Everything you need to get started with Stan.Store
Table of Contents
- What is Stan.Store
- How Can I Set Up a Disclaimer of Terms & Conditions for My Customers?
- How Can I Customize the Fonts and Colors of My Stan Store?
- Changing Your Username
- How do I add a customer to a course without them having to purchase it?
- How do I resend the course login to my customer?
- How Do I Send a Receipt to my Customer?
- How does my customer update their payment information for my membership?
- How to Cancel Your Customer’s Subscription
- How to Delete Contacts from Your Customers Tab
- How to Pause Your Customer’s Subscription
- How to Refund Your Customers
- How to Resend a Custom Product to a Customer
- How to Resend a Custom Product to Your Customer
- How to Revoke Access from a Course Participant
- How to Unsubscribe Someone From You Customers tab
- If I change my membership price, will existing members be charged the new price?
- Why am I unable to refund my customer?
- How to Collect Sales Tax with Stan
- How to Edit Your Product URL
- Allowing iDEAL payments with Stan
- Custom Date Ranges for Analytics
- How to Sync Multiple Google Calendars with Stan
- How to Optimize Your Stan Store to Drive More Sales
- How to Make My First Sale on Stan (w/ Statistics)
- How to Drive More Stan Store Sales
- How do I increase my odds of making $100 on Stan?
- How many store visits are needed on average to get your first sale?
- Connecting Your Favorite Tools with Stan
- Follow Stan on Social Media
- How to Build & Launch Your Stan Store in 30 Mins
- How to Link Your Social Media to Your Stan Store
- How to Setup Your Calendar Availability
- How To Setup Your Direct Deposit with Stripe
- How to Test Products in Your Store
- How to Use Mailchimp
- How to Sync Your Google Calendar with Stan
- What Can Stanley Do For You?
- Stanley is Generating Content From My Wrong Social Media Account
- Can I change the preview image of my course videos?
- Can I Hide the Price of My Product on the Storefront Callout?
- Can I share a link to a specific video or lesson in my course?
- Confirmation Emails For Lead Magnets Are Not Sending
- Custom Product
- How Can I Add a Discount Code?
- How can I customize the email my customer receives after opting in to a product?
- How can I limit access to a course for a certain timeframe?
- How Can I Schedule My Bookings on the Hour?
- How to Create a Coaching Call Product
- How to Create a Collect Emails / Applications Product
- How to Create a Course Product
- How to Create a Funnels Product
How Can I Set Up a Disclaimer of Terms & Conditions for My Customers?
You can now add a personalized Terms and Conditions page to your products!
- Click on Settings
- Choose the Payments tab
- Click on the toggle next to Enable Terms & Conditions
4. Replace all the (_________) fields within the body of the Terms and Conditions.
5. Click Update when you’re done!
🚨 Note: You won’t be able to Update the Terms if you do not replace all the (_________) fields so be sure to double check to make sure you’ve replaced all of them 👍🏼
The Terms and Conditions will be located on your Checkout page, right above the Checkout button –
Note: The Terms and Conditions currently applies to all products on your Stan store. We don’t yet offer the ability to create different Terms and Conditions for individual product types.
How Can I Customize the Fonts and Colors of My Stan Store?
You can personalize your Stan Store by easily tweaking colors and fonts on any theme. That’s right – you’re no longer confined to a theme’s branding. Let your creativity shine with your very own custom branding!
🚨 Note: We don’t currently support the functionality to update the font size.
Changing Your Username
During your Stan onboarding, you may have chosen a username that you’re not longer interested in. Not worries at all!
- To change your username and Stan Store URL, head over over to your Settings tab
- Locate the Username text field and type in your desired username
- Be sure to click Update to save your changes!
❗️Heads up, your Stan store URL will also change as you update your Stan username. If your Stan Store URL is pasted anywhere (like your social profiles “link in bio”), then you’ll want to be sure to update it as well.
How do I add a customer to a course without them having to purchase it?
Sometimes there’s a need to add someone to your course for free. Maybe it’s someone that you want to proofread the course for you or maybe it’s a loyal fan that you want to offer the course for free. Follow the steps below according to the subscription plan you’re on.
Creator PRO Plan
- Go to the My Store tab and open the course
- Go to the Checkout Page tab and scroll down to the Pricing section
- Toggle on the Add Discount Code option
- Add the discount code and the %
- Scroll down and save by clicking on Publish
Creator Plan
- Go to the My Store tab and open the course
- Go to the Checkout Page tab and scroll down to the Pricing section
- Change the price to 0
- Scroll down and save by clicking on Publish
- Go to your Store front and sign up for the course using the persons name and email
- Go back and open the course product in the My Store Tab and change back the price to the original price in the Checkout Page tab
- Scroll down and save by clicking on Publish
How do I resend the course login to my customer?
Step by Step
- Head over to the My Store tab
- Locate the course product and click on the “…” to the right of it > then select Analytics
3. Next, scroll down and find the course participant that needs their login
4. Click on the “…” to the right of their name, select Resend Course Login
How Do I Send a Receipt to my Customer?
From the Income tab, go ahead and select your customer…
..then click on the Send Receipt button on the Overview page –
How does my customer update their payment information for my membership?
When someone signs up for your recurring membership, they can manage their payment details and subscription all form within their confirmation emails.
We’ve included the emails that they receive throughout their membership with you below!
Confirmation Email After Signup
You can customize this email by heading to your Membership product > then Advanced > and clicking on the Confirmation Email section.
Recurring Payment Confirmation
This email is automatically sent after each monthly/ weekly/ daily recurring membership payment has been made. The email includes the ability for your customer to update their payment information, along with cancel their subscription.
You can turn off these emails from being sent by following these steps
- Head to your Settings tab
- Click on the Email Notifications tab
- Then toggle off the button next to Recurring Payments
Payment Unsuccessful Emails
This email will be sent to your customer each time their Credit Card fails for your recurring membership. Their credit card will be automatically retried via Stripe 4 times, each time sending this email to prompt your member to update their credit card.
❌ On the 4th failed payment, their membership will be automatically cancelled.
When your member’s card has failed 4 different times, you will receive an email letting you know that their membership has expired:
Update billing details link
In case the client hasn’t saved the confirmation email or the recurring payment emails and there is no missing payment, you can manually send the client the link for them to use to update their billing details. This option is only available for active subscriptions, not paused or canceled subscriptions.
To find the link for your client follow these steps:
- Go to the Customers tab
- Use the filter to find the client and click on the client to open up the overview
- On the right side of the active subscription, click on the three small dots
- Click on the option Copy Billing Link. The link has now been copied.
- Paste the link in a message/email to the client and send. Your client can now update their billing details for the subscription.
Cancellation Confirmation
When your customer cancels their membership with you, or you cancel it for them, they will receive the following email.
How to Cancel Your Customer’s Subscription
Cancelling Your Customer’s Subscription
There are two ways for your customer to cancel a recurring subscription or membership with you:
You Can Cancel their Subscription
Head to your Customers tab inside Stan > locate their name and click on the customer’s name to view their Overview page like below.
You can then click on the 3 dots next to the subscription and select Cancel Subscription.
By canceling your customer’s subscription, it will stop any future charges from being made. Canceling their Subscription will NOT refund the customer.
*If you would like to Refund your customer, be sure to go to the Income tab, select your customer’s name and then click Refund.
Or, Your Customers Can Cancel via Email
Your customer may cancel through an automated email they received each month. The email has a link that will allow them to cancel at anytime.
Heads up! ⚠️
If you cancel your Stan account, you’ll need to manually cancel your customers’ membership subscriptions or they’ll continue to get charged.
How to Delete Contacts from Your Customers Tab
Creator Pro Feature✨
This feature is only available on the Creator Pro plan. To upgrade visit your Settings tab in your account
Have you imported a CSV of contacts but made a mistake? Or perhaps you just want to delete a couple of test contacts? No prob!
You can delete customers that you have manually added to your Customers tab by following the steps below:
- Head over to your Customer tab
- Use the filters to select who you would like to delete from your Customers tab
- Click on the 3 dots on the right hand side of the page and then select Delete Customers
- You’ll then be prompted with a confirmation window to make sure you’re okay with deleting all of the selected customers. Click yes when you’re ready!
How to Pause Your Customer’s Subscription
Pause Subscription
To pause a customer’s membership subscription, follow these steps below:
1. Go to the Customers tab
2. Filter the list based by Active Subscription.
3. Click on the customer whose subscription you want to pause.
4. Under the Subscription section, click on the three small dots on the right of the active subscription.
5. Click on Pause Subscription.
How to Refund Your Customers
If you’d like to Refund your customer for any reason, head over to the Income tab > locate your Customers transaction > select your customer’s name> click Refund.
Refunds usually take up to 5-10 business days to reflect on your customers statement, so be sure to let them know to hang tight!
How to Resend a Custom Product to a Customer
If your customer misspelled their email or for some other reason the email with the product didn’t arrive you can resend it from within your Stan account!
- Click on the Customers tab
- Select the customer
- Select the product
- Click the red Update Delivery button in the top right hand corner of the Order Overview and this will open a pop-up window.
- You can type in the email and click the Resend button
How to Resend a Custom Product to Your Customer
If you have a custom product that you already fulfilled and would like to resend, simply select the customer’s name from the Income tab, then click Unfulfill order and you’ll be prompted to re-upload your product. You can then fulfill it again with your new product!
How to Revoke Access from a Course Participant
1. Go to My Store > Click on the 3 horizontal lines image next to the Course you would like to Revoke Access to.
3. Next, scroll down to the section named Users and locate the customer you would like to remove from your course
4. Click on the 3 dots “…” next to their name > select Revoke Access
How to Unsubscribe Someone From You Customers tab
As of now, there is not an option to unsubscribe someone from your customer list. Rest assured we will get this feature added soon, though!
If I change my membership price, will existing members be charged the new price?
Existing members will remain at the price point that they originally purchased at.
So let’s say you have a membership that is $10/mo and 5 customers sign up at that price point.
Then, you decide you want to raise the price to $12/mo and 2 more customer sign up at the new price point.
The first 5 customers will continue to be charged at $10/mo moving forward, and the 2 new customers will be charged at $12/mo.
Same thing goes for if you lower the price at some point.
Why am I unable to refund my customer?
There may come a time when you would like to refund your customer, but are receiving an error message when attempting to so!
This is likely due to the fact that your Account Balance does not have enough funds in order to process a transaction. By refunding your customer, your account would end up in a negative balance.
The only way to remedy this would be to wait until you have enough funds to refund, or by purchasing the product yourself which would add these funds back to your account.
How to Collect Sales Tax with Stan
❗️NOTE❗️ Stan tax feature is currently available in US, CA, UK, AU, NZ, CH, NO, and all EU. If your country isn’t included above but you’re interested in using this feature, please reach out to Friends@Stanwith.me to let us know!
Learn how you can calculate tax using Stripe with your Stan Store:
Based on your customer’s address and the products you sell, Stripe determines the accurate tax calculation, with rooftop level precision in over 11,000 tax jurisdictions (country, state, county, city, district).
In general, most transactions are taxable in the jurisdiction where the customer resides. Stripe Tax assumes the sale of most goods or services to be taxable unless specifically exempted by a taxing authority.
Enabling Tax Collection on Stan
- Login to Stan and click on the Settings tab in the bottom-left corner
- Click on the Payment/ Currency Settings and scroll down to the section where it says Enable Taxes
- Next, toggle it on!
- From here, you’ll need to decide how you’d like to charge your taxes. This is completely up to you!
- Inclusive ➡️ When taxes are already included in the total. No surprise fees at checkout.
- Exclusive ➡️ When taxes are added to the subtotal at checkout. This is most common in the US.
- Next, enter in the address of where you will be filling your taxes from.
How to export your collected tax information
- Log into your Stan store
- Click Income tab from the left side
- Click Download CSV from the right side of your sales list
- You can use the filters at the top of your list to narrow down the list you’d like to export.
Tax Collection Based on Country
United States:
If you are located in the United States, you will only need to charge tax in the state you are registered.
- Please note: Alaska, Delaware, Montana, New Hampshire and Oregon do not have sales tax, so you will not have the ability to enable the feature!
EU Countries:
If you’re located in the EU, you will be registered as an EU OSS as well as for your specific country.
Canada, Australia, New Zealand, United Kingdom:
- If you are located in Canada, you will be charged HST where applicable and GST everywhere else
- Australia, New Zealand, or the UK, you will be charged Federal tax.
I Need to Register to Another Tax Region
If your business is registered in more than one tax region, we can manually add the additional tax region to your Stan store. Simply reach out to us at friends@stanwith.me and let us know what state and country you need to be added to. If possible, please include the address.
Tax Code Used for Tax Collection on Stan
When collecting taxes, there are many tax codes that are available to use. We are currently using the following tax code txcd_10000000
to collect taxes on Stripe.
For more information on tax codes, visit Stripe here.
How to Edit Your Product URL
Follow these simple steps to learn how to edit or customize your digital product URL on Stan.
- Head over to your My Store tab and click on the product that you’d like to edit
- Next, click on the Advanced tab and scroll to the bottom section named Advanced
- Start typing in the text box to edit your URL slug and don’t forget to click Publish to save!
Allowing iDEAL payments with Stan
Heads up! In order to use iDEAL with Stan, the following must be true:
- Your customers must be located in the Netherlands to use iDEAL
- Your Stan Store currency must be in Euros
Good news! If you are from the Netherlands and would like to use iDeal to accept payments now you can! Just follow the simple instructions below!
Connect to Stripe
You can access your Stripe Custom account from your Stan dashboard by going following the steps below:
- Login to Stan and click on Settings in the bottom left
- Select Payments from the top tabs.
- Click on the Manage Account button next to Stripe.
- Once you click on Manage Account, you should notice a pop up window that will ask you to sign into your Stripe Custom account
- Once you’re signed into your Stripe custom account, you will be able to edit your public details, personal details, your payout details and more. Click on the pencil icon to update your payout details successfully.
- Reminder: You will not be able to login from the normal connect.stripe.com or Stripe Mobile App to view and/or manage your Stan Stripe account. Instead, you’ll need to login to Stan to do so by following the steps above.
Set your Store Currency to Euros
Once Stripe is connected, you’ll want to make sure your Stan store currency is in Euros!
Go back to Manage Stripe & Add Additional Information
You’ll want to click on the Manage Account button next to Stripe, login to your account, and double-check that all your information is verified and up to date! Having iDeal may require you to re-enter information / add new information!
After you’ve completed all the required steps, you can take a peek at your live Stan store checkout to see iDEAL!
Reminder! You must be located in the Netherlands to see iDeal on your Checkout
iDeal is Not Available in Select Product Types
At this time Ideal is not available for Membership products or Funnels.
Custom Date Ranges for Analytics
To view your Stan Store analytics for specific dates ranges, follow the simple steps below:
- Head over to your Analytics tab
- Click on the Custom Range button
- Select the dates you’d like to view, and click select
How to Sync Multiple Google Calendars with Stan
If you have multiple Google Calendars and you want Stan to block out your Availability for more than one of them for your Calendar Product, this feature is for you!
- Start by Connecting Your Google Calendar with Stan. (Skip to Step 2 if you have already done this).
- Look at the left-hand side of your Google Calendar. The My Calendar section is your Primary Calendar. The Other Calendars section is the other calendars you are subscribed to.
- Next, in your Stan Settings, navigate to the Integrations tab, and then click Settings under Google Calendar.
- Confirm that the “Saving Appointments To” field displays the email address associated with your Primary Calendar. Any Bookings on your Calendar Product will be saved as Events in your Primary Calendar.
- In the “Checking Availability From” field, select any Other Calendars you would like to have blocked out for your Availability on your Calendar Product.
- Click Save when you are finished.
How to Optimize Your Stan Store to Drive More Sales
How to Make your First Sale on Stan (w/ Statistics)
We’ve taken the time to study the top-performing Stan Store and have some awesome stats to share with you! Check em’ out below:
Adding Stan to Your Socials Will Increase Sales! 🤑
Stan Customers with Stan in their TikTok & IG bio earn 2.8x more GMV on average than those without it?
More Store Views = More Money!
Did you know that on average, it takes 100 store views in order to make your first sale? Make sure you’re driving customers to your store by posting about it on your socials! People won’t know you have a store unless you tell them!
Stores with a FREE Digital Product are 43% More Likely to Make $100!
Offering a $49+ Product/Service Will Increase Your Odds of Making $100 🤑
Add a coaching call or digital product priced at ($49+) to increase your odds of making $100 in first 30d by 3.5x!
How to Drive More Stan Store Sales
“I have so many ideas on what I want to offer, so I’m going to add all of them to my Stan store so that way there is something for everyone!”
“I have a ton of people who are viewing my store, but no one is purchasing anything. I have so many great offers there, I don’t know why!”
Does this sound like you? If so, then we’ve got you covered. We put together a Stan Store Checklist that will help you audit your store!
Check it out below! ️⬇️
How to Audit Your Stan Store For Improvements
Ask Yourself These Following Questions:
✅ Have you added your Stan Store to your IG and TikTok Bios?
- Stan Customers with Stan in their TikTok & IG bio earn 2.8x more GMV on average than those without it!
✅ How many products do you currently have on your store?
- We generally recommend having no more than 5-6 products at the very MOST.
- Less is more. Make it easy for your audience to avoide them feeling decision paralysis.
✅ Is your most important product front and center on your store?
- Your first and second products on your store are ✨prime real estate✨!
- Be sure to add your most important products at the top so that your audience can easily find them!
✅ Do you have a free lead magnet, a low ticket item ($10) and at least a mid-ticket item ($49)?
- Free: We always recommend to have something free so that you can build your email list even if someone isn’t ready to purchase from you yet!
- Low ticket: Always be sure to include a product that is below ~$15. This will start to weed out your serious customers from those who are just looking for a freebie.
- Mid ticket: We recommend add this as $49+ to increase your odds of making $100 in first 30d by 3.5x!
- Hight ticket (optional): Usually your 1:1 coaching session, or a high ticket course. Not required when you’re starting out, however its always great to have the option on your Stan Store for those who are looking for more than just a digital product.
✅ If I visited your store for the first time today (with 0 context of who you are), would I be able to easily understand what each product is you’re selling?
- Is it clear what the product is, why I should buy it, and how its going to solve my problem?
- Its best to be overly specific on whats included and exactly who it is for so that someone feels confident the product is for them!
✅ Are you using Customer Testimonials?
- Use these!!! They will dramatically increase your conversions!
✅ How many Callout vs Button style products do you have on your store?
- We recommend using ~2 Callout style buttons (generally your most important products)
- And the rest using the smaller Buttons. This will help draw attention to the most important products and will keep people feeling overwhelmed.
✅ Does your imagery match what the product is?
- You only have a few seconds to grab sometimes attention, which is why clear imagery & visuals are crucial.
- Try not to overthink this one, but we encourage you to utilize our integration with Unsplash to find images that match your product offerings!
- 💡TIP: you can use Canva to create thumbnail images that are all cohesive!
How do I increase my odds of making $100 on Stan?
To increase your odds of making $100 on Stan, we recommend doing the following:
- Add a FREE digital product/service to your Stan Store to increase your odds of making $100 in your first 30 days by 43%.
- Add a coaching call or digital product priced at ($49+) to increase your odds of making $100 in first 30d by 3.5x.
How many store visits are needed on average to get your first sale?
On average, it takes around 100+ store views in order to make your first sale on Stan.
Connecting Your Favorite Tools with Stan
Take full advantage of Stan’s capabilities, by connecting your Google Calendar, Zoom, Stripe & any other 3rd party tool you love!
Follow Stan on Social Media
💜 Tiktok: @stanforcreators
💜 Instagram: @stanforcreators
💜 Youtube: @stanforcreators
💜 Twitter: @stanforcreators
How to Build & Launch Your Stan Store in 30 Mins
You’re busy – we totally get it! So let’s skip all the unnecessary steps and get straight to business. Watch these 4 quick clips that will tell you EXACTLY what to do in order to launch and make money today!
🎨 Customize Your Store
Go to the My Store tab on the lefthand side and click on the pencil icon next to your name. This will allow you to edit your profile picture, name, bio, and add your social links. Make sure you save!
You can also make your way to the Edit Design tab to choose a theme, colors, and a font!
🛠️ Build Your Products
Let’s get you to that first $100! We recommend having anywhere from 3-6 products in your store that consists of the following products:
High Ticket Item – Coaching Calls, Coaching Packages, or Webinars
Offering followers the ability to book a 1:1 call on your calendar is another one of the easiest products to sell, that takes 0 effort on your part! The “product” is literally just your time and expertise. Your followers want to spend time with you and would love to pay for time on your calendar. You can set up a Calendar Booking page on Stan and immediately start collecting payments for bookings. This is a great way to start understanding what your followers are willing to pay for.
Pricing: $30-70 per hour for starter coaches, and $100+ for advanced coaches, with the top reaching around $1,000 per hour.
Medium Ticket Item – Personalized Video Responses, Courses, and Memberships
If you’re drowning in DMs from your followers asking for your advice, then this is the quickest offer you can set up and sell (literally within minutes of setting up a Stan Store). We Creators love helping our followers as much as we can, but the more we grow, the more impossible it becomes to answer everyone. The solution? Sell personalized ‘Ask Me Anything’ video responses, or just personalized videos reviewing someone’s situation! This means your inbox gets fewer DMs, your most dedicated fans get your advice, AND you make more money.
Pricing: $5-40 per video, depending on your demand
Low Ticket Item – Digital Downloads
You’ll notice a lot of your followers always ask you the same 2-3 questions. Rather than typing out the same DM, compile your knowledge into an eBook or Guide and sell it at scale. This way, you don’t have to constantly repeat yourself in your DMs and have the ability to help people with a much more in-depth answer while making passive income. Use Canva and keep things short and sweet! Leave your audience wanting more!
Pricing: This varies widely by niche, but we recommend anywhere between $5-29 as your entry-priced product.
Collecting Emails
As a Creator, you need a direct relationship with your audience. You can do this by building an email or SMS list directly from Stan. This will allow you to speak to your audience whenever you want, and not worry about an “algorithm” not showing off your content
Referrals
As a Stan Customer, you will receive 20% of every Stan Subscription you generate in perpetuity. This is entirely passive, recurring income for you. Stan currently has 4 different plans, so you have the opportunity to receive up to $189 for every referral you drive through your referral link as long as that referral is subscribed.
External Link or URL Product
It’s as straight forward as it sounds! Add ANY external link or URL you’d like to your Stan Store!
How to Link Your Social Media to Your Stan Store
To add the links to your social media pages follow the steps below:
1. Go to the My Store tab and click the pencil icon next to your name
- On this page, you can add the links to all your Social Media pages! Make sure to save!
How to Setup Your Calendar Availability
If you’re looking to offer a coaching call or webinar on your Stan Store, you’ll first need to set your calendar availability to make sure you don’t get overbooked! With Stan, you will be able to set specific availability for each calendar product that you offer, but you can also set your availability for your whole account!
To set specific calendar availability per product, follow these instructions:
- Head to your My Store tab and add a Coaching Call type product to your Stan Store
- Navigate to the Availability tab like below:
- Next, choose where you would like to host your meeting!Be sure to have your Integrations setup (i.e. Google Calendar or Zoom). This will allow for a meeting link to be sent directly to your customers!
- Choose Your Time Zone
Select your local timezone. When your customers are selecting a time slot, they will see your calendar in their local timezone.
- Slot Type (min)
Choose the length of the meeting by selecting anywhere from 15 to 480 minutes.
- Prevent Booking within X Hours of Current Time
This will prevent any appointments that are within a certain amount of time of “now” so you aren’t booked last minute! 12-24 hours is recommended.
- Max Attendees
Host a group coaching call or a webinar by setting the number of attendees who are able to purchase a seat.
- Adding Breaks Between Meetings
To add a break before or after your event so that way you have time to rest and prepare prior to your next meeting.
Configure this setting by adding time before or after your meetings.
And lastly, choose your availability in the Select available times section!
You can also add multiple time slots throughout the day by clicking on the + icon next to the first slot!
Need to block off specific dates?
No problem! Once you sync up your Google Calendar with your Stan account, your Stan availability will take into consideration any existing meetings, blocks, or events that you have added on your Google Calendar.
But, you can also block off those dates/ times directly within Stan!
- First, select the Block off specific dates -> link
- Next, to manually block off more time from within Stan, select an empty time/date of the calendar, or select the +Block Time button.
- Next, choose a date and time range you’d like to block off so that fans see it as unavailable (Note this view is in your timezone).
From = the date/ time the block beginsTo = the date/ time the block ends
- Click Save and you’re good to go!
How To Setup Your Direct Deposit with Stripe
In order to cash out your hard earned funds, you’ll first need to setup your Direct Deposit by creating a Stripe Custom account with Stan. You can do so by following the simple steps below:
- Make your way to the Settings tab in the bottom lefthand corner.
- Then, click into the Payments tab to get started on connecting Stripe.
- Press Connect and a pop-up window should show with an option to choose a country
- Enter a phone number and the email address you used to create your Stan account
- It’ll then ask you to verify your account with a phone number to receive a text message.
- Please note, if the country you selected is different than the country of origin for your phone number, you will not receive the text message. For example, if you select United States, but you have a European phone number, you will not receive the SMS message.
- You’ll then need to enter in all of your personal details: name, email address, phone number, home address, birthday, and last 4 digits of your SSN.
- Select your industry.
- Enter in your bank account information of where you’d like to receive your payouts.
- Review and submit your information! You’re all set!
Verifying Your Stripe Account
Stripe may take up to 3-7 business days to initially verify your account. The verification process normally begins after your first sale through Stan. You’ll see these funds in Pending for 3-7 business days before it moves to Account Balance where you’ll be able to cash out.
- If you have an existing balance before you setup your Direct Deposit, this will be moved to your Stripe account as soon as it is verified (if you sold anything prior to setting up your direct deposit).
- Please keep in mind that funds cannot be transferred to your account until it is fully verified by Stripe.
After you’ve been verified by Stripe, payouts may take up to 2-3 business days to transfer to Account Balance and be ready for cashing out. You’ll see an estimated timeline below the Settings button.
How to Cash Out
Once your Stripe account has been verified, the funds will move from Pending to Account Balance and the + Cash Out button will become clickable!
- If the + Cash Out button is not clickable, it is likely because your Stripe account has not been verified yet or you don’t have funds available to cash out. Don’t stress – this process usually takes around 3-7 business days after your first sale through Stan.
Once you hit + Cash Out, it’ll take about 2-3 business days for the funds to hit your bank account.
If you’re banking outside of the United States, your funds may take a bit longer as some international Creators are on a 7 day rolling basis. This means you will only be able to cash out 7 business days after the customer makes their purchase. After you hit “Cash Out” the money should hit your bank within 24 hours! Unfortunately, This isn’t something we can control on our end as it’s managed by Stripe. However, we are actively working on seeing if it’s possible for Stripe to increase the speed of payouts in the future and we’ll keep you posted if we have any updates!
What does “Pending” and “Account Balance” mean?
If you funds are in Pending, it means your funds are still being settled in Stripe, but they are on the way! Once they become available, the total will be added to the Account Balance section and you will be able to cash out.
What does “Held By Stan” mean?
If you see funds in this section, it means that Stan owes you referral bonuses and affiliate share income! These normally get paid about every 3-5 business days on a rolling basis.
How to Test Products in Your Store
Ready to go live and make sure you double-check everything? Don’t worry, I would do the same thing!
If you’re creating a digital product and want to test it our for yourself, you can set the product price to $0, publish it, and then head over to your live Stan store and go through checkout as if you’re a customer. This way, you can “purchase” or download the product for yourself, make sure the checkout is working, and receive the confirmation email to your inbox!
- Click into a product to edit it.
- Go to the Checkout tab and scroll down to the Price section.
- Set it to $0 and hit Publish at the very bottom of the page.
- Go to your live Stan store checkout and try it out for yourself!
How to Use Mailchimp
You can read our full guide here.
How to Sync Your Google Calendar with Stan
If you plan on offering coaching calls or webinars, we recommend connecting Stan to your Google Calendar so your customers can only book with you during your available times. Our integration will avoid double-booking and take away the headache of back and forth scheduling with your audience!
1. Go to your Settings page
2. Select the Integrations tab and click +Connect under Google Calendar
3. Allow for all Google Permissions and press ‘Continue’
Stan will now send Google Calendar Invites with a Google Meet or Zoom link embedded automatically on your behalf every time you receive a booking!
Advanced Calendar Settings
If you use multiple calendars within Google to manage your schedule, you can select which calendars are being used to calculate availability by following these instructions:
- Select the calendar Settings
- By default we save your Appointments booked to the primary calendar of the connected Google Account. Next, you can select which other calendars you’d like Stan to check availability from when customers book appointments.
Please Note: The Saving Appointments To field cannot be changed, however the Check availability from field will select the Primary Calendar by default but can be modified at anytime.
- From the dropdown, select the calendar you’d like to have checked when customers are booking appointments with you. By selecting this calendar, it will ensure you are never over booked!Below is an example of checking our Personal and School calendar availability when customers attempt to book.
Disconnecting Your Google Calendar From Stan
1. To disconnect your calendar, click the Disconnect button
What Can Stanley Do For You?
Here are a handful of things that our AI Creator Assistant, Stanley, can do for you!
❓Answer Questions About How to Use Stan
Stanley can answer any questions you have related to using Stan and the different features / functionality on Stan.
Example questions:
“How do I Cash Out?”
”How do I sell a digital download product on Stan?”
”How can I change my currency in Stan?”
🦾 Generate Text Based on your TikTok or Instagram Content
Stanley can help you generate text for your products / socials / emails / … by watching your TikTok / Instagram content to get a feel for your tone, ideas, and perspective. Then leveraging the knowledge and insights your sharing on socials to generate you other content.
Example questions:
“Generate a 10 step getting started guide to UGC based on my content”
”Generate a TikTok script I can use for my next video based on content”
”Write an email I can send to new subscribers to my newsletter based on my content”
💰 Help you succeed as a Creator
Stanley can also provide tailored advice to you based on your content / Stan data on how you can become a more successful Creator.
Example questions:
“Generate me 10 ideas for digital products I can sell based on my content”
”How can I market my Stan Store without coming off as salesy?”
”Generate me 100 ideas for new TikTok videos based on my content”
Stanley is Generating Content From My Wrong Social Media Account
Stanley answers based on which social media platforms are in your Stan store account, so as long as you don’t have social media accounts in your Stan store that you don’t want Stanley to draw from, you should be good to go. You can also ask Stanley to limit to a specific social media account, but he’s still being trained, so results might not be as specific to an account’s content as you’d like — this will get better with time.
Can I change the preview image of my course videos?
It’s currently not possible to upload or choose the preview image/thumbnail that will show for your videos in your course product.
Can I Hide the price of My Product on the Storefront Callout?
Unfortunately, there is no way to remove or hide the pricing from the callout at this time, but we do have a workaround that you can try!
By using our Landing Page feature and our External Link/URL Product, you can remove the price from the front page of the Stan Store. All you need to do is follow these simple steps:
Create a Landing Page
- In the My Store tab of your Stan dasboard, locate the product and click on the three small dots next to it.
- Click on Make Landing Page.
- Go to the Landing Page section and
- Click on the three small dots next to your newly made landing page.
- Click on Copy URL
Add a External Link/URL Product
- Go back to the Store section.
- Click on + Add Product
- Select the External Link/ URL product
- Set up the product to your liking using the URL for the Landing page. Check out this Help Center Article for in-depth steps on how to set up your External Link/URL product.
Now you have the product on your Store front where the price is only showing when you open up the product. Your customers will not be able to tell that it’s a Landing Page as the page blends in seamlessly with your store.
Can I share a link to a specific video or lesson in my course?
As of right now, it is not possible to share a link to specific videos or lessons within your online course. Every student has a unique link to log in and access the course as whole, rather than individual modules or lessons. The course product is designed so that links can’t be shared as that might lead to students sharing the links without having to purchase the course.
🚨 Please note: Our intention is to prevent course links from being shared, which is why we’ve created unique logins for each student. Unfortunately, if the student who purchased the course sends the link to a friend and provides them with login info, their friend will be able to access the course. We’re working to resolve this ASAP and are open to any feedback!
Confirmation Emails For Lead Magnets Are Not Sending
If you’re finding that your clients aren’t receiving their confirmation email for your Collect Emails/Applications Product it’s very likely because there has been no file/link uploaded to the product. The product is made so that the Confirmation email will not be sent unless there is a file or a link added to the product.
How do I see if there is a file or link added to my Collect Emails/Applications Product?
- In your Stan store dashboard, go to the My Store tab.
- Click on your Collect Emails/Applications Product to open it up.
- Go to the Product page. If this page is empty there are no files uploaded.
How to Upload Files
- Click on the Upload button in the middle of the page. If you don’t see the Upload button, make sure you’ve selected the Upload File option.
- Select your file(s) and wait while the system uploads them. Once you see the green checkmark next to the file(s) your files are uploaded.
- Save the product using the Save As Draft or Publish buttons.
Below is how your product will look when there are files uploaded. You will see the list of files at the bottom of the Upload Attachment & Files section and in the Preview to the right.
How to add a URL
- Go to the Product page.
- Click on the Redirect to URL button.
- Paste your link in the first field. Don’t forget that the link needs to include http://at the beginning of the link.
- In the second field, name the link as you want the link to show to the customer.
- Save the product using the Save As Draft or Publish buttons.
Below is how your product will look when there is a URL added. You will see the URL and the name of the link in the Upload Attachment & Files section and you will also see the link in the Preview to the right.
Custom Product
Are you drowning in DMs from your followers asking for your advice?
We Creators love helping our followers as much as we can, but the more we grow, the more impossible it becomes to answer everyone!
Custom Products are one of the easiest ways to start monetizing. Your audience can pay you to answer their question and you can send them back a personalized video response, Audits/Analyses, Video Reviews, etc. The possibilities are endless!
How to add this Product to your Store
1. Click + Add Product
2. Choose Custom Product
3. Next, edit your Thumbnail Preview details by adding an Image, Heading, Subheading (optional) and Button Title. Depending on whether you choose Button or Callout, that’s how it’ll display on your storefront.
4. Edit your Checkout Page details in the Product Description. If you want to make use of the Generate with AI button, make sure you have your social media accounts connected to your store. Our AI feature pulls content straight from your posts to compile a description that’s most relevant to you and your product!
- Depending on which plan you’re on, you’ll have some additional features in the Advanced tab.
- Click Publish at the very bottom!
What happens when someone purchases my Personalized Video Response?
1. Once you receive an order, you’ll immediately receive an email with your Order Details as well as a button to Fulfill Your Order.
2. Record your video and click Fulfill Order to upload your video response. Stan will then send it directly to your customer.
3. Your customer will receive an email with the video so they can download and watch!
💯 Success Tip
Be sure to set the expectation of when your customers can expect a video response from you (i.e. within 48 hrs). This will create an all around better customer experience so your customer approximately knows when they should hear back from you!
You can add this disclaimer directly on your Product Description or the confirmation email.
❗️Heads Up❗️
We will send you that reminder email as a general recommendation to fulfill your order within 5 days, but you are welcome to send it at your own pace. Only you can see that recommendation!
How Can I Add a Discount Code?
Creator Pro Feature✨
This feature is only available on the Creator Pro plan. To upgrade visit your Settings tab in your account, or click here to learn more.
Discount Codes
Offer an exclusive discount code to your audience with Stan’s discount code feature. Use these for holiday promotions, offering repeat customers a discount, weekend specials, and much more!
You can add a new discount code by scrolling down to Advanced on the Landing Page tab of any product, and toggle on the Add Discount Code option.
Once toggled on, choose the name of the Discount Code and the Discount % and lastly, be sure to Save as Draft or Publish to save your discount code!
You can add as many codes as you’d like and may delete them at any time!
Discount Code for Membership Products
When creating a discount code for a membership product, you have the option to set a…
- Duration: How many months of the membership does the discount code apply to?
- Expiration Date: When do you want this discount code to expire, so it can no longer be used?
How can I customize the email my customer receives after opting in to a product?
To customize the confirmation emails, head over to your Store tab and select the product you’d like to customize.
Next, select the Advanced tab and then scroll down until your see Confirmation Email
Once selected, you will be able to edit the confirmation to your liking.
When you’re done, be sure to click Publish or Save As Draft in order to save your changes!
How can I limit access to a course for a certain timeframe?
There are two ways for you to limit course access for participants:
1. After a specific timeframe has passed, you can manually revoke access to the course by following these instructions:
- Go to My Store > Click on the 3 horizontal lines image next to the Course you would like to Revoke Access to.
- Next, scroll down to the section named Users and locate the customer you would like to remove from your course
- Click on the 3 dots “…” next to their name > select Revoke Access
2. Or, you can utilize the subscription payment option for the course and set the duration to the desired timeframe. At the end of the timeframe, Stan will auto-revoke access for each participant.
- Go to My Store > Click + Add Product
- Choose Course as the Prodcut
- Head over to the Checkout Page tab > then scroll down to Pricing
- Select the Subscription toggle > then toggle on the Duration setting below that > choose the timeframe and click save!
How Can I Schedule My Bookings on the Hour?
If you’d like to only schedule bookings on the hour (i.e 10 am, 11 am, 3 pm, 7 pm, etc) then you can do so by setting multiple time slots per day!
It would also depend on how long your meeting is! i.e. if your availability is 10am -1pm and you only want people to be able to book at 10am and 1pm for a 30 min meeting, then you would set it up like this:
10 am-10:30 am
11 am-11:30 am
12 pm-12:30 pm
You can click on the + icon to add more time slots to a single day!
How to Create a Coaching Call Product
What is the Coaching Call Product?
This is our Calendar feature on Stan, which completely replaces the need for any third-party tools like Calendly or Acuity Scheduling! Integrate with your Google Calendar, so you only get booked when you’re available, send the Google Meeting invite on your behalf, and block time on your calendar as soon as you’re booked!
Let’s dig in!
Choosing the Product
- Go to My Store and Click + Add Product
- Select the Coaching Call product type
Editing the Thumbnail
- Choose how you’d like the thumbnail/button to display on your storefront. You can select and style and add an image.
Editing the Checkout/Landing Page
- Select an image for the header, and write up a title and description for your checkout/landing page. This is what your customers will see when they click into the actual product!
- Confirm your pricing! Just a heads up, Add Discount Code, Limit Quantity, and Offer Payment Plan are only available on our Pro plan.
- Confirm what information you’d like to collect from your customers and add additional fields if you’d like!
Finalizing Your Options
- Configure your Availability by updating the following. Here’s a bit more information on each section.
- Meeting location – Make sure you’re integrated with either Google Calendar and/or Zoom!
- Time zone and duration of meeting
- Preventing customers from booking within a certain amount of hours to give you some lead time
- Maximum number of attendees to the meeting
- Adding buffers before and after your meetings, to give you a breather
- How far in advance a customer can book a call with you
- Selecting your available times
And lastly, choose your availability in the Select available times section!
You can also add multiple time slots throughout the day by clicking on the + icon next to the first slot!
Adding Email Reminders
Add Email Reminders, so your customers don’t miss their meeting with you!
- Head to your Options tab
- Then locate the Reminders tab. You can configure the subject and body of the email, as well as how often the reminder go out (i.e. 1 day before the meeting, 1 hour before the meeting).
- Edit your Confirmation Email. This is what your customers will receive once they’d purchased and booked the call with you.
How to Create a Collect Emails / Applications Product
What is a Collect Emails / Applications Product?
A Collect Emails & Applications Product is a product that will let you collect information from your client, usually an email or a phone number, in exchange for a free product. You won’t be able to add a price to this type of product as it’s meant to be used in exchange for information, not money.
The type of product you’re offering in your Lead Magnet has to be accessible either through a downloadable file or by a link to an online page (URL).
Examples of products you can offer as a Lead Magnet:
- Templates
- Guides
- Short E-books
This product is also known as a Freebie or a Lead Magnet.
How to Add a Collect Emails / Applications Product on your Stan Store:
- In your Stan dashboard go to the My Store tab.
- At the bottom of the page click on the + Add Product button.
- Select Collect Emails / Applications
How to Customize Your Collect Emails / Applications Product
To customize the way your product looks on your storefront, make sure you’re on the Thumbnail page.
- Select Image. The first step is to select the image for your thumbnail. To do so click on the Choose Image button in the middle of the box. Here you’ll get the choice of uploading your own image or choosing one of our images. Note that the image should have the size 400x400px to look the best on the storefront.
- Add Text. The next step is to add text to your thumbnail. You can add a title, a subtitle, and the text for the button.
- Collect info. In this section, you get to set up the information that you want to collect. The fields Name and Email will always be there and can’t be removed or adjusted.
Phone Number Field
The field for Phone Number is by default made invisible. If you want this field visible in your Lead Magnet, click on the little icon of the eye being covered by a diagonal line. By clicking on this icon, the field for Phone Number will become visible in your Lead Magnet. And if you want to hide it again, you just click on the eye again.
Required Fields
If you want a field to be required to be filled out by all your customers, toggle on the Required option. By toggle on this option, your customers will not be able to download the product without having filled in all required fields.
If you want to add any additional fields to the form you can do so by clicking on the + Add Field button. You have the option to add the following fields: Text, Multiple Choice, Dropdown, and Checkboxes. Remember, if you want the fields you add to be required by all customers to fill in – you have to toggle on the Required option next to the field.
How to Upload File(s) to the Collect Emails / Applications Product
- Go to the Product page.
- Click on the Upload button in the middle of the page. If you don’t see the Upload button, make sure you’ve selected the Upload File option.
- Select your file(s) and wait while the system uploads them. Once you see the green checkmark next to the file(s) your files are uploaded.
- Save the product using the Save As Draft or Publish buttons.
Below is how your product will look when there are files uploaded. You will see the list of files at the bottom of the Upload Attachment & Files section and in the Preview to the right.
How to Add a URL
- Go to the Product page.
- Click on the Redirect to URL button.
- Paste your link in the first field. Don’t forget that the link needs to include http://at the beginning of the link.
- In the second field, name the link as you want the link to show to the customer.
- Save the product using the Save As Draft or Publish buttons.
Below is how your product will look when there is a URL added. You will see the URL and the name of the link in the Upload Attachment & Files section and you will also see the link in the Preview to the right.
Advanced Settings on the Options Page
Collect Emails / Application Products and Email Flows
On the Options page, your first section is called Email Flows. Click on the section to open it up.
Here you’ll be able to see what Email Flows are connected to this product and you can also add a new Email Flow by clicking on the + Add Flow button.
Customize Your Confirmation Email
On the Options page, you can edit your Confirmation Email. This is what your customers will receive once they’ve opted in for your Lead Magnet.
Integrations
In the Options Page, you’ll find the section called Integrations. If you have Mailchimp or Zapier connected, this is where you can make adjustments for your Collect Email / Applications Product.
🚨 Please note
- The confirmation email will only be sent if there is a file or a link added to the product. If there is no product the confirmation email will not be sent to the client.
- You can upload any kind of file to your Collect Email / Applications Product, including, but not limited to: XLS, PDF, PSD, EPS, SVG, and MP4. The recommended size for your digital download is under 500 MB.
- Collect Emails / Applications Products can not be used as Landing Pages.
How to Create a Course Product
What is a Course Product?
An eCourse product is a series of lessons consolidated into one product offering, usually consisting of video lessons and related materials. Sell your knowledge through an outlined eCourse that can be accessed at anytime of the day.
Below are the most common types of eCourses:
How to Create a Mini Course Product
Recommended Course Type
This type of course usually consists of 1-3 modules, with the objective to cover a single problem and provide several solutions to that problem. A mini course is just a condensed version of your typical online course, and our favorite type of course to offer!
Grab your audiences attention by giving them a short video lesson on a unique topic, perhaps one that requires a bit more detail than just a YouTube or TikTok video.
Online Course
An online course consists of anywhere between 3-25+ modules, generally covering several topics and providing several solutions to each. The only difference between a mini course and online course is the length of it.
Coaching Program
This type of course is no different than an online course, however coaching programs are sometimes intended to be completed within a specific timeframe like the following examples:
- 12 Week Fitness Bootcamp
- 5 Week Marketing Makeover
Modules or lessons are typically labeled based on the Day or Week like the following:
Module 1: Week 1
- Lesson 1: Monday
- Lesson 2: Tuesday
- Lesson 3: Wednesday
- Lesson 4: Thursday
Module 2: Week 2
- Lesson 1: Monday
- Lesson 2: Tuesday
- Lesson 3: Wednesday
- Lesson 4: Thursday
and so on….
How to Create Your First Course
An eCourse product is a series of lessons consolidated into one product offering, usually consisting of video lessons and related material. Sell your knowledge through an outlined eCourse that can be accessed at anytime of the day.
1. Click + Add Product in the My Store tab