Brandboom

Start here: setup, onboarding, and key workflows.

Getting Started

Reference common Brandboom terms for presentations, showrooms, collections, pricing, teams, order statuses, shipment statuses, payment statuses, export statuses, and inventory tracking.

Glossary

Review Brandboom feature updates covering invoicing, PayPal, private invites, Shopify, shipping, returns, marketplace tools, and buyer workflow improvements across recent releases.

Feature Updates

Get a quick introduction to Brandboom and the core steps to get started: create products and presentations, distribute them to buyers, and collect orders, invoices, and payments.

Welcome to Brandboom

Start here for orientation, core concepts, and essential Brandboom basics.

Welcome & Basics

Learn how to request a downgrade or cancellation from your Subscription page, submit feedback, and wait for a Brandboom Account Manager to complete the request.

Downgrade Your Account or Request Cancellation

Understand why the Unallocated Subscription Funds message appears, when subscription fees can be transferred between users, when extra charges show up, and when to contact Support for downgrade help.

Understand the Unallocated Subscription Funds Message

Fix a failed Brandboom subscription payment by updating your card on file, manually paying the subscription invoice, and contacting Support if the issue continues.

Fix a Failed Subscription Payment

Update the credit card on your Brandboom subscription by opening Account > Subscription, then using the Change button on the Subscription page to replace your payment method.

Update the Credit Card on Your Subscription

Require team members to sign in with Google by enabling Single Sign-On in your company settings. Once enabled, inside-team users can no longer use email-and-password login.

Require Single Sign-On (SSO) for Your Team

Upgrade your Brandboom subscription from the Subscription page by choosing a monthly or annual plan, clicking “Switch,” and completing the change with “Save and Pay.”

Upgrade and Pay for Your Subscription

Learn who must use two-factor authentication in Brandboom, how to set it up with a phone verification code, how trusted devices work, and where owners and users can manage 2FA…

Set Up and Manage Two-Factor Authentication (2FA)

Learn how Brandboom subscriptions work per individual user, how paid access affects teams, and why free users on a team keep the limitations of a Free login.

How Individual User Subscriptions Work

Learn how to change the email on your Brandboom login, when to swap users instead, and what to do if the new email address is already tied to another account.

Change the Email Address on Your Login

Learn how mixed subscriptions work across Brandboom teams, when Outside Users can be on different plans, what limitations apply, and how to set up separate accounts or teams.

How Mixed Subscriptions Work for Teams and Outside Users

Manually pay an unpaid Brandboom subscription invoice by opening Billing, selecting the red unpaid invoice, and clicking Pay to charge the card on file.

Manually Pay an Unpaid Subscription Invoice

Change your Brandboom password from Account > Profile, then click Change under password. If this is your first password change after a reset, use the temporary password from your email…

Change Your Password

Learn how to open the Billing page in Brandboom, review subscription invoices, and add another billing contact with their name, email, and phone number.

Add or Manage Billing Contacts

Configure your account, login, security, and subscription basics.

Set Up Your Account

Learn how to create a product in Brandboom by opening Products, using Create, uploading and selecting images, entering a Style ID, adding color options, and preparing for the next setup…

Create Your First Product (Part 1)

Learn how to finish creating a product by adding sizes, filling in pricing and taxonomy details, saving the product, bulk editing taxonomy, and understanding plan-based product sharing limits.

Create Your First Product (Part 2)

Learn how to create, import, and prepare products for use in Brandboom.

First Products

Learn the main ways to distribute a Brandboom presentation: generate a PDF line sheet, share a live Brandboom link, or present from the iPad app online or offline.

Distribute Your First Presentation

Learn how to create a Brandboom presentation by naming it, selecting products from your library, adjusting settings like pricing and fonts, and getting it ready to share with buyers.

Create Your First Presentation

Create and share your first line sheets and presentations.

First Presentations

Learn what happens after a buyer places an order, including where to find orders, how Processing and Complete statuses work, and the invoicing options available on StartUp and Business plans.

Review and Process an Order as a Seller

Learn the basics of taking, managing, and understanding orders.

First Orders

Developers

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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