The Event List: Add New Client & Events

Congratulations! It's always a great day when you have another client to add to the software!

Here's how to add a client to Details Flowers:

  • Click the 'New Client/Event' button at the top of the page on the Event List.
  • When you click this, Details is adding both the client AND event.
  • Special Note: Once this is complete, the client is added to your Event List with the status of 'New Inquiry' To learn more about the Event List, check out this article: Using The Event list
Screen Shot 2021-04-09 at 4.51.08 PM

 

Fill in the information for your client in the box that pops up. From there, you can go to the client's record or go directly into the event! 

Screenshot 2023-10-31 at 12.47.16 PM