> ## 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.

# Settings overview

> A map of every Settings group, the order to set them up in, and where to go when you need logs or a rollback.

**Settings** is where you shape Digital Florists to fit your shop. Most of it is set up once during onboarding, then left alone. A few areas — Team, Communications, Integrations — get revisited as your shop grows.

<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>

## The six groups

Settings is organised into six broad groups. You'll find them all in the left sidebar under **Settings**.

| Group                   | What it covers                                                                                                   | Start with                                           |
| ----------------------- | ---------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------- |
| **Shop setup**          | Business identity, opening hours, locations, team members, and Terms of Service.                                 | [Shop setup](/settings/configuration)                |
| **Integrations**        | Connect a website, courier, card terminal, or relay network.                                                     | [Integrations](/settings/integrations)               |
| **Communications**      | Notifications and automations — emails and texts triggered by built-in events or your own rules.                 | [Communications](/settings/communications)           |
| **Customer programmes** | Loyalty, gift cards, and the two friend-referral schemes.                                                        | [Customer programmes](/settings/customer-programmes) |
| **Advanced**            | Devices, delivery slots, tax rates, payment methods, email drivers, banners.                                     | [Advanced](/settings/advanced)                       |
| **Logs & recovery**     | Audit history and disaster recovery — the paperwork you reach for when something needs investigating or undoing. | [Audit Logs](/settings/audit-logs)                   |

## A sensible setup order

If you're setting up a fresh instance, work through Settings in this order. Required steps are flagged; the rest you can come back to once orders are flowing.

<Steps>
  <Step title="Shop setup — required">
    Your shop name, contact details, opening hours, default tax rate, and dashboard preferences. The rest of the docs assume this is filled in. Open [Shop setup](/settings/configuration).
  </Step>

  <Step title="Locations — required if you have more than one shop">
    Add each physical location you operate from. A single-shop florist can skip ahead. See [Locations](/settings/locations).
  </Step>

  <Step title="Team — required">
    Invite your staff, drivers, and managers. Pick role presets first and fine-tune individual permissions later. See [Team](/settings/team).
  </Step>

  <Step title="Integrations — optional">
    Connect anything outside Digital Florists — your website, a card terminal, a courier, or a relay network. See [Integrations](/settings/integrations).
  </Step>

  <Step title="Communications — strongly recommended">
    Decide which order milestones trigger an email or SMS to the customer, and add your own rules where the built-in events don't fit. See [Communications](/settings/communications).
  </Step>

  <Step title="Customer programmes — optional">
    Turn on loyalty, issue gift cards, or enable referral schemes. See [Customer programmes](/settings/customer-programmes).
  </Step>

  <Step title="Advanced — as needed">
    Register POS devices and set delivery slots. See [Advanced](/settings/advanced).
  </Step>
</Steps>

## General vs Advanced

Settings splits the technical plumbing into a separate area to keep day-to-day controls easy to scan.

* **General** (the **Shop setup** page) covers your shop's identity and operating rules: business details, opening hours, dashboard preferences, default tax rate, delivery slots, and event types.
* **Advanced** covers the technical plumbing: registered POS devices, payment-method definitions, tax rate list, email sending domain, data migration, and banners.

You'll likely visit General a few times in the first month. Advanced you'll mostly visit during onboarding, then rarely come back to.

## Winding down or exporting paperwork

When you're closing out a quarter, responding to a query about an old order, or untangling who changed what — head to **Logs & recovery**.

* [Audit Logs](/settings/audit-logs) — a searchable record of who did what and when.
* [Disaster Recovery](/settings/disaster-recovery) — roll the shop back to an earlier point after a serious incident.

For exporting financials and end-of-day paperwork, see [Financials](/business/financials) and [End of Day](/analytics/eod) — those live under Business rather than Settings.

## Common questions

<AccordionGroup>
  <Accordion title="Who can access Settings?">
    By default, only the **Admin** preset can open Settings. Your administrator can grant the **Settings (Admin)** capability to other users in [Settings > Team](/settings/team).
  </Accordion>

  <Accordion title="Do I have to set everything up before going live?">
    No. Shop setup, Team, and Terms of Service are the only required steps. Most shops are up and running within an hour and add the rest as needed.
  </Accordion>

  <Accordion title="What's the difference between Notifications and Automations?">
    Notifications are template-driven messages tied to built-in product events. Automations are rules you build yourself with custom triggers, conditions, and actions. See [Communications](/settings/communications) for the full breakdown.
  </Accordion>
</AccordionGroup>

## What's next?

<Columns cols={2}>
  <Card title="Shop setup" icon="building" href="/settings/configuration">
    Shop identity, hours, and dashboard preferences.
  </Card>

  <Card title="Team" icon="users" href="/settings/team">
    Invite staff and set permissions.
  </Card>

  <Card title="Communications" icon="messages" href="/settings/communications">
    Notifications and automations in one place.
  </Card>

  <Card title="Integrations" icon="plug" href="/settings/integrations">
    Connect websites, couriers, and card terminals.
  </Card>

  <Card title="Customer programmes" icon="sparkles" href="/settings/customer-programmes">
    Loyalty, gift cards, and referrals.
  </Card>

  <Card title="Audit Logs" icon="shield-halved" href="/settings/audit-logs">
    Who changed what, and when.
  </Card>
</Columns>