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  - How to set up Billing for a New Custom Site
  - How to set up billing for a new shop
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  - How to set up Billing for a New Custom Site
  - How to set up billing for a new shop
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Billing

How to set up billing for a new shop

All the information you’ll ever need to contribute to the knowledge base

🌼 eFlorist Site Migration Checklist

Site Details

Shop Name:

Teleflora ID:

Project Manager:

🧩 Support / Content

Verify eFlorist forms received *

Create site in eSAT *

Configure site settings, taxes, and fees

Enable & configure payment methods

Define local delivery fees

Update email preferences

Import customer account data

Set up alternate URLs

Create custom products

Configure categories & navigation

301 redirects for categories & products

🎨 UX / Theme

Verify custom theme agreement received

Conduct design consultation call

Provide estimated completion time

Approved design with florist & marketing team *

Code approved custom theme

Create custom HTML pages & galleries

Address accessibility & contrast issues

Optimize images

Optimize CSS / JS / lazy loading for performance

📈 SEO & Digital Marketing

Verify Google Analytics code

Access Google Search Console (if necessary)

Configure social media links

Introductory marketing call (Pending: Daniel)

Discuss Order Driving Services (if necessary)

Import email marketing list

Verify theme and content for SEO purposes *

✅ Finalization & Launch

Internal review and approval of site

Receive final approval from florist *

Set up eFlorist billing in Lawson

Update Order Transmission Fee (if necessary)

Set up custom theme billing

Place test order and validate receipt

Update RYG / Key Account file (if necessary)

Launch new eFlorist site *

Identify challenges and opportunities

Notify TSM / RVP of site launch

🔄 Proposed Site Migration Workflow

All submissions go to efloristhelp@teleflora.com

(Managed by Tobi)

Give inbox permissions to:

Juston

Joseph

Daniel

Teresa

Add note to enrollment form to check if shop is Presidential / National

Tobi forwards enrollment form to correct owners & assigned project manager

Tobi builds the site if it does not currently exist

🏛 Proposed Changes for National Accounts

Add subject line: Presidential / National Accounts

Send all enrollment forms & contracts to efloristhelp@teleflora.com

Emphasize submitting both enrollment and custom design contracts together

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Last updated on January 21, 2026

How to set up Billing for a New Custom Site How to set up Billing for a New Custom Site