Quickstart

1. Navigate to the Settings page.
2. Under General, find the Payment Gateway section.
3. Click Connect.
4. Follow the instructions to connect your existing Stripe account or create a new one.

Once connected, you will see a green indicator confirming that Stripe is successfully linked.

Locations represent the headquarters or warehouse where your resources and team are based.

1. Go to General Settings.
2. Click the + Add location button to add your locations.
3. Add as many locations as needed for your operation.

In General Settings, configure default timelines for key event stages like “Loading time” and “Setup time.”

These defaults are used to generate dynamic event timelines for all your events.

Upload your logo and set a primary color in Branding Settings.

• Your logo will appear on customer-facing pages like quotes and invoices.
• The primary color personalizes your app’s buttons and icons.

Resources like coffee carts, bar carts, vans, or trailers can be added in the Resources section.

1. Click + Add Resource.
2. Name and categorize the resource.
3. Assign it to a location and set its availability for events.

Add your team members in the Staff section.

• Assign roles (e.g., “Barista”) and locations.
• Ensure contact information is complete for easy event coordination.

Configure the form used to collect customer information during the booking process.

1. Go to Forms.
2. Click on the auto-generated New Booking Form.
3. Update, add or delete form questions as needed.
4. Customize settings like redirect URLs and payment schedules.

Remember to Publish your form once it’s ready.

Embed the lead intake form on your website to receive quote requests from leads.

1. Go to Forms.
2. Click on the auto-generated New Lead Intake Form.
3. Configure form questions and settings.
4. Click on Embed Form to get the embed code.
5. Follow instructions to embed the form on your website.

Remember to Publish your form once it’s ready.

In Task Settings, you can setup your Admin Task Templates. These tasks will be added to the Overview section of each event and will be clearly presented in the Events section. You can also include a Default Due Date for each task, to ensure they’re completed timely.

In Task Settings, you can setup your Event Brief Task Templates. These tasks will be added to the Event brief section of each event and, most importantly, will be presented in the public event brief document to share with your event team.

Each task can be put in a specific order and assigned to a section of the event brief (e.g. “Prep & Loading” or “Service”). This way, your event team can reference the event brief throughout working the event to make sure all tasks are complete.

Format your with Markdown to add style and links. Here are examples of some of our favorites:

Text Styling

Type this: **Bold text** Get this: Bold text

Type this: *Italic text* Get this: Italic text

Type this: [Link text](URL) Get this: Link text

Example in Action

Type this:

Need to **highlight** something *important*? 
Add a [helpful link](https://docs.flashquotes.com) too!

Get this: Need to highlight something important? Add a helpful link too!

In Add-Ons Settings, create add-on services that customers can add to their order.

1. Click + Create Add-On.
2. Add a name, description, price type (e.g., “Flat Price” or “Per Guest”), and price for each add-on.

1. Go to the Leads page.
2. Click on a Lead or create one by clicking + New Lead.

1. From the Leads page, click + New Quote to create a new quote.
2. Input the Address, Service Location, Date and Time and click Create.
3. You’ll land on the quote editing screen. From here you can:

• add line items, discounts, and taxes
• add / edit details about the event service
• customize the look of the quote view

1. When you’re ready to send it, click Send quote. You’ll need to choose one of your booking forms to link to the Book my event button.
2. Click Send. An email version of the Quote will be sent to the lead with a link to instantly book.
3. Sit back and wait for the bookings to roll in!