Checklist: Retailer Setup for Online Ordering (Pickup & Delivery)

Verify Business Hours & Fulfillment Settings

Make sure your operating hours and order fulfillment hours match what your team can handle in real time.

• Confirm your store hours are accurate in Leafly Biz under Settings → Service Hours.

• If you offer Pickup, ensure the hours match your in-store team availability.

• If you offer Delivery, confirm your delivery zones and hours are configured.

• Double-check holiday closures or special hours are updated to prevent orders when you’re closed.

Set Up Your Profile 

Make sure you have your imagery and descriptors about your location. 

• Confirm you have uploaded both a logo and a cover photo. 
• Double-check that you have added an About Us section. 

Add your Leafly Menu 

Your POS sync ensures accurate menus and pricing.

• Verify your POS integration is connected and active in Leafly Admin.

• Confirm your POS is pushing menu updates regularly (we recommend every 15–30 minutes).

• Review your POS vendor’s Leafly integration guide if issues persist.

Review Your Menu Setup

A clean, organized menu improves customer experience.

• Ensure products are categorized correctly (Flower, Vape, Edibles, etc.).

• Confirm inventory quantities and pricing are accurate.

• Review product photos and descriptions. High-quality images help conversions.

• If you’re integrated with a POS, confirm product tags and types align correctly for sync.

• Test an order to ensure status updates flow correctly.

Set Up Delivery (If Applicable)

If your store offers Delivery:

• Confirm your driver roster is added and active in your POS or delivery management tool.

• Verify delivery zones and radius are configured properly. 

• Check that delivery status updates (Out for Delivery, Delivered) sync back to Leafly.

• Ensure vehicle and driver compliance info (where required) is current and matches local regulations.

Step 6: Enable Printer Notifications

Make sure new orders never go unseen.

• Connect your POS to an order printer and test that it prints new orders as they come in.

• Keep printers online and stocked with paper.

• Confirm your staff can hear or see alerts when a new order is printed.

Real-time printer alerts are key to hitting “Ready for Pickup” targets and maintaining strong customer satisfaction.