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Pocketsflow is a digital product platform for creators who want to sell once or earn recurring revenue from subscriptions. This page gives you a mental model for how the main pieces fit together so the rest of the docs make sense.

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When to use this guide

Use this guide if you are:
  • New to Pocketsflow and want a high-level overview.
  • Planning how to structure your products and offers.
  • Debugging an issue and trying to understand where a specific setting lives.

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The core objects

At a high level, Pocketsflow is built around a few core objects:

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Products

Products are the things you sell. Examples:
  • A single course.
  • A Notion template pack.
  • Access to a community or membership.
  • A downloadable asset (icons, wallpapers, 3D assets, UI components).
Key attributes:
  • Type – one-time purchase or subscription.
  • Price – currency and amount; optionally tiered or discounted.
  • Content – files, links, and access instructions buyers receive.
  • Visibility – whether the product is public, unlisted, or draft.

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Customers

Customers are the people who purchase your products. Each customer record can include:
  • Basic identity information (name, email).
  • Which products they’ve purchased.
  • Which subscriptions they have active or canceled.
  • Invoices and payment history.

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Orders

An order represents a completed checkout. Orders tie together:
  • The customer who paid.
  • The product(s) they bought.
  • The payment that was processed.
  • Any discounts, coupons, or upsells applied.
You’ll mainly use orders when:
  • Looking up a specific transaction.
  • Issuing refunds or handling disputes.
  • Answering support questions about “did this go through?”

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Subscriptions

Subscriptions represent ongoing access that renews on a schedule (for example, monthly or yearly). A subscription typically includes:
  • The customer.
  • The product or plan.
  • Billing interval (monthly, yearly, lifetime deal-style, etc.).
  • Status (trialing, active, past due, canceled).
Subscriptions generate new invoices over time and can trigger webhooks when their state changes.

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Checkout

Checkout is where a prospect becomes a customer. Pocketsflow handles:
  • Localized payment methods and currencies where possible.
  • Secure collection of payment details.
  • Applying promotions, coupons, and upsell logic.
You configure checkout via:
  • Product and page template settings.
  • Checkout page configuration (fields, copy, and branding).
  • Upsell and order bump settings.

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Payouts

Pocketsflow collects payment from your customers and sends payouts to you. Key ideas:
  • Payout method – how Pocketsflow sends money to you (bank transfer, etc.).
  • Payout schedule – how often payouts are sent and what holding periods apply.
  • Fees – Pocketsflow’s platform fee plus any payment processor fees.
Payouts aggregate orders over time into settlement batches. Link in bio is your public storefront and link-in-bio hub on Pocketsflow. It’s a single URL (for example, https://yourname.pocketsflow.com) that brings together:
  • Your profile – name, bio, profile picture, and cover image.
  • Your products – selected products displayed for visitors to browse and purchase.
  • Social links – buttons linking to your social media profiles.
  • Regular links – any additional links you want to share.
  • Newsletter signup – an optional subscriber form (popup or embedded) to grow your email list.
  • Image gallery – showcase your work and life.
Key attributes:
  • Templates – multiple pre-designed layouts to choose from.
  • Theme customization – colors, fonts, styles, and branding to match your brand.
  • Custom domain – connect your own domain (for example, https://yourdomain.com).
  • Analytics – view visitor stats and engagement metrics.
Use cases:
  • Link-in-bio – share one link across all your social platforms.
  • Lightweight storefront – showcase and sell products directly from your page.
  • Newsletter hub – collect subscribers and drive traffic to your content.
Link in bio serves as a central hub that connects visitors to your products, content, and social presence—all from a single memorable URL.

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Lifecycle of a typical purchase

Here’s how the objects connect during a successful purchase:
  1. A visitor lands on a product page (built from one of your page templates) or discovers your products via your Link in bio.
  2. They click “Buy” and are taken to a checkout page.
  3. The customer enters their payment details and submits the form.
  4. Pocketsflow processes the payment.
  5. On success:
    • A customer record is created or updated.
    • An order is created, linked to the customer and product.
    • For subscriptions, a subscription object is created.
    • An invoice/receipt is issued.
  6. Access details are sent to the customer (for example, via email).
  7. The order is included in your next payout.
Alternative entry points:
  • Visitors can also discover your products through your Link in bio, which showcases your selected products and provides a central hub for your brand.
  • Link in bio can also collect newsletter subscribers who may later become customers.

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How this maps to the dashboard

While the exact navigation may evolve, you can expect to see:
  • A Products or Pages section where you create and manage offerings.
  • A Link in bio section where you build and customize your public storefront and link-in-bio hub.
  • An Orders or Sales section that lists completed checkouts.
  • A Customers section for buyer records and support.
  • A Payouts or Balance view that shows pending and completed payouts.
  • Settings for account, payment methods, and branding.
As you explore these sections, refer back to this model whenever you’re unsure what a setting affects.

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What’s next