The essentials
These five steps get your shop operational. You can do them in any order, but this sequence makes the most sense.Add your business details
Go to Settings > General and fill in your company name, phone number, and email. Upload your logo — it appears on invoices, receipts, and customer emails.Then check Localisation to make sure your timezone, currency, and country are correct.
Set up your location
Go to Settings > Locations and open your shop. Add your full address — this is used for delivery route calculations and appears on customer communications.Set your trading hours for each day of the week. These control when delivery and collection slots are available.
Configure delivery
Go to Settings > Locations > Fulfilment and set up how you deliver. Set your delivery radius — the maximum distance from your shop that you’ll deliver to — and choose your fulfilment methods (delivery, collection, or both).Then check your delivery slots (AM, PM, or timed) and set the pricing and cut-off times to match how your shop works. For example, you might charge more for a same-day delivery or an exact time slot.
Add your first products
Go to Settings > Products and click Add Product. Give it a name, pick a category, and select which occasions it’s for (Birthday, Sympathy, etc.).Then add your variants — these are the different sizes you sell, like Standard, Large, and Luxury. Set a price and tax rate for each one.
Connect payments
Go to Settings > Integrations and connect Stripe to start taking card payments. You’ll need your Stripe API keys — the setup page walks you through where to find them.Once Stripe is connected, Apple Pay and Google Pay are enabled automatically.
If you don’t take online payments yet, you can skip this step and add payment methods like Cash, Card, and Account later from Settings > Advanced > Payment Methods.
You’re ready to take orders
At this point, your shop can accept and manage orders. Go to your Dashboard or Create an Order to get started.
Next steps
Once you’re up and running, set up the rest at your own pace.Bring your team on board
Add team members
Go to Settings > Team and click Add Team Member. Enter their name, set a username and password, and choose a role:
A team member can have more than one role — for example, a florist who also does deliveries can be both Staff and Driver.
| Role | What they can do |
|---|---|
| Admin | Everything, including settings and team management |
| Manager | Orders, tasks, deliveries, reports, and refunds |
| Staff | Day-to-day orders, tasks, and deliveries |
| Driver | Access the mobile app for delivery runs |
Get the mobile app
Your drivers and florists can download the Digital Florists App on iOS or Android. It’s how drivers manage deliveries on the road, and how your team can view orders and mark them ready from the shop floor.Set up the app →
Set up printing and hardware
If you have a receipt printer, label printer, or cash drawer, install Digital Florists Connect on your computer. It’s a small desktop app that connects your hardware to the system. Set up Connect →Connect your website
If you have a website on Shopify, WooCommerce, FloristWindow, or another supported platform, connect it in Settings > Integrations so online orders flow straight into your dashboard. View all integrations →Set up notifications
Digital Florists can automatically email or text your customers when their order is confirmed, out for delivery, or ready for collection. Go to Settings > Notifications to review the templates and turn on the ones you want. Set up notifications →Common questions
How long does setup take?
How long does setup take?
Most shops are up and running within an hour. The essentials (business details, location, products, delivery) take about 30 minutes. The rest — team, hardware, integrations — can be done over the next few days as you settle in.
Do I need to set everything up before I can take orders?
Do I need to set everything up before I can take orders?
No. Once you’ve added your business details, location, and at least one product, you can start creating orders straight away. Everything else can be configured later.
Can I import my existing products?
Can I import my existing products?
Yes. Go to Settings > Products and click Import Products to upload a CSV file. The system previews your changes before applying them.
What comes pre-configured?
What comes pre-configured?
Digital Florists sets up sensible defaults for you: tax rates, payment methods (Cash, Card, Bank Transfer, etc.), delivery slots (Standard, Morning, Afternoon), occasions (Birthday, Wedding, Sympathy, etc.), and order sources (Walk In, Phone, Email, Website). You can customise any of these in Settings.
Do I need a receipt printer to use the POS?
Do I need a receipt printer to use the POS?
No. The POS works without any hardware. But if you want to print receipts, labels, or open a cash drawer, install Digital Florists Connect and connect your devices.
What’s next?
Your Dashboard
Learn how to use your daily command centre.
Create an Order
Walk through creating your first order step by step.
Plan a Delivery
Create your first delivery run and assign a driver.
Point of Sale
Set up the till for walk-in customers.