True Client Pro Floral CRM Frequently Asked Questions
Please see a list of our Frequently asked questions.
If you have any other questions please email us hello@trueclientpro.com.
True Client Pro is designed for florists, wedding planners, and event professionals who manage custom events, proposals, contracts, payments, and production workflows.
It is best suited for businesses that handle multiple clients, detailed designs, and time sensitive events, and need one centralized system to manage everything from inquiry to event execution.
True Client Pro is commonly used by wedding and event florists, planners, studios, and teams who want better organization, clearer client communication, and more control over their operations.
True Client Pro helps manage the full lifecycle of a floral or event business in one system. This includes inquiries, leads, proposals, contracts, payments, design boards, floral recipes, production reports, timelines, tasks, and team collaboration.
The platform is built to support both everyday operations and large scale events such as weddings, corporate events, and seasonal holidays. Everything is organized in one place so business owners do not have to switch between multiple tools.
True Client Pro is a business management and CRM platform, not a traditional point of sale system.
Retail florists typically use True Client Pro alongside their existing POS system to manage weddings, events, and large scale custom work. While the POS handles in store transactions, True Client Pro is used to manage client communication, proposals, contracts, production planning, workflows, and event based payments.
True Client Pro integrates with payment processors such as Stripe and Square for invoicing and payment tracking, but it does not replace a retail cash register or in store POS system.
Yes. True Client Pro is specifically designed to support weddings and events, where projects involve detailed proposals, multiple design elements, production timelines, and coordination across teams and vendors.
The platform is structured to handle custom event work from the initial inquiry through planning, execution, and post event follow up, making it well suited for wedding florists, event planners, and hybrid businesses.
Yes. True Client Pro is designed to replace the patchwork of tools many florists and event professionals use to run their business.
Instead of managing separate systems for leads, proposals, contracts, payments, task management, design boards, client communication, and production workflows, True Client Pro brings everything into one centralized platform.
This reduces manual work, eliminates duplicate data entry, improves team coordination, and gives business owners a clear view of every project from inquiry to event completion.
Many businesses use True Client Pro as their primary system while keeping specialized tools, such as a retail POS, for in store sales. True Client Pro focuses on managing weddings, events, and custom projects end to end.
Yes. True Client Pro is used by both solo business owners and growing teams. The platform is flexible enough for one person to manage inquiries, proposals, and events, while also supporting multiple users as a business grows.
Business owners can start with the tools they need and add team members, roles, and workflows over time without changing systems.
Yes. True Client Pro supports multiple users within a single account. Business owners can invite team members and assign specific roles and permissions based on each person’s responsibilities.
In addition, business owners have the ability to control price visibility. Pricing can be hidden across the platform regardless of user role, which is especially helpful for florists and planners who collaborate with freelancers, contractors, or external partners. This ensures sensitive pricing information is not shared while still allowing teams to collaborate effectively.
Yes. True Client Pro provides a secure client portal where clients can view proposals, contracts, invoices, and approved project details online.
Business owners control what clients can see and when access is granted. This allows clients to review information, approve documents, and stay informed without exposing internal notes, pricing structures, or production details.
True Client Pro is offered as a subscription based software platform. Pricing is determined by the selected plan and is billed on a monthly or annual basis, depending on the option chosen at checkout.
Plans are structured based on the number of projects included, not the number of users. All plans allow unlimited users, enabling teams to collaborate without additional per user fees. Businesses can scale their subscription by adding projects as their needs grow.
No. True Client Pro does not require long term contracts. Subscriptions renew automatically based on the selected billing cycle unless canceled before the renewal date.
This allows businesses to use the platform without being locked into extended commitments while maintaining access to ongoing updates and support.
Yes. You can cancel your subscription at any time from within your account.
To cancel, log in to your account, navigate to Company Settings, then Subscription, and follow the cancellation steps provided. Cancellation requests must be completed within the platform and cannot be processed via email.
Once canceled, access to the platform remains available through the end of the current billing period, and future charges are stopped.
Subscription fees are non refundable once a billing cycle begins, except where required by applicable law.
Businesses are encouraged to review plan details carefully before subscribing. Access to the platform remains available through the end of the active billing period after cancellation.
True Client Pro allows businesses to create invoices, send payment requests, and track payment status directly within the platform. Payments are processed through integrated payment providers such as Stripe and Square.
This allows businesses to manage client payments in one place while using trusted third party processors to handle transactions securely.
Businesses retain ownership of all data they enter into True Client Pro. This includes client information, proposals, contracts, designs, documents, and project details.
True Client Pro does not claim ownership of user data and only accesses or processes information as necessary to operate and support the platform, in accordance with the Privacy Policy.
True Client Pro uses industry standard security practices to protect user and client data. Data is stored and processed using secure infrastructure, and access to information is controlled through authentication and permission based controls.
True Client Pro is committed to protecting data privacy and handles information in accordance with its Privacy Policy and applicable data protection laws.
True Client Pro only shares data with third parties when it is necessary to operate the platform, provide requested services, process payments, or comply with legal obligations.
Third party access is limited to trusted service providers, and data is handled in accordance with the Privacy Policy. True Client Pro does not sell user or client data.
Most businesses can get started with True Client Pro quickly by setting up their account, adding basic company information, and creating their first projects. The platform is designed to support gradual adoption, allowing businesses to implement features at their own pace.
Additional onboarding resources and guidance are available for businesses that want more structured setup support.
Yes. True Client Pro includes sample clients and example project data to help businesses understand how the platform works from beginning to end. These examples demonstrate how inquiries, proposals, contracts, payments, and production workflows are organized within the system.
This allows new users to explore the platform using real world scenarios before entering their own data, making it easier to understand workflows and best practices.
True Client Pro includes lead capture forms that automatically collect and log inquiry information directly into the platform. When a lead submits a form, the details are recorded accurately without requiring manual data entry by the business owner.
These forms can be shared using a direct link, making it easy for businesses to collect consistent, complete information from the start while reducing errors and saving time.
Yes. True Client Pro includes built in task management and workflow tools to help businesses organize projects from start to finish. Tasks can be created, assigned, and tracked to ensure important steps are completed on time.
Workflows are designed to support real world event processes, helping teams stay aligned and reducing the risk of missed details during planning and execution.
Yes. True Client Pro includes built in email automation and reminders that are triggered by specific actions and dates within a project.
Automations can be set up for:
• New inquiries and lead follow ups
• Sending questionnaires automatically
• Proposal and contract reminders
• Payment due reminders before and after due dates
• Task reminders for team members
• Client notifications for times, locations, and event updates
Emails and reminders are tied to real project milestones, not fixed dates. This means messages are sent automatically when something happens, such as a proposal being sent, a contract being signed, or a payment being received.
This reduces manual follow ups and ensures nothing falls through the cracks, even during high volume seasons.
In True Client Pro, a workflow is a connected sequence of actions that automatically move a project forward based on real events, not just manual task completion.
Workflows in True Client Pro include:
• Tasks that trigger based on dates or milestones
• Automated emails and reminders tied to client actions
• Proposal, contract, and payment driven automations
• Notifications triggered by inquiry, proposal sent, contract signed, or payment received
• Role based assignments and visibility controls
• Time based reminders with limits to prevent over communication
For example, when a proposal is sent, True Client Pro can automatically:
• Trigger follow up emails
• Schedule internal tasks
• Set payment reminders
• Notify team members
• Update project status
This removes manual follow ups, reduces missed steps, and ensures every client experiences the same consistent process from inquiry to event completion.
Yes. Workflows and automations in True Client Pro are fully customizable and can be adjusted or turned off at any time.
Business owners control which workflows are active, what actions trigger automations, and which emails, reminders, or tasks are sent. Automations can be customized by project type, stage, or event timeline, allowing businesses to adapt the system to how they actually work.
This flexibility ensures True Client Pro supports your process rather than forcing you into a rigid system.
Yes. True Client Pro allows business owners to control visibility across the platform when working with freelancers, contractors, or external partners.
Access can be limited based on roles and permissions, and pricing information can be hidden regardless of the role assigned. This ensures collaborators can view only the information they need to complete their work without seeing sensitive pricing, client details, or internal notes.
This level of control is especially useful for florists and planners who regularly collaborate with outside vendors or seasonal team members.
Yes. True Client Pro allows businesses to store and share documents, images, and files directly within each project. This includes proposals, contracts, inspiration images, design references, and other project related materials.
Files are organized by project, making it easy for teams to access the most current information without relying on external folders or email attachments. Business owners control which documents are shared with clients and which remain internal.
True Client Pro provides structured support resources to help businesses use the platform effectively. Support includes access to documentation, guided onboarding materials, and direct assistance when needed.
Support is designed to help users understand workflows, features, and best practices so they can confidently manage their business operations within the platform.
Any disputes or legal matters related to the use of True Client Pro are governed by the platform’s Terms of Service. These terms outline how issues are addressed, including applicable law and dispute resolution procedures.
Users are encouraged to review the Terms of Service and related policies to understand their rights and responsibilities when using the platform.
Many businesses use True Client Pro to replace several disconnected tools such as spreadsheets, proposal documents, email threads, task lists, and manual tracking systems.
By centralizing client information, proposals, contracts, payments, design planning, and production workflows into one platform, True Client Pro helps reduce duplication, miscommunication, and time spent switching between systems.
TCP (short for True Client Pro) is a platform of services and features that help event professionals manage their business and events from beginning to end. For the most part, our customers are using us to manage their weddings, events, and large business functions. In addition, some users will even use this to project out their Mother's Day and Valentine's Day.
At the top of each page, you’ll find detailed articles and video links under the "i" icon for quick access. The full resource library is also available under iHelp in the footer section. Additionally, you can launch a self-guided tour at any time.
While our regular business hours are weekdays between 9 am and 5 pm EST, we offer extended times to book introductory calls and demos to accommodate international time zones.
We observe all USA holidays.
Based on the plan you are on, each one has specific user slots available for your team.
- Floral Plan- One User
- Events Plan- 3 Users
- Premium Plan - 6 Users
- Enterprise- Enquire at hello@trueclientpro.com
On True Client Pro, you can choose from 5 different user roles besides your log-in.
This feature is only available on our premium plan.
You can use one of the two methods to invite your client to help you manage the project.
Via Lead Capture Form Submission:
- Clients who fill out the lead capture form will automatically get access with a link only when you have activated the Email.
Added Manually (Notification for the 📧 Email is off in Canned Email section:
- When you have added clients manually (did not turn on the notification), you would like to invite them to start using the portal by checking the box "Click here to Turn On Email notifications to the client." Check the box and SAVE.
- Now, Scroll to the top and click "Send Login Access." The client will receive a notification with a login link. They must follow the steps and set the password.
When Adding The Client Manually:
- Choose to send login access immediately as you add the client's information before saving the client. The client will get the notification via Email as long as your email notification is under canned emails.
Yes, we provide migration data services for an extra fee. Please email us at hello@trueclientpro.com with the following information.
We do offer a free self onboarding system within the software. We provide 2 hours of starter onboarding during a free trial onboarding session within your 7 day free trial period. We offer additional onboarding packages should you need an extra guiding hand.
No, once you are charged there are no refunds. If any then processing fee is deducted. Please email us and share details, and you can always refer to our cancellation policy.
- Stripe has an automatic function; if you do not have sufficient funds in your account or your credit card fails to accept the charges, it will try to charge the credit card up to three times.
- When the payment attempt fails, it will log you out of the system. You can email us, and we can assist you to get back in.
- Any account that has not been active for more than six months gets deleted.
- Book a call or meeting with us before unsubscribing. Let us know if there is anything we can do to help. Your success is our success.
- Click on the setting gear in the upper right-hand corner, choose & click on the settings. Once in the company setting, choose a subscription and click cancel my subscription.
Enter your email that you used and click on "forgot password". Take a link from your email and reset the password.
- We are sorry that you are experiencing this at the moment.
- Practice clearing your cookies and browsing data, logging out and logging back in, shutting down and restarting the computer, and lastly, have you updated your computer, phone, iPad, or tablet lately?- Checking this thing will resolve the issue 99% of the time.
- If you still need help emailing us outside our business hours, email us at hello@trueclientpro.com or submit a support ticket.
- For extended hours and weekend support, sign up for our support package.
Yes, we are integrated with Stripe and Square. Our processing fee is 1% in addition to what your credit card charges.
Yes, of course you can. We want you to have the exact tax finding for reporting purposes instead of spending hours figuring it out during tax season.
Go to settings>customizable field> and add a new tax using the + icon in the upper right-hand corner. Add the county, state, and tax rates as needed. You can set more than one tax per country or state.
Yes, you can create proposal templates with your branding, with imags, default company letterhead information and much more.
Yes, there are 16 pre-designed pages available for your use:
- Cover Pages: 3 pages
- Time & Locations: 1 page
- Add event times and locations here.
- Design Board: 1 page
- Include florals, non-florals, hard goods, and images to showcase the project's elements.
- Item Pages: Unlimited as needed.
- Optional Page: 1 page
- For listing optional items.
- Payment Schedule: 1 page
- Summary of Payment: 1 page
- Inspirational Images/Vision Board: 7 pages
- Preformatted to add images from client photos, your gallery, or your device.
You can customize the number of pages included in a proposal for each specific project.
Yes, you can set a proposal expiration date. After this date, your client will no longer have access to the proposal.
Currently, we do not offer a floor plan feature.
However, we do provide guest seating table details to help you track:
- Types of tables
- Number of tables
- Tablecloth color
- Number of guests
- Table size
- Meal service style
This information helps florists make better floral design decisions and assists planners in organizing logistics efficiently.
Additionally, under Document Storage, you can upload floor plan files created with third-party tools.
Currently, we do not offer Google Calendar integration.
However, our clients often use free scheduling apps like Calendly. Simply create a scheduling link and add it to your company profile, allowing clients to book appointments without the hassle of back-and-forth texts or emails to find an available time.
Yes, the Client can download proposals, contracts, and invoices.
Yes and No. Let us elaborate. You can set up your company as a client and add as many projects as needed for each project you may want to track, such as style shoots, Marketing, etc.
There are a few ways to do workflows:
- Project Stages((Pipeline)to know where things are. You can find this under project details.
- Canned emails which are automatically triggered for all the actions. You can customize those emails. You can find canned emails under customizable fields.
- Project Tracking—You can customize it, which has email triggers. You can customize this under a customizable field and use it under each project.
- You can use Project Tracking to remind yourself of the task and see all tasks in one place under the productivity list. With this, you can use chat features to send an email and notepads to store your email templates.
- Create automated workflows before the project start date, after the project start date, before the project end date, after the project end date, after the inquiry date, after the proposal is sent after the contract is sent, after the contract is signed and after the first payment is received.
Project Start Date:
- This may only apply to some. This will be very useful if you give your client a parameter about the time limit when you work on your project—ex, Planners or coaches.
Project End Date: The date the event will take place.
- Booked Date: The date the client signed the contract and became your client. This can help you track the statics about your conversation rate.
The pull list is for any rental item. It helps you communicate with your team about the item, description, size, where to find it, etc.
The prep list contains all the perishable and disposable items to be prepared on the week of the event. You can add all these details under inventory under prep.
The link will bring them to your client-side portal once they click it. If they still need to set up the password, they can use the email they received and click on either forgot password (if they forgot it) or set it up.
Note: If they have not logged in a long time or forgot their password, you can send "SEND ACCESS DETAILS" from the client list.
The user is referred to each business owner.
- Can I create a new "canned email" that we would want to use.? No, Users cannot create a new canned email but can edit the email's To, CC, Subject, and body when the email pop-up appears. Also, users can send customized emails from the email history menu for both project-based and application-based.
- What are "Canned emails"? Consider Canned emails as your drafted templated email for all things which you can customize any time and especially before they go out.
- Can I add automation to "canned emails" that are not currently automated? No, the user cannot add automation to canned emails that are not currently automated.
- Customize the automation triggers (i.e., change what triggers the automation in addition to when the canned email should go out)- You can adjust them with workflows.
- Is there a resource on how to send canned emails? I know how to set them up with the new dialog box, but I need an option to send non-automated emails.
. ~ Non-automated emails are action-based emails; the user needs to "ON" email notifications and status for a particular email from the canned emails menu and Client menu - "Turn On Email notifications to the client" checkbox should be "ON", to trigger the non-automated emails. - Can I add my own signature? Yes, you can add your signature.
- Can I customize the email copy? Yes you can and all trigger base emails you can edit and customize further before you hit send.
- Is ther additional fee for email features? No, it is included in the fee.
We can customize your emails for additioanl fees
Why we love True Client Pro?
