This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
Setting up your shop
If you haven’t done this yet, our quickstart guide starts with business details, location, team, and payments. From there it splits in two: the event workflow if your plan is Events without Orders, or products, delivery, and everyday orders for a full shop.Quickstart Guide
Choose Events or full-shop setup, then follow the matching steps.
Bringing your team on board
Once your shop is configured, add your team so they can start using Digital Florists.1
Add team members
Go to Settings > Team and add each person. Give them a name, username, password, and role. The role controls what they can see and do:Full team management guide →
A team member can have more than one role — for example, a florist who also does deliveries can be both Staff and Driver.
These four roles are a starting point. Your administrator can fine-tune permissions per team member in Settings > Team, so what each person sees and can do depends on the specific permissions set for their account, not just the role label. See Team settings for the full role and permission breakdown.
2
Share their getting started guide
Send your team the right guide for their role:
- Shop staff and florists — share the Staff Getting Started page
- Drivers — share the Driver Getting Started page
3
Set up the mobile app
Your florists and drivers can download the Digital Florists App on iPhone or Android. Drivers use it for deliveries, and florists use it to view orders and mark them ready from the shop floor.Set up the Companion App →
Your day-to-day
These are the tools you’ll use most as an owner or manager.Dashboard
Your daily command centre — today’s orders, alerts, and tasks at a glance.
Creating Orders
Take orders by phone, in person, or from your website.
Point of Sale
The full-screen till for walk-in customers and phone orders.
Delivery
Plan delivery runs, assign drivers, and optimise routes.
Events & Weddings
Manage events from enquiry to event day — quotations, proposals, and client portals.
Products
Manage your catalogue, pricing, recipes, and stock levels.
Reports and insights
Keep track of how your shop is performing.Analytics
Real-time dashboards for orders, revenue, and trends.
Reports
Downloadable spreadsheets — sales, stock, customers, and financials.
Financials
Invoicing, payments, credit management, and accounting sync.
End of Day
Close the till, reconcile cash, and review the day’s takings.
Migrating from another system
If you’re switching from another system and bringing existing customers and forward bookings into Digital Florists, work in this order to avoid confusing clients with automated messages:- Set up your master quotation templates — get structure, prices, labour, and sundries right before you start loading bookings. See Quotation Templates.
- Add your existing clients — bring forward brides, corporate clients, funeral directors and other regulars in as customers and contacts.
- Add their orders and events — put their existing bookings into Digital Florists using your templates, so all the information is in one place.
- Turn on automations last — only enable automated emails and SMS once everything above is in place. If you set up automations first, importing existing data can fire status-change triggers and your clients might receive “thanks for paying your deposit” emails for deposits they paid months ago.
Settings and configuration
You control how Digital Florists works for your shop.- Shop settings — Business details, trading hours, delivery zones, tax rates
- Integrations — Stripe, relay networks, website platforms, and more
- Automations — Automatic actions triggered by order events
- Notifications — Customer emails and SMS for order updates and delivery tracking
- Gift cards & loyalty — Set up gift card sales and loyalty rewards
- Connect (hardware) — Receipt printers, label printers, and cash drawers
You don’t need to configure everything at once. Start with the essentials from the quickstart guide and add the rest as you need it.
Common questions
Can I restrict what my staff can see?
Can I restrict what my staff can see?
Yes. Each user has a set of permissions covering what they can view and manage — financial reports, settings, refunds, task management, and so on. The Staff, Manager, Admin, and Driver presets cover the common cases, and your administrator can adjust any permission per user in Settings > Team.
How do I train my team?
How do I train my team?
Share the role-specific guides with them — for staff and for drivers. These cover only what they need. For hands-on training, walk through a test order together on their first day.
What if I need help during setup?
What if I need help during setup?
Search the docs with
Cmd+K (Mac) or Ctrl+K (Windows), message your shop’s WhatsApp group with our support team for a quick question, or email us at hello@digitalflorists.com — we’re happy to jump on a call if you get stuck. See Getting Help for all the channels.