> ## 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.
# Quickstart
> Choose the setup path for Events or a full flower shop.
Start with the setup path that matches your plan. Events focuses on enquiries, quotations, proposals, event payments, and production orders. Plans with Orders also set up products, everyday orders, delivery, and retail integrations.
## Choose your setup path
Set up Events, then run your first booking from enquiry to event day.
Set up products, delivery, payments, everyday orders, and point of sale.
Both paths start with your business details, location, team, tax rates, and payment settings. Events plans also include five manually entered everyday orders per calendar month for each licensed location. [See the Events plan boundary](/events/overview#events-plans-and-everyday-orders).
## Full-shop setup
These five steps get an Orders or Complete shop operational. You can do them in any order, but this sequence makes the most sense.
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.
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.
Digital Florists creates your first location when your account is set up. You just need to fill in the details.
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.
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](/storefront/products#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](https://youtube.com/playlist?list=PLFR2rfGvi0B_KKskqLeut4y21JWs7QrEe) — see [Products](/storefront/products).
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](/settings/integrations/payments).
## You're ready to take orders
At this point, your shop can accept and manage orders. Go to your [Dashboard](/daily-operations/dashboard) or [Create an Order](/daily-operations/creating-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
Go to **Settings** > **Team** and click **Add Team Member**. Enter their name, set a username and password, and choose a role:
| 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.
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.
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 →](/get-started/companion-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 Digital Florists.
[Set up Connect →](/get-started/connect)
### Connect your website
On a plan that includes Orders, a supported website integration can bring online orders straight into your dashboard. We'll usually help set it up during onboarding. If you need to connect it yourself, it lives in **Settings** > **Advanced** > **Integrations**.
[View all integrations →](/settings/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** > **Advanced** > **Notifications** to review the templates and turn on the ones you want.
[Set up notifications →](/settings/notifications)
## 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. On plans that include Orders, add your business details and a location, then start creating everyday orders. On an Events plan, work through the [Events Quickstart](/events/quickstart); you can also use the five-order monthly manual allowance when you need an everyday order.
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](/storefront/imports).
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. If point of sale (POS) is included with your plan, it works without hardware. To print receipts or labels, or open a cash drawer, install [Digital Florists Connect](/get-started/connect) and connect your devices.
## What's next?
Learn how to use your daily command centre.
Walk through creating your first order step by step.
Create your first delivery run and assign a driver.
Set up the till for walk-in customers.
Run your first event from enquiry to closeout.
## Next steps
Once you're up and running, set up the rest at your own pace.
### 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:
| 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.