Documents: The Recipe PDF
Reports
Reports: Number Of Events By Venue
Reports: Using the Items Needed report
Reports: Taxes Collected
Reports: Tracking Referrals
Reports: Sales Report
Reports: Sales By Team Member
Reports: Events Within a Date Range
Reports: Client Information List
Reports: Building Custom Reports
Reports: Item Analytics
The Event List: Automatic Financials Report
The Event List: Team Lead Report
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Company Settings
Company Settings: The Event Defaults
Company Settings: Default Contract Terms
Company Settings: Financial Defaults
Company Settings: Switching Between Accounts In Details
Company Settings: Updating Account Settings & Defaults
Company Settings: Info
Company Settings: Loading a template for your Event Defaults
How Do I Change Details To Another Language Using Google Translate?
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The Event List
Using the Event List
The Event List: Add New Client & Events
The Event List: Moving An Event To A Different List
The Event List: Settings
The Event List: Searching
The Event List: Automated Reporting Overview
The Event List: Referral Tracking Report
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Resource Galleries (Inspiration, Recipe, and Item)
The Item Gallery: Item Details
The Item Gallery: Adding & Editing Items
The Item Gallery: General Overview
The Item Gallery: Adding New Items
The Item Gallery: Historical Data
The Recipe Gallery: General Overview
The Recipe Gallery: Custom Categories
The Item Gallery: Updating Item Images
The Item Gallery: The Design Board Menu
The Item Gallery: Re-Ordering Collections
The Item Gallery: Searching & Filtering
The Inspiration Gallery
The Item Gallery: Logging & Managing Inventory
The Item Gallery: Deleting and Restoring
The Item Gallery: Using Selection Mode
The Item Gallery: Adding Collections to the Design Board
The Item Gallery: All Items v. My Items
The Recipe Gallery: Adding & Editing Recipes
Resources: The Table View
Resources: Collections
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The Design Board
The Design Board: Favoriting Recipe Items to the Design Board
The Design Board: Items Used
The Design Board: Previewing Design Board Items or Recipes
The Design Board: Updating A Recipe From The Item Gallery
The Design Board: Adding Worksheet Recipes
The Design Board: Adding & Removing
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The Design Worksheet & Recipes
The Worksheet: Using Worksheet Sections
The Worksheet: Accessing Versions
The Worksheet: Calculating Labor into Markup
The Worksheet: Building Recipes on the Worksheet
The Worksheet: Managing Sections & Line Items
The Worksheet: Saving Recipes from the Worksheet
The Worksheet: Duplicating Events with Worksheet Templates
The Worksheet: Adding New Items To A Recipe
The Worksheet: Using Inspiration Photos As Recipe Images
The Worksheet: Marking Items or Lines as Non-taxable
The Worksheet: Hiding Recipe Prices
The Worksheet: Recipe Stem Counts
The Worksheet: Locking in Prices
The Worksheet: Adjusting Tax Per Event
The Worksheet: Recipe Description v. Recipe Notes
The Worksheet: Updating Item Costs
The Worksheet: Finding A Specific Color Using HEX/HTML Codes
The Worksheet: Adding & Restoring Sections
The Worksheet: Adding Fees to Events
The Worksheet: The Tax Column (TP, TS, TL, NT)
The Worksheet: Creating Proposal Suggestions
The Worksheet: Applying Discounts to Events
The Worksheet: Admin Fee
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The Proposal
The Proposal: Customizing Your Proposals
The Proposal: Holly Chapple Template Features
The Proposal: Proposal Settings & Defaults
The Proposal: Formatting Proposal Links (Hyperlinks)
The Proposal: Saving and Publishing
The Proposal: Counter-signing
The Proposal: Signed Documents
The Proposal: Managing Versions
The Proposal: Managing Proposal Access
The Proposal: Collecting E-signatures
The Proposal: Managing Price Visibility
The Proposal: Purchasing New Themes From The Details Marketplace
The Proposal: Creating A Proposal Without Pricing
The Proposal: Revoking Access
The Proposal: Expiration Dates
The Proposal: Sending The Proposal
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Event Financials/Invoicing
How do I add the 'Event Staff' line to my Invoice?
The Financials: Payment Receipts
The Financials: Managing Contract Terms
The Financials: Using Details Invoicing
The Financials: Radar For Fraud Teams
Details Invoicing: Processing Refunds
Details Invoicing: Canceling an Invoice
The Financials: Logging A Refunded Payment
The Financials: The Magic Button
The Financials: Adjusting The 'Due' Column
The Financials: Logging Payments
The Financials: Convenience Fee
Details Invoicing: Collecting Payments
Details Invoicing: Proposal Access from Invoice
Details Invoicing: Sending Invoices
The Financials: Adjusting Event Payment Schedules
Details Invoicing: Chargeback Protection
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Costs/RFQ
The Costs Page: Navigating The Costs Page
The Costs Page: Total Stem Counts
The Costs Page: Requesting Quotes from Wholesalers
The Costs Page: Managing Wholesaler Buttons
The Costs Page: Adding Substitutions
The Costs Page: Projected Costs v. Actual Costs
The Costs Page: Inventory
The Costs Page: Managing Orders in Details
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Tools/Features
The Worksheet: Autosaving
Using 'Privacy Mode' in Details
Using Custom Properties
The Color Selector
The Color Selector: Color Collections
The Color Selector: Favorites
The Color Selector: Creating Custom Quick Colors
The Color Selector: History
The Color Selector: Suggestions
The Color Selector: From Image
Additional Features: Subdomain
Personalization Tokens
Company Settings: User Activity Log
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Event Details
The Event Details: Navigating The Event Details Page
The Event Details: Removing An Event Date
Form Builder
The Form Builder: An Introduction
The Form Builder: Responses
The Form Builder: Static Pages
Client Portal
The Client Portal: Settings
