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Orders & Tasks to do

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Upcoming Events

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Recent Orders

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Notes

You've got this! ♡

Shopping List

This Week

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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.

Sign in to see your workspace team.

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
No need to enter https:// — Bloom Dock adds it automatically.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.

Customer order payments

Choose how customers pay when a form uses your business payment setting.

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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

Choose a preset or type any whole number from 1 to 183 working days. Individual forms can have their own lead time.Choose a preset or type any whole number from 5 to 365 days.

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.