> ## 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.

# Booking rules

> Set how much notice orders need, how far ahead they can be placed, your daily limits and what your team sees when an order breaks a rule.

Decide how much work you take on in a day, and what your team sees when an order asks for more.

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

Go to **Settings** > **General**, open the **Hours & delivery** tab and choose **Booking rules**.

## The rules an order is checked against

| Setting                                                                 | What it controls                                                                          |
| ----------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
| **Notice needed (days)**                                                | How much warning you need. 0 lets your team book for today, subject to the same day rules |
| **How far ahead orders can be placed (days)**                           | How far into the future orders go. Leave blank for no limit                               |
| **When an order breaks a rule, staff**                                  | **See a warning and can continue**, or **Cannot take the order**                          |
| **Deliveries per day**, **Collections per day**, **All orders per day** | Daily limits. Leave blank for no limit                                                    |

Press **Save booking rules** when you're done.

<Frame caption="Booking rules set how far ahead orders can be placed, daily limits, what staff see when a rule is broken, and the courier's collection and delivery days.">
  <img src="https://mintcdn.com/digitalflorists/ucOr_I0MxOIdzllm/images/Settings/settings_booking_rules.png?fit=max&auto=format&n=ucOr_I0MxOIdzllm&q=85&s=b01b5506d4ce3b8926120a365376db46" alt="Booking rules settings with fields for notice needed (0 days), how far ahead orders can be placed (90 days), deliveries per day (40), collections per day (no limit), all orders per day (60), and a rule-break policy of see a warning and can continue; below, a United Kingdom courier schedule with collection days Monday to Thursday, delivery days Tuesday to Friday, a 12:00 order-by time and 1 delivery day in transit." width="1503" height="1020" data-path="images/Settings/settings_booking_rules.png" />
</Frame>

### When an order breaks a rule

One choice covers every rule your team can run into: opening hours, closed days, notice, how far ahead orders go, minimum spend and the same day **Order by** time.

Pick **See a warning and can continue** and a line under the date picker says what the problem is. Your team reads it and carries on.

Pick **Cannot take the order** and dates that break a rule are struck through on the picker. The order won't save until the date, time or option changes.

<Warning>
  **Decide what your team sees before your next busy week.** With **Cannot take the order**, a customer standing at the counter on a closed date has to be given a different date, not a note on the order.
</Warning>

### Daily limits

Daily limits warn rather than stop. When a day reaches one, your team sees the warning and can still take the order, at the till and on the order form.

Orders arriving from your website or a relay network are taken too, whichever choice you make above. The broken rule is saved on the order and shown in an amber note on the order page, so someone can look at it before it's confirmed.

## Courier schedule

A courier works to its own week, and it rarely matches your shop's. Press **Add country schedule** in **Courier schedule** and pick the **Destination country**. Tick **Days the courier collects from you** and **Days the courier delivers**, then set **Order by on the dispatch day** and **Delivery days in transit**. Add any dates the courier is closed under **Courier closed dates**.

The order form then works out which day a parcel has to leave you to arrive on the day the customer wants. Your local delivery hours are left alone. See [Courier orders](/daily-operations/courier-orders) for how that plays out on an order.

## Services offered

Tick which of delivery, collection, relay and courier this shop offers in **Services offered**. Anything you untick stops appearing in the order form's list for that shop.

**New orders start as** sets whether a new order is confirmed straight away or waits to be confirmed. **Book couriers automatically** books each confirmed courier order with the courier you choose here. Leave it on **Off** to book each one yourself.

## Copying rules to your other shops

Press **Copy operating policies…** under **Services offered** to copy this shop's saved **Services offered** and **New orders start as** choices to the other shops you tick. Each shop keeps its own details, tax and printing setup.

Save your changes first. The button is unavailable while anything on the card is unsaved.

## Common questions

<AccordionGroup>
  <Accordion title="What does a broken rule look like to my team?">
    A line under the date picker says what the problem is, such as the shop being closed that day. With **See a warning and can continue** they read it and carry on; with **Cannot take the order** the order won't save until the date, time or option is changed. The same lines show at the till.
  </Accordion>

  <Accordion title="Do daily limits stop my team taking an order?">
    No. A full day warns and nothing more, at the till and on the order form. Use **Notice needed (days)** or your opening hours if you need a date genuinely closed off.
  </Accordion>

  <Accordion title="Can each shop have its own booking rules?">
    Yes. Booking rules, courier schedules and services offered all belong to the shop, and you switch shop in the **Set per shop** band.
  </Accordion>

  <Accordion title="What happens to a website or relay order that breaks a rule?">
    It's still taken, whichever choice you've made in **When an order breaks a rule, staff**. The broken rule is saved on the order and shown in an amber note on the order page, so someone can look at it before it's confirmed.
  </Accordion>
</AccordionGroup>

## What's next?

<Columns cols={2}>
  <Card title="Opening hours" icon="clock" href="/settings/delivery/opening-hours">
    Weekly hours, closed days and different hours.
  </Card>

  <Card title="Delivery options" icon="truck" href="/settings/delivery/delivery-options">
    The options your team offers and what each one costs.
  </Card>

  <Card title="Delivery areas & prices" icon="map" href="/settings/delivery/delivery-areas">
    Where you deliver and what each area costs.
  </Card>

  <Card title="Surcharges" icon="tag" href="/settings/delivery/surcharges">
    Busy day extras and your same day deadline.
  </Card>

  <Card title="Create an Order" icon="plus" href="/daily-operations/creating-an-order">
    See the warnings as you take an order.
  </Card>

  <Card title="Courier orders" icon="box" href="/daily-operations/courier-orders">
    Booking and tracking a courier shipment.
  </Card>
</Columns>
