Getting started With Agency Dashboard

Once we set up an agency dashboard for you, you will get login credentials to login into your dashboard. once you log in you will see a dashboard like below.

Image 3.1

now there are two-way users/sellers can be managed

1. Self Sign up - seller goes to your landing page(website, www.yourdomain.com), where you showcase feature and pricing seller click on the plan and goes to sign up page, select plan and pay you through stripe and login into his seller account to manage. its whole automated process connected with stripe and plans are managed at agency dashboard.

2. Manual Store creation- if you want to take offline payment or payment through any manual payment link. you can enable offline toggle while making plans for offline payments. you will get mails every month/year to remind you for taking offline payment.

as you might be clear about above method that is seller self-signup and pay through stripe, also users can self signup by subscribing to offline plans. let's learn about another method of how to manually manage/create stores.

first, you need to collect information from a customer to create a manual store. below are the same information asked during self sign up the onboarding process.

• Name

• Email

• unique store URL (ex- name.youragencydomain.com)

• Language

• Business Name

• Category

• Business Address

• Mobile Number (Same For WhatsApp)

• Currency

• Country

• Receive Orders On

After getting the above information now go to the customer's tab at your agency dashboard, now click on Add Customer and fill in details like Name, Email, Password.

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now as we have created a customer account let's create a store for this customer. To create a store go to the Store tab on the agency dashboard and click on Add Store and select the email address of the customer which we previously added into the customer section. And you will be redirected to fill in more customer details fill all those details as shown below and create a store.

Image 3.3

now once a store is set, you will see the store name in the stores tab, now on the right side you will find options to deactivate store, activate manual mode and view as owner option & delete option. Click on activate manual option and send login credentials to store(seller) owner so they can log in and add products, logo, business details etc.

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another trick to managing a seller account is, create a different 0$ plan, and self signup using those plan and take payment offline or through manual payment links etc.

now let's learn about method 1 where user/seller self sign up from your store URL(app.youragencydashboard.com). In this option, they will sign up and choose a plan to create a store, so let's learn about it.

To create a plan go to Plans Tab and click on Add Plan, where you need to fill in plan details

• Name- Name of plan (example- Standard/Free/Pro/Premium etc.)

• Features (comma separated)- all features of a plan

• Price- Price of that plan

• Currency- currency in which you charge payment

• Recurring time(type)- Monthly or Yearly

• products- Limits of the number of products that can be added to the store.

• categories- Limits of the number of categories that can be added to the store.

• Features- enable and disable the feature which you want to include or exclude on the plan.

once you fill in the above details you can set multiple plans based on features and products and categories. see the demo below to learn this.

Image 3.5

now on the payment tab, you check all payment details and seller details like when their plan will expire.

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at the Stores tab, we have the option to login as the owner, so if you want to manage any seller store manually or want to set it up fully you can directly do that from the Agency dashboard. On the store tab, you will see all store name on the right side you will find an option to Log in as owner just click on that and you will be logged in with the seller/store admin dashboard.

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Setup Offline Payment Plans-

All steps would be the same as above to set up recurring plans, just enable the offline toggle for offline plans and if any user subscribes to that plan during signup he will be able to create a store without paying anything and you will get emails once his subscribed plan gets expired. you can also check user store creation and expiry on Payment tab to manage offline payments.

We push all updates on the agency dashboard, if you find any bug reach out to us.