How to Manage Billing Information

  1. Log in to your website’s dashboard.
  2. Click your name in the top right corner of the page.
  3. Click Billing. Note: billing is not available for sub-users.
  4. You can upgrade, downgrade, or cancel your plan from the billing page. You can only edit your payment details if you are on a paid plan. If you change your plan before the next billing period, the prorated changes will be applied to the next invoice.
  5. Click Save.

How to Create Users

  1. Log in to your website’s dashboard.
  2. Click your name in the top right corner of the page.
  3. Click Sub-Users.
  4. Click Add User. Note: sub-users are only available on a paid plan. Upgrade through the billing page in your dashboard.
  5. Fill in the information for the user.
  6. Click Save. The new user will be able to do everything in the dashboard except manage billing information and manage sub-users.

How to Set Gift Card Fees and Sales Tax

  1. Log in to your website’s dashboard.
  2. Click the Settings link at the top of the page.
  3. Click the Integrations tab in Settings.
  4. Expand the Additional Gift Card Fees section. Note: gift card sales are only available on a paid plan and require a Stripe integration to work.
  5. Enter a name for the fee, set the fee amount, and set whether it’s a fixed dollar amount or a percentage. Fixed amounts should be used for things like processing fees. Percentage amounts should be used for things like sales tax.
  6. Click Save. The fees are added to the checkout process for gift card sales.

How to Add Social Media Links

  1. Log in to your website’s dashboard.
  2. Click the Settings link at the top of the page.
  3. Click the Social Media tab in Settings.
  4. Fill in all applicable social media links. Facebook and Twitter can pull certain images to build posts when someone links to your website. Use the Facebook Image and Twitter Image fields to upload the specific images you want the platforms to use for building posts.
  5. Click Save. The social media links are displayed as icons in the footer of your website.

How to Add Locations

  1. Log in to your website’s dashboard.
  2. Click the Settings link at the top of the page.
  3. Click the Locations tab in Settings, then click Add Location.
  4. Fill in the information for your location. Latitude and longitude coordinates are necessary for the location to be displayed on a map. If Location Type is set to “Primary Location,” this address will be displayed in the footer of your website.
  5. Click Save.

How to Validate Coupons

  1. If you’re logged into your website’s dashboard, click the Extensions link at the top of the page and click the Validator button in the Coupons section.
  2. If you’re not logged into your website, navigate to {yourdomain}/coupons/validate.
  3. Enter the coupon code that you want to validate, then click Submit. The website will tell you if the coupon code is valid or not. All coupon codes are unique, six character codes that can only be used once. Learn how to create coupons here.

How to Create Coupons

  1. Log in to your website’s dashboard.
  2. Click the Extensions link at the top of the page.
  3. Click the Add Coupon button in the Coupons section.
  4. Give the coupon a name, set the date range in which the coupon is valid, give it a description, and click the checkbox to make it visible on your website.
  5. Click Save.
  6. Customers can now claim the coupon on your website. Learn how to validate claimed coupons here.

How to Create Page Modules (Adding Content to Pages)

  1. Log in to your website’s dashboard.
  2. Click the Pages link at the top of the page.
  3. Click Manage Page Modules.
  4. Click Add Page Module.
  5. The Module Name identifies the page module.
  6. If Show Heading is checked, the module name is displayed on your website as a heading.
  7. Set the Content Type field to “HTML” if you want to write your own content. Set it to “Custom Form” if you want to use a custom form for the content. Learn how to create custom forms here.
  8. Click Save.

How to Create Custom Forms

  1. Log in to your website’s dashboard.
  2. Click the Extensions link at the top of the page.
  3. Click Add Custom Form in the Custom Forms section.
  4. Give the custom form a name and fill in the email addresses that should receive notifications when the form gets submitted.
  5. Click Add Element to add fields to the form.
  6. Continue adding elements/fields until your form is complete. Click Save.
  7. Learn how to add your custom form to a page module here.