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Configuration holds the technical settings most shops set up once during onboarding and rarely open again. Everything here applies to the whole instance, not one shop location.
This page covers features gated by Admin-tier permissions — typically Settings access. Admins have these by default; your administrator can adjust who has them in Settings > Team.
Go to Settings > Advanced > Configuration. Six tabs run across the top of the page, in the order below.

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Banners

Post a notice at the top of your dashboard pages. Use it for anything your team needs to see for a while, such as a bank holiday cut-off or a change to the delivery run. Click Add, give the banner a title and message, and pick a Type to set its colour. Set Starts at and Ends at to show it for a fixed window, or leave them blank to show it until you delete it. Leave Route blank and the banner shows on every page, or enter a page to show it there only. Tick Dismissible if your team can close the banner once they’ve read it, and add a button if you want it to link somewhere.

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Tax Rates

The tax rates your products and orders can use. Each rate has a Name and a Rate as a percentage. Click Add to add one, or the pencil beside a rate to change it.
Tax Rates tab listing a Standard rate at 20% with an edit pencil and an Add button.

Each tax rate is listed with its percentage, with a pencil to edit it and Add for a new one.

The same list also sits under Tax rates on Invoices & tax, alongside the default rate and how prices are shown. Set the default there.

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Email Drivers

Send customer emails from your own address instead of the Digital Florists sender. Leave this tab empty and every email goes out from the free @florists.digital sender.
Email Drivers tab listing one SMTP driver named Rose Garden Florists with edit and delete icons and an Add button.

A saved driver shows its name and type in the list, with a pencil to edit it and a bin to remove it.

Click Add and choose a Driver: Custom SMTP, Gmail, Outlook 365, Zoho Mail or @florists.digital Free Email. Enter the Host, Port and Encryption your mail provider gives you, then your Username and Password, and the From Address and From Name customers see. For Gmail, the password is an App Password generated in your Google account, not your usual sign-in password. Add a Reply-To Address (optional) when replies should land in a different inbox from the one you send from. Context decides which emails use the driver. Add a second driver with the context Event or Order to send those emails from a different address. Default covers every email that doesn’t have a driver of its own.
Send yourself a test order confirmation after saving a driver. A wrong password or port shows up straight away, before a customer notices.

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Data Migration

Convert product and customer exports from another system into files you can import. The tool and its supported platforms are covered in Migrating from another system.

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Payment Methods

The payment methods your team picks from at the till and on orders, and how each one counts at cash-up. What each setting does, and how to add your own, is covered in Payment Methods.
Payment Methods tab listing Account, Bank Transfer, Card, Cash, Cheque, Gift Card and Pay on Fulfilment, each with tags such as POS, Cashup and Cash, and a warning that changes affect cash up, refunds and End of Day reports.

Each payment method carries tags showing where it's offered and how it counts at cash-up.

Changing a payment method changes how cash-up, refunds and End of Day reports add up. If you’re not sure what a setting does, get in touch with support before you save.

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Disaster Recovery

Download every label, worksheet and order sheet for a chosen day when your printers or internet let you down. See Disaster Recovery.

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What’s next?

Payment Methods

What each payment method setting controls and how to add a custom method.

Invoices & tax

The default tax rate, price display and invoice layout.

Imports

Product and customer imports, including migrating from another system.

Disaster Recovery

Every piece of paperwork for a day in one download.
Last modified on September 15, 2026