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Using your Lovingly Account
Using your Lovingly Account
Manage your orders and printing options, products, and contacts.
+3
58 articles in this collection
Written by
Colin,
Amy,
Roberto
and 3 others
Gift Now, Deliver Later
NEW Covid-19 tool! Customers shop now, you deliver later!
Written by
Amy
Updated over a week ago
Using Homepage Splash Image Management (Video Tour)
NEW! Update, schedule, and manage your Lovingly Shop Homepage splash image.
Written by
Amy
Updated over a week ago
Update your About Us page
Add a description of your shop, a gallery, and more.
Written by
Amy
Updated over a week ago
Lovingly icons
A key to the icons that help you quickly get where you need to go.
Written by
Chris
Updated over a week ago
Reset your Lovingly Account password
Forgot your password? It happens! Here's how to easily reset it.
Written by
Roberto
Updated over a week ago
Update your tax settings (US)
Update your sales tax settings in your Lovingly Account.
Written by
Chris
Updated over a week ago
Update your tax settings (Canada)
Update your HST, GST, and/or PST settings in your Lovingly Account.
Written by
Chris
Updated over a week ago
Getting started
Reading your Lovingly Statement
An overview of your monthly statement from Lovingly.
Written by
Amy
Updated over a week ago
Daily Workflow
The Daily Workflow lets you seamlessly change each order status from To Do, to In Design, to Delivered.
Written by
Chris
Updated over a week ago
Orders List
View and manage all of your Loving Store and Lovingly POS orders.
Written by
Chris
Updated over a week ago
Products
Access all products, including your primary Selection Guide as well as your custom products.
Written by
Colin
Updated over a week ago
Contacts
How to manage and add contacts in your Lovingly Account.
Written by
Elia Benitez
Updated over a week ago
Reports
Easily access reports for Sales, Transfers, Statements, and more.
Written by
Elia Benitez
Updated over a week ago
Settings
Make adjustments to your Lovingly Store, configure your printing options, and more.
Written by
Colin
Updated over a week ago
Homepage Product Management
Using Homepage Product Management (Video Tours)
NEW! Learn about Homepage Product Management with our video tours.
Written by
Amy
Updated over a week ago
Edit a default homepage product schedule
Add or remove products or flags featured in a default homepage product schedule.
Written by
Amy
Updated over a week ago
Create a custom homepage product schedule
Create a custom schedule for a short-term event or promotion.
Written by
Amy
Updated over a week ago
View and duplicate past homepage schedules
See your archived homepage product schedules, and duplicate past schedules into new ones.
Written by
Amy
Updated over a week ago
Managing your orders
Filter your orders
View your orders by delivery date, order type, order status, and more.
Written by
Colin
Updated over a week ago
Sort your orders
View your orders by order number, delivery date, or customer name.
Written by
Chris
Updated over a week ago
Change order status or mark as “Delivered”
You can update one or multiple orders from your Orders list.
Written by
Chris
Updated over a week ago
Mark an order as ready for pick up
How to set a pick up order as "Ready" and notify your client.
Written by
Chris
Updated over a week ago
Use the Delivery Confirmation Assistant
Our Delivery Confirmation Assistant helps you quickly and easily confirm your deliveries.
Written by
Chris
Updated over a week ago
Edit your orders
Change delivery information, card messages, and more.
Written by
Chris
Updated over a week ago
Suspend an order
Suspend orders to note that they could not be delivered, or haven't been picked up.
Written by
Chris
Updated over a week ago
Perform a refund
Need to issue a full or partial refund? No problem.
Written by
Amy
Updated over a week ago
Set up Lovingly Exclusive
Lovingly Exclusive lets you promote or exclusively sell Florist’s Choice on your website during certain holidays.
Written by
Amy
Updated over a week ago
Printing your orders
Printing options
You can choose order notifications, receipts, or SuperTickets.
Written by
Colin
Updated over a week ago
Select your Lovingly Account printers
Choose default printers for order notifications, SuperTickets, and receipts.
Written by
Amy
Updated over a week ago
Reprint an order
Easily print a copy of order details.
Written by
Colin
Updated over a week ago
Fix Lovingly order printing issues
Troubleshooting if your orders aren't automatically printing.
Written by
Colin
Updated over a week ago
Managing your products
Enable or disable a product
Adjust which products you have for sale in your Lovingly Store.
Written by
Chris
Updated over a week ago
Change your product pricing
Quickly and easily adjust pricing on any product in your Selection Guide.
Written by
Chris
Updated over a week ago
Filter your products
Choose filters and view select groups of products.
Written by
Chris
Updated over a week ago
Print product recipes
Print product recipes for easy designer reference.
Written by
Chris
Updated over a week ago
Add a custom product
Custom products are a great way to show off your shop’s unique style.
Written by
Amy
Updated over a week ago
Edit your custom products
Make changes to the custom products you've added.
Written by
Colin
Updated over a week ago
Managing your contacts
Edit a contact
Update customer phone numbers, addresses, and more.
Written by
Colin
Updated over a week ago
Types of contacts
Categorize your contacts as Person, Business, or Florist.
Written by
Colin
Updated over a week ago
Add a tax exempt contact
Add tax exempt contacts to your customer database.
Written by
Colin
Updated over a week ago
Managing your Lovingly Account
Close your Lovingly Store for the day
For emergencies, easily toggle your store to “Closed” from your Lovingly Account.
Written by
De Andre Fong
Updated over a week ago
Change your business information
Update your legal name or address.
Written by
Colin
Updated over a week ago
Manage email notifications
Choose whether to receive email notifications.
Written by
Chris
Updated over a week ago
Employee Management
Add employees to your Lovingly Account.
Written by
Elia Benitez
Updated over a week ago
Security
Keep your sensitive store data secure.
Written by
Colin
Updated over a week ago
Reset your security PIN
Create a new PIN or reset a forgotten one.
Written by
Colin
Updated over a week ago
Managing your coupons
Creating, printing, editing, and deactivating coupons
Coupons are a great way to market to new customers as well as encourage repeat sales.
Written by
Elia Benitez
Updated over a week ago
Using Reputation Management
Responding to customer reviews
Best practices for responding to your customer reviews - negative or positive!
Written by
Colin
Updated over a week ago
Using Reputation Management
Lovingly Reputation Management lets you easily respond to your new reviews.
Written by
Chris
Updated over a week ago
Setting up Gmail as your default “Mailto:” client
Written by
Colin
Updated over a week ago
Receiving and disputing chargebacks
Receiving chargebacks
Why chargebacks are initiated, and how to help stop them.
Written by
Colin
Updated over a week ago
Dispute a chargeback
Written by
Colin
Updated over a week ago
Chargeback fees
Written by
Colin
Updated over a week ago
Delivery Routing
Get started with Delivery Routing (Beta)
Easily create efficient, Google-optimized routes for your deliveries.
Written by
Amy
Updated over a week ago
House Accounts
Create a new House Account
Easily create a new house account in your Lovingly POS.
Written by
Amy
Updated over a week ago
Generate House Account statements
Get House Account balance statements to email or print.
Written by
Amy
Updated over a week ago
Apply a payment to a House Account
How to apply payments to your House Account orders.
Written by
Amy
Updated over a week ago
Using House Accounts
Find out how to create accounts, generate statements, and apply payments.
Written by
Amy
Updated over a week ago