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Welcome to Pocketsflow. This quickstart walks you through the fastest path to your first sale. You will:
  • Create your account and connect payouts.
  • Publish your first product or subscription.
  • Test and share your checkout link.

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Prerequisites

Before you start, make sure you:
  • Have a valid email address you can access.
  • Know what you want to sell (even if it’s a simple test product).
  • Have basic payout details ready (for example, bank information) if payouts are required in your country.

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Step 1 – Sign up and explore the dashboard

  1. Go to https://www.pocketsflow.com and click Get started for free or Sign in.
  2. Create an account or log in.
  3. Once inside, briefly explore:
    • The home or dashboard view with your high-level metrics.
    • The area where you create products or pages.
    • The section where payout and account settings live.
You don’t need to configure everything yet—we’ll only set the minimum needed to sell.

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Step 2 – Connect your payout method

To receive money from your customers, you need to connect a payout method.
  1. Open the Settings or Payouts section in the dashboard.
  2. Follow the prompts to:
    • Confirm your country and business type (individual or company).
    • Provide required identity and tax information, if applicable.
    • Add your payout destination (for example, bank account).
  3. Review any information on payout schedules and holding periods.
You can always refine your profile later, but ensure payouts are at least set up before you start selling in production.

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Step 3 – Create your first product

  1. Go to the Products or Pages section.
  2. Click New product (or similar).
  3. Choose what you want to sell:
    • One-time product (for example, a guide, template, or asset pack).
    • Subscription/membership (for example, community or course access).
  4. Fill in the basics:
    • Name – clear and benefit-oriented.
    • Short description – one or two sentences describing the outcome.
    • Price – pick a price in your preferred currency.
  5. Upload or link your content:
    • Files for downloads.
    • Links/instructions for courses or communities.
  6. Save your product.
You now have something that can be sold—even if it’s just a simple test product.

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Step 4 – Customize your page and checkout

  1. Open the product you just created.
  2. Choose a page template that matches your use case (for example, course, guide, community, template).
  3. Customize key sections:
    • Headline and subheading.
    • Bullet points on what’s included.
    • Social proof (if you already have testimonials).
  4. Open the checkout page settings:
    • Confirm currency and price.
    • Configure which fields you collect (name, email, etc.).
    • Apply your brand colors and logo, if available.
You can make this more polished later. For now, focus on clarity and a working flow.

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Step 5 – Test your checkout

Before sharing with real customers, do a test run.
  1. Copy the checkout link from your product or checkout settings.
  2. Open it in an incognito/private window.
  3. Complete a test purchase:
    • Use test payment details if a sandbox mode is available.
    • Otherwise, use a low-price test product and your own card.
  4. Confirm that:
    • The order appears in your Orders or Sales list.
    • You receive the purchase confirmation email (if configured).
    • You can access the product in the same way your customers will.
If anything feels confusing, note it down—you can improve the page copy and structure in a later pass.

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Step 6 – Share your product

Once you’re confident the flow works:
  1. Copy your public product or checkout link.
  2. Share it where your audience is:
    • Social media.
    • Email list.
    • Blog or personal site.
  3. Watch for the first real orders to appear in your dashboard.

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What’s next

You’ve completed the basic loop: sign up → set up payouts → create product → test checkout → share link. Next, continue with: