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This guide walks you through creating a product from scratch — from naming and pricing to content, page design, checkout, and publishing. It covers one-time products in depth; for recurring offers, see Subscriptions, which follows the same four-step editor shape.

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Before you start

Have the following ready:
  • A clear product idea and a one-sentence description of the outcome.
  • The file(s) buyers should receive, or the URL / callback they’ll be sent to.
  • A baseline price and your account currency.
  • Optionally, a thumbnail image (recommended 1280×720, 16:9).
The product editor is a wizard: Define → Product page → Checkout → Publish. You can move between steps freely and change almost everything later, so don’t block on getting every field perfect on the first pass — publish, test, iterate.

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Step 1 – Start a new product

1

Open Products

In the dashboard, go to the Products section.
2

New product

Click New product.
3

Pick the type

Choose a one-time product here. For recurring billing, create a subscription instead — it’s a separate object with trials, frequency, and a portal.

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Step 2 – Name and describe your product

Fill in the basics:
  • Name — what shows on the page and checkout.
  • Short description / subtitle — 1–2 sentences on the outcome.
  • Long description — optional rich text explaining what’s included, who it’s for, and why it’s valuable. This renders in the body of your product page.
Tips:
  • Lead with outcomes (“Launch your first digital product in a weekend”), not features.
  • Use bullets for what’s included and who it’s for.
  • Add an FAQ block to preempt the objections that stall a purchase.

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Step 3 – Configure pricing and currency

Under Pricing, choose the model that fits your offer:
Enter a single price in your account currency. The simplest, clearest option.
You can also set a free price (0) — the checkout still collects an email so you capture the lead and can deliver the content.
Keep prices consistent with what you advertise on your marketing site, ads, and social. A mismatch between the price a buyer expected and the price at checkout is the most common cause of drop-off and refund requests.

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Step 4 – Add product content

Choose how buyers receive what they paid for:

File

Upload a PDF, ZIP, image, video, or archive. Buyers download it after paying.

URL

Send buyers to a link — a course platform, a members area, a Discord invite.

Callback URL

Have your own system fulfill the order (for example, generate a license key) using the IDs Pocketsflow passes to it.
Best practices:
  • Keep file names clear and organized inside a ZIP.
  • If access lives elsewhere (a Discord community, a course tool), spell out exactly how buyers get in on the thank-you page and in the delivery email.
  • Test the download or link yourself before publishing.

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Step 5 – Design the product page

Pocketsflow ships nine page layouts and a shared design system (typography, corners, borders, colors, optional background pattern) so you can make a high-converting page without a designer.
  1. Open the Product page step.
  2. Decide whether to show a public product page at all. If you turn it off, buyers go straight to the embedded checkout — useful when your traffic already comes from a landing page or ad that made the pitch.
  3. If you keep it on, pick a layout, then customize:
    • Hero (headline, subheading, CTA label).
    • Body copy and sections (what you’ll learn, who it’s for, FAQs).
    • Colors, fonts, and corner/border style.
    • Reviews and a live sales-count for social proof.
Preview as you go. The full catalog and design tokens are in Page templates.

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Step 6 – Configure checkout

  1. Open the Checkout step.
  2. Choose which buyer fields to collect — email is always required; first name and last name are optional toggles.
  3. Add order bumps if you want a small add-on offered on the checkout itself (see Upsells & bundles).
  4. Pick a checkout template (skin) and palette so the payment page matches your brand.
  5. Reference your policies (refund, terms, privacy) so buyers can review them.
Full options are in Checkout page.

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Step 7 – Set visibility and publish

Before making the product live:
1

Choose live or test mode

Publish in test mode first to rehearse the flow with test cards, then switch to live for launch. Test purchases never move real money and are clearly flagged.
2

Confirm the essentials

Double-check pricing and currency, content and access instructions, and checkout behavior and policy links.
3

Publish

Set the product to published and save. Draft products aren’t accessible to buyers.

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Step 8 – Test and share

1

Open the link privately

Copy the product or checkout link and open it in an incognito window.
2

Complete a test purchase

Buy with a test card. Confirm the confirmation screen, the delivery email, and the access instructions all work — on both desktop and mobile.
3

Verify it landed

Check that an order and a customer appear in your dashboard.
4

Go live and share

Switch to live, add the product to your Link in bio, and share the link with your audience.
Re-run this test whenever you change pricing, delivery, the page layout, or upsell flow — small config changes are exactly where checkouts silently break.

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What’s next