First-Week Setup Checklist

Your Setup Checklist

Sign in to your Reseller Dashboard.
Go to Settings and open the Application tab. Set your company name, app name, timezone, meta title, and meta description.
Open the Branding tab. Upload your light and dark logos, set your brand colour, add your favicon, and set your footer text and social links.
Open the Domains tab and confirm your custom domain is active.
Open the Payments tab and connect your Stripe account. Complete any additional information Stripe requests.
Open the Plans and Pricing tab. Set your Premium and Team pricing, trial periods, and decide whether to enable the free plan.
Open the Support tab. Add your contact email, mobile number, WhatsApp number, and enable live chat if you use it.
Open the Email tab and add your sending domain, then add the DNS records provided.
Open the CMS tab and update your About, Contact, Privacy Policy, Terms, and Refund Policy pages.
Open the Languages tab and install the languages your clients need.
Create a test user from the Users section to confirm the invitation email arrives correctly.
Select Visit website and review your public site — check your logo, brand colour, prices, and content pages.
Walk through your own checkout in a private browser window to confirm clients can sign up and pay.

Once your test user receives a branded invitation and can activate their account, your platform is ready for real clients.

Before You Invite Clients

Check that:

Your domain loads correctly and shows your branding
Stripe shows as fully enabled, with no action required
Your pricing is correct on both monthly and yearly plans, on the dashboard and on your website
Invitation emails arrive from your own domain
Your legal pages are complete and published
Your website checkout reaches the payment step without errors

Important: Your website is live as soon as your domain is active. Review it before promoting your platform, because prospects can reach it whether or not you are ready.

Tip: Send yourself a test invitation and complete a test checkout before onboarding your first client. Together, they confirm your domain, branding, email, and payments are all working.