Skip to main content
The Events section is where you manage weddings, corporate functions, and any large booking that needs a consultation, a proposal, and careful planning. Unlike everyday orders, events have longer timelines and usually involve multiple conversations with the client before the big day.
Events dashboard with card view showing upcoming events

​
How events work

Every event follows a journey from the first enquiry through to the event day. Here’s what that looks like:
1

Enquiry

A customer gets in touch about their wedding, corporate function, or special event. You create an event to start tracking it.
2

Consultation

You meet the client to discuss their vision, colours, style, and budget. Record their preferences, colour palette, and any inspiration images on the event.
3

Build quotation

Use the quotation builder to create a detailed, itemised breakdown. Add recipes, set pricing, and include labour and adjustments.
4

Send proposal

Design a beautiful proposal and send it to the client via their Client Portal. They can review everything online at their own pace.
5

Booked

The client accepts the proposal, agrees to your terms, and pays their deposit. The event is now confirmed and any hire items are reserved for that date.
6

Finalisation

In the weeks before the event, confirm final numbers, make any last changes to the flowers, and send the final balance invoice.
7

Create orders

Create orders from your quotation items. These appear on your dashboard so your team can prepare them as part of their normal workflow.
8

Event day

Your team prepares the arrangements, loads the van, and delivers everything to the venue. Once complete, close the event.
For a detailed breakdown of every status an event passes through, see Event Lifecycle.

​
Event details

Each event has a details page where you can see and manage everything about the booking.
Event details page with venue, dates, and client contact information
From here you can:
  • View and update the client’s contact details and venue information
  • Set the event date and event time
  • Record the client’s colour palette and style preferences
  • Add notes from consultations and conversations
  • View the linked proposal, orders, and invoices
  • See the full activity timeline with status changes, payments, and communications

​
Event types

Events are categorised by type so you can track different kinds of bookings:
  • Wedding — your core event type, with full proposal and quotation support
  • Funeral — for larger tribute work that needs planning (smaller tributes are typically handled as regular orders)
  • Corporate — conferences, office flowers, recurring corporate contracts
  • Custom types — create your own event types in Settings to match your business
Each type has its own colour on the calendar so you can tell them apart at a glance.

​
Common questions

Yes. While smaller tributes are typically handled as individual orders, larger funeral commissions with multiple arrangements benefit from the quotation and proposal workflow. Create a “Funeral” event type to track them.
Yes. You can update the quotation and proposal at any time before the event. If the client wants to add or remove items, make the changes and republish the proposal. You may need to adjust the balance owed.
Each event tracks payments separately. See Payments & Deposits for the full guide.
Regular orders are for day-to-day sales — walk-ins, phone orders, online orders. Events are for larger bookings that need consultations, detailed quotations, proposals, and longer planning timelines.

​
What’s next?

Creating an Event

Step-by-step guide to creating your first event.

Event Lifecycle

Every status explained, from draft to completed.

Quotation Builder

Build detailed, itemised quotations.

Proposals

Design and send proposals that win bookings.

Event Orders

Turn quotation items into production orders.

Event Calendar

View all events and check availability.
Last modified on March 11, 2026