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Setting Up Your E-Commerce Storefront

Turn your Curate Catalog into a beautiful, shareable storefront where clients can browse and build their order.

Written by Enzo Baliwag

What is the E-Commerce Storefront?

Our E-Commerce feature allows you to build a public-facing, mobile-friendly storefront directly inside Curate. You can organize your store into sections, populate it with existing products from your Catalog, and share your unique store URL with clients.

Currently, customers browsing your store can add items to a temporary shopping cart to see running totals.


Create and Manage Your Storefronts

Open E-Commerce from the main navigation to view your Storefronts list. You can create separate storefronts for different brands, menus, seasons, or customer groups.


The list shows each storefront’s:

  • Name: Select the name to open and edit the storefront.

  • URL: Use the copy icon beside the URL to copy its public link.

  • Branch: The branch associated with the storefront.

  • Delivery and Pickup: Whether each fulfillment option is enabled.

  • Status: Whether the storefront is Live or Offline.

Create a Storefront

  1. From the Storefronts list, select + New storefront.

  2. Enter a name in Storefront Name.

    Branch field is disabled and cannot be changed.

  3. Select Create storefront.

Storefronts currently use your organization’s Primary Branch. Creating another storefront does not let you select a different branch.

Manage an Existing Storefront

Select a storefront’s name to open its editor and manage its products, sections, and settings.

​Each storefront has its own configuration and public URL. Changes to one storefront’s offerings, settings, or publishing state do not change your other storefronts.

You can change a storefront’s status directly from the list. Open its Status dropdown and select Live or Offline.

⚠️Setting a storefront to Live does not publish its draft content. Use Publish inside the storefront editor to publish your offering.


Managing Your Shop Settings

Before you share your store with the world, you will want to customize its basic details and branding. You can access this menu by clicking the button at the top of your E-Commerce page. From this right-hand panel, you can control the following:

  • SHOP NAME: Enter the name you want displayed to customers at the top of your online store.

💡 Important Note: Editing your Shop Name will automatically change and update your public Shop URL, so be sure to set this before sharing links with clients!

  • LOGO: Upload your business logo to personalize your storefront. The recommended size is 100×100px, and any image uploaded here saves automatically.

  • ORDER CONFIRMATION EMAIL: Select a template to email customers when they submit an order without digital payment. Leave this field blank to send no confirmation email. The email uses the order assignee’s name and reply-to email.

    Note: Paid checkouts receive a transaction receipt instead of this confirmation email.

  • STATUS: Use this dropdown menu to set your storefront to Live when you are ready for customers to view it.

  • SHOP URL: This is your unique public link. Once your store is Live, simply click the Copy button to grab the link and share it anywhere.

  • DIGITAL PAYMENTS: Toggle on Allow digital payments to allow customers to pay online after submitting an order. This creates a seamless checkout experience for your clients.

  • ORDERING TIMES: Toggle this setting to Enabled to establish and set the specific times you are available to fulfill orders.

  • ORDER LEAD TIME: Toggle this setting to Enabled if you need to require customers to place their order at least a specific number of hours before the order's start time. This is a great way to ensure you always have enough time to prep and fulfill incoming requests!

📌Make sure to click the blue Save button in the top right corner of the panel after making any changes to your name or status!

Control Available Dates and Times

Three settings work together to determine when customers can request an order:

  • Ordering Times define your regular fulfillment schedule.

  • Order Lead Time sets the minimum notice required before an order’s start time.

  • Blocked dates close specific dates for holidays, vacations, or days when you are fully booked.

A requested date and time must satisfy all three conditions.

To close a date to new storefront requests, block it on your Curate Calendar. You do not need to change your regular Ordering Times.

Customers cannot submit a storefront request for a blocked date or override the restriction. If you block a date after a customer has selected it, they must choose another date before submitting their request.

Staff manually creating or moving a Project in Curate continue to receive the internal blocked-date warning, which they can override.


Build Your Store Sections

What you build in the editor is exactly what your clients will experience on the live store. To keep your shop organized, you can group your products into Sections (e.g., "Everyday Arrangements," "Appetizers," "Rentals"):

  • Add a Section: Click the + New Section button. A side panel will open on the right where you can name your new section and hit Save.

  • Edit or Delete: Need to make a change? Click the Pencil icon on the section header. That same right-hand panel will reopen, allowing you to easily rename the category or click the Delete button to remove it completely. (Note: Deleting a section cannot be undone!)

  • Reorder: Use the Up/Down arrows on the section header to move your categories up or down the page.


Add Products from Your Catalog

Once you have your sections, it is time to stock the shelves! Your storefront pulls directly from your existing Curate Catalog.

  • Inside any section, click the + Add item placeholder card.

  • A menu will appear allowing you to browse or search your entire Catalog.

  • Select a product to add it to the section. The store will automatically pull the product's default Photo, Name, Description, and Price.

  • Rearrange items: Once your items are added, you can easily drag and drop the products to rearrange the order they appear in!

  • Remove items: Need to take an item off the shelf? Simply click the red trash directly on the product card. (Don't worry, this only removes it from the storefront, not your main Catalog!)


Publish Your Storefront

As you build your store, all of your changes are safely saved as a Draft. Your clients will not see your updates while you are still working on them.

When your store looks perfect and you are ready to share it with the world:

  • Look for the Publish button at the top of your editor.

  • Click Publish to push all of your draft changes to your live public Store URL.


How Your Customers Shop (The Cart Experience)

When you share your public URL with a client, they will be greeted with a clean, mobile-responsive shopping experience.

  • Browsing: Customers can view all your published sections, product photos, descriptions, and pricing.

  • Adding to Cart: Every item has an + Add button. Clicking this instantly adds the item to their Cart. A brief on-screen confirmation message will show on top of the cart count increment to confirm the action.

  • Managing the Cart: A cart icon in the top header keeps track of their items. Customers can click the cart to open a side panel where they can increase/decrease quantities, remove items, and view their running subtotal.


How the Orders Get to your Customers

Pickup

Pickup is enabled as your standard fulfillment option by default.

  • Custom Instructions: You can provide custom pickup instructions in your storefront settings—such as exact pickup location details, pickup hours/timing, or specific contact guidance.

  • Customer Experience: When a customer submits a pickup request, they see an instant on-screen confirmation, and the request is sent directly to you to review and confirm the final details.

  • Tax Rate: Because pickup orders are fulfilled right at your physical store location, all pickup orders automatically use your storefront's Default Tax Profile. This follows your default tax profile from your account settings.

Delivery

If you offer local delivery, you can turn it on alongside Pickup or run a delivery-only storefront.

  • Setting Up Delivery Zones: Define your delivery area by entering the 5-digit ZIP codes you deliver to along with their corresponding delivery fees (fees can be set to $0 for free delivery).

  • Customer Experience: At checkout, customers select Delivery, enter their address, phone number, and any special delivery notes or card messages.

  • Automated Fee Calculation & Area Validation: The delivery fee is automatically calculated based on the customer's ZIP code. If a customer enters a ZIP code outside your delivery zones, the system automatically blocks the order with a clear notification.

  • Multiple Tax Profiles: If you deliver across multiple tax jurisdictions or states (like DC, MD, or VA), you can set up unique Tax Profiles for each region in your settings.

  • Assigning Tax Profiles to ZIP Codes: Pair each ZIP code in your Delivery Zones table with its corresponding Tax Profile. Taxes for both items and delivery fees will be calculated based on the customer's ZIP code.

  • Fallback Tax Rule: Any delivery ZIP code without a specifically assigned Tax Profile will automatically fall back to your storefront's Default Tax Profile.


Receiving Storefront Orders

When a customer selects Submit Request, Curate creates a new Project containing their submitted information:

  • Client name and email

  • Project date

  • Order details, including products and quantities

  • Special requests, when provided

Storefront orders are created in your organization’s Primary Branch. Review the request and continue with your standard proposal process.

Find Storefront Projects

  1. Open Projects.

  2. Open the filter panel and expand E-commerce.

  3. Enable the option to show only e-commerce Projects.

If your organization has multiple storefronts, you can also filter by one or more storefronts.

The storefront icon identifies Projects created through E-Commerce.

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