Onboarding

When you sign in to Sherpo Dash without an existing organization or site, Sherpo automatically launches the onboarding flow. A three-step checklist at the top tracks your progress through Your business, Your plan, and Your site. Each step unlocks only after the previous one succeeds: just follow them in order. You can sign in using your Google account or by requesting a magic link sent to your email.

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Once logged in, you will receive a welcome email:

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Step 1: Your business

The first panel creates your Sherpo organization.

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Organization name

• Accepts 3–100 characters.
• Use your legal business name if applicable, or the brand name your customers recognize.
• Sherpo automatically capitalizes the entry in transactional emails.

You can always change these settings later, under Organization Settings, by clicking on your icon on the top-left corner:

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Contact email

The dashboard pre-fills the organization-wide contact email with your sign-in address.

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Submission

Click Continue. Sherpo will:

• Create your organization record.
• Link your user as the owner.
• Provision a Stripe Customer behind the scenes to handle billing later.

After this completes, the tracker advances to Step 2.

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Step 2: Your plan

Choose your plan to unlock features and start building.

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Included features

Each plan shows limits for:

• Members per organization
• Storage capacity
• Custom domain availability
• Platform fee percentage

Review these before committing.

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Billing behavior

• Start (Free): Click Continue to proceed to Step 3: no card required.
• Pro or Ultra: Opens a secure Stripe Checkout. Complete payment to return automatically to onboarding.
• Skip option: Staying on Start still unlocks the rest of onboarding; you can upgrade later under Settings → Billing.

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Step 3: Your site

Now, create your first site for your Organization.

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Site basics

• Name: 3–30 characters, shown on your storefront and in emails.
• Description: Optional text (max 250 characters) for your site’s landing page.
• Hostname: Choose your subdomain on sherpo.io. Must:
  • Use lowercase letters, numbers, or hyphens only.
  • Be 6–63 characters long.
  • Be unique across Sherpo.

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Icon

Upload or drag a square PNG or JPEG (≥180×180 px, under 5 MB). Sherpo uses this for your favicon and app icons automatically. Once all validations pass, click Continue. Sherpo will create the site record, set placeholder assets, and send you a “New Site” notification by email. When this step finishes, onboarding closes and you’ll land on the main dashboard.

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Optional: Connect payments

If you plan to sell paid products right away, visit Organization → Payments after onboarding to complete the Stripe Connect setup (see the Payments doc for details). Check this guide out to properly set up payments:

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FAQ