Using your Lovingly Account | Lovingly Help Center

Using your Lovingly Account

Manage your orders and printing options, products, and contacts.

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50 articles in this collection
Written by Colin, Amy, Maria and 3 others

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

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 Maria
Updated over a week ago

Reports

Easily access reports for Sales, Transfers, Statements, and more.

Written by Maria
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

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 Chris
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 Colin
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 Maria
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 Maria
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