> ## 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.

# Getting Started: Owners & Managers

> Set up your shop, bring your team on board, and learn the tools you will use every day.

As an owner or manager, you'll set up Digital Florists, configure how your shop works, add your team, and keep an eye on how the business is performing. This page walks you through everything in the right order.

<Info>
  **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](/settings/team).
</Info>

<Tip>
  Already set up? Skip ahead to [day-to-day operations](#your-day-to-day) or [reports and insights](#reports-and-insights).
</Tip>

## 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.

<Card title="Quickstart Guide" icon="bolt" href="/get-started/quickstart">
  Choose Events or full-shop setup, then follow the matching steps.
</Card>

## Bringing your team on board

Once your shop is configured, add your team so they can start using Digital Florists.

<Steps>
  <Step title="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:

    | 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                             |

    A team member can have more than one role — for example, a florist who also does deliveries can be both Staff and Driver.

    <Info>
      These four roles are a starting point. Your administrator can fine-tune permissions per team member in [**Settings** > **Team**](/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](/settings/team) for the full role and permission breakdown.
    </Info>

    [Full team management guide →](/settings/team)
  </Step>

  <Step title="Share their getting started guide">
    Send your team the right guide for their role:

    * **Shop staff and florists** — share the [Staff Getting Started](/get-started/for-staff) page
    * **Drivers** — share the [Driver Getting Started](/get-started/for-drivers) page

    These guides cover only what each role needs to know, so your team won't be overwhelmed by features that don't apply to them.
  </Step>

  <Step title="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 →](/get-started/companion-app)
  </Step>
</Steps>

## Your day-to-day

These are the tools you'll use most as an owner or manager.

<Columns cols={2}>
  <Card title="Dashboard" icon="house" href="/daily-operations/dashboard">
    Your daily command centre — today's orders, alerts, and tasks at a glance.
  </Card>

  <Card title="Creating Orders" icon="plus" href="/daily-operations/creating-an-order">
    Take orders by phone, in person, or from your website.
  </Card>

  <Card title="Point of Sale" icon="shop" href="/daily-operations/pos">
    The full-screen till for walk-in customers and phone orders.
  </Card>

  <Card title="Delivery" icon="truck" href="/daily-operations/delivery">
    Plan delivery runs, assign drivers, and optimise routes.
  </Card>

  <Card title="Events & Weddings" icon="heart" href="/events/overview">
    Manage events from enquiry to event day — quotations, proposals, and client portals.
  </Card>

  <Card title="Products" icon="box-open" href="/storefront/products">
    Manage your catalogue, pricing, recipes, and stock levels.
  </Card>
</Columns>

## Reports and insights

Keep track of how your shop is performing.

<Columns cols={2}>
  <Card title="Analytics" icon="chart-line" href="/analytics/overview">
    Real-time dashboards for orders, revenue, and trends.
  </Card>

  <Card title="Reports" icon="file-export" href="/analytics/reports">
    Downloadable spreadsheets — sales, stock, customers, and financials.
  </Card>

  <Card title="Financials" icon="sterling-sign" href="/business/financials">
    Invoicing, payments, credit management, and accounting sync.
  </Card>

  <Card title="End of Day" icon="cash-register" href="/daily-operations/pos-end-of-day">
    Close the till, reconcile cash, and review the day's takings.
  </Card>
</Columns>

## 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:

1. **Set up your master quotation templates** — get structure, prices, labour, and sundries right before you start loading bookings. See [Quotation Templates](/events/quotation-templates).
2. **Add your existing clients** — bring forward brides, corporate clients, funeral directors and other regulars in as customers and contacts.
3. **Add their orders and events** — put their existing bookings into Digital Florists using your templates, so all the information is in one place.
4. **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.

<Warning>
  Don't enable automations until all your existing clients and bookings are in Digital Florists. Automated messages are triggered by status changes, and importing existing data can fire those triggers unexpectedly.
</Warning>

## Settings and configuration

You control how Digital Florists works for your shop.

* **[Shop settings](/settings/configuration)** — Business details, trading hours, delivery zones, tax rates
* **[Integrations](/settings/integrations)** — Stripe, relay networks, website platforms, and more
* **[Automations](/settings/automations)** — Automatic actions triggered by order events
* **[Notifications](/settings/notifications)** — Customer emails and SMS for order updates and delivery tracking
* **[Gift cards & loyalty](/settings/gift-cards)** — Set up gift card sales and loyalty rewards
* **[Connect (hardware)](/get-started/connect)** — Receipt printers, label printers, and cash drawers

<Info>
  You don't need to configure everything at once. Start with the essentials from the [quickstart guide](/get-started/quickstart) and add the rest as you need it.
</Info>

## Common questions

<AccordionGroup>
  <Accordion title="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](/settings/team).
  </Accordion>

  <Accordion title="How do I train my team?">
    Share the role-specific guides with them — [for staff](/get-started/for-staff) and [for drivers](/get-started/for-drivers). These cover only what they need. For hands-on training, walk through a test order together on their first day.
  </Accordion>

  <Accordion title="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](mailto:hello@digitalflorists.com) — we're happy to jump on a call if you get stuck. See [Getting Help](/get-started/getting-help) for all the channels.
  </Accordion>
</AccordionGroup>