Education & Learning

Learn about all of the features Details has to offer and how they work

Supporting Documents

• Documents: The Recipe PDF
• Documents: The Executive PDF
• Documents: The Delivery PDF

Event Financials/Invoicing

• The Financials: Logging Payments
• The Financials: Convenience Fee
• Details Invoicing: Collecting Payments
• Details Invoicing: Proposal Access from Invoice
• Details Invoicing: Sending The Invoice
• The Financials: Adjusting Event Payment Schedules
• Details Invoicing: Chargeback Protection
• The Financials: Using Details Invoicing
• The Financials: Managing Contract Terms
• Details Invoicing: Canceling an Invoice
• Details Invoicing: Processing Refunds
• The Financials: Logging A Refunded Payment
• The Financials: Radar For Fraud Teams
• The Financials: Payment Receipts
• Details Invoicing: Adding the 'Event Staff' line
• The Financials: The Magic Button
• The Financials: Adjusting The 'Due' Column

Event Details

• The Event Details: Navigating The Event Details Page
• The Event Details: Removing An Event Date

Reports

• Reports: Using the Items Needed report
• The Event List: Automatic Financials Report
• Reports: Admin/Convenience Fee
• Reports: Building Custom Reports
• The Event List: Team Lead Report
• Reports: Item Analytics
• Reports: Taxes Collected
• Reports: Sales By Team Member
• Reports: Sales Report
• Reports: Tracking Referrals
• Reports: Number Of Events By Venue
• Reports: Client Information List
• Reports: Events Within a Date Range

Form Builder

• The Form Builder: Responses
• The Form Builder: An Introduction
• The Form Builder: Static Pages

Resource Galleries (Inspiration, Recipe, and Item)

• The Recipe Gallery: Adding & Editing Recipes
• The Inspiration Gallery
• Resources: The Table View
• The Item Gallery: Adding New Items
• Resources: Collections
• The Item Gallery: Deleting and Restoring
• The Item Gallery: General Overview
• The Item Gallery: Adding Collections to the Design Board
• The Item Gallery: All Items v. My Items
• The Item Gallery: Using Selection Mode
• The Item Gallery: Searching & Filtering
• The Item Gallery: The Design Board Menu
• The Item Gallery: Adding & Editing Items
• The Recipe Gallery: General Overview
• The Item Gallery: Item Details
• The Item Gallery: Historical Data
• The Item Gallery: Updating Item Images
• The Item Gallery: Re-Ordering Collections
• The Item Gallery: Logging & Managing Inventory
• The Recipe Gallery: Custom Categories

The Proposal

• The Proposal: Customizing Your Proposals
• The Proposal: Sending The Proposal
• The Proposal: Saving and Publishing
• The Proposal: Expiration Dates
• The Proposal: Revoking Access
• The Proposal: Collecting E-signatures
• The Proposal: Managing Versions
• The Proposal: Signed Documents
• The Proposal: Managing Price Visibility
• The Proposal: Counter-signing
• The Proposal: Formatting Proposal Links (Hyperlinks)
• The Proposal: Creating A Proposal Without Pricing
• The Proposal: Managing Proposal Access
• The Proposal: Holly Chapple Template Features
• The Proposal: Proposal Settings & Defaults
• The Proposal: Purchasing New Themes From The Details Marketplace

Costs/RFQ

• The Costs Page: Total Stem Counts
• The Costs Page: Managing Orders in Details
• The Costs Page: Adding Substitutions
• The Costs Page: Projected Costs v. Actual Costs
• The Costs Page: Inventory
• The Costs Page: Requesting Quotes from Wholesalers
• The Costs Page: Managing Wholesaler Buttons
• The Costs Page: Navigating The Costs Page

The Event List

• The Event List: Searching
• The Event List: Moving An Event To A Different List
• The Event List: Automated Reporting Overview
• The Event List: Add New Client & Events
• Using the Event List
• The Event List: Settings

Client Information

• Client Information: The Client Activity Log
• Client Information: Inputting Client and Contact Notes
• Client Information: The 'Day Of' Contact
• Client Information: Adding Another Event To An Existing Client
• Client Information: Accessing Events From The Client Record
• Client Information: The Client Quick Menu
• The Client Info Page

The Design Board

• The Design Board: Adding & Removing
• The Design Board: Previewing Design Board Items or Recipes
• The Design Board: Favoriting Recipe Items to the Design Board
• The Design Board: Adding Worksheet Recipes
• The Design Board: Updating A Recipe From The Item Gallery
• The Design Board: Items Used

Tools/Features

• Additional Features: Subdomain
• Account Settings: Using 'Privacy Mode'
• The Worksheet: Autosaving
• Personalization Tokens
• 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

The Design Worksheet & Recipes

• The Worksheet: Applying Discounts to Events
• The Worksheet: Building Recipes on the Worksheet
• The Worksheet: Admin Fee
• The Worksheet: Managing Sections & Line Items
• The Worksheet: Saving Recipes from the Worksheet
• The Worksheet: Adding Fees to Events
• The Worksheet: Accessing Versions
• The Worksheet: Duplicating Events with Worksheet Templates
• The Worksheet: The Tax Column (TP, TS, TL, NT)
• The Worksheet: Calculating Labor into Markup
• 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: Creating Proposal Suggestions
• The Worksheet: Recipe Description v. Recipe Notes
• The Worksheet: Using Worksheet Sections
• The Worksheet: Finding A Specific Color Using HEX/HTML Codes
• The Worksheet: Adding & Restoring Sections
• The Worksheet: Updating Item Costs

Company Settings

• Company Settings: Updating Account Settings & Defaults
• Company Settings: Switching Between Accounts In Details
• How Do I Change Details To Another Language Using Google Translate?
• Company Settings: Loading a template for your Event Defaults

Client Portal

• The Client Portal: Settings