Setting up your shop
If you haven’t done this yet, our quickstart guide walks you through the essentials — business details, delivery settings, products, and payments. Most shops are up and running within an hour.Quickstart Guide
Five steps to get your shop ready for its first order.
Bringing your team on board
Once your shop is configured, add your team so they can start using the system.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:
A team member can have more than one role — for example, a florist who also does deliveries can be both Staff and Driver.Full team management guide →
| Role | What they can do |
|---|---|
| Admin | Everything — settings, reports, team management, and all features |
| Manager | Orders, deliveries, tasks, reports, and refunds — but not settings or team management |
| Staff | Day-to-day work — orders, tasks, and deliveries |
| Driver | The mobile app only — delivery runs and proof of delivery |
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
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.
Settings and configuration
You control how Digital Florists works for your shop.- Shop settings — Business details, trading hours, delivery zones, tax rates
- Integrations — Stripe, Xero, Mailchimp, relay networks, 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. Roles control access — Staff can’t see financial reports or change settings, Drivers can only use the mobile app. You can fine-tune this in Settings > Team. See the team management guide for details.
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), or email us at support@digitalflorists.com. We’re happy to jump on a call if you get stuck.