Evoflor
ESEN
Log in
Help centre

Set up your flower shop

Brand, tax details, delivery zones and your lists (occasions, payment methods…).

Before you start selling, spend ten minutes getting your flower shop ready. Everything is in Settings, in your profile menu (only the owner can see it).

Your initial › Settings
Consejo

The setup guide takes you by the hand. At the top right you’ll find the Setup guide button, with a circle that fills up as you go. Open it and you’ll see everything your account still needs, grouped by topic: tap a step and it takes you to the exact screen. Steps tick themselves off as you complete them; the optional ones (team, delivery, online shop…) can be skipped. If you hide it, you can bring it back from your initial › Setup guide.

Below it you’ll find Learn by doing: guided practice exercises (on-the-spot sale, scheduled order, delivery and event) with a “Test customer”. Practice items aren’t invoiced or really charged, and when you finish you remove everything with Delete my practice.

Settings is divided into three blocks: Business, Lists and Integrations.

1. Business

This is where your business details go, organised into sub-tabs:

  • Brand — upload your logo and choose your colours. They appear on event proposals and on the documents you send your customers.
  • Issuer and Tax — legal name, tax ID, address and VAT rates. These are the details that will appear on your invoices.
  • Delivery — define your zones (by postcode) with their fee and your delivery time slots.
  • Team — invite your florist or driver (see below).
Settings screen, Business tab, with the Brand, Issuer, Tax, Delivery and Team sub-tabs
Settings › Business and its sub-tabs.
Importante

Fill in your tax details carefully before issuing your first invoice: once issued, an invoice can’t be edited (it would have to be corrected with a corrective invoice).

2. Lists

These are the drop-downs you’ll use when creating orders, so they fit your shop:

  • Occasions (birthday, anniversary, sympathy…).
  • Input channels (shop, phone call, WhatsApp…).
  • Payment methods and time slots.

You can add, remove or rename whatever you like. If you don’t touch anything, they come with default values.

3. Integrations

Connect external services, such as your online shop, so internet orders come in on their own. It’s explained step by step in Connect your online shop.

Inviting your team

  1. Go to Settings › Business › Team.
  2. Tap Invite and choose the role: florist or driver.
  3. Share the invitation link with that person. When they open it, they create their password and they’re in.
Consejo

Drivers don’t take up a seat on your plan (they’re unlimited from the Pro plan). Only the owner and florists count towards the user limit. More details in Your trial and the plans.