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. First, 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

In this step, you create your organization.

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Organization name

• Accepts 3 to 100 characters.
• Use your legal business name if applicable, or the brand name your customers recognize.
• You can change this later from Organization → Settings.

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Important note about your organization email

Your organization public email address is set to the email of the user creating the organization (for example, [email protected]). Depending on Team & Members availability, you might not be able to change this later.

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Submission

Click Continue to create the organization and move to Step 2. You will always be able to manage your organization settings later, by clicking your icon in the top-left corner:

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Step 2: Your plan

Choose a plan for your organization. You can change this later.

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Plans

• Free (Start): for testing and exploring.
• Pro: $29/month, for emerging creators.
• Ultra: $79/month, for professionals and influencers.

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Options on this screen

• Save with yearly billing: enables annual billing (when applicable).
• I have a coupon code: apply a promo code during checkout.

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What happens after you choose

• Free (Start): click Continue to proceed to Step 3.
• Pro or Ultra: Sherpo opens a secure Stripe Checkout. After payment, you return to onboarding automatically.

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Step 3: Your site

Step 3 creates your first site. Here, you will be able to select:

• Site name: 3 to 30 characters (shown to visitors).
• Site description: optional, up to 250 characters (often shown on your homepage).
• Choose your site hostname under sherpo.io.
  • Must be 6 to 63 characters.
  • Must be unique across Sherpo.

You will also be prompted to select your site’s language and optional icon.

• Language: sets the default language for your site and affects the interface language for visitors.
• Icon: upload a square PNG or JPEG (minimum 180×180 px). Icon updates might take longer to propagate due to browser caching.

After your site is created, more customization options (theme colors, custom CSS, search engine visibility, and more) are available in Settings. Once everything is valid, click Continue. Sherpo creates the site and finishes onboarding. You will land on the main dashboard. You will also receive an email confirmation with your website’s link:

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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