Register for Details University Classes

We get it. There are some people that are natural-born implementers. They can sit down in front of new technology and take off running. They love tinkering and figuring out things on their own. And if that’s you — we bow down.

For the rest of us who’d like a little more direction and an opportunity to ask questions about your personal set-up, we’ve created Details University.

We’ve got a few different modules to choose from, each designed to take you from zero to a proposal and cash-generating machine, fast.

And we’ve even got special training for new employees, so when you bring on staff, you don’t have to train them on Details, we can handle that for you!

These training sessions are conducted remotely via Google Meeting or Zoom, so you and as many people as you’d like can log in from anywhere you’ve got internet access.

Details University I: Details Business Basics (60 minutes) $50

In this class, we’ll take you from newbie to confident user over the course of an hour. We’ll help you get your account all set up, and get familiar with how Details works. While this is a beginner’s course, it’s such a great idea to make sure you get all of your settings dialed in just the way you like — before you start booking clients.

This course covers:

Setting up your Company information.
Creating your Event Default (line items, markup, fees, and taxes).
Creating your ideal financial schedule and how to use the payments page.
Adjusting the contract terms for your business.
How Details Flowers invoicing works.
How to update your Items Gallery (adjust stem cost, stems per bunch, and rental inventory).
Adding new inventory.
When and how to contact Support.

Details University II: Details Creative Side (90 minutes) $75

This class is a little more advanced and is ideal after you’ve got your account all set up. This is where the fun begins — you’ll learn how to create designs, generate lush proposals, and get a handle on your numbers. Be sure to come prepared for class, ready to take notes and learn!

This course includes:

How to use the Event List & Pipeline
How to add in a new client/event.
How to create/load a template.
The most efficient way to use the Design Board & Design Worksheet - including adding items to the Design Board, building, saving recipes, and using the stem counter.
How to use all of the Proposal tools.
Where you can find helpful supporting documents.
How to use the Costs page (generated order.)

New Employee Orientation: A Look Into Details (60 Minutes) $50

Hired a new team member and don’t exactly have time to train them on how to use Details? We’ve got you. Over the course of an hour, we’ll take your new hire and walk them through the key features of the software and even help them understand their new role in your organization a bit.

This course includes:

Managing and creating new events on the Event List
Designing an event using the Resources and the Worksheet
Accessing and downloading event-related documents
Generating orders and reports

Integrating Zapier (30 Minutes) $25

Zapier automates workflows between hundreds of services with the click of a button. Want to connect your Details account with Quickbooks, HoneyBook, and Google Drive? You can! Head on over to Zapier's website to check out all the apps you can connect with. Intrigued? Schedule time with our Support Team to learn how to integrate Zapier into your Details account. Click the button below and we'll have you zapping in no time.

Schedule a Discovery Call (15 Minutes) Free!

Looking to learn more about Details before you commit to any subscriptions? Schedule a 15 minute introductory call with our Sales Team. We understand every business has different needs - our goal of this call is to learn more about yours so we can show you how Details can help specifically with the obstacles you are facing.