As florists and event designers, organization is key to keeping your business running smoothly. With multiple events on a weekend - or heck even in a day! What do you do to stay organized? We’ve all been there, working on a huge project then suddenly a new client wants a quote, current clients are calling to make changes to their events, or you really just need to find the Details on that event you have coming up tomorrow!
It’s definitely a big step forward from manilla folders and file cabinets! Your Event List can be customized to show you what you would like to see and you can change it up at any time to suit whatever need arises. The Pipeline at the top of your Events List shows you the current status of your Events by organizing them into the Inquiry, Plan, Review, and Final stages.
Adjusting where an event lives in your Pipeline is easy - just use the status icons! The ‘New Inquires’ and ‘Received Payment’ statuses are already automated to help with this process but you are also able to adjust these by clicking on the icon to change it yourself. Don’t know what the icons mean or where the different status indicators put your event in the pipeline? You can view the Icon Legend by clicking on the map symbol in the top-left corner of Event List.
You can also change the Status Icons in bulk by checking the boxes for the events you want to change and hitting the ‘Change Status’ button on the bottom-center of the page. As always, just make sure you hit ‘Save Changes’ when you're done!
We know staying organized on a busy day really is one of the hardest things to do, and the Event List is really is a great tool to help you do just that. You can find more information on how to utilize your Events List in the Details Support Center or by clicking here! So next time you're needing to find what you need, skip the file cabinets and let us help you with the Details!
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