Your Dashboard is where you start each day. It shows today’s orders, upcoming deliveries, things that need your attention, and your team’s tasks, all in one place.Documentation Index
Fetch the complete documentation index at: https://docs.florists.digital/llms.txt
Use this file to discover all available pages before exploring further.
Your morning routine
A two-minute check each morning keeps everything running smoothly.Check your alerts
Look at the top of your dashboard. Any red or amber alert cards? Deal with them first — unfulfilled orders from yesterday, unpaid orders, or failed integrations all need attention.
Confirm new orders
Check the Unconfirmed Orders section (highlighted in green). These came in overnight from your website or relay networks. Review and confirm them so your team can start working.
Review today's orders
Click Today above the orders table and scan through your list. Watch for special requests or funeral orders that need priority.
Check your shopping list
If you use product recipes, open the Displays menu and pick Shopping List to see what stems and materials you need. Pull stock from the cooler before your team starts making up.
Things that need attention
If something needs your attention, the dashboard surfaces it at the top of the screen, above your orders.Worth reviewing:
- Unpaid Orders — fulfilled orders that still haven’t been paid in full. Pre-fulfilment unpaid orders aren’t surfaced here.
- Overdue Events — past events that haven’t been closed or reconciled.
- Overdue Tasks — tasks past their due date that haven’t been completed.
The date picker
Above the orders table, you’ll see date chips: Today, Tomorrow, the next weekday, Other, and All Dates. Click Other to open a calendar showing order counts on each day — dates with scheduled events show a small heart icon, so you can see weddings and event days at a glance. When today’s date has scheduled events, a rose-coloured Event Highlights banner appears above your orders, deep-linking straight to each event’s details.Viewing your orders
The main section of your dashboard shows your orders for the selected date. Use the tabs at the top of the orders table to filter:- All — every order for the day, plus tasks in the same date range
- Delivery — orders going out for delivery (including courier orders)
- Collection — orders being picked up in-store
- Tasks — your team’s task list
If your shop has more than one location, an extra Location column appears on the orders table when you’re viewing All Locations. Switch to a specific location from the header selector to hide it.
Filtering your orders
Click the filter icon to narrow down what you see. You can filter by:- Order Status — Unconfirmed, Confirmed, Ready, Out for Delivery, Fulfilled, and more
- Assigned To — only orders assigned to you or a specific team member
- Order Type — Gift, Funeral, Event, Corporate
- Delivery Slot — AM or PM deliveries
- Product Name — search for orders containing a specific product
- Not Printed — show only orders you haven’t printed yet
- Integration — filter by where the order came from
Sorting your orders
By default, your dashboard uses Curated sorting, which puts the most urgent work first:- Funeral orders with specific times — these can’t be late
- AM deliveries that need to go out first
- Standard deliveries sorted by time
- Collections for customers picking up in-store
Confirming new orders
When new orders come in (from your website or a relay network), they appear in the Unconfirmed Orders section at the top with a green highlight. You need to confirm them before they move to your main order list. To confirm a single order, click on it and change its status. To confirm several at once, tick the checkboxes and use the Confirm button in the toolbar — or Confirm & Send to Courier to confirm and book courier collection in one step.The Confirm button can grey out for specific orders — for example, a Send-to-a-Friend order, a Deliveroo order waiting for the rider, or a relay-network order. The button’s tooltip tells you why.
Working with an order
Click on any order to open its details. From there you can:- View the customer’s name, address, card message, and any special notes
- Edit the delivery address or order contents
- Change the status through Confirmed, Ready, Out for Delivery, Fulfilled
- Print a worksheet, label, or order card
- Assign the order to a team member
Bulk actions
During busy periods, work with multiple orders at once. Tick the checkboxes next to the orders you want, then use the toolbar that appears:- Confirm — accept multiple new orders at once
- Ready — mark several orders as ready
- With Courier — move ready courier orders to “with courier” status
- Fulfilled — mark orders as complete
- Send to Courier — book courier collection for eligible orders
- Assign — assign a batch of orders to a team member
- Print — print worksheets or labels for all selected orders
Printing
Print directly from the dashboard. Choose between:- Worksheets — detailed sheets showing the recipe, card message, and delivery details
- Labels — smaller labels to attach to arrangements
- Bulk (Slim) — a compact PDF for all selected orders (falls back to the current date + filters if nothing is selected)
Your default print format (Worksheets or Labels) is set in Settings > General > Delivery Slots > Fulfilment Printable Format. The Print button uses your default; the dropdown beside it offers the alternative format.
Configuring your worksheet style
If you use worksheets with integrated labels, choose the worksheet layout that matches your label sheets in Settings > General > Personalisation. Most shops use the default; print a test order before running a batch. You can adjust the font and font size in the same section.Including fulfilled orders
By default, orders that have been delivered or collected disappear from the dashboard — the goal is to clear the board by the end of the day. If you need to see completed orders (to check a delivery or reprint a label), open the Other date popover and toggle Include fulfilled orders today. This toggle is only available when you’re viewing today’s date.Display modes
The Displays button (computer-monitor icon above the orders table) opens a menu of alternative views: Order Board, Production, and Shopping List. Use whichever fits the moment.Order Board
The Order Board is a kitchen-display-style view of where every order is in production. Orders are grouped into six columns by status: Unconfirmed, Confirmed, Ready, Out For Delivery, With Courier, and Fulfilled. As orders move through the workflow (on the dashboard or via the app), they shift across the board automatically. You can set a target:- Target Ready — percentage of orders marked as ready, so your team can see how far through production they are
- Target Fulfilled — tracks how many orders have been delivered or collected
Production view
The Production view aggregates everything you need to make today. It adds up the products across your confirmed orders, showing totals like “12 x Standard Hand-Tied” plus unit price and total revenue per product line. Tasks aren’t included. Toggle Include Ready Orders to count orders already marked as ready, and Show Modifications to see any special requests with their order numbers.Shopping list
If you’ve set up recipes (see Products), the Shopping List shows your ingredient demand for the day. For each ingredient you’ll see:- Quantity needed — total stems or units across all orders
- Packs to buy — how many packs or bunches to order, based on the purchase quantity you’ve set per ingredient
- Orders using it — how many orders need this ingredient
- Retail value — total selling price of the orders using it (estimated from your current product pricing)
Tasks on the dashboard
Tasks show up in two places. On the All tab, they appear in a separate section below the orders table for the same date range. On the Tasks tab they’re the primary list. Both views let you filter by assignee, priority, category, and status.
Tips for peak periods
During Valentine’s Day, Mother’s Day, and similar peaks:- Confirm pre-orders the evening before so your team can start first thing in the morning.
- Use Production view to batch-make arrangements by total counts instead of per-order.
- Filter by Not Printed after each rush to catch any orders you missed printing.
- Put the Order Board on a workshop screen so the team can see status without checking phones.
Power-user shortcuts
A few non-obvious shortcuts that experienced users rely on:Cmd+K(Mac) orCtrl+K(Windows) — opens the global Order Lookup from anywhere in the dashboard. Fastest way to jump to an order by number.- Privacy Mode — toggle from the user avatar menu (top right) to mask all prices with asterisks. Useful when a screen is visible to customers.
- Switch User — the icon in the header lets a logged-in user hand the till to a teammate without a full logout.
Common questions
Why can't I see any orders?
Why can't I see any orders?
Check the date chips above the orders table — you might be looking at tomorrow or a different day. Click Today to return, or All Dates to see everything. Also check the filter icon — if it shows a badge, you have active filters that might be hiding orders.
What do the coloured badges mean?
What do the coloured badges mean?
Each order has a coloured status badge that changes as the order progresses. Unconfirmed orders are highlighted differently from confirmed ones, and fulfilled orders are visually distinct so you can tell at a glance what stage everything is at.
How often does the dashboard update?
How often does the dashboard update?
Order counts, alerts, and unconfirmed orders refresh automatically every 20 seconds. The dashboard also updates immediately when you take an action (confirming, printing, changing status). You don’t need to manually refresh.
Can I see orders for a specific date?
Can I see orders for a specific date?
Yes. Click Other above the orders table to open a calendar. Pick any date or browse by month — each date shows how many orders are scheduled. All Dates shows everything at once.
Can different staff see different things?
Can different staff see different things?
Yes. Each team member can set their own filters (like Assigned To: Me) to see only their work. Filters are personal and don’t affect other users.
Does the dashboard work on a tablet?
Does the dashboard work on a tablet?
Yes — it’s designed to work on tablets and iPads, which is handy for checking orders on the shop floor. For on-the-go use, the Digital Florists App is even better.
Can I leave the dashboard open all day?
Can I leave the dashboard open all day?
Yes. Counts refresh every 20 seconds, so the dashboard stays current without any input. Many shops keep a screen with the dashboard running throughout the day.
What’s next?
Managing Orders
Everything you can do with an order beyond the dashboard.
Tasks
Create, assign, and manage your team’s task list.
Delivery
Set up delivery runs and track your drivers.
Point of Sale
Walk-in customers, gift cards, and end-of-day cash up.