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Frequently. Asked. Questions.


+ WHAT PROGRAMS DO I NEED TO USE THE TEMPLATES?

All our Flourish Templates and Calculators are set up in an Excel format.

In Excel, we have some super snazzy formulas and formatting.
When you convert the templates/calculators into Google Sheets, they won't always retain all of that smart stuff.

If you would like a Template or Calculator re-created in Sheets, then you can request it through the Customisations page.

+ HOW DO I PAY FOR MY TEMPLATE OR SERVICE?

When you purchase a Calculator, Template or Bundle, you will be able to make a payment via Stripe
(accepting Visa, Mastercard, American Express & Discover).

If you are looking for further customisation, help, training or consultancy, then you will be invoiced for the payment.

See more in the Terms of Service & Privacy Policy.

+ WHAT ARE THE DIFFERENT TIER LEVELS?

There are 3 different Tier Levels.
These allow you to pay only for the number of licenses you need for your business.

  • Entrepreneur:
    Up to 4 team members
  • Start Up:
    Businesses with 5 - 20 team members
  • Scale Up:
    Businesses with 21+ team members (Unlimited)

See more info on our Tier Levels and their benefits.

You must ensure that you have purchased the correct Tier Level for your business.

It is your responsibility to have the correct number of licenses for your business.
If you need to upgrade your Tier Level for additional licenses at a later date, please contact us.

Please note, for seasonal/yearly Templates and Calculators which have expired (e.g. 2017/18), you will not need to purchase a Tier Upgrade retrospectively. Just buy the new season/year version (e.g. 2018/19), on the applicable Tier Level.

Please see our Terms of Service for more details.

+ HOW DO I DOWNLOAD MY TEMPLATE?

Once you've purchased your Flourish Template or Calculator, you will have a link to download it. It will then automatically drop into your Downloads folder.

Pop in there, find it, open it, save it.

More info right here.

+ CAN I MODIFY A TEMPLATE ONCE I'VE PURCHASED IT?

All of the Flourish Templates & Calculators are carefully created to fit you and your business flexibly.
But if you need to make any further changes, you have 3 options:

1) ALL of our templates and calculators come with at least 3 FREE CUSTOMISATIONS to Currencies, Selling Platforms, Transaction Providers and Fees. Just request them.

2) Allow us to customise your Template or Calculator for you.
Anything you need, we can do! Just ask.

3) You can alter your Template or Calculator yourself.
However, some of the formulas and cells are locked to prevent accidental changes and protect the functionality.

Number of free customisations is dependent on your Tier Level.

Please read the Terms of Service for more details.

+ CAN I MAKE COPIES OF A TEMPLATE?

You can buy every Flourish Template and Calculator according to your Tier Level. These allow you to pay only for the number of licenses you need for your business. More info right here.

With these licenses, you are permitted to copy your Template or Calculator up to the Tier Level you have purchased.

PLEASE NOTE: All Flourish Templates, Calculators and Custom Spreadsheets are copyrighted.
It is illegal to copy and distribute them beyond your purchased Tier Level or without explicit written consent.
Please read the Terms of Service for more details.

+ HOW DO I UNPROTECT MY TEMPLATE?

There is no need to unprotect anything on your Template or Calculator to be able to use them as they are intended.
The protection is to prevent accidental changes and protect the functionality.

If you are getting a message to unprotect, then you are trying to edit in the wrong place!

Warning: If you unprotect the template, Flourish can no longer be responsible for the functionality.
Any help needed as a direct result of unprotecting a Template or Calculator may be liable to a consulting fee.

+ WHY CAN'T I SEE SOME FORMULAS?

Some of the formulas in your Flourish Templates and Calculators will be hidden or locked.

This is to prevent accidental changes which could affect the functionality of your Template or Calculator.

+ HOW DO I REMOVE A CIRCULAR REFERENCE?

Some of our super-snazzy formulas work off a circular reference.
(When a formula refers back to its cell and gets a bit confused).

So that they work beautifully, you need to switch on your ITERATIVE CALCULATION.

Fear not, it's really easy!
Find out more.

+ WHY ISN'T MY TABLE GROWING?

The Table function is set up on our Sales Trackers and Range Plan, so you can add new rows as you need them.
They should automatically appear once you type in the new row.
If not, then please refer to the tips in the Excel. Explained. Insight.

+ CAN I ADD FILTERS OR SORT MY DATA?

Yes! You can find details on how to add filters and how to sort your data in our Excel.Explained Insight.


+ HOW CAN I CHANGE MY CURRENCY?

You can select your currency in any of the Flourish Templates and Calculators.

They are all in simple to use drop-down menus and include:
GBP (UK Sterling), USD (US Dollars), AUSD (Australian Dollars), EURO (Euros).

Can't see your currency? Need something different? No problem!
Every Flourish Template and Calculator includes at least 3 FREE CUSTOMISATIONS, so you can add any other currency you need.
Just ask.

Number of free customisations is dependent on your Tier Level.

+ CAN I ADD VAT / SALES TAX TO MY PRODUCTS?

You can decide whether you add VAT / Sales Tax in any of the Flourish Templates and Calculators.

Simply use the drop-down menu and select 'YES' or 'NO'.
The default % is set to the current UK VAT rate (20%), but you can change this where necessary, simply overtype with the number required.

Need more help? Just ask.

+ HOW CAN I ADD A NEW PLATFORM OR TRANSACTION PROVIDER?

The Flourish Templates and Calculators include the most popular Platforms and Transaction Providers.
See a full list here.

Need to add another platform or a different provider? No problem!

Every Flourish Template and Calculator comes with at least 3 FREE CUSTOMISATIONS, which means you can add or change any Platforms and Transaction Providers. Just ask here.

Number of free customisations is dependent on your Tier Level.

You can request anything in addition to these through the Customisations page.
They will be billed in 15-minute intervals costing £12.50 + VAT
.

+ HOW CAN I CHANGE MY FEE CALCULATION?

The Flourish Templates and Calculators include the most popular Fee percentages and calculations.
See a full list here.

Need to add another fee, or change a calculation? No problem!

Every Flourish Template and Calculator comes with at least 3 FREE CUSTOMISATIONS, which means you can add or change any Fee percentages or calculations. Just ask.

Number of free customisations is dependent on your Tier Level.

You can request anything in addition to these through the Customisations page.
They will be billed in 15 minute intervals costing £12.50 + VAT
.

+ CAN I ADD ADDITIONAL ANALYSIS OR TEMPLATES AFTER PURCHASE?

The following Templates have two options at purchase:

  • Sales Tracker: Track
  • Sales Tracker: Track & Trade

If you decide after purchase that you would like to upgrade your template, you have 2 options:

1) Templates which have not yet been modified / data entered:
Upon request of the upgrade version, you will be invoiced for the difference in cost, dependent on your Tier Level (e.g. Entrepreneur, £19 + VAT).
Upon payment, your new Template will be sent to you.

2) Templates which you have been using and wish to retain the data:
Upon request of the upgrade version, you will be invoiced for the difference in cost, dependent on your Tier Level (e.g. Entrepreneur, £19 + VAT), plus a fee for adding the additional analysis or links to sheets. This cost will be based on the time required to add the other elements.

Just ask.

More details on the Analysis Pack page.

+ HOW LONG WILL IT TAKE FOR MY CUSTOMISATIONS TO BE COMPLETED?

We aim to get your FREE Customisations completed and returned to you within 2 Business Days, if not sooner!*

Any additional, billable customisations will also be completed as quickly as possible.
For these billable changes, once you have sent your request, we will calculate the time required so that you know and can agree to the costs up front.
You will receive an invoice which will also detail the date for completion and return to you.

*We will be as speedy as possible, subject to demand. Any issues or delays will always be communicated.
Business Days are Monday to Friday
.

+ HOW WILL I RECEIVE MY CUSTOMISED TEMPLATE / CALCULATOR?

When you complete your request, you will need to give details of your email address*.
Once completed, you will receive an email with your all-new, uniquely customised file.

Please refer to the Privacy Policy for details on how we manage your data.


+ WHAT DO I GET IF I SIGN UP TO BE A MEMBER?

When you sign up to be a member, we ask for your email address.
Please ensure that you have read the Privacy Policy on sign up.

Once you become a member, you will be able to access all the amazing Flourish Insights.
The Flourish Toolkit will also be at your fingertips & if you have opted to receive them, we will send you details of any exciting new products or special offers.

We will love having you as a member of the Flourish community, but if at any point you want to opt out, then you can simply unsubscribe.

+ DO YOU OFFER ANY DISCOUNTS?

We offer discounts on purchases of the template bundles.
You will save at least 10% off the individual prices.

You can buy a pre-set bundle here or you can request your own custom bundle here.

We may also offer discounts at other times of the year, but these are discretionary.

+ WHAT IS YOUR REFUND POLICY?

You are enouraged to read through the product descriptions and information thoroughly prior to making a purchase, as in general, Flourish Retail does not offer refunds on Templates or Calculators due to the digital nature of the products.

An exception may be made in rare instances, when a Template or Calculator has an error (i.e. within a formula) that prevents it from functioning properly. The error must be within the original, unaltered download.
Flourish Retail is not responsible for errors caused by Template or Calculator changes made by the user.

If you believe there is an error in one of the Templates or Calculators, please contact us describing the error in detail, along with applicable screenshots. Please also let us know what version of Excel or Google Sheets you are using (i.e. 2016).
We will look into it ASAP and may ask you some further questions and/or request a copy of your Template or Calculator.
If there is an error (and we are able to fix it), you will have the option of getting a refund on your original download, or an updated template.

If there is no error in the template, but you are unsatisfied for any other reason, please do contact us here.
We will do everything possible to turn that frown upside down!

Customised Templates & Calculators

Flourish Retail does not issue refunds on Customised Templates, Calculators or Services. If you are requesting a Customised Template, Calculator or Service, please be sure to state all of your requirements as thoroughly and clearly as possible.
You are encouraged to include any applicable samples or other works that might be helpful for illustrative purposes. We will ask you clarification questions as necessary and only invoice you when we’ve agreed on the requirements, terms, and price.

All Customised Templates and Calculators include one round of adjustments after delivery.
(Please note: This EXCLUDES the 3-5 Free Customisations which are included in every purchase).
You may take up to 10 working days to review your Template or Calculator and let us know if you require any changes.
Typical adjustments will be formatting or wording changes. Requests for additional features that were not stated in the initial requirements are not included in the free round of adjustments. These may be requested but will incur additional costs.

If you are unsatisfied with the final deliverable for any reason, please let us know. We will do our best to find a solution that works for you!

+ WILL I BE CHARGED VAT?

Unfortunately we do have to charge VAT @ 20% on all of our products and services.
This will be included in the price which you will see at checkout or within any invoices sent to you.
Our VAT Reg No is: 303 5513 43.

+ WHAT ARE YOUR TERMS OF SERVICE?

You can find our Terms of Service here.


still got an unanswered question?