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AB

Tasks

Chase table linen delivery♙›
Pack welcome bags♙›
Confirm florals with supplier♙›
Send final timeline to client♙›

Upcoming Events

SAT26
Hannah & JamesWedding
›
FRI02
The Lawson FamilyPrivate Party
›
SAT10
Olivia's 30thBirthday
›
SAT17
Corporate EventThe Riverside Hotel
›

Recent Orders

CLIENTORDERRECEIVEDSTATUS
Hannah & JamesWedding26 Apr 2026In Progress›
The Lawson FamilyPrivate Party02 May 2026Pending›
Olivia Bennett30th Birthday10 May 2026Confirmed›
Riverside Co.Corporate Event17 May 2026Awaiting Info›

Notes

You've got this! ♡

Shopping List

This Week

›
Orders Created5
Tasks Completed28
Happy Clients5

Orders & Tasks

Every job in one place. Task views always put the most urgent work first.

Calendar

Green numbers show work due to start. Red numbers show work due that day. Events stay separate.

1Starts that day1Due that day✓Completed deadline☆ Events (separate)

September 2026

MonTueWedThuFriSatSun

Events

Manage markets, meetings, training and other dates — with simple checklists or fully scheduled tasks.

Customer Forms

Share browser-based order forms: customers never need an account or app download. Their private status links keep them updated.

Customers

Current customers stay separate from completed customer history automatically.

Team & Permissions

Give each person exactly the access they need.

AB

Alex Brown

alex@example.com

Owner
JM

Jamie Mills

jamie@example.com

Manager
RS

Riley Shaw

riley@example.com

Staff

Automations

Let Bloom Dock create repeat work, watch deadlines and keep routine admin moving.

SMART WORKFLOW

Less remembering.
More doing.

Recurring tasks are generated automatically and urgency rules keep the right work at the top.

GreyGreenAmberRed

Workspace health

Live

Recurring work

Workflow rules

Active

Recent automation activity

Shopping List

Track what the team needs to buy, where it comes from, what it costs and who purchased it.

Reports

See workload, deadlines, capacity and team balance at a glance.

Workload by urgency

Live

Team workload

Active jobs

Upcoming capacity

Next 7 working days

Customer payments

Connected-account payments only. Bloom Dock subscription billing is separate.

Stripe Connect

Payment totals load from the secure workspace ledger.

Messages & Notifications

Keep customers informed and make sure your team never misses the next action.

Customer automations

4 active

Team notifications

Push + in-app

Recent customer messages

Message templates

Editable

Business Settings

Manage your customer-facing profile, branding, availability and scheduling defaults.

Business profile

Used on customer status pages and customer messages.

Customer-facing
This is separate from internal team details. It appears on customer-facing status pages and can be used in customer messages.

Customer form branding

Set the logo used by default on customer-facing order forms.

Default
No logo uploaded
New forms use this logo automatically. Any individual form can use a different logo or hide it entirely.

Weekly opening hours & capacity

Set each weekday independently, or use bulk edit for several days at once.

Each day can be closed, unlimited, or have its own capacity.

Customer deadline rules

Urgency colours

GreyNot due to start
GreenShould be started
AmberDeadline close
RedDeadline / overdue

Defaults & blocked dates

Blocked dates always stay unavailable, regardless of weekly capacity.

Specific date overrides

Change hours or capacity for one random date without altering the normal week.

Perfect for half-days, busy periods, extra staffing, events and one-off closures.

Backup & data

Keep a portable copy of your demo workspace while you test Bloom Dock.

Cloud production backups would be handled securely on the server.