Your Dashboard

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.

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Your daily overview

At the top of your dashboard, you’ll see four cards that give you an instant snapshot of the day: Each card shows a count for the selected date. Click any card to jump straight to that view.

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Things that need attention

If something needs your attention, the dashboard will let you know right away. These alerts appear at the top of your screen, above your orders.

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Viewing your orders

The main section of your dashboard shows your orders for the selected date. You can filter them using the tabs at the top:

• All shows every order for the day
• Delivery shows only orders going out for delivery (including courier orders)
• Collection shows only orders being picked up in-store
• Tasks switches to your team’s task list

Each tab shows a count badge so you can see at a glance how many items are in each view.

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Filtering your orders

Click the filter icon to narrow down what you see. You can filter by:

• Order Status such as Unconfirmed, Confirmed, Ready, Out for Delivery, Fulfilled, and more
• Assigned To to see only orders assigned to you or a specific team member
• Order Type such as Gift, Funeral, Event, or Corporate
• Delivery Slot for AM or PM deliveries
• Product Name to search for orders containing a specific product
• Not Printed to show only orders you haven’t printed yet
• Integration to filter by where the order came from

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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.

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Working with orders

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 to move it through Confirmed, Ready, Out for Delivery, and Fulfilled
• Print a worksheet, label, or order card
• Assign the order to a team member

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Bulk actions

During busy periods, you can work with multiple orders at once. Tick the checkboxes next to the orders you want, then use the toolbar that appears:

• Confirm to accept multiple new orders at once
• Ready to mark several orders as ready for collection or delivery
• Fulfilled to mark orders as complete
• Assign to assign a batch of orders to a team member
• Print to print worksheets or labels for all selected orders
• Send to Courier to book courier collection for eligible orders

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Printing

You can print directly from the dashboard. Choose from worksheets for your florists to work from, labels for the arrangements, or slim bulk PDFs. Select the orders you want to print and click Print in the toolbar. You can choose between:

• Worksheets are detailed sheets for your team showing the recipe, card message, and delivery details
• Labels are smaller labels to attach to arrangements
• Bulk (Slim) is a compact PDF with all selected orders

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Configuring your worksheet style

If you use worksheets with integrated labels, you can choose the layout that works best with your label sheets. Go to Settings > General > Personalisation and choose from:

• New — the recommended format with the label at the top of the page. Most shops use Style A. If it doesn’t print well on your labels, try Style D.
• Old Top — an older layout with the label printed at the top. You feed your label sheets the other way around.
• Old — the original format with the label at the bottom.

There are also perforated (P) options if you use perforated label sheets. You can adjust the font and font size in the same section to match your branding or improve readability. After changing any print settings, print a test order to check the alignment before running off a batch.

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Showing 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 (for example, to check a delivery or reprint a label), toggle the Show Fulfilled button above the orders table. This brings back all delivered and collected orders for the selected date.

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Order board

The Order Board gives you a visual, real-time overview of where every order is in the production process — similar to a kitchen display in a restaurant. Click the Order Board button to switch to this view. Orders are grouped into columns by status: Unconfirmed, Confirmed, Ready, 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 — shows a percentage of how many orders have been marked as ready, so your team can see at a glance how far through production they are
• Target Fulfilled — tracks how many orders have been delivered or collected

There’s also a Show What Needs Making view that strips it down to just the orders that still need to be prepared.

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Production view

Click the Production button to see an aggregated view of everything you need to make today. This adds up all the products across your confirmed orders, so you can see totals like “12 x Standard Hand-Tied” at a glance. You can toggle Include Ready Orders to also count orders already marked as ready, and Show Modifications to see any special requests with their order numbers.

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Shopping list

If you’ve set up recipes for your products (see Products), click the Shopping List button to see your ingredient demand for the day. This tells you exactly how many stems, sundries, and other materials you need, so you can pull stock from the cooler before you start making up.

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Tasks

Your tasks appear in two places on the dashboard. They show alongside your orders in the main table (using the same date filters), and you can also switch to a dedicated Tasks tab for a focused view. Both views let you filter tasks by assignee, priority, category, and status. For more on creating and managing tasks, see Tasks.

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Common questions

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What’s next?