WooshPayment onboarding in 6 steps

After signup at wooshpayment.com/signup, you first pass through the email verification screen (/verify-email-pending). Once you click the link, you land on the onboarding wizard: six linear steps from Platform to Final check. Each step unlocks after the previous one is filled — but you can always go back or skip with the "Skip for now" link in the top right.

Timing depends on Shopify/WooCommerce access, Whop credentials, billing and the real live-cart test. Keep the integration guides open while you complete the wizard.

Step 1 — Platform

The first step is the choice between Shopify and WooCommerce:

• Shopify → create a dev app in your Shopify Dev Dashboard → paste your-store.myshopify.com, Client ID and Client Secret → authorize the app in your Admin. On return we have accessToken + ScriptTag installed, then you need a real cart test on the live theme.
• WooCommerce → install the official plugin → paste store URL + Consumer Key + Consumer Secret (generate them in WooCommerce → Settings → Advanced → REST API)

Full guides: Shopify Dev Dashboard · WooCommerce plugin.

Step 2 — Brand

Three fields:

• Logo URL: public link to transparent PNG/SVG (e.g. hosted on a CDN, S3, Imgur). Max height 60px recommended.
• Primary color: hex code (e.g. #3b5bdb). Applied to CTA buttons, links, accents.
• Accent color (hover): secondary hex, usually a darker variant of the primary.

The right-side preview updates live as you type. You see how the real checkout's "Pay €X" button will look.

Step 3 — Shipping

Define at least one shipping rate:

• Rate name: visible to the customer (e.g. "Standard shipping", "Express 24h", "In-store pickup")
• Free shipping (toggle): if ON, the price is ignored and we show "Free" to the customer
• Base price (€): amount in base EUR. If checkout runs in a SEK/GBP/USD market, WooshPayment converts the rate and threshold automatically into the checkout currency.

You can add more rates via the + Add rate link. Typical example:

Name	Base price
Standard shipping	€4.90
Express 24h	€9.90
Free shipping over €50	€0.00 (toggle ON, threshold-gated in dashboard)

At checkout, rates are shown sorted from cheapest to most expensive. The customer picks one.

Step 4 — Payments

Two methods available:

• Whop Payments (recommended for cards/wallets): processes cards and eligible wallets when your Whop account, domain, browser and device support them. The API key alone is not enough: Business ID, Product ID and webhook secret must be present before Whop is considered ready. If Product ID or webhook secret is missing, the step shows an amber state and sends you to Dashboard → Integrations.
• Cash on Delivery (optional): checkbox to tick. The customer pays the courier on delivery. Very popular in Italy for dropshipping items below €50.

You can continue only if at least one method is actually usable:

• Whop ready with Product ID and webhook secret, or
• Cash on Delivery enabled for a COD-only launch.

Step 5 — Preview

The preview opens your checkout at {slug}.wooshpayment.com/checkout/prev_xxx with:

• Your branding (logo, colors, domain)
• 2 fake products preloaded in the cart
• The shipping rate you configured
• Payment disabled: preview is for layout, fields, shipping and iframe checks, not for certifying Whop

Click "Open preview" → opens in a new tab. Verify:

• ✅ Logo placement and size correct
• ✅ CTA colors as expected
• ✅ Shipping visible in the shipping step
• ✅ Whop step with card iframe loaded correctly

When happy with the result, come back to this page and click Go to final check →.

Step 6 — Final check

Final checklist of the 5 prerequisites:

• ✓ Store connected
• ✓ Brand and colors set
• ✓ At least one shipping rate
• ✓ Payment method ready: Whop ready or Cash on Delivery enabled
• ✓ Live store checkout tested: the real cart click must have created at least one non-preview checkout on WooshPayment

The {slug}.wooshpayment.com subdomain is generated automatically at signup and is no longer a wizard step. You can view or regenerate it from Dashboard → Settings.

When all checks are green, press Mark setup verified →. WooshPayment runs these checks:

1. Verifies the store is actually ready: Shopify requires completed OAuth + domain; WooCommerce requires plugin/REST connected + store URL.
2. Verifies that at least one real payment method exists: Whop ready with Product ID and webhook secret, or Cash on Delivery enabled.
3. If you do not have an active plan yet, sends you to Billing before completing onboarding. While the plan is Demo/FREE, the store checkout click intentionally stays in native passthrough and does not create WooshPayment sessions.
4. After the plan is active, checks checkout-activation: at least one real non-preview checkout must exist from a store cart click. On Shopify it also requires ScriptTag OK; on WooCommerce it requires the official plugin to have intercepted at least once.
5. If you are on Shopify, installs/reinstalls the ScriptTag and checks it again before completing.
6. If you are on WooCommerce, expects the official plugin to already be active and to have created the first checkout: check Dashboard → Integrations and WordPress → Settings → WooshPayment.
7. Saves onboardingCompletedAt: next time you log in, you go straight to the dashboard instead of restarting the wizard.

"Setup verified"

The "Setup verified" screen confirms onboarding is complete and checkout interception can run on the store:

• Shopify: the ScriptTag was installed or reinstalled, but setup verification still requires the real live-cart test.
• WooCommerce: checkout redirect runs through the official plugin you already installed and the wizard has already seen at least one intercepted live checkout.
• The checkout preview was opened at least once.
• You can go straight to Dashboard or Orders.

Before ads, still complete a paid pilot order: verify store order, customer/merchant emails, pixel/CAPI and the order dashboard.

Apple Pay note: after Whop connect, a best-effort domain registration attempt may run, but treat Apple Pay as ready only when the domain appears in your Whop dashboard. If manual action is needed, you receive an email with the domain to add.

Two buttons:

• Open Dashboard → takes you to wooshpayment.com/dashboard (overview with live charts)
• Go to orders takes you straight to the orders list (empty until first purchase)

What WooshPayment does behind the scenes

When you press "Mark setup verified" the backend runs a short recoverable sequence:

1. GET merchant + Whop + billing status
2. If Whop is not ready and COD is disabled → block final verification
3. If the plan is not active → redirect to Billing (Demo/FREE leaves native checkout in passthrough)
4. GET /api/merchant/checkout-activation → block if the first intercepted live checkout is missing
5. Shopify: the ScriptTag installed by the OAuth callback is verified/retried if needed
6. WooCommerce: the official plugin you already installed remains the checkout interception point
7. PATCH /api/merchant/config { onboardingCompletedAt }
8. Redirect to dashboard

If the final step sends you to Billing, activate the plan first: only after the plan is active does the checkout click create a WooshPayment session. If it stays blocked on the live test, open the real store cart, click Checkout, verify that it lands on WooshPayment, then return to the wizard and click "Recheck live checkout". For redirect issues, use Dashboard → Integrations, Dashboard → Settings or WordPress → Settings → WooshPayment.

After setup verification

After the real test, every "Checkout" click from the cart redirects to your branded checkout at {slug}.wooshpayment.com/checkout/{token}: Shopify uses the ScriptTag validated on the live theme, WooCommerce uses the official plugin. From there:

1. The customer fills email + address
2. Picks shipping from the ones you configured
3. Picks the payment method (cards or eligible wallets via Whop, or COD)
4. Confirms → Whop processes → webhook to our backend → order created on Shopify/WooCommerce
5. "Order confirmed" email is sent by WooshPayment, branded with the store name
6. Merchant notification email goes from WooshPayment

Can I change settings after launch?

Yes, always. From the Dashboard you find everything in these pages:

• Checkout → Branding: edit logo, colors and checkout text
• Shipping: add/remove/edit rates
• Payments: enable/disable COD, manage Whop
• Markets & Languages: add countries and currencies (multi-currency)
• Integrations: complete Whop, reconnect WooCommerce or check plugin/pixels
• Settings: reconnect Shopify or check ScriptTag/domain
• Account → Custom domain: map checkout.yourstore.com instead of the default subdomain

Problems?

• Checkout URL not reachable after signup → wait 5-30 minutes for DNS/SSL, then check Dashboard → Settings. If the issue is Shopify redirect, see Script tag debug
• Whop won't connect (401 error) → see Whop Connect troubleshooting
• Empty preview or blank Whop iframe → check Whop is ready with Product ID and webhook secret (full guide)
• Checkout click does not redirect → Shopify: see Script tag debug. WooCommerce: check WordPress → Settings → WooshPayment and Dashboard → Integrations.

Next steps

• Quickstart — quick overview of the first end-to-end order
• How it works — checkout architecture + customer flow
• Pre-launch checklist — exhaustive list of things to verify before sending real traffic
• Custom domain — replace {slug}.wooshpayment.com with checkout.yourstore.com