True Client Pro is an all-in-one floral software built for wedding and event florists. It streamlines proposals, recipes, invoicing, communication, design planning, and event management. This complete guide explains every feature, why it matters, and how it saves time, increases profit, and simplifies your workflow.
Table of Contents
- Creating Projects
- Proposal Builder
- Invoices and Payments
- Lead Capture and Automation
- Email Automation
- Client Portal
- Recipe Builder
- Production Reports and Event Operations
- Design Board
- Flower and Product Library
- Gallery
- Vendor and Venue Directory
- Tasks and Timelines
- Company Settings and User Access
- Time Tracker
Creating Projects in True Client Pro
Projects are the foundation of True Client Pro. Every proposal, recipe, contact, payment, task, and document lives inside a project. This keeps everything organized, searchable, and easy to manage.
What You Can Do
- Create weddings, corporate events, and daily orders in seconds.
- Track stages such as Inquiry, Proposal Sent, Contract Signed, Go Live, Showtime, and Wrap Up.
- Assign tasks to team members.
- See upcoming events and project timelines instantly.
How does this save time?
Save up to 15 minutes per event by keeping everything in one place and avoiding duplicate work.
Proposal Builder
The proposal builder helps florists create beautiful, branded proposals without using Canva, Google Docs, or PDFs. It supports visual storytelling and improves client conversions.
Key Features
- Six professionally formatted templates included.
- Choose from fifteen pages to build a custom proposal.
- Three cover page options.
- Drag and drop image galleries.
- Add product and flower images to support the design vision.
- Auto-calculated totals.
- Optional add-ons page for upsells.
- Times and location pages.
- Color palette extraction from uploaded images.
- Built-in contract and payment schedule.
Benefits
- Close clients faster with visual clarity.
- Reduce proposal editing from hours to minutes.
- Stop price-shopping by presenting polished, professional proposals.
Time saved
Save 30-45 minutes per proposal.
Invoices and Payments
True Client Pro integrates with Square and Stripe to automate payment collection. It reduces manual reminders and keeps payment records accurate.
Features
- Payment schedules are built into the proposal.
- Processing fees can be passed to the client.
- Accept Square, Stripe, Venmo, Zelle, checks, and cash.
- Automatic payment reminders.
Can clients pay with Square or Stripe?
Yes. Clients pay through their portal using Square or Stripe.
Can I charge processing fees?
Yes. Enable Pass Fees to Client in Payment Settings.
How does this save time?
Save 10-20 minutes per invoice with built-in reminders and automated tracking.
Lead Capture and Automation
The lead-capture form helps florists prequalify leads before speaking with them. It reduces back-and-forth communication and increases lead quality.
Features
- Custom event types.
- Attach pricing packages.
- Auto-tag leads.
- Automatic confirmation and follow-up emails.
Benefits
Get higher-quality leads, fewer no-shows, and less proposal shopping.
Time saved
Save 20-25 minutes per inquiry.
Email Automation
True Client Pro includes more than eighty pre-written emails. These support each stage of the client journey and replace repetitive writing.
Included Email Types
- Inquiry follow-ups.
- Proposal sent and reminders.
- Contract sent and reminders.
- Payment reminders.
- Task notifications.
- Client change request emails.
True Client Pro includes email automation at no additional cost. Third-party tools such as Zapier and Details software require paid upgrades.
Time saved
Save 45-60 minutes per lead.
Client Portal
The client portal centralizes communication, files, payments, and design notes. Clients can view everything in one place.
Features
- Chat messaging.
- Document uploads.
- Pinterest and link sharing.
- Design notes.
- Proposal, contract, and invoice access.
With fewer questions and clearer communication, clients stay informed and confident.
Time saved
Save 30-45 minutes per client per month.
Recipe Builder
The recipe builder creates accurate floral recipes linked to your product and flower library. It supports cost control, ordering, and team delegation.
Key Features
- Auto-calculated stems and costs.
- Production notes for staff.
- Integrated flower library.
- Swap flowers in a recipe or across an entire project.
- Update recipe pricing and apply it to the product library with a single click.
Benefits
You gain precise profitability, simplified delegation, and reliable ordering.
Time saved
Save 7 to 10 minutes per recipe.
Production Reports and Event Operations
True Client Pro includes a complete suite of production reports to support event planning, ordering, setup, execution, and teardown. These tools reduce errors and eliminate the need for manual spreadsheets.
Designer Worksheet
The designer worksheet organizes every arrangement with recipe counts, stem totals, and design notes.
How does this save time?
Save 20-30 minutes per event by providing clear instructions without separate documents.
Project Markup Settings
Set your markup across the entire project with one click. True Client Pro recalculates totals instantly.
How does this save time
Save 10 minutes per project and reduce pricing errors.
Profit and Loss Reporting
View projected and actual profitability. Track the cost of goods, retail pricing, and labor to understand your margins.
How does this save time?
Save 15 minutes per financial review with clear data.
Flower Ordering Report
True Client Pro totals stem across recipes and show exactly what to order. No manual counting is required.
How does this save time?
Save 30 to 45 minutes per order and avoid shortages or over-ordering.
Combined Multi-Event Ordering
Combine multiple events into a single flower order. Qualify for bulk pricing and reduce delivery fees.
How does this save time?
Save up to one hour per week.
Day-of Logistics and Delivery Report
Generate a report with delivery times, addresses, room assignments, setup instructions, and strike-down details.
How does this save time?
Save 30 minutes per event.
Team Execution Report
Assign tasks, track completion, and manage setup and teardown with structured checklists.
How does this save time?
Save 20 minutes per event.
Dedicated Project Photo Library
Upload event-day photos to the project. Share galleries with clients or keep them internal.
How does this save time?
Save 15-20 minutes per event.
Design Board
The design board helps florists plan color palettes, flowers, hard goods, and rental items for each event. Apply the board to a single item or to the entire project with a single click.
Key Features
- Create color palettes from images.
- Add flowers, vases, candles, and rental items.
- Use product images in proposals.
- Build a dedicated design board page for proposals.
- Organize unlimited categories.
- Share design boards with clients.
Time saved
Save 20-30 minutes per proposal.
Flower and Product Library
True Client Pro includes a preloaded library of more than three thousand flowers, rentals, and decor items. You can import only the items you need.
Features
- Color filtering for quick searching.
- Vendor reference information.
- Rental items and decor categories.
- Custom product creation.
Time saved
Save five minutes per item added to a recipe or proposal.
Gallery/Image: Portfolio
The gallery stores inspiration images, rentals, venue photos, and design ideas in organized categories. Your team can access these images instantly.
Features
- Drag and drop images into proposals.
- Unlimited categories.
- Share galleries with clients.
- Keep internal images private as needed.
Time saved
Save 20-30 minutes per proposal.
Vendor and Venue Directory
The directory stores all vendor and venue details in one searchable system. This reduces communication errors and saves time during planning.
Features
- Build a custom venue directory with rooms.
- Add photos of venue spaces.
- Attach delivery instructions.
- Assign items to specific rooms.
- Assign staff tasks by location.
- Upload floor plans.
- Store setup and production images.
- Generate digital reports with location, time, and item details.
Time saved
Save 10-15 minutes per event.
Tasks and Timelines
True Client Pro supports structured task management. You can assign tasks, track progress, and manage production timelines across your entire team.
Features
- Assign tasks to staff members.
- Assign tasks to yourself.
- Track task completion.
- View productivity and workload.
- Organize timelines for event setup and teardown.
Time saved
Save 15 minutes per event.
Company Settings and User Access
Company settings help you manage your team, your business details, and your client-facing experience.
Features
- Unlimited license seats at no extra cost.
- User and access roles for complete control.
- Restrict pricing visibility for freelancers.
- Block editing of product or recipe libraries.
- Control what each staff member can see.
- Password resets.
- Business profile setup.
- Payment settings for Square and Stripe.
This allows you to collaborate with freelancers and other florists without sharing sensitive information.
Time saved
Save 20 minutes of admin time for each project.
Time Tracker
The time tracker records how long you and your team spend on each project. This helps with payroll, project profitability, and staffing decisions.
Features
- Track the time worked by each staff member.
- Track your own time on the project.
- Create accountability and reduce payroll waste.
- Understand where your team spends time.
Accurate time tracking brings clarity to profitability and productivity.
Time saved
Save 15 minutes of admin time for each project.
Notepad
The notepad can be used as a blank document or as a template to share information with the team and the client.
Features
- Unlimited notepad templates
- Use notepad templates for emails
- Share notepads with clients for checklists and other notes.
Built-in notepad brings everyone on the same platform, saves time, and removes repetitive tasks, improving profitability and productivity.
Time saved
Save 15 minutes of admin time for each project.
Documents and Files
The docs and files can be stored or easily shared with the client. Keep track of all documents, external order invoices, COIs, Vendor contracts, etc., in one place.
Features
- Unlimited document storage
- Share the document as necessary.
- Easy refernce back to the project and documents in the future.
Built-in storage allows business owners to access the project data in a centralized location. Brings everyone on the same platform, removing the guesswork on where the documents are.
Time saved
Save 5-15 minutes of admin time for each project.
Ready to Streamline Your Floral Business?
True Client Pro brings proposals, contracts, payments, recipes, galleries, timelines, and client communication into a single, clean, automated system. Whether you handle weddings, corporate events, or daily floral orders, this guide shows how the software transforms your workflow and saves hours each week.
Start your free trial today and experience the best floral software for florists.
