FAQ & Knowledge Base

Onboarding milestones

Follow these milestones to get your organisation ready for its first Bold Bloom session.

Create your workspace. Sign up using your invite link, confirm the verification email, and log in to unlock the dashboard.
Add your branding. Under Settings → Profile upload your logo and set the default language so invitations feel on-brand.
Invite teammates. From the dashboard, choose New Team, add participants, and assign a coach or facilitator.
Plan the kickoff. Use New Team Session to select a template, meeting link, and duration. Attach starter modules to build the agenda.
Share the prep. Send the automated invitation email or copy the invite link to share it in your preferred channel.

Once a team is onboarded, the dashboard highlights their next session, outstanding invites, and suggested follow-up modules.

Onboarding — Frequently asked questions

How do I create my first coaching team?

From the dashboard click "New Team", give the team a name and goal, add a coach (you or a colleague), and invite participants by email. Bold Bloom sends the invitations and tracks acceptance for you.

How do I invite participants to a team session?

Open the team, choose "New Team Session", select an agenda template, set the meeting link and time, and click "Send invitations". Participants receive a calendar invite plus a link to a session-specific landing page.

A participant did not receive their invitation email — what should I do?

Ask them to check spam and quarantine folders, then resend the invite from the team detail page ("Resend invite" action). If it still does not arrive, copy the personal invite link and share it directly. Inviter and recipient must use the same email casing.

Can I run my workspace in German while keeping invitations in English?

Yes. Each user picks their interface language under Profile → Preferences. The invitation language follows the recipient's saved preference; if they have none yet, the language used to send the invite (header link "EN/DE") wins.

Can I bulk-import coachees from a spreadsheet?

During early access, please send the prepared CSV (columns: name, email, language, team) to the concierge form below. We import overnight and confirm by email. A self-service importer is on the EP-12 roadmap.

Session management essentials

Before the session

Check Sessions → Upcoming for a live list of all scheduled events.
Use the agenda section to reorder modules, attach files, or leave facilitator notes.
Download the ICS export to add the session to your personal calendar.

During the session

Launch the room with Join Now (available 15 minutes before start).
Track agenda progress with the live checklist and mark modules as complete.
Capture notes that automatically save to the session record.

After the session

Send recap notes or resources directly from the session summary page.
Reschedule follow-up sessions via the action menu without leaving the page.
Export PDF or CSV reports for stakeholders and compliance teams.

Keeping things organised

Tag sessions with themes so they appear in search and statistics filters.
Pin critical sessions on the dashboard for quick access.
Archive past series to keep the agenda focused on active workstreams.

Session Management — Frequently asked questions

How do I reschedule a session without losing the agenda?

Open the session, click the action menu, choose "Reschedule" and pick a new time. The agenda, attached files and pre-session mood-check stay attached; participants automatically receive an updated calendar invite.

Can I create a recurring session series?

Yes. When creating a session, toggle "Repeat" and choose weekly or bi-weekly cadence plus an end date. Each occurrence is its own record so you can edit one without changing the others.

Where do my session notes live after the call?

Notes auto-save to the session detail page. From there you can export them as PDF, attach them to the recap email, or copy them into the team's knowledge base. Notes are visible only to facilitators by default.

How do I cancel a single session?

In the session detail page choose "Cancel session". Participants receive a cancellation email; the slot stays in the archive so you can reactivate it later. Cancellations do not refund credits during early access.

Mood checks

Mood checks give you a pulse read before every session. Here is how to make the most of them:

Trigger: The facilitator starts the mood check from the live session toolbar. Participants instantly receive a slider or emoji scale (based on your team preference).
Live insight: Responses appear in real time. Use the aggregated mood to adjust the warm-up or revisit previous commitments.
After the call: Results live in the session record and the team's mood trends tab. Export a CSV snapshot if you need to share updates with leadership.
Privacy: Individual responses stay confidential — only aggregated insights are shown to maintain psychological safety.

Mood Checks — Frequently asked questions

How often should I run mood checks?

For new teams we recommend every session for the first three weeks, then every other session. The team mood-trends tab visualises the cadence so you can see whether the team's pulse is stable or volatile.

Are individual mood responses visible to other coaches?

No. Aggregated insights are visible to facilitators; individual scores are never shown to other participants and only to the assigned coach when explicitly enabled in Team Settings → Visibility.

Can I export mood data for a stakeholder report?

Yes. From the team mood-trends tab choose "Export CSV" or "Export PDF". Exports are aggregated per session and per week, so they never expose individual answers.

Subscription and billing

All billing controls live in Settings → Subscription Management. Use the actions below to stay in control of your plan:

Change plan: Pick a new tier and confirm. We prorate upgrades or downgrades automatically.
Update payment method: Swap cards or PayPal agreements without interrupting service.
Pause or cancel: Set an end date at the close of the current billing cycle and reactivate whenever you are ready.
Review invoices: Download PDFs of every invoice for bookkeeping straight from the billing history table.

Need extra seats mid-cycle? Contact support via the form below and we will adjust your plan manually during early access.

How to cancel your subscription

Cancellation process

Navigate to Settings → Subscription Management or click the Billing & Subscription link.
In the "Subscription Management" section, click the "Cancel Subscription" button.
Review the cancellation details in the confirmation modal.
Confirm your cancellation.
You will receive a confirmation email with the effective date.

What happens when you cancel

Immediate effect: Your subscription is marked for cancellation, but you keep full access.
Access period: You continue to have access until the end of your current billing period.
No refunds: We do not issue refunds for the current billing period.
Resume option: You can resume your subscription at any time before the period ends.
After expiry: When the billing period ends, you will be downgraded to the free plan.
Your data: All your data remains safe and accessible on the free plan.

How to resume a cancelled subscription

Changed your mind? You can easily resume your subscription:

Go to Settings → Subscription Management.
Click the "Resume Subscription" button.
Your subscription will be reactivated immediately.
Billing will continue as normal at the next cycle.

Downgrading vs. cancelling

Downgrade: Switch to a lower-tier plan (e.g., from Unlimited to a basic plan). You keep your subscription active with reduced features. Cancel: End your paid subscription completely. After the current period, you will be moved to the free plan.

Need help or have feedback?

If you are cancelling because something is not working as expected or you need help, please contact our support team first. We are here to help make your experience better!

Email support or use the support form below.

Subscription & Billing — Frequently asked questions

How do I upgrade or downgrade my plan?

Go to Settings → Subscription Management, choose the new plan and confirm. Upgrades are charged prorated immediately; downgrades take effect at the end of the current billing cycle so you keep paid features until then.

How do I add more seats mid-cycle?

Self-service seat changes are coming with EP-12. During early access, contact the concierge form below — we add seats within one business day and prorate the next invoice.

How do I cancel my subscription?

Open Settings → Subscription Management and click "Cancel Subscription". You keep access until the end of the current billing period; after that you are moved to the free plan and your data stays safe.

Where can I download invoices?

Settings → Subscription Management → Billing history. Every invoice can be downloaded as a PDF; VAT-relevant fields are included for European bookkeeping.

My payment failed — what happens next?

Bold Bloom retries the charge up to three times over five days and emails you each time. Update the card under Settings → Subscription Management → Payment Method or use the link in the dunning email. After the final retry your plan is paused, not cancelled.

Account & security essentials

Your account is the gateway to every workspace you facilitate. Keep these basics in mind to stay in control and recover quickly when something goes wrong:

Profile data: change your name, email, language and avatar from Profile → Account. Email changes require confirmation on the new address.
Authentication: rotate your password every six months and enable two-factor (TOTP or WebAuthn) for an additional layer.
Recovery: store your 2FA recovery codes in a password manager — they are the only way back in if you lose your authenticator.
Privacy: account deletion runs as a 14-day soft-delete so you can revert. Aggregated team statistics are retained for legal record-keeping.

Detailed walk-throughs for every action live in the questions below; the Help Center carries the long-form articles.

Account & Security — Frequently asked questions

How do I reset my password?

On the login page click "Forgot password", enter the email tied to your account and follow the link in the email. The link expires after 60 minutes; request a new one if it expires.

I lost my 2FA device — how do I get back in?

Use one of the recovery codes you saved when enabling 2FA. If you no longer have any, send a request from the email tied to the account to support@bold-bloom.com — we verify your identity and reset 2FA within one business day.

Can I change the email address on my account?

Yes. Profile → Account → Change email. We send a confirmation link to the new address; the change takes effect after you click it. The old address keeps receiving invoices for 30 days as a safety net.

How do I delete my account and data?

Profile → Privacy → Delete account starts a 14-day soft-delete. After 14 days personal data is anonymised and aggregated team statistics are kept for legal record-keeping. You can cancel the deletion any time before the 14 days lapse.

Early access support desk

Reach the Bold Bloom concierge team directly from this page. We respond to early access requests within one business day.

Live chat (weekday mornings) via the Early Access Discord.
Email us anytime at support@bold-bloom.com.
Prefer a direct message? Use the concierge form below and we will follow up by email.

Looking for more resources?

Download playbooks, templates, and session ideas from the Resource Library. You can also visit the Support hub for quick links to FAQ, feedback, and priority channels, or browse long-form articles in the Help Center.

Knowledge Base & Frequently Asked Questions