[Video] Getting Started

By the end of this tutorial you’ll have set up your services, created an order form and placed a test order.

Before we start, here’s a quick video overview of how SPP works:

 

 

Here’s how the purchase flow looks for your clients when you’re using SPP:

  1. Client clicks a link on your site that takes them to your order form
  2. In the order form they pick services and enter any additional details you may need
  3. They make payment using one of the available payment methods
  4. They see a Thanks page and are automatically logged into the Client Panel where they can see their orders, download files and post messages.

Customers can create a free account in your Client Panel but they don’t need to be registered to purchase from you. In that case an account will be created automatically.

There are just 3 steps to selling a service through SPP:

  1. Create a service – choose a name and pricing (one-time, recurring, free trial)
  2. Connect your payment processor – with PayPal all you need to do is enter the seller email
  3. Set up an order form – add available services to the form and any custom fields

Now you can put the link to your form in your website or forum post. Optionally, you can place a test order to see how everything works.

So now we can go into more detail for each step…

Step 1 – Create Your Services

In the Services menu click Add New to create a service. Here are some of the different options you can configure:

Service name – your customers will see this in order forms and the client panel.

Description – description is visible in order forms (on mouse hover) and in the services list within your client panel.

Price – you can set a one-time price, or a recurring price. You can create free services and services with free trials.

Parent services – normally you’ll see a separate order for each service that was purchased. By choosing a parent service you can group this service together with the parent in a single order (if client purchases both services).

Data form – assign a data collection form to this service if you need additional information from clients. This is optional as you can also add custom fields for collecting data to your order form.

Assign – use this option to automatically assign all orders of this service to a specific team member.

Deadline – set a deadline so your team can see how much time is left to deliver the service. Countdown is started after client has provided project details (if required).

Show service in client panel – check this if you want to include this service in the Services page of your client panel.

Group multiple item quantities – if somebody buys two link building packages at once, for example, you will see them as two orders by default. Check this option if you want to have them grouped in a single order.

Additional info – additional info shown in client’s order details.

Step 2 – Enable Payment Processors

In SPP navigate to Modules and enable the payment processors you want to use. Each payment processor has a different settings page where you may need to enter information such as your payment email or API keys.

For more information on setting up your payment processor, click here.

Step 3 – Create an Order Form

The best way to sell services using SPP is by creating order forms. To create an order form, go to the Forms menu and click Add New to add a form.

There are different types of fields you can add to your form:

Orderform Builder

Service fields – fields where clients can choose the services they want to order. Multiiple field types are available including checkboxes, option groups and dropdown menus

Account fields – fields where client can specify the login information they want to use (for new accounts)

Data fields – fields for collecting information about a client’s project if you want to collect it upront. You can also use a data form to collect it after the order.

Payment fields – fields where clients can enter coupon codes and choose their payment method

Once you’ve saved the form, you can view it and copy its URL to link to it from your website. From the forms list you can also click on the Embed button to get the embed code for your form, so you can insert it directly in your page.

Step 4 – Place a Test Order

Most payment processors allow you to place sample orders in “sandbox mode” without having to send real payments to yourself.

You can enable test mode by turning Live Payments to Off in Settings > Payments. Just don’t forget to turn them back on after you’ve done testing.

You can then sign out of the admin account and try placing an order through your form.

Click here to learn more about test orders.

Was this helpful? Let us know…