Tapmy onboarding checklist

Applies to: new creators on Free, Pro or Max. See pricing for what each plan includes.

What do I gather before I start?

Decide who the store is for, what you will sell or give away first, and which email will own the account. Collect a profile image, a short bio, one main link, your offer details, delivery material and the policies buyers should see. Have a test email you can open, and keep real customer, card or bank details out of screenshots and notes.

What are the onboarding steps?

Go in this order so each step stands on a checked one. Keep the first version small. One store promise and one offer are easier to test than a full catalog.

1. Confirm the account email, your creator name and the public identity buyers should recognize.
2. Define the first offer: who it is for, the problem, the outcome, the format, the price or free-access rule, and how it is delivered.
3. Build the store: a short bio, one main call to action, and only the links you need at launch.
4. Add the offer content and the delivery file. Review each filename, external link, access rule and promise.
5. If the offer is paid, check your plan on pricing and finish the Stripe Connect setup.
6. Preview the store signed out on desktop and mobile. Check layout, spelling, links, price, terms and contact route.
7. Run the full buyer journey with safe test data, through to confirmation and access. See Test the complete buyer journey.
8. Share the final URL in one channel, then watch visits, orders, access problems and questions.

How do I know it is ready?

A signed-out visitor understands the store, opens the offer, completes the right free or paid flow, gets what was promised and can find support. You can also see where each result shows up in Tapmy without exposing buyer data. Check signed out and on a phone-sized screen. A saved draft is not a live result.

What if something looks wrong?

• The store feels unfinished: go back to the public preview and remove empty sections, placeholder text, broken images and competing calls to action.
• Paid checkout is unavailable: check your plan on pricing, your Stripe connection and whether the offer is published.
• The test buyer got no access: check the payment state, buyer email, product-to-file link, publication state and the buyer's session before paying again.

Onboarding screens and enabled product types can vary by deployment. Free includes six creator-addable component slots; Pro and Max allow unlimited slots.

Before any destructive change, note the original value or link so you can undo it. If an error persists, record the time and time zone, device and browser, store URL, exact error text, what you expected and the last step that worked.

What next?

Once the checklist passes, write down the final public URL, draft a launch message, and read Choose the right Tapmy offer type.

Still blocked after a retry? Contact Tapmy Support with redacted screenshots and the steps to reproduce. Never send a password, verification code, full card number, CVV, access token or private key.