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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.

This guide walks you through everything you need to do before your shop is ready to take orders. Some of this is already done for you — Digital Florists comes with sensible defaults for tax rates, payment methods, delivery slots, and occasions, so you’re not starting from scratch.

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The essentials

These five steps get your shop operational. You can do them in any order, but this sequence makes the most sense.
1

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.
Business settings showing company name and contact details
2

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. On the same page, open the Localisation tab to confirm your timezone, currency, and country.Add your opening hours as a single summary line (for example, “Mon–Sat 9am–5pm, Sun closed”). This appears on receipts and customer communications.
Opening hours field on a location's settings page
Digital Florists creates your first location when your account is set up. You just need to fill in the details.
3

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.
Fulfilment settings showing delivery radius and time slots
4

Add your first products

Before you add a product, you need at least one category for it to sit in. Go to Settings > Storefront > Products, click Options in the top right, and choose Add Category — add one or two to start (Bouquets, Plants, or whatever fits your range). See Product categories for more on how they work.
Back on the same page, click Options again and choose 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.
Start with your 5–10 best sellers. You can always add more later, or import them in bulk from a CSV file. You can also skip this step entirely — when you’re creating an order, you can add custom products to it on the fly, so you don’t need a catalogue to take orders. Build it up at your own pace.
For more — recipes, margins, barcodes, and the full Products and Categories playlist — see Products.
5

Take payments

You can take payments from day one — Cash, Card, Bank Transfer, and Account are turned on by default. Review or rename them in Settings > Advanced > Payment Methods.
To take online card payments, MOTO payments, or send customer payment links, connect Stripe — or another supported payment provider — later from Integrations.

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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.
Dashboard showing the orders view

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Next steps

Once you’re up and running, set up the rest at your own pace.

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Bring your team on board

Go to Settings > Team and click Add Team Member. Enter their name, set a username and password, and choose a role:
RoleWhat they can do
AdminEverything — settings, reports, team management, and all features
ManagerOrders, deliveries, tasks, reports, and refunds — but not settings or team management
StaffDay-to-day work — orders, tasks, and deliveries
DriverThe 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.
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.
Then have your drivers and florists 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 →

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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 Digital Florists. Set up Connect →

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Connect your website

If you have a website on Shopify, WooCommerce, Florist Window, or another supported platform, we’ll usually set the integration up for you during onboarding so online orders flow straight into your dashboard. If you need to wire it up yourself, it lives in Settings > Advanced > Integrations. View all integrations →

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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 > Advanced > Notifications to review the templates and turn on the ones you want. Set up notifications →

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Common questions

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.
No. Once you’ve added your business details and a location, you can start creating orders straight away. Everything else can be configured later.
Yes, but you’ll need to use our CSV template — a spreadsheet exported from another system won’t have the right columns.Go to Settings > Storefront > Products and click Import Products. From the import screen, download the Blank Template (or the Worked Example if you’d like sample data to copy from). Fill it in, upload it, and a full preview of every change is shown before anything is saved.For the full walkthrough — including how to handle variants, barcodes, and imports from Shopify or Strelitzia — see Importing Data.
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.
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.

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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.
Last modified on May 17, 2026