# About Sherpo Source: https://docs.sherpo.io/aboutsherpo A modern all-in-one platform powering your digital goods store. Sherpo is an AI-driven, no-code platform designed to help you build, distribute, and manage digital content. Sherpo is a Sherpo Technologies, Inc. product. *** ## Our Products Here's the products you can currently build with Sherpo: Create comprehensive courses with chapters and lessons. Distribute your video-based episodic content to your audience. Allow users to download digital files or get exclusive links. Let your audience support you with tips, like buying you a coffee. Run fundraising campaigns with real-time progress bars. Create a landing page for your Cal.com listings. Many more are coming! Keep following us on our socials or our [blog](https://sherpo.io/blog) to stay up to date. *** ## FAQs Sherpo is an AI-driven, no-code platform designed to help you build, distribute, and manage digital content. Sherpo is a **Sherpo Technologies, Inc.** product. The name **Sherpo is inspired by the Sherpas**, who skillfully guide travelers up the daunting peaks of the Himalayas, often without recognition. Similarly, we empower creators to establish their digital content businesses while maintaining complete control over their brand and pricing. Sherpo was founded in March 2024. Our journey began as we sought to create and distribute digital content online, only to encounter **frustrating technical limitations posed by existing platforms**. Recognizing that many others faced similar challenges, we drew inspiration from the burgeoning opportunities presented by the AI revolution. This prompted the development of a **new business model**: a vertically integrated, AI-native, no-code platform with usage-based pricing and comprehensive white-label capabilities. Sherpo is **truly all-in-one and AI-native**. We manage everything, from checkout and hosting to authentication, affiliates, coupons, and analytics, under one roof. Unlike other platforms, Sherpo also provides **enterprise-grade video hosting** with a **custom player**, ensuring unmatched speed, reliability, and control. Not at all. Sherpo is built to be **completely no-code**. You can create, customize, and launch your store or content site without writing a single line of code. Absolutely! Visit [demo.sherpo.io](https://demo.sherpo.io) to explore a live Sherpo-powered site and experience the platform firsthand. You can reach us anytime at [**support@sherpo.io**](mailto:support@sherpo.io).. We’re also open to suggestions: if there’s a feature you’d love to see, let us know! Our mission is to **help creators of all sizes reach the top**. Our vision is to become **the essential operating system for creators and enterprises** building and distributing digital content. # Automations Source: https://docs.sherpo.io/dashboard/automations Trigger sequences following an action. Automations help you save time and create delightful customer experiences by automatically triggering actions based on what your customers do. You can use them to reward engagement, unlock bonus content, or send discounts: all without lifting a finger. Automations are only available for Courses and Files/Downloads products. *** ## How automations work Each automation follows a simple logic: > **When** \[something happens] → **Then** \[do this action] For example: > When a customer reviews a product → then send them a discount coupon. You can find automations in your Sherpo dashboard under **Products → Automations**. Click **Add Automation** to create a new one. Add automations from Sherpo's dashboard

*** ## Creating an automation When creating a new automation, you’ll see three fields: ### 1. Title Give your automation a short, descriptive name. This is for your own reference: customers won’t see it. Example: *Reward course reviews with coupon.* ### 2. When… (Trigger) The trigger determines **when** the automation starts. Automation triggers from Sherpo's dashboard

Automation triggers from Sherpo's dashboard

You can choose between: * **Product unlocked** Triggers when a customer unlocks a product, either by purchasing it or receiving it for free (for example, from another automation). * **Product reviewed** Triggers when a customer leaves or updates a review for the selected product. You can also select a minimum rating for the review to trigger the automation. Anything below the minimum will not trigger the automation. *** ### 3. Then… (Action) The action defines **what happens** once the trigger fires. Automation outcome from Sherpo's dashboard

Automation outcome from Sherpo's dashboard

You can choose between: * **Unlock a Product** Automatically grants the customer free access to another product. > Example: When someone buys *Course A*, unlock *Bonus Lesson*. * **Create a One-Off Coupon** Sends a one-time discount code to the customer by email. > Example: When someone reviews *Course A*, send them 20% off *Course B*. *** ## How customers are notified Sherpo automatically handles customer notifications whenever an automation runs — no setup required. ### Product Unlocks When a product is unlocked (either directly or through an automation), Sherpo sends an email titled **“You’ve unlocked new content!”**. Automation unlock email sent by Sherpo

This message lists all products the customer now has access to and includes direct links to view them. If multiple products are unlocked together, they’ll all appear in the same email. *** ### Coupons If the automation sends a one-off coupon, the customer receives a **separate** email titled **“Here’s your discount! 🏷️”**. Automation coupon email sent by Sherpo

This message includes the product name, coupon code, and a call-to-action button to redeem it. *** ## Example automations ### 1. Unlock bonus content after purchase * **When:** Product unlocked → *Course A* * **Then:** Unlock a Product → *Bonus Lesson* → The customer gets *Bonus Lesson* automatically when they purchase *Course A*. *** ### 2. Reward reviews with a discount * **When:** Product reviewed with 3+ stars → *Course A* * **Then:** Create a One-Off Coupon → *Course B* → The customer receives a personalized coupon for *Course B* via email when they leave a review for *Course A*. *** ## Tips & best practices * You can create multiple automations per product (e.g., one for purchases and another for reviews). * Automations run independently, so multiple actions can trigger simultaneously. * If multiple products are unlocked at once, Sherpo consolidates them into a single email for a clean experience. * Coupon emails are always sent separately for clarity and higher engagement. *** ## FAQ Yes. You can create multiple automations for the same product: for instance, one that unlocks a bonus course on purchase, and another that sends a coupon after a review. Yes. Automations execute in real time: as soon as the trigger condition is met, Sherpo sends the email or unlocks the product immediately. Not yet. For example, unlocking a bonus product via automation does not trigger another automation attached to that product. If you delete a linked product, that automation will not work anymore. Editing a product’s name or price does not affect existing automations. No. Automations currently apply to all eligible buyers of a product, but you can use coupon limits and access control for targeted campaigns. Not yet. Emails use Sherpo’s built-in design and copy for consistency, but future updates will support branded or custom messages. Sherpo checks ownership automatically: if the buyer already has access, the automation will skip that action silently. Yes, but only if triggered separately. Each automation generates a unique coupon instance, even for the same customer or product. Yes. If someone unlocks a free product, any “Product unlocked” automation tied to it will still fire as usual. Yes, you can temporarily pause it by clicking "Pause" on the three dots. # Certificates Source: https://docs.sherpo.io/dashboard/certificates Create branded completion certificates for quizzes, control what appears on the PDF, and decide when learners can generate them. Certificates let learners generate a downloadable, verifiable certificate after completing a quiz. Each certificate is linked to a **single quiz** and uses one template that you can edit anytime. If you're looking for a guide about how to create **Quizzes**, you can find it here: Create graded quizzes inside Courses using multiple choice, true or false, sliders, and open-ended questions, with built-in scoring and response analytics. **Note**: you need a paid plan to add or edit certificates. *** ## Access and setup * Certificates live under **Assessment** inside a **Course** product. * To create a certificate, you must have **at least one quiz** in the product, and it must be linked to an existing lesson Page. *** ## Create a certificate You can create a certificate in two ways: * Click **Add Certificate** in **Assessment**. Quizzes & certificates dashboard with Add Certificate button

Quizzes & certificates dashboard with Add Certificate button

* Or open the quiz overflow menu (•••) and select **Issue Certificate**. Quiz action menu showing Issue Certificate

In your Course product, go to **Quizzes & certificates** and click **Add Certificate**. Customize the text that appears on the certificate: * **Certificate Title**: the main heading (example: “Certificate of Completion”). * **Awarded Copy**: the line shown before the recipient name (example: “This certificate is awarded to”). * **Reason Copy**: the line shown before the quiz title (example: “For successfully completing the course”). * **Title** (optional): overrides the quiz title shown on the certificate. Leave empty to use the quiz name. * **Score Label** and **Score Suffix**: labels for the score line (example: “With a score of” and “out of 100”). Certificate editor with fields for certificate title, awarded copy, reason copy, optional title override, and score labels

Certificate editor with fields for certificate title, awarded copy, reason copy, optional title override, and score labels

Configure what appears on the PDF and when certificates can be generated: * **Show Score**: displays the learner’s score on the certificate (scores are normalized to 100). * **Require passing score**: only allow certificate generation for scores **60 or higher**. * **Show Completion Date**: displays when the certificate was earned. * **Show QR Code**: adds a QR code that links to the certificate verification page. Certificate display options with toggles for score, passing requirement, completion date, and QR code

Certificate display options with toggles for score, passing requirement, completion date, and QR code

Click **Create** to save the certificate template. *** ## Certificate PDF Certificates render as a clean PDF designed for sharing and printing. Certificate PDF example with certificate of completion, recipient, quiz title, score line, date, and QR code

Certificate PDF example with certificate of completion, recipient, quiz title, score line, date, and QR code

## Verification via QR code If you enable **Show QR Code**, the certificate includes a QR code that leads to a verification page confirming authenticity and showing key details like recipient, score, course, issue date, and certificate ID. Certificate verification page showing valid certificate status and certificate details

Certificate verification page showing valid certificate status and certificate details

Take a [live look here](https://demo.sherpo.io/c/2xXteQfDHimnioOFvsghb/v/f97e699d-bf1d-48d0-9c33-f36e177c5cc4)! *** ## Editing and deletion behavior * Editing a certificate updates the **template** used going forward. * Previously generated certificates remain **valid and verifiable**, even if you later change the template. * If you remove a certificate from a quiz (or delete the template link), learners will no longer be able to generate new certificates for that quiz, but **existing certificates still verify**. *** ## Best practices * Keep headings and short labels concise for clean layouts (aim for 50 characters or fewer where possible). * Turn on **Require passing score** for graded programs, and leave it off for participation certificates. * Enable **Show QR Code** if learners will share certificates publicly or you need easy verification. * If you run multiple quizzes with similar names, use the optional **Title** override to make the certificate unambiguous. *** ## FAQs No. Each certificate template is linked to a single quiz. If "Require passing score" has been enabled, learners will have to obtain a score of 60 or higher. Quiz scores are normalized to 100, and question weights can change how points are distributed. No. Certificates that have already been generated remain valid and verifiable. Removing the template only affects future generation. Turn off **Show Score** in the certificate settings. You can still keep **Require passing score** enabled. The certificate records the learner’s best score at the time they generate it. # Discounts & Affiliates Source: https://docs.sherpo.io/dashboard/coupons Boost sales with targeted coupon codes and affiliate commissions managed directly in Sherpo. Under each product, Sherpo gives you two built-in growth tools, fully integrated inside your dashboard: * **Discounts** — Create product or price-specific coupons with scheduling and usage controls. * **Affiliates** — Track what partners earn from the sales they generate using their unique discount code. Both tools live directly inside your Dashboard, so you can launch promotions without third-party services. *** ## Discounts Discounts (coupons) let you apply percentage or fixed reductions to a product or a specific price. They are ideal for launches, seasonal campaigns, and limited-time offers. Go to: **Products → \[Product] → Discounts** *** ## Discounts overview Inside the Discounts page, you will see summary cards: **Active, Scheduled, Auto-applied, Total.** Discounts are grouped into two sections: * **Price Discounts** — Apply to a specific price. Support percentage, fixed amount, or both combined. * **Product Discounts** — Apply to the entire product. Support percentage discounts. If there is ambiguity, higher specificity takes priority. Price-level discounts override product-level discounts. Only one discount can be applied at checkout at a time. Discounts Overview

*** ## Create a discount Go to **Products → \[Product] → Discounts**. Click **New Discount** in the top-right corner. Configure your discount: * **Name** — Internal name for the discount. * **Coupon Code** — Code customers enter at checkout. Leave blank for an auto-applied discount. * **Apply To** — Choose **Product** or **Price**. * **Percentage (%)** — Percentage off (0–100). * **Fixed amount (\$)** — Fixed discount amount (price discounts only). * **Total Supply** — Maximum total redemptions. Leave 0 for no limit. * **Per Customer** — Maximum redemptions per customer. Leave 0 for no limit. * **Start Date** — When the discount becomes active. Leave blank for immediate activation. * **End Date** — When the discount expires. Leave blank for no expiration. Discounts Creation 1

Click **Create** to save the discount. Discounts Creation 2

*** ### Auto-applied discounts If you leave the **Coupon Code** field empty, the discount is automatically applied at checkout. Auto-applied discounts cannot be linked to affiliates. ### Scheduled discounts If you set a future start date, the discount appears under **Scheduled** and activates automatically on that date. ### Expired discounts If the end date passes or the total supply is reached, the discount automatically expires and can no longer be used. ### Important rules * Only one discount can be applied per checkout. * Price-level discounts override product-level discounts. * Auto-applied discounts are not eligible for the affiliate program. *** ## Affiliates (Partner commissions) Affiliates allow you to link a partner to a specific discount code. When customers use that code, Sherpo tracks the commission owed to the affiliate. Go to: **Products → \[Product] → Affiliates** *** ## Affiliates overview Inside the Affiliates page, you will see summary cards: * **Affiliates** * **Unpaid** * **Paid** * **Total Earned** Each affiliate entry shows: * Affiliate email * Linked discount code * Commission structure Sherpo does not process affiliate payments. You are responsible for settling commissions directly with your affiliates. Affiliate Overview

*** ## Add an affiliate Go to **Products → \[Product] → Prices → Affiliates**. Click **New Affiliate**. Fill in: * **Affiliate Email** — Email address of the partner. They will be notified about their earnings. * **Discount** — Select the discount code they will promote. Auto-applied discounts are not eligible. * **Commission (%)** — Percentage of the sale the affiliate earns. * **Fixed Commission (\$)** — Fixed amount earned per sale. Click **Create** to link the affiliate. Affiliate New

You can set: * Percentage commission * Fixed commission * Or both combined *** ## How it works 1. You create a discount. 2. You link an affiliate to that discount. 3. The affiliate shares their code. 4. A customer uses the code at checkout. 5. Sherpo calculates the commission automatically. 6. You manually pay the affiliate. *** ## When to use each | Tool | Best for | Setup effort | Checkout behavior | | ---------- | ------------------------------------ | ------------ | ------------------------------------------- | | Discounts | Launches, promotions, limited offers | Low | Buyer enters code or receives auto discount | | Affiliates | Influencer campaigns, partnerships | Medium | Buyer uses affiliate code, sale is tracked | Use both together for stronger performance: affiliates drive traffic, discounts increase conversions, and Sherpo tracks everything in one place. *** ## FAQ No. Only one discount can be applied at checkout. No. Affiliates must be linked to a specific coupon code. Yes. You can set both. No. Sherpo tracks commissions, but you must settle payments manually. The discount becomes inactive and can no longer be used at checkout. # Creation Source: https://docs.sherpo.io/dashboard/creation Learn how to create a new product on Sherpo. Sherpo’s product creation flow lets you define what you’re selling, set a name and prepare content, pricing, and much more, all from a single workspace. In this guide you will learn how to create a product after the initial setup of your Sherpo Organization. Then, you’ll land in the product dashboard, where each tab handles a different aspect: content, pricing, availability, and behavior. *** ## Creating a Product Once inside your **Sherpo Dashboard**, open **Products** in the sidebar to see an overview of all your existing products. Products overview inside Sherpo Dash

Click **New Product** in the top-right corner. Add a title (required) and subtitle (optional). Sherpo automatically generates a product slug (e.g., `/p/{slug}`) from your title. Product creation inside Sherpo Dash

Pick one of Sherpo’s available product types (e.g., **Files**, **Course**, **Series** etc.). Each type preconfigures features: for instance, Courses include lessons and course progression tracking (inside settings). Product type inside Sherpo Dash

Once you click **Create**, Sherpo provisions the new product and redirects you to the **Overview** tab. From here, you can continue to **Basic info**, **Settings**, and then add **Pages**, **Files**, **Prices**, or **Automations** as needed. *** ## Product Types Here are the products you can currently create in Sherpo: Create comprehensive courses with chapters and lessons. Distribute your video-based episodic content to your audience. Allow users to download digital files or get exclusive links. Let your audience support you with tips, like buying you a coffee. Run fundraising campaigns with real-time progress bars. Create a landing page for your Cal.com listings. *** ## Best practices * **Pick the right type upfront:** Switching product type later requires reconfiguration. * **Keep titles short and clear:** They’ll appear in URLs, receipts, and customer dashboards. * **Add a subtitle or short tagline:** It improves discoverability and context on your storefront. * **Use drafts:** You can safely prepare a product before publishing it, by not setting a price or by setting pages as drafts (e.g., inside Courses). * **Preview often:** Click “Visit live product” to see changes instantly in your hosted site. *** ## FAQ No. Product types are locked after creation because each category has different internal features (e.g., Courses have lessons, Files don't; Series has episodes instead of lessons, and trailers instead of cover). Sherpo automatically generates a unique slug for each product. If a conflict occurs, you’ll see a warning and can adjust the title or slug manually. Yes. Newly created products are drafts by default until you add pricing. Absolutely. You can create different product types (e.g., a Course, a Serie, a File, and a Coffee tip jar) under the same organization and site. Yes. From the **Overview** tab, use the product menu (⋯) and select **Delete**. This action is irreversible. Not yet. To duplicate an existing product you will have to recreate it. * **Drafts**: Products in progress, not yet published. * **Archived**: Published products you’ve taken offline: no longer visible to customers but retained for analytics and history. Yes. Every product has a **Visit live product** button that opens a preview of the public page (even before making it available for purchase: you will be able to see it in Admin mode). # Site builder Source: https://docs.sherpo.io/dashboard/layout Build and customize your pages by stacking and composing blocks. Powerful under the hood, simple to use. Site builder is the visual editor that controls how your Sherpo **pages** (home page, landing pages, and product pages), along with your **header** and **footer**, are structured. You do not design with code or fixed templates. Instead, you build your site by combining **blocks**, each representing a self-contained section. Everything you see on a page is a block, ordered vertically from top to bottom. Reordering blocks changes the layout instantly. *** ## Open Site builder * Sign in to [Sherpo Dash](https://dash.sherpo.io) * Open your space * Navigate to **Site → Site builder** *** ## Pages In addition to your homepage, Sherpo lets you create dedicated pages such as **/pricing**, **/features**, **/courses**, or any custom page you need. Sherpo pages editor

All **pages use the same block-based editor**, so you can design each page visually without writing code. Pages can also be **imported or exported between Sherpo spaces**. ### Create a new page 1. Navigate to **Site → Pages** 2. Click **New Page** 3. Enter a **Title** and **URL Slug** 4. (Optional) Add a **Description** 5. Optionally toggle **Add to header** to display the page in your top navigation (up to **3 pages** can appear in the header) 6. Click **Create Page** *** ## How Site builder works Inside each page you will see: * A list of blocks on the left * A live preview of your site on the right * Device and theme toggles at the top of the preview A Sherpo page is a **vertical stack of blocks**. * Blocks render from top to bottom * Each block is independent * Reordering a block never breaks other blocks * Header and footer are global sections * Everything in between is fully customizable Think of Site builder like a list. Changing the order of items changes the page, and changes are applied only after clicking **Update**. Sherpo layout editor showing blocks stacked vertically

Sherpo layout editor showing blocks stacked vertically

*** ### The editor and live preview Site builder is split into two panels: * **Left side:** block list and editing controls * **Right side:** a **live preview** of your page that updates as you add, remove, hide, or reorder blocks Site Builder Home

To find a block on the page, click **Highlight in Preview** on a block. Sherpo highlights the block in the preview (in blue) so you can quickly locate it in the layout. At the top of the preview you can also: * Toggle **Desktop**, **Tablet**, and **Mobile** to see how the page appears across devices * Toggle **Light** and **Dark** mode to preview both themes *** ## Blocks explained Blocks are the **building blocks** of your site. Each block represents a section of content such as text, images, videos, product listings, pricing tables, or FAQs. All blocks share the same core behavior. ### What you can do with any block For every block you can: * Move it up or down * Add a block before or after it * Hide it (except global sections like the header and footer) * Delete it (except protected blocks) Blocks move options

Hiding a block is useful for experimentation. Hidden blocks are not visible on your live site. ### Hero block The **Hero block** is the first section of a page and is included by default in every layout. It is designed to introduce the page with a clear headline and primary actions. While the Hero block cannot be deleted, it **can be hidden** if you prefer to begin your page with another section. Inside the Hero block you can configure the titled section (eyebrow, title, subtitle, description, alignment) and add **Highlights**, which appear as short bullet points under the hero content, commonly used to emphasize benefits. The Hero block also supports **call-to-action buttons (CTAs)**. Each CTA includes: * **Label** — Button text * **URL** — Destination link * **Style** — Primary or Ghost * **Arrow** — Optional arrow icon indicator You can add multiple CTAs and reorder them. A common pattern is: * **Primary CTA** → main action (e.g. *Start now, it's free*) * **Secondary CTA** → supporting action (e.g. *Compare plans*) *** ### Add a new block Click **Add block** to insert a new block. Blocks are grouped into categories: * **Content** * **Data** * **Layout** * **Products** * **Utility** *** ## Block categories Below is a quick overview of what each block type is best used for. *** ### Content blocks Use Content blocks to add standalone elements. Blocks content

* **Image** — Add a standalone image for visuals, screenshots, or galleries * **Video** — Upload a standalone video using Sherpo’s [custom video player](https://docs.sherpo.io/products/course#custom-player) * **YouTube** — Embed a YouTube video * **Markdown** — Write [long-form text](https://docs.sherpo.io/dashboard/markdown) such as landing page copy, policies, or explanations For most landing pages, use a Markdown block for the main copy, then combine it with Image or Video blocks. *** ### Layout blocks Layout blocks structure and organize other blocks. Blocks Layout

* **Card** — Wrap other blocks inside a styled container * **Titled section** — Add eyebrow, title, subtitle, description, and nested content * **Side by side** — Create a two-column layout * **Carousel** — Display scrollable images or videos * **Grid** — Create customizable column layouts responsive across devices * **Theme-Aware** — Show different blocks depending on light or dark mode * **Expandable** — Collapsible content sections Layout blocks can contain other blocks. In most cases, blocks must be created inside the layout block rather than dragged into it. *** ### Products blocks Products blocks display items from your Sherpo catalog. Blocks Product

* **Line Products** — Display all products with line visibility * **Grid Products** — Display all products with grid visibility * **Product Card** — Feature a single selected product Product order and visibility are managed in **Products**, not in Site builder. *** ### Utility blocks Utility blocks control spacing and layout helpers. Blocks Utility

* **Horizontal rule** — Add a divider line (solid, dashed, or dotted) * **Spacer** — Add adjustable vertical spacing * **Background image** — Add a subtle full-page background image *** ### Data blocks Data blocks display structured information. Blocks data

* **Stats** — Display metrics and key numbers * **FAQ** — Collapsible frequently asked questions * **Pricing** — Build SaaS-style pricing tables * **Timeline** — Display sequential events or milestones * **Contact** — Show contact information * **Logos** — Display partner or customer logos *** ## Compose sections with blocks Complex sections are created by combining simple blocks. A common structure: * Titled section * Side by side layout * Markdown content on the left * Image or video on the right * Spacer * Pricing or FAQ You are not configuring a single large component. You are composing **reusable blocks**, which makes pages easier to update later. For inspiration, explore our [templates](https://docs.sherpo.io/dashboard/templates). *** ## Header and footer The **header** appears at the top of every page and cannot be moved or deleted. Header block

The **footer** contains legal links, theme toggles, social links, and the **Powered by Sherpo** badge. Footer configuration panel

The **Powered by Sherpo** badge is enabled by default and can be disabled on the **Ultra plan**. *** ## Best practices for creators * Start with one clear goal per page * Pair explanations with visuals using Side-by-side sections * Add social proof early using Logos or Stats * Place FAQs near the bottom * Keep pages scannable with clear headings and spacing *** ### Common mistakes If your page does not look as expected, check these first. * **A block is hidden:** Hidden blocks do not appear on your live site. * **Changes are not live:** Changes appear on your site only after clicking **Update**. Creators on the **Start plan** can edit and preview pages, but changes appear on the live site only after upgrading. * **Content was added to the wrong block:** Some layout blocks contain internal content areas. Ensure you are editing the correct block. *** ## Availability Site builder availability depends on your plan. * **Pro** and **Ultra** users can publish changes to their live site * **Start** users can build and preview layouts, but publishing requires an upgrade Start users can freely experiment. Any page you build will be ready to publish immediately after upgrading. *** ## FAQ Pro and Ultra users can publish page changes to their live site. Start users can design and preview layouts but publishing requires an upgrade. Yes. Blocks can be moved up or down at any time. Click **Highlight in Preview** to locate the block in the page preview. Yes. Use the toggles at the top of the preview to switch between devices and themes. No. Hidden blocks keep their content and can be restored later. Yes. Layout blocks such as Card, Titled section, Side by side, Carousel, Grid, Theme-Aware, and Expandable can contain other blocks. The header and footer are global sections used across all pages. No. You can disable it on the Ultra plan. # Markdown Source: https://docs.sherpo.io/dashboard/markdown Write and structure content with headings, tables, FAQs, links, and AI tools. Sherpo’s **Markdown** is used across lessons descriptions or as a block inside the site builder for landing pages and product pages. It is block-based and visual, so you can focus on writing instead of formatting or code. Everything you see while editing is exactly how it will appear on your site. *** ## Writing basics Start typing to create a paragraph. Use the toolbar to format text or insert new blocks. Text style selector in Sherpo editor

You can change text style using the **Aa** menu: * **Title** * **Heading** * **Subheading** * **Body** Use these styles to structure long content and make it easier to scan. *** ## Text formatting and color From the toolbar, you can apply: * Bold, italic, underline * Inline code * Text color and highlight color Text color and highlight picker in Sherpo editor

Text color and highlight picker in Sherpo editor

Use color sparingly to emphasize key points or warnings. *** ## Lists You can turn any paragraph into a list: * Numbered list * Bullet list * Task list with checkboxes Task lists are useful for lessons, tutorials, or step-by-step instructions. *** ## Text alignment You can control how text is aligned: * Align left * Align center * Align right * Justify *** ## Tables Tables help you organize structured information like pricing, comparisons, or outlines. To add a table: 1. Click the **table** icon in the toolbar. 2. Select **Insert table**. 3. Choose the number of rows and columns. Once inserted, you can: * Add or remove rows * Add or remove columns * Toggle a header row * Remove the table entirely Table row and column controls in Sherpo editor

Table row and column controls in Sherpo editor

Each cell behaves like a normal text block. Example of how a table looks like in a Sherpo-site

*** ## Collapsible sections Use **Details** to create boxes with text inside. On your site, they appear as clickable dropdown rows. FAQ section on a Sherpo page with collapsible questions

FAQ section on a Sherpo page with collapsible questions

To create these boxes in the editor, use **Details**. 1. Place the cursor where you want the box. 2. Click the **+** icon in the toolbar. 3. Select **Details**. 4. Write the **summary** (the question). 5. Write the **content** (the answer). Details block option in Sherpo editor

*** ## Links and images You can insert links and images directly from the toolbar. To add a link: 1. Select the text. 2. Click the **link** icon. 3. Enter the URL and optional display text. 4. Click **Save**. Insert link modal in Sherpo editor

Images can be uploaded from your device and placed anywhere in the content. *** ## Other blocks From the **+** menu, you can also add: * Code blocks * Blockquotes * Dividers * Details blocks Dividers are useful to visually separate sections. *** ## AI assistance You can use AI on any selected text. 1. Highlight text. 2. Click the **AI ✨** icon. 3. Choose an action: * Proofread * Summarize * Elaborate * Translate AI edits appear instantly, and you can undo them at any time. *** ## Keyboard shortcuts * `/` or `+` to open the block menu * `Cmd/Ctrl + B` for bold * `Cmd/Ctrl + I` for italic * `Cmd/Ctrl + U` for underline * `Cmd/Ctrl + K` to add a link * `Cmd/Ctrl + Z` to undo *** ## Tips * Use headings to break up long content. * Use tables for comparisons or structured data. * Use Details blocks for FAQs and expandable content. * Preview often. What you see in the editor is what users see live. *** ## FAQ Description text blocks support up to 10,000 characters, while "What you get" support up to 5,000 characters. The counter is shown at the bottom of the editor. Yes. Any field using the rich text editor supports AI tools. Yes. Use Cmd or Ctrl plus Z, or refresh the page before leaving. No. Keep one block per level for clarity. # Onboarding Source: https://docs.sherpo.io/dashboard/onboarding Complete guided onboarding to create your organization, pick a plan, and launch your site. When you sign in to [Sherpo Dash](https://dash.sherpo.io) 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. Sherpo log-in page to access Dashboard

First, you can sign in using your **Google account** or by requesting a **magic link** sent to your email. Sherpo access code email

Magic link codes expire after 5 minutes and may take up to a few minutes to deliver. Check your spam folder just in case. *** Once logged in, you will receive a welcome email: Sherpo onboarding welcome email

## Step 1: Your business Onboarding step 1 showing the Your business screen

In this step, you create your **organization**. ### 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**. ### Important note about your organization email Your organization **public email address** is set to the email of the user creating the organization (for example, `onboarding-docs@sherpo.io`). Depending on **Team & Members** availability, you might not be able to change this later. ### 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: Organization settings entry point in Sherpo Dashboard

Organization settings entry point in Sherpo Dashboard

*** ## Step 2: Your plan Onboarding step 2 showing the Your plan screen

Choose a plan for your organization. You can change this later. ### Plans * **Free (Start)**: for testing and exploring. * **Pro**: **\$29/month**, for emerging creators. * **Ultra**: **\$79/month**, for professionals and influencers. ### Options on this screen * **Save with yearly billing**: enables annual billing (when applicable). * **I have a coupon code**: apply a promo code during checkout. ### 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. *** ## 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. Step 3 screen showing the site hostname field with .sherpo.io

Step 3 screen showing the site hostname field with .sherpo.io

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. Step 3 screen showing language selection and icon upload

Step 3 screen showing language selection and icon upload

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. Sherpo dashboard overview after onboarding is completed

Sherpo dashboard overview after onboarding is completed

You will also receive an email confirmation with your website's link: New site notification email

*** ## 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: Connect Stripe, monitor onboarding tasks, and review payouts and tax settings for your Sherpo organization. Sherpo shows your Stripe Connect status in the Payments page. You’ll see reminders there until setup is complete. *** ## FAQ No. Sherpo auto-saves your progress after each step. You can close the tab and resume later from the same account. Yes. You can edit it later in **Organization → Settings**. Just request a new one from the login screen. Each code is valid for 5 minutes. No. You can start on the **Free (Start)** plan and upgrade later. No. Every organization must have at least one site. The first site is required to complete setup and access your dashboard. You’ll see an error when entering your hostname. Try another variation (for example, add a hyphen or adjust the name). # Organization Source: https://docs.sherpo.io/dashboard/organization Update your organization name, manage members, and control deletion settings. Learn how to edit your organization details, invite teammates, and manage high-impact actions from the organization settings. *** ## Overview Your organization settings are split into three tabs: * **Info**: Update your organization’s name and description. * **Members**: Invite people, manage access, and assign roles. * **Danger Zone**: Permanently delete the organization with safeguards. *** ## Info Use **Info** to control how your organization appears across the dashboard and, where applicable, on receipts and other touchpoints. You can edit: * **Title**: The organization name. Minimum 3 characters, up to 100. * **Description**: A short description. Up to 250 characters. Info tab in organization settings with title and description fields

Info tab in organization settings with title and description fields

To update payment-related details that appear on customer receipts, such as legal name or email, use the **Payments** page and update your Stripe Connect account. *** ## Members The **Members** tab lets you control who can access your organization. Team and members page showing invite input and a list of members with roles

Team and members page showing invite input and a list of members with roles

### Invite members To invite someone: 1. Enter their email address. 2. Click **Invite**. Invited users appear in the member list once they accept the invitation. ### Roles and permissions Organizations support role-based access: * **Owner**: Full access. Can manage members, change roles, and access deletion controls. * **Regular member**: Full access to the organization, but cannot manage the team. If you are the only member, you will still appear as **Owner** in the member list. ### Member limits Member limits depend on your plan: * **Pro** supports up to **2 members**. * **Ultra** supports up to **5 members**. If you reach the limit, you will be prompted to upgrade before adding more teammates. Members page showing multiple members and a usage indicator for total members

Members page showing multiple members and a usage indicator for total members

*** ## Danger zone The **Danger Zone** contains irreversible actions that affect the entire organization. ### Delete organization Deleting an organization permanently removes it and all team members. This action cannot be undone. Danger Zone section with Delete organization warning and a delete button

Danger Zone section with Delete organization warning and a delete button

When you click **Delete**, you will see a confirmation message explaining that a verification email will be sent to your email address. This operation cannot be undone. ### Email confirmation To prevent accidental or unauthorized deletions, organization deletion requires email confirmation. After clicking **Delete**: 1. You receive an email titled **Confirm Organization Deletion**. 2. The email clearly states that the action is permanent and lists what will be removed, including stores, pages, products, team members, customer access, and transaction history. 3. Click **Confirm Deletion** in the email to proceed. Organization deletion confirmation email with confirm deletion button

Organization deletion confirmation email with confirm deletion button

The confirmation link expires after **60 minutes**. If the link expires, you must restart the deletion process from the dashboard. If you did not request the deletion, you can safely ignore the email. No changes will be made to your organization. ### Subscription requirement If the organization has an active subscription, you must cancel it before deletion. The delete button will be disabled until the subscription is canceled. Danger Zone section showing delete disabled and a prompt to cancel subscription before deleting

Danger Zone section showing delete disabled and a prompt to cancel subscription before deleting

*** ## FAQ Yes. You can update the title and description at any time from the **Info** tab. Owners can manage the team and access the Danger Zone. Regular members can use the organization but cannot manage members or roles. You have reached your plan limit. Pro supports up to 2 members and Ultra supports up to 5. Upgrade your plan to add more. The organization has an active subscription. You must cancel it before deleting the organization. No. Deleting an organization is permanent. Make sure you export anything you need before proceeding. Nothing. If you do not click the confirmation link within 60 minutes, the deletion request expires and your organization remains unchanged. # Overview & Settings Source: https://docs.sherpo.io/dashboard/overview Edit your product’s info, description, and settings from the dashboard. Learn how to edit your product page, content, and behavior from the dashboard. *** ## Overview Once a product exists, the **Overview** tab in your product workspace gives you key performance metrics at a glance: sales, revenues, reviews, and file usage. It also includes quick links to **visit the live product** or **contact support**. Product overview inside Sherpo Dash

The top summary cards show: * **All transactions** — Total number of completed purchases. * **All reviews** — Average rating and total number of reviews. * **All files** — Number of uploaded assets and total storage used. Below, the **Last 7 days** chart displays unit sales, net revenue, and total revenue in your selected currency. Use this view to track trends and quickly jump into deeper analytics. *** ## Settings The **Settings** tab controls your product’s public presentation and first impression. This is where you define the title, visuals, and how the product appears on your public product page. Basic info tab inside Sherpo Dash

Under **Details**, you can configure: * **Title**\ The product name shown across your storefront, checkout, and receipts.\ Minimum 3 characters, maximum 50. * **Subtitle**\ A short supporting line shown below the title.\ Maximum 100 characters. * **Poster**\ Upload a PNG or JPEG (max 5 MB, recommended 16:9).\ This image is used as the product thumbnail and when sharing links. * **Visibility**\ Choose how the product appears on your homepage: * **Grid** shows it alongside other products. * **Line** highlights it in a horizontal layout. * **Hidden** removes it from the homepage but keeps it accessible via direct link (Pro only). * **Priority**\ Controls ordering within a section. Higher numbers appear first. A hidden product is ideal for private launches, beta access, or invite-only distribution. *** ## Product page The **Product page** tab controls product behavior after publishing. Settings tab inside Sherpo dashboard

* **Hide reviews**\ Hides existing reviews and disables new ones.\ This option is not available for Coffee and Goal products. * **Sales counter**\ Displays the total number of transactions for the product, including free unlocks and discounted purchases. *** ## Danger zone Under Danger zone you can take actions affectingt the product lifecycle. These should be used carefully! Settings tab inside Sherpo dashboard

* **Move to Draft**\ Draft Products are hidden from the Product list and can no longer be bought or accessed by existing customers, but all content, transactions, and analytics are retained. * **Delete**\ Permanently removes the product, including content, transactions, analytics, and reviews. This action cannot be undone. *** ## FAQ Yes. Titles, descriptions, prices, and settings can be changed at any time. Updates apply instantly to your live product page. Yes. Use **Visit live product** from the Overview tab. You must be logged in with your Sherpo account to view unpublished products. * **Hide** removes the product from your storefront but keeps it accessible via direct link. * **Archive** (moving to draft) removes the product from sale while retaining analytics and past orders. * **Delete** permanently removes the product and all associated data. No. Deleted products cannot be recovered. Use Archive if you may need the product later. Yes. Click the ✨ icon inside any text editor to access proofreading, summarization, translation, and expansion tools. You can rename products anytime from **Basic info**. Ordering is handled automatically based on visibility and priority. All transactions, including purchases made with coupons, discounts, or free access. # Payments Source: https://docs.sherpo.io/dashboard/payments Connect Stripe, monitor onboarding tasks, and review payouts and tax settings for your Sherpo organization. Sherpo routes all paid transactions through [Stripe Connect](https://stripe.com/connect), ensuring secure processing, instant compliance, and automated payouts. Every organization must link a Stripe account before publishing paid products. The **Payments** area in Sherpo Dash guides you through setup, highlights compliance alerts, and embeds Stripe dashboards for payouts and taxes. All in one place. This guide explains how to setup Stripe Connect and manage Payments from the Dashboard. If you are looking for a guide about how checkout works for customers, check out this: Built-in Stripe checkout with multiple payment methods, including BNPL. *** ## Payments page To open the Payments page: * Sign in to [Sherpo Dash](https://dash.sherpo.io). * Click your profile icon in the top-left corner. * From the sidebar, select **Payments**. Payments page from Sherpo's dashboard

Use the green sub-navigation to switch between **Account**, **Balance & Payouts**, and **Registrations**. A banner at the top shows whether Stripe is fully connected or if onboarding steps are still pending. You cannot publish paid products until your Stripe account is connected and verified. *** ## Set up or manage Stripe Connect ### Create a new account Click **Set up Stripe Connect**, choose your **country of registration**, and complete Stripe’s hosted onboarding form. Sherpo will automatically create a platform account for you. You cannot change the country later, so choose carefully before continuing. ### Resume onboarding If Stripe still requires additional information (e.g., ID verification or business address), you’ll see **Update Stripe Connect**. Click it to resume the onboarding flow. Once verified, the alert at the top of the page will disappear. ### Manage an existing account After onboarding, you can reopen the **Update Stripe Connect** flow anytime to update: * Bank details * Business information * Contact person *** ## Track balances and payouts Switch to **Balance & Payouts** to view your live Stripe balance directly within Sherpo. You can: * Check available and pending balances. * Inspect historical and future payouts. * Drill into individual payout details without leaving Sherpo's Dashboard. * Export payout data for accounting. * Request an **instant payout** (if supported by your bank). Balance Payouts

Stripe payouts operate on a **7-day rolling schedule** by default. If you need to **pause payouts** or **update banking details**, return to the **Account** tab and relaunch the **Update Stripe Connect** flow. *** ## Monitor Stripe notifications The **Organization notifications** banner automatically surfaces real-time updates from Stripe, including: * Missing documents * Payout delays * Compliance actions required Resolve the tasks directly in Stripe to clear the alerts. Sherpo hides the banner once Stripe confirms that no further action is needed. *** ## Review compliance documents The **Documents** card embeds Stripe’s Connect Documents view, allowing you to download: * Service agreements * Onboarding confirmations * Compliance files This section appears automatically after you connect Stripe. *** ## Manage tax registrations (optional) The **Registrations** tab integrates with **Stripe Tax**, letting you: * Enable Stripe Tax on your account. * Add or edit tax registrations by country. * Monitor tax thresholds before registration becomes required. Sherpo does not file or remit taxes on your behalf. You’re responsible for any returns and payments due to tax authorities. *** ## FAQ Yes. All paid Sherpo products use Stripe Connect. You must complete onboarding before your checkout pages can process transactions. Yes. During setup, you can log in with your existing Stripe credentials. Sherpo will link your existing account to your organization. No. Stripe locks the account country during onboarding. To change it, you’d need to disconnect and create a new Stripe account. Payouts are usually sent on a **7-day rolling basis**, depending on your region and bank. Instant payouts are available for eligible accounts. Not yet. Currently, Sherpo supports payments only through **Stripe Connect** for compliance and automation consistency. Sherpo does not charge any additional fees beyond the standard **Stripe transaction fee**. Your plan’s revenue share applies automatically. The banner at the top of your **Payments** page will display **“All set”** when your account is fully verified. You can also confirm directly from Stripe’s dashboard. No. Sherpo surfaces Stripe Tax settings but does not file or remit taxes. You remain responsible for any tax obligations. # Prices & Sales Source: https://docs.sherpo.io/dashboard/prices Manage prices, coupons, and per-product revenue analytics from the product workspace. Each Sherpo product has its own **Prices** and **Sales** tabs so you can set monetization rules and monitor performance without leaving the workspace. *** ## Prices tab Use the **Prices** tab to configure how a product charges customers and applies discounts. Prices & Coupons tab inside Sherpo Dash

### Base price Set or update your product’s main price. Sherpo supports both free and paid products. * Set a one-time price, tip-based amount, or fundraising target. * Sherpo verifies your **Stripe Connect** setup: paid products only work when your Stripe account is fully onboarded. * Price updates propagate instantly to all checkout links and embeds. To update the base price, click **Update price** and confirm: Updating base price for a Sherpo product

Updating base price for a Sherpo product

The modal lets you: * Choose a **currency** and **amount** (up to \$9,999 per product). * Define how **existing coupons** behave after the change: * **Disable** – Temporarily pause active coupons. * **Keep** – Leave all coupons unchanged (default). * **Delete** – Remove them entirely. Sherpo applies the change immediately across your storefront. *** ### Coupons & adjustments Coupons appear directly below the base price card and include details like value, availability, and usage limits. * Create percentage or fixed-amount discounts tied to your product. * Limit coupons by **date**, **quantity**, or **audience** (e.g., affiliates). * Edit or disable existing coupons via the overflow menu (•••). * **Coffee** and **Goal** products use specialized dialogs for tips or fundraising targets instead of coupons. ### Affiliates If you’ve set up affiliate revenue sharing, you’ll see partners linked directly under the **Coupons** section. * Configure each affiliate’s **commission rate** and **email**. * Track generated revenue per partner. * Disable or remove a partner at any time if a campaign ends. Affiliates are connected through the same **Stripe Connect** integration you use for payouts. If you want to know more about coupons & affiliates, go here: See how to create and handle coupons & affiliates. *** ## Sales tab The **Sales** tab provides per-product performance data and transaction history. Sales overview metrics inside Sherpo Dash

Sales overview metrics inside Sherpo Dash

### Metrics For the selected product, you’ll see: * **All-time sales** — Total number of completed transactions. * **All-time revenues** — Total gross sales. * **Net all-time revenues** — Gross minus Sherpo and external (Stripe) fees. * **Sherpo fees** — Platform fees (0–5%, depending on plan). * **External fees** — Stripe payment processing fees. * **Affiliate commissions** — Amount owed to partners. You can also jump to your **global Sales dashboard** via the quick link in the header. ### Date range & AI insights Filter data by date range or use built-in presets (last 7 days, last 30 days, month-to-date). The dashboard URL automatically updates with your selected range for easy sharing or bookmarking. Sales activity chart inside Sherpo Dash

Use the **AI Analysis** button (✨) to send filtered data to Sherpo AI. It can help you summarize trends, campaign results, or conversion performance instantly, perfect for quick reporting or stakeholder updates. ### Transactions table Scroll below the chart to find your complete transaction log. Customer transactions table inside Sherpo Dash

Customer transactions table inside Sherpo Dash

Each row includes: * **Customer** email (which can be hidden for Privacy purposes, e.g., if you're recording the screen or creating docs for Sherpo!) * **Amount** and **currency** * **Fees** (Sherpo + payment) * **Coupon** used (if any) * **Created date** and **status** Click any row to open **Stripe’s Connect Payment Details** overlay, where you can issue refunds, view card info, or inspect risk signals. You can also **export transactions** in CSV, Markdown, or JSON format for accounting or analytics workflows. *** ## FAQ Yes. Price changes propagate instantly across your site and checkout links. If you want to pause a promotion before changing pricing, disable active coupons first. During a price update, Sherpo prompts you to choose how existing coupons behave: **Keep**, **Disable**, or **Delete**. Keeping them means they’ll continue applying based on their existing rules. Yes, though Sherpo currently supports a limited number of currencies. If you require an unsupported one, contact [support@sherpo.io](mailto:support@sherpo.io). Refunds are handled through Stripe. Click any transaction row in the **Sales** tab to open Stripe’s details view, where you can issue partial or full refunds. Sales and revenue metrics refresh in real time after every successful transaction. * **Sherpo fees** — Platform commission, based on your plan (0–5%). * **External fees** — Stripe’s card processing and payment network costs. Yes. You can export sales per product or globally from the main **Sales** dashboard. # Calendar Source: https://docs.sherpo.io/dashboard/products-creation/calendar Create and manage booking products synced with Cal.com, directly from your Sherpo dashboard. The **Calendar** product lets you embed your Cal.com availability on a Sherpo-hosted page so clients can book meetings in minutes without leaving your site. It’s perfect for creators, consultants, and businesses that want to schedule calls, demos, or sessions alongside their digital products. Sherpo handles the presentation and hosting, while Cal.com powers your real-time scheduling across Google, Outlook, iCloud, Exchange, and more. If you're looking for a guide on how **Calendar** products work for users, you can find it here: Let visitors book meetings directly through your Sherpo site. *** ## Create a Calendar product 1. Go to **Products → New product**. 2. Choose the **Calendar** tile (calendar icon). 3. Enter a title, short description, and optional cover image. 4. Click **Create product** to open your calendar workspace. Your Calendar product will appear alongside your other offerings on your storefront. It is ideal for free consultations, strategy calls, or coaching sessions. For a guide to the product’s Overview and Settings tabs, check this out: Edit your product’s info, description, and settings from the dashboard. *** ## Build your Calendar product page Under **Page Builder**, you can fully customize how your Calendar product page looks using Sherpo's powerful, lego-like builder. ### Calendar-specific blocks Inside the Calendar Page Builder, you will see a **Get** block alongside the **Pages** and **Content** blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If not populated, they will simply not render. For Calendar products, **Get** also contains the product-specific booking interface, where users can schedule a meeting with you and view the host information you have set. Calendar Pages Block

All of this is included by default in the **Aside Column**, which displays the blocks on the right. You are free to remove them from the column and position them wherever you prefer. Sherpo simply ensures that all mandatory blocks are present before allowing you to update the page. ### Product-specific blocks All product Page Builders include an additional **Product** block category. These blocks are specific to the product type and power the core functionality of the page.

*** ## Configure event details Once your Calendar product is created, open the **Event** tab inside your Sherpo dashboard. You will be prompted to link your Cal.com event: Then go to [https://app.cal.com/event-types](https://app.cal.com/event-types) and create your meeting type, for example, *Sherpo Demo*. Event types dashboard in Cal.com

It will look like `/username/event-slug`, for example, `/sherpo/demo`. Sherpo embeds your event seamlessly and keeps it updated if you modify your Cal.com settings. Event linking inside the Sherpo Calendar dashboard

Event linking inside the Sherpo Calendar dashboard

*** ### Update your Cal.com event anytime Changes made on Cal.com, such as duration, meeting title, or link type, sync automatically with your Sherpo Calendar product. You can also reselect or update the event at any time. Updating linked Cal.com event in Sherpo

*** ## Add host information The **Host** section in your Calendar dashboard defines how you appear on the booking page. You can edit: * **Name** * **Title or job description** * **Short bio or description** * **Tags** to categorize your offering Editing host information for a Calendar product

Editing host information for a Calendar product

This information helps clients understand who they are meeting with and why. *** ## Edit or change your Cal.com event If you ever need to adjust meeting length, description, or availability, you can do so directly in Cal.com. Your Sherpo Calendar product updates automatically. There is no need to republish. Editing an event in Cal.com

*** ## Best practices * Use descriptive event names such as “Discovery Call,” “Coaching Session,” or “Design Review” so clients know what they are booking. * Include a short, friendly description explaining what the session covers or how to prepare. * Keep your Cal.com availability updated to prevent last-minute scheduling issues. * Link your Calendar product in your bio or at the end of your content as a call to action. * Add a cover image and host bio to personalize the page and build trust. *** ## FAQ The Calendar Page Builder works exactly like the Site Builder. You can stack, reorder, and customize blocks to design your product page. Mandatory blocks such as "Get", "Pages", and "Content" cannot be removed, but you can position them anywhere within your layout. If a mandatory block is empty, it will not render on the live page. Each Calendar product links to a single Cal.com event, but you can create multiple Calendar products for different event types. No. Cal.com manages confirmations, invites, and reminders automatically once a booking is made. Yes, but payments for Calendar products are handled through Cal.com. Sherpo automatically reflects those changes. There is no need to republish the Calendar product. Yes. You can archive the product under **Settings** to remove it from your storefront. Not necessarily. The free plan works perfectly for most users, and Sherpo supports all standard Cal.com event types. The Cal.com booking layout is fixed and cannot be edited. # Coffee Source: https://docs.sherpo.io/dashboard/products-creation/coffee Create and customize tip-style products that let your audience send you one-time support payments. The **Coffee** product lets you collect quick, one-off tips from your audience. It's perfect for creators, writers, streamers, and small businesses that want to offer an easy, no-commitment way to support their work. Supporters can send you a few “coffees,” add a thank-you note, and complete checkout in seconds through Stripe. Each contribution automatically triggers a receipt and payout, with no setup required beyond connecting your Stripe account. If you're looking for a guide on how **Coffee** products work for users, you can find it here: Let your audience support you with tips, like buying you a coffee. *** ## Create a Coffee product 1. Go to **Products → New product**. 2. Enter a title and short description. 3. Select the **Coffee** tile (coffee icon). 4. Click **Create product** to open the workspace. For a guide to the product’s Overview and Settings tabs, check this out: Edit your product’s info, description, and settings from the dashboard. *** ## Set your Coffee price Under the **Prices** tab, define the amount supporters will pay per “coffee” before publishing the product. You can choose the **currency** and set the **price** per single coffee between **0.50 and 50.00**. Price changes apply instantly. Set price modal for Sherpo Coffee product

Set price modal for Sherpo Coffee product

Then, customers will be able to tip you a 1x, 3x, 5x or custom multiplier of the unit price you chose. You can also view and manage pricing at any time from the **Prices** panel: Prices page for Coffee product

*** ### Customize your emoji and label Next, go to **Coffee customization** to personalize your Coffee product by selecting an emoji and a short label, also known as the descriptor.

By clicking on the emoji, you can choose how your tip is displayed. For example, ☕ **coffee**, 🍺 **beer**, 🎁 **gift**, and more. Coffee Emoji Customization

Then, choose a **descriptor**. Most creators make sure it matches the selected emoji. Once saved, these settings apply instantly across your checkout and live Coffee page. *** ## Build your Coffee product page Under **Page Builder**, you can fully customize how your Coffee product page looks using Sherpo's powerful, lego-like builder. ### Coffee-specific blocks Inside the Coffee Page Builder, you will see a **Get** block alongside the **Pages** and **Content** blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If not populated, they will simply not render. For Coffee products, **Get** also contains the product-specific tipping interface, where users can select how many coffees to buy or enter a custom amount, add their name, write a message, and leave their email. Coffee Pages Block

These blocks usually include: * **Get** — The purchase or unlock interface for the product. * **Summary** — A compact overview of product metrics or highlights. * **Review** — Displays review ratings and feedback from customers. * **Pages** — Lists internal pages such as lessons, episodes, or product sections. * **Content** — Displays the files or content included in the product. Like other mandatory blocks, some of these may already be included in your layout and cannot be deleted, but you are free to move them anywhere within your page. ### Page builder The rest of the Page Builder behaves exactly like the Site Builder. If you want to discover more about our blocks and building pages, check this out. Build and customize your page by stacking and composing blocks. Powerful under the hood, simple to use. *** ## Fulfillment & receipts Coffee is a **support-only** product. It does not unlock content or files. After each transaction: * The supporter receives an automatic **email receipt**. * Funds are transferred to your **connected Stripe account**. You can track all transactions under **Sales** and export them as CSV, JSON, or Markdown. *** ## Best practices * Choose emojis that match your personality or brand, such as ☕ coffee, 🍕 pizza, or 🎨 art, and make sure the descriptor matches. * Include a description with **Markdown** block, and make it clear and friendly. Explain what the contributions help fund. * Feature your Coffee page in your link-in-bio. *** ## FAQ The Coffee Page Builder works exactly like the Site Builder. You can stack, reorder, and customize blocks to design your product page. The mandatory blocks, such as "Get", "Pages", and "Content", cannot be removed, but you can position them anywhere within your layout. If a mandatory block is empty, it will not render on the live page. Yes. You can update your Coffee price at any time from **Prices → Set price**. Changes are applied instantly across your storefront. Absolutely. Under **Coffee customization**, choose any emoji and label you like, such as 🍺 “beer” or 🎁 “gift.” These update everywhere your Coffee product appears. Coffee products must be priced between **0.50 and 50.00** per unit. These limits ensure smooth microtransactions and compliance. Not directly. Coffee uses quick multipliers such as ×1, ×3, ×5, or a custom amount that supporters can select during checkout. Yes. You can add images or videos from the **Page Builder** tab to personalize your Coffee product’s appearance. No. Coffee is designed for one-time support only. To deliver digital products, use other Sherpo product types such as **Files** or **Courses**. No. Coffee, along with **Goals** and **Calendar**, does not support coupons or promo codes. No. Automations and triggers are currently not available for Coffee products. No. Coffee payments are real transactions processed immediately through Stripe. Yes. You can archive or delete it at any time from your dashboard under **Settings**. # Courses Source: https://docs.sherpo.io/dashboard/products-creation/course Build and sell structured courses with chapters, lessons, and progress tracking inside Sherpo. The **Course** product lets you create structured learning experiences using video, slides, text, and downloadable materials. Everything is hosted on your Sherpo site. Each course and lesson can be free or paid and includes progress tracking, completion data, and integrated checkout. If you want to see how **Courses** appear to users, check this guide: Learn how users unlock and complete Course products. *** ## Create a course product 1. Go to **Products → New product**. 2. Enter a **title**, **subtitle**, and short **description**. 3. Select the **Course** tile (video icon). 4. Click **Create product** to open the workspace. From here, use the **Settings** tab if you wish to rename your course, add a poster, publish it, and/or change specific settings such as progress tracking. Before publishing, make sure you set a price. Courses support the same pricing options as other Sherpo products. For details on the Overview, Basic info, and Settings tabs, see: Edit your product’s info, description, and settings from the dashboard. *** ## Build your Course product page Under **Page Builder**, you can fully customize how your Course page looks using Sherpo's powerful, lego-like builder. ### Course-specific blocks Inside your Course page builder, you will see a **Pages block** where all lessons and chapters reside, alongside the "Get" and "Content" blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If not populated, they will simply not render. Lesson actions menu in Sherpo Courses

Lessons management inside Sherpo dashboard

At a glance, you can see each lesson’s title, video duration, file size, and visibility status. You can add or reorganize lessons and chapters at any time. Lesson actions menu in Sherpo Courses

*** ## Add a new lesson Click **Add Lesson** to create a new lesson page. Lesson editor in Sherpo

Each lesson has two tabs: 1. **General** for basic info and visibility. 2. **Content** for the lesson material itself. You can rename lessons at any time. *** ### General tab Use the General tab to define the public-facing details of your lesson. Lesson general settings tab

* Add a **poster** image (recommended 16:9, up to 5 MB). This appears as the lesson thumbnail and as a static frame before the video plays. * Enable **Publicly available** to make the lesson accessible without purchase. Publicly available lessons are accessible to anyone, and their videos can be indexed by search engines. This is useful for introductions, previews, or teaser lessons. Lesson poster settings

*** ### Content tab Add the main content of your lesson here. * **Video** uploads support `.mp4` and `.mov` files up to 5 GB. Sherpo hosts and optimizes them automatically. * **Slideshow** uploads accept `.pdf` files up to 250 MB and display them inline. * **Description** supports rich text, embeds, transcripts, and lesson notes. Slides and video content in a Sherpo course lesson

Slides and video content in a Sherpo course lesson

After uploading slides, you can enable **Downloadable slides** to let users download the PDF. Downloadable slides do not include PDF security. If you need watermarking, upload the file as an extra resource instead. When finished, click **Create** or **Save as Draft**. Lesson update buttons

For videos, slides, and files to upload correctly, first update the lesson and wait for the uploads to complete. *** ## Add a chapter Chapters help organize lessons into sections. 1. Click **Add Chapter**. 2. Enter a **chapter name**. 3. Click **Add Chapter** to save and create the first lesson. Add Chapter modal in Sherpo dashboard

Lessons can be moved up, added before or after others, or moved into a chapter if they were created outside one. *** ## Drafts and publishing Lessons can be either **Draft** or **Published**. * Draft lessons are hidden from users but visible in Admin mode. * Publishing a lesson makes it immediately available in the course. You can publish or unpublish lessons at any time. Draft and publish options for lessons

When editing a draft, click **Update** to keep it unpublished or **Update and Publish** to make it live. Lesson update buttons

*** ## Course settings ### Course-specific Under **Settings → Course-specific**, you can control progress tracking and course behavior. ### Progress tracking * **No tracking** disables progress indicators. * **Manual** lets users mark lessons as complete. * **On lesson open** marks lessons as complete when opened. * **On content completion** marks lessons as complete when a video finishes or slides reach the final page. Available on Pro and Ultra plans. Course settings tab

Progress is tracked per user and displayed in both the dashboard and the course view. Lesson completion progress in dashboard

*** ## Add files and links Files and links work the same way as in Download products: Learn how to add files and links to your Course. They will appear under the "Content" block. *** ## Video security Videos uploaded to Sherpo are protected by default. ### Core protections * **Paywall enforcement** restricts video access to users who have unlocked the course. * **Tokenized playback** uses short-lived, session-bound URLs that cannot be reused. * **Domain restrictions** ensure videos play only on your Sherpo site or verified custom domain. These protections keep your content accessible only to legitimate customers. *** ## Publish and sell When your course is ready: 1. Set all lessons to **Published**. 2. Configure pricing in **Prices** and add coupons if needed. 3. Click **Publish** under **Settings** ### Customer experience Once published: * Visitors can view the course chapters, lessons, and pricing. * Customers unlock all lessons immediately after purchase. * Access is scoped to each user account. * Progress tracking syncs automatically. * Sales appear under **Product → Sales**. *** ## Best practices * Keep lesson videos under **15 minutes**. * Add short summaries to each lesson description. * Use **On content completion** for video-first courses. * Update lessons over time. Changes apply instantly. * Use public lessons as previews to improve conversions. *** ## FAQ Each lesson supports one main video. For multiple clips, merge them into one file or split them across lessons. The Course Page Builder works exactly like the Site Builder. You can stack, reorder, and customize blocks to design your product page. Course-specific blocks such as "Pages", "Get", and "Content" are mandatory and cannot be removed, but you can position them anywhere within the layout. If a mandatory block is empty, it will not render on the live page. Yes. You can move lessons up, add lessons before or after others, and move standalone lessons into chapters. Changes apply instantly. Not currently. Sherpo records lesson completion based on your selected tracking mode. Yes. Mark lessons as **Publicly available** to use them as free previews. Yes. Lessons can be moved to Draft or deleted at any time. Yes. Quizzes and certificates are available under **Assessment**. # Downloads Source: https://docs.sherpo.io/dashboard/products-creation/download Package digital files or external resources as sellable downloads inside Sherpo. The **Downloads** product lets you sell digital content directly from your Sherpo store, from ebooks and templates to spreadsheets and design packs. Sherpo handles hosting, checkout, access protection, and file delivery automatically. You can bundle uploaded files and external links in one product, add descriptions, and enable security for supported file types. If you want a guide about how **Downloads** work for customers, see: Learn how users buy and unlock Download products. *** ## Create a Download product 1. Go to **Products → New product**. 2. Enter a title and short description. 3. Select the **Files** tile (download icon). 4. Click **Create product** to open the workspace. From there, use **Basic info** to describe your product, list what’s included, and set a price in **Prices**. Downloads support the same pricing options as other Sherpo products. You can offer free or one-time paid products, create [coupons](/dashboard/coupons), configure [automations](/dashboard/automations), and [enable reviews](/dashboard/reviews). For a guide on Overview and Settings tabs, see: Edit your product’s info, description, and settings from the dashboard. *** ## Build your Download product page Under **Page builder**, you can fully customize how your Downloads product page looks using Sherpo's powerful, lego-like builder. ### Download-specific blocks Inside the Download Page builder, you will see a **Content block** where all files and links reside, alongside the "Get" and "Pages" blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If not populated, they will simply not render. Downloads Pages Block

### Upload files Use the **Files & links** tab to upload the files customers receive after they unlock the product. * Click **Add files** to open the uploader. * Drag and drop files, or click to browse. * Wait for uploads to finish before leaving the page. Files are not downloadable until the customer has unlocked the product. New files upload modal in Sherpo

Each uploaded file appears with its **name**, **size**, and **type**. You can also add a short description so customers know what they are downloading. *** ### Rename files You can rename a file at any time. If you omit the extension, Sherpo will automatically keep the correct one based on the original file type. Rename file modal in Sherpo

*** ### Add external links If your content lives elsewhere (for example Google Drive, Notion, or GitHub), use **Add link** to include it in the bundle. Links are only visible after customers unlock the product. * Enter the **URL** (must support HTTPS). * Add a **Link name** (required). * Optionally add a **Link description**. New link modal in Sherpo

*** ### Manage files and links The **Files & links** list shows everything included in the product in one place. From each item’s menu, you can rename, update descriptions, enable security (when available), or delete. File list with actions menu and security badge in Sherpo

File list with actions menu and security badge in Sherpo

Uploaded files and external links remain locked until a customer unlocks the product through checkout or a manual grant. *** ### Secure PDFs and spreadsheets For supported formats, you can enable file-level security from the item menu: * **Add PDF Security** for `.pdf` * **Add XLSX Security** for `.xlsx` When security is enabled, the file shows a badge in the list (for example, **Security enabled**). You can remove security at any time from the same menu. Other file types (ZIPs, images, videos) remain downloadable by design. If you need protection, export sensitive content as a secure PDF or XLSX when possible. *** ## Customer experience Once published: * Visitors can view your full product page. * After checkout, customers unlock the full **Files & links** list. * Each download is scoped to the customer’s account. If you update a file, upload the new version and remove the outdated one so future customers download the latest content. *** ## Best practices * Use clear filenames (`Design-Kit.zip`, `Guide-v3.pdf`). * Add descriptions (with Markdown block) or FAQs to reduce support questions. * Bundle related assets into a single ZIP to simplify delivery. * Mix hosted files and tracked external links for hybrid delivery. * Enable PDF/XLSX security for sensitive materials. *** ## FAQ Yes. You can include multiple uploaded files and external links in the same product, up to the limit shown in the uploader. No. Files and links remain locked until the customer unlocks the product. Yes. Use **Add link** to include HTTPS URLs. They appear alongside hosted files after unlock. Upload limits are shown in the uploader. In general, images can be up to 15 MB and videos up to 5 GB. Yes. Upload the updated file and remove the outdated version so future customers receive the latest content. It is removed from the product and cannot be recovered. Make sure you still have a copy saved elsewhere. Security can be enabled per file for supported formats from the item menu. Secured files display a security badge, and you can remove security at any time. Yes. Set the price to \$0 in **Prices**. Customers still complete the free checkout flow to unlock access. Yes. Downloads support coupons and can trigger automations like other Sherpo product types. Yes. All purchases and free unlocks appear under **Sales**, including the buyer’s email and timestamp. Yes. You can archive or delete it anytime from the product’s **Settings** tab. # Goals Source: https://docs.sherpo.io/dashboard/products-creation/goal Run fundraising campaigns with real-time progress bars. The **Goals** product lets you collect one-off contributions toward a target amount. It’s ideal for fundraisers, equipment drives, creative projects, or community milestones. Each supporter’s purchase contributes to your live progress bar, and contributors receive automated receipts just like any other Sherpo checkout. With **Goals**, Sherpo makes fundraising and community support effortless: real-time progress bars, secure payments, automatic receipts, and full control under your brand. If you're looking for a guide on how **Goals** products work for users, you can find it here: Let your customers support your fundraising campaigns. *** ## Create a Goals product 1. Go to **Products → New product**. 2. Enter a title and short description. 3. Select the **Goals** tile (hand icon). 4. Click **Create product** to open the workspace. 5. In **Prices**, set both the **goal amount** and **minimum contribution** to publish. From here, use the **Basic info** tab to describe your campaign, outline deliverables, or spotlight supporters as you progress. For a guide to the product’s Overview and Settings tabs, check this out: Edit your product’s info, description, and settings from the dashboard. *** ### Update goal or price Goals product pricing and goal setup in Sherpo

Goals product pricing and goal setup in Sherpo

Under **Prices**, define the lowest allowed contribution amount (minimum \$5). Sherpo automatically offers quick-select multipliers (×1, ×3, ×5, ×10) plus custom entry. You can edit pricing and targets at any time from the same panel. Once updated, Sherpo immediately applies the new amount across your storefront. **Note:** Supporters can still contribute even after you reach the target. ### Configure your goal amount Under **Fundraising Goal**, you can manually set or edit the fundraising target. This defines the endpoint of the progress bar. *** ## Goal tracking Visitors see the goal bar and current progress directly on your live page. It updates automatically as payments settle, showing progress in real time. Goal progress bar on live Sherpo site

* Each completed payment increases the total raised. * Contributors can leave a **name** and **note** during checkout. * Receipts and notifications are handled automatically by Sherpo. *** ## Track results The product’s **Sales** tab lists every supporter and the total amount raised. You can export transactions as CSV, JSON, or Markdown to thank supporters, deliver perks, or share updates. Sherpo’s real-time progress syncing means no manual refreshes or third-party integrations. Everything updates automatically as sales settle. *** ## Build your Goals product page Under **Page Builder**, you can fully customize how your Goals product page looks using Sherpo's powerful, lego-like builder. ### Goals-specific blocks Inside the Goals Page Builder, you will see a **Get** block alongside the **Pages** and **Content** blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If not populated, they will simply not render. For Goals products, **Get** also contains the product-specific contribution interface, where users can select their contribution amount as a multiple of your minimum amount, add their name, write a message, and leave their email. Goals Pages Block

These blocks usually include: * **Get** — The purchase or unlock interface for the product. * **Summary** — A compact overview of product metrics or highlights. * **Review** — Displays review ratings and feedback from customers. * **Pages** — Lists internal pages such as lessons, episodes, or product sections. * **Content** — Displays the files or content included in the product. Like other mandatory blocks, some of these may already be included in your layout and cannot be deleted, but you are free to move them anywhere within your page. ### Page builder The rest of the Page Builder behaves exactly like the Site Builder. If you want to discover more about our blocks and building pages, check this out. Build and customize your page by stacking and composing blocks. Powerful under the hood, simple to use. *** ## Fulfillment & receipts Coffee is a **support-only** product. It does not unlock content or files. After each transaction: * The supporter receives an automatic **email receipt**. * Funds are transferred to your **connected Stripe account**. You can track all transactions under **Sales** and export them as CSV, JSON, or Markdown. *** ## Best practices * Use visuals or reward milestones, for example, “We’ll release behind-the-scenes footage when we reach \$500.” * Update your audience frequently by including a product’s **Description** with a **Markdown** block to: share milestones or next steps once the goal is reached * If you exceed your goal, you can keep the campaign open. Sherpo allows continued contributions beyond 100%, and you can always update the goal. *** ## FAQ The Goals Page Builder works exactly like the Site Builder. You can stack, reorder, and customize blocks to design your product page. Mandatory blocks such as "Get", "Pages", and "Content" cannot be removed, but you can position them anywhere within your layout. If a mandatory block is empty, it will not render on the live page. Yes. Sherpo’s checkout includes preset multipliers (×3, ×5, ×10) and allows custom input so supporters can contribute any amount above the minimum. The progress bar fills completely, but supporters can continue contributing. You can update the goal if you decide to extend the campaign or archive the product. Yes. You can update it anytime from **Prices → Update goal**. Changes may take a few minutes to propagate across your storefront. Absolutely. Click **Update price** to change the minimum contribution or currency. Sherpo currently supports a limited set of currencies. Contact support if you need one that is not listed. Yes. Contributions cannot be lower than **\$5** per transaction for security and compliance reasons. Sherpo sums all successful transactions for that product and divides the total by your set goal amount. Refunds automatically reduce the progress total. Yes. Every contribution triggers Sherpo’s standard checkout confirmation and email receipt through your Stripe account. You can see all supporters and their emails in **Sales**. Export this list for updates, rewards, or follow-ups. No. Unlike other Sherpo products, **Goals**, along with **Coffee** and **Calendar**, does not support coupon creation. No. Goals products do not support automations or triggers. No. Contributions made through **Goals** are real payments, not pledges. Funds are captured immediately and transferred to your Stripe account like any other Sherpo product. Creators are not required to return funds if the goal is not reached. You can archive (pause or unpublish) or delete it anytime from the product dashboard under **Settings**. # Series Source: https://docs.sherpo.io/dashboard/products-creation/series Build and sell episodic video with seasons and episodes: your own streaming channel on Sherpo. The **Series** product lets you publish shows and episodic content in a Netflix-like format, organized into seasons and episodes. Learn how users browse, unlock, and watch Series products. *** ## Create a Series product 1. Go to **Products → New product**. 2. Enter a **title**, **subtitle**, and **description**. 3. Select the **Series** tile (clapperboard icon). 4. Click **Create product** to open your workspace. From there, use the **Basic info** tab to describe your product, list what’s included, and set a price in **Prices**. Series share the same **pricing** options as other Sherpo product types. You can offer free or one-time paid series, create [coupons](/dashboard/coupons), configure [automations](/dashboard/automations), and [enable reviews](/dashboard/reviews). For a guide to the product’s Overview and Settings tabs, check this out: Edit your product’s info, description, and settings from the dashboard. *** ## Build your Series product page Under **Page Builder**, you can fully customize how your Series page looks using Sherpo's powerful, lego-like builder. ### Series-specific blocks Inside your Series Page Builder, you will see a **Pages** block where all seasons and episodes appear, alongside the **Get** and **Content** blocks. Like in every other Sherpo product, these blocks are mandatory and cannot be deleted or hidden. If they are not populated, they simply will not render. Series page builder showing the Pages block

Series page builder showing the Pages block

These blocks are included by default in the **Aside Column**, which displays them on the right. You can remove them from the column and position them anywhere in your layout. Sherpo simply ensures all mandatory blocks are present before allowing you to update the page. ### Product-specific blocks All product Page Builders include an additional **Product** block category. These blocks are specific to the product type and power the core functionality of the page.

Series episodes overview grouped by season

At a glance, you can see each episode’s title, video details, and status. You can rename or reorganize episodes at any time using the actions menu. Episode actions menu

*** ## Add a new episode Click **Add Episode** to create a new episode inside your series. New episode editor with General tab

Each episode has the following tabs: 1. **General** — Title (required), subtitle (optional), poster (required) 2. **Availability** — Choose whether the episode is free to watch without unlocking the product 3. **Content** — Main video, optional slideshow, and description *** ### General tab Use **General** to define the public-facing attributes of your episode. * **Title** is required and must be at least 3 characters (max 30). * **Subtitle** is optional (max 30). * **Poster** is required. Upload a 16:9 image (PNG or JPEG) up to 15 MB. This thumbnail appears before playback. Episode general settings tab with title, subtitle, and poster

Episode general settings tab with title, subtitle, and poster

*** ### Availability Under **Availability**, you can control who can access the episode. * Enable **Publicly available** to let anyone watch the episode without unlocking the Series. If you make an episode publicly available, anyone can access it and the video may be indexed by search engines. *** ### Content In **Content**, upload the main content of your episode: * **Video** — Upload a required `.mp4` file up to **5 GB**. Sherpo hosts and optimizes playback. * **Slideshow** — Upload a `.pdf` slideshow (max **250 MB**) to display embedded slides alongside the video. * **Allow slideshow download** — Optionally allow users to download the slideshow PDF. * **Description** — Add notes, transcripts, links, and rich-formatted text. Episode content editor with video upload

Episode content editor with video upload

After clicking **Update**, wait for uploads to complete before continuing. Video uploading state

*** ### Drafts and publishing Episodes can be **Draft** or **Published**. * **Draft** — Hidden from users (visible only to you). * **Published** — Live inside the Series immediately. Save as Draft and Create buttons for an episode

Save as Draft and Create buttons for an episode

You can publish or unpublish episodes at any time using the action menu or update buttons. Episode actions menu including publish and draft options

Episode actions menu including publish and draft options

You can also delete episodes at any time. Deleting requires confirmation. Delete confirmation for an episode

*** ## Add a season Use seasons to group related episodes into sections. 1. Click **Add Season**. 2. Enter a **season name**. 3. Click **Add Season** to create it, then start adding episodes. Add Season modal in Sherpo

Organization rules: * You can **move episodes up** or **add episodes before or after** another episode. * You can move episodes between seasons by selecting **Move to Season above** or **Move to Season below**. This works for the first and last episodes within each season. Managing episodes within seasons

*** ## Series settings ### Series-specific behavior In Series products, episodes automatically mark as completed when a video finishes. This behavior is fixed and cannot be changed. *** ## Video security Videos uploaded to Sherpo are protected by default. ### Core protections * **Paywall enforcement** restricts video access to users who have unlocked the series. * **Tokenized playback** uses short-lived, session-bound URLs that cannot be reused. * **Domain restrictions** ensure videos play only on your Sherpo site or verified custom domain. These protections keep your content accessible only to legitimate customers. *** ## Publish and sell When your series is ready: 1. Set all episodes to **Published**. 2. Configure pricing in **Prices** and add coupons if needed. 3. Click **Publish** under **Settings**. Once published: * Visitors can browse your description, seasons, and episodes. * Purchasers instantly unlock all published episodes and seasons. * Progress and sales sync automatically. *** ## Best practices * Release public (free) episodes as teasers to drive conversions. * Create multiple seasons and keep episode counts balanced. * Include one or more trailers using the video block for better discoverability. *** ## FAQ The Series Page Builder works exactly like the Site Builder. You can stack, reorder, and customize blocks to design your product page. Mandatory blocks such as "Pages", "Get", and "Content" cannot be removed, but you can position them anywhere within your layout. If a mandatory block is empty, it will not render on the live page. Each episode supports one main video. To include multiple clips, merge them into one file or split them across separate episodes. Yes. You can move episodes up, add new ones before or after another episode, and move standalone episodes into seasons. Changes apply instantly. Yes. Mark specific episodes as **Publicly available** in the Availability tab to make them free previews. Yes. You can move episodes to **Draft** or delete them entirely at any time. Deletions are permanent. No. Series are not intended to be used as Courses. For that functionality, use the dedicated **Course** product type. Not directly. However, you can create automations that unlock other Sherpo products for customers when they unlock your series or leave a review. You can, but it is not the recommended setup. We strongly recommend using the **Course** product type to distribute structured learning content. # Quizzes Source: https://docs.sherpo.io/dashboard/quizzes Create graded quizzes inside Courses using multiple choice, true or false, sliders, and open-ended questions, with built-in scoring and response analytics. Quizzes let you test learners directly inside a **Course** product. This guide explains how to create quizzes, build question blocks, link a quiz to a lesson page, and monitor results. **Note**: you need a paid plan to add or edit quizzes. *** ## Access and setup Quizzes live inside each Course workspace and only become visible to customers when placed on a lesson page. * Find them under **Assessment** in a Course product. * A quiz appears to customers only after you **link it to a lesson page**. * To preview a quiz without publishing it publicly, link it to a **draft lesson** and open it in your website, using **Admin mode** by logging in to your site with your Sherpo's account email. *** ## Create a quiz Open a Course product in your dashboard. Go to **Assessment**. Quizzes list inside a Course product

Click **Add Quiz**. Name the quiz (up to 50 characters) and configure availability settings: * **Retries**: keep disabled for a single attempt, or enable and set **1–100** retries. * **Show correct answers**: keep enabled to show answers after the quiz is no longer accessible, or disable for blind grading. Quiz settings with title, retries, and show correct answers

Quiz settings with title, retries, and show correct answers

Build your quiz using blocks (up to **50** total). Click **Create** to publish the quiz to your account. Then **link the quiz to a lesson page** so students can see it. *** ## Build questions with blocks Quizzes are built using blocks. Some are for structure, others are graded question types. Quiz builder showing available block types for quizzes

Quiz builder showing available block types for quizzes

### Non-interactive blocks Use these for layout and guidance. They do not affect scoring. * `Static text` for introductions, instructions, or context * `Section break` to split questions into sections. Learners move forward using the button in the bottom-right, and can still navigate back. This is useful for grouping questions by topic. * `Separator` for visual dividers between parts ### Auto-graded questions These blocks contribute to the final score. * `Multiple choice` (one correct option, default weight = 1) Multiple choice question block editor

* `True/False` (choose the correct boolean) True or false question block editor

* `Slider` (set **min**, **correct value**, and **max**) * `Open-ended` (provide accepted answers, matched case-insensitively) You can adjust importance using **Weight**. Final scores are normalized to **100**. ### Feedback-only (not graded) * `Free text` collects written responses and does not affect the score. ### Advanced settings (weight, hints, explanations) Use advanced settings to control how questions score and what learners see after submitting. * **Weight** changes how much a question counts relative to others. * **Hint** and **Explanation** can be added per question. Explanations are shown only when **Show correct answers** is enabled for the quiz. They will appear to customers only once they get a 100%, complete the final attempt, or forfeit the quiz. Advanced settings for a quiz question with weight, hint, and explanation

Advanced settings for a quiz question with weight, hint, and explanation

*** ## Smart Stack Smart Stack converts pasted Markdown into quiz blocks automatically, which is useful for fast drafting and AI-assisted quiz creation. A fast workflow is to give your written quiz and the prompt below to an AI assistant, then paste the AI output into Smart Stack (you can copy this prompt straight from the dashboard too!). Use markdown to generate quiz blocks. Trim separators/section breaks from the very start and end. * '---' creates a Separator. Example: `---` * '-->' creates a Section Break. Example: `-->` * Paragraphs/markdown become Static Text. Example: ``` Welcome to the quiz! **Good luck.** ``` * Single checklist item ( - \[ ] ) becomes True/False; checked = true. Example: `- [x] This is a true statement` `- [ ] This is a false statement` * List item with nested checklist becomes Multiple Choice; checked option is correct. Example: ``` - Question? - [x] Correct - [ ] Wrong ``` * List item with unordered nested list becomes Open-Ended accepted answers. Example: ``` - Capital of France? - Paris - PARIS ``` * List item with ordered nested list of exactly 3 numbers sets a Slider: min, correct, max. Example: ``` - Rate our service 1. 1 2. 5 3. 10 ``` * List item without a sublist becomes a Free-Text question. Example: `- Tell us about yourself` Return markdown following these rules. *** ## Link the quiz to a lesson Page A quiz is not visible to students until you place it on a lesson Page. * In **Assessment**, open the quiz overflow menu and select **Link to Page**. * Choose the Lesson where the quiz should appear. The picker will show all your lessons in order, so you can confirm placement. * You can always unlink later. Unlinked quizzes remain saved but won’t render for customers. *** ## Quiz example Want to give a try to a live quiz? [Check out our sample quiz here!](https://demo.sherpo.io/p/sherpo-course/quiz-example) *** ## Monitor responses and scoring Open a quiz and go to **Responses** to review performance and attempt-level detail. Top metrics include: * **Committed attempts** (completed or forfeited) * **Average score** * **Average completion time** * **Pass rate** (attempts scoring **60%+**) The responses table includes: * Status (in progress, completed, forfeited) * Attempt number * Score (normalized to 100) * Duration * Timestamp You can also delete individual attempts from the table. Summary metrics update automatically. Quiz analytics page with metrics and responses table

Quiz analytics page with metrics and responses table

And you can also review each student’s responses in depth, filtering by correct, wrong, or ungradable, with a search bar to find the question or answer you’re looking for. Quiz correction page with answers

*** If you're looking for a guide about how to create **Certificates**, you can find it here: Create branded completion certificates for quizzes, control what appears on the PDF, and decide when students can generate them. *** ## FAQs Correct answers contribute their assigned weight. Sherpo normalizes the final total to 100. Pass rate includes attempts scoring 60% or higher. Yes. Enable **Allow retries** and set the maximum number of attempts. If retries are disabled, students only get one try. You have two options: increase the allowed attempts (even temporarily) or delete the student’s attempt from the quiz responses table. No. Free text is feedback-only and excluded from grading. The quiz must be linked to a Page. Unlinked quizzes never render for customers. Deleting a quiz removes it from any linked pages and deletes its configuration. Previously recorded attempts may no longer be accessible from the quiz. # Redirects Source: https://docs.sherpo.io/dashboard/redirects Make redirect links to any page on your Sherpo site, or elsewhere. Sherpo Redirects let you clean up URLs, create branded short links, and retire old launches gracefully without touching DNS or plugins. You can map any path on your Sherpo site (for example, `/course`) to another internal page or an external URL directly from your Dashboard. *** ## Internal vs external redirects Sherpo supports two types of redirects, with different availability depending on your plan. ### Internal redirects (available to everyone) Internal redirects send visitors from one path on your Sherpo site to another Sherpo page. * Available on all plans * Ideal for short links, coupons, bundles, and product pages * Example: `/course` → `/p/sherpo-course` Internal redirects configuration

*** ### External redirects (Pro only) External redirects send visitors from your Sherpo site to an external URL. * Available only on the Pro plan * Perfect for branded social links, documentation, or external tools * Example: `/instagram` → `https://www.instagram.com/sherpo.io/` External redirects configuration

*** ## When to use redirects Redirects are useful for both marketing and site organization.\ Common use cases include: * **Campaign tracking**\ Create short, memorable links for affiliates, newsletters, or ads.\ Example: `/vip` → `/p/exclusive-bundle?utm_campaign=vip_launch`\ Visitors only need to open `yoursite.sherpo.io/vip`. * **A/B testing**\ Test multiple promo URLs and compare conversion performance. * **Cleanup**\ Retire outdated pages while keeping backlinks alive by pointing them to newer products. *** ## Create a redirect 1. Go to **Organization → Site Settings → Redirects** (or the **Redirects** tab under your site menu). 2. Click **New Redirect**. 3. Fill in the fields: * **Path**\ The short path visitors will type, for example `/course`. Must start with `/`. * **Destination** * An internal Sherpo page, like `/p/course-2025-edition` * An external HTTPS URL (Pro only) 4. Click **Create Redirect**. The redirect becomes active immediately. Redirect creation from Sherpo's dashboard

Redirect creation from Sherpo's dashboard

*** ## Manage existing redirects Use the **Redirects** list to view or delete redirects. * Instantly see which paths are in use * Remove old campaigns with one click * Changes apply immediately after updating *** ## Best practices * Keep paths short and human-readable\ Examples: `/bundle`, `/demo`, `/discount` * Review redirects every few months to clean up unused links. * Combine redirects with bundles, coupons, or affiliates.\ Example: `/vip` → hidden bundle with an auto-applied coupon. * Avoid chaining multiple redirects. Always point directly to the final destination. *** ## FAQ Redirects help preserve SEO equity from old links. Short internal redirects like `/course` → `/p/sherpo-course` do not harm performance. Yes, but only on the Pro plan. All external redirects must use HTTPS. Redirect usage counts are not yet shown in the dashboard. You can track clicks using UTM parameters, GA4, or Cloudflare Web Analytics. After updating, the redirect is removed. Visitors will be sent to your homepage. Yes. Redirects work perfectly with coupons, affiliates, and automations.\ Example: `/summer20` → `/p/product?coupon=SUMMER20`. Yes. All redirects apply instantly and are handled globally by Sherpo. You can create up to 100 internal redirects.\ External redirects are limited to 25 and require the Pro plan. # Reviews Source: https://docs.sherpo.io/dashboard/reviews Set up reviews and collect customer feedback directly on your Sherpo products. Sherpo’s review system lets you gather verified customer feedback right inside your dashboard, with no third-party tools or integrations required. Reviews seen from Sherpo's dashboard

Buyers can rate your products and leave short notes after unlocking them. You’ll see every review in your dashboard, automatically organized by product. In this guide we see how to set up reviews from the Dashboard. If you are looking for a guide about how reviews work from the user's side, check out this: Let your customers leave reviews to your products. *** ## How reviews work * Reviews are available for most product types, including **Courses** and **Files**. * Customers can leave a **1–5 star rating** and optionally add their name and/or a short written comment. * Each review is tied to the corresponding order, so you always know **who left it** and **when**. * Written reviews are public by default, reviews with no comments are hidden by default. You can always hide and unhide reviews, from your Dashboard. *** ## Enable or disable reviews Reviews are enabled by default. To turn them off for a specific product: 1. Go to **Products → \[Product] → Settings**. 2. Toggle **Hide reviews**. * When disabled, customers won’t be able to submit new reviews. Hide reviews from Sherpo dashboard

3. Click **Save**: changes apply immediately. *** ## Export & report You can export reviews for deeper analysis or reporting: * Open **Sales → Reviews**, then click **Export**. * Sherpo generates a CSV containing: * Rating * Comment * Customer name and email * Submission timestamp You can filter by rating or date before exporting, and analyze the file in your BI tool or spreadsheet. *** ## Best practices * **Follow up:** Encourage buyers to share feedback after purchase. * **Identify themes:** Pay attention to recurring phrases in 4–5 star reviews to see what customers value most. * **Respond quickly to low scores:** Use reviews as a customer support signal and reach out privately to resolve issues, if any. * **Gather testimonials:** Showcase your best reviews in your product page or on your socials. *** ## FAQ Yes. Go to **Products → \[Product] → Settings → Hide reviews**, then save your changes. Yes. You can create automations that run when a new review is submitted or updated, for example, sending a custom coupon or granting a reward. Yes. Use the **Export** button in **Sales → Reviews** to download a CSV of all reviews, including rating, comment, and customer info. Existing reviews remain visible in your dashboard but customers won’t be able to submit new ones. Yes, you can decide whether to show a certain review or not. Reviews with no comments are hidden by default, but can be unhidden. No. However, each review is linked to an order and customer email, so you can follow up manually if needed. # Sales & Customers Source: https://docs.sherpo.io/dashboard/sales Track revenue, refunds, customer cohorts, and AI insights from Sherpo's Sales and Customers dashboards. Sherpo’s **Sales** and **Customers** dashboards centralize performance analytics so you can understand your business without leaving the app. The **Sales** page tracks revenue, fees, and payouts, while the **Customers** page highlights buyer geography, cohorts, and lifetime value. Both pages share the same date-range filters, currency selector, and AI-powered analysis tools. *** ## Sales page Sales dashboard overview inside Sherpo

### Header metrics At the top, you’ll see **cumulative stats per currency**: * **All-time sales** — Number of completed transactions. * **All-time revenues** — Total gross sales. * **Net all-time revenues** — Gross minus Sherpo and Stripe fees. * **Sherpo fees** — Platform commissions (0–5%, depending on your plan). * **External fees** — Payment processor costs (e.g., Stripe). * **Affiliate commissions** — Total payout amounts (if applicable). Switch currencies from the dropdown to review sales in different denominations.\ Click **Balance & Payouts** to open your connected Stripe dashboard for live payouts and balances. ### Date range & filters Sales activity chart and filters inside Sherpo Dash

Sales activity chart and filters inside Sherpo Dash

* Use preset filters (7 days, 30 days, MTD, custom) to adjust charts and tables. * All filters persist in the page URL, so you can share or bookmark exact views. * The **AI Analysis** button (✨) exports filtered data and opens a chat with Sherpo AI—perfect for questions like: > “What was my average order size this month?”\ > “Summarize sales growth compared to last quarter.” ### Transactions table Transaction list in Sherpo Sales dashboard

Transaction list in Sherpo Sales dashboard

Each transaction includes: * **Customer** email * **Amount** and **currency** * **Sherpo** and **external fees** * **Coupon** used * **Date created** Click any row to open **Stripe Connect Payment Details**, where you can view payment metadata, issue refunds, or check risk indicators. Export filtered results as **CSV**, **Markdown**, or **JSON** for accounting or BI tools. *** ## Customers page Customers dashboard overview inside Sherpo

Customers dashboard overview inside Sherpo

### Header metrics The **Customers** page aggregates user behavior and distribution data: * **All-time customers** — Unique buyer emails. * **Average order value** — Lifetime AOV based on all transactions. * **Number of countries** — Total distinct billing countries. You can switch currencies to recalculate values instantly. ### Geographic distribution Geographic breakdown of customers in Sherpo dashboard

Geographic breakdown of customers in Sherpo dashboard

See where your customers come from with a sortable table and percentage breakdowns. Columns include **country**, **user count**, **orders**, **total sales**, and **average order value**. This helps you identify key markets, localize checkout experiences, and plan targeted campaigns. ### Customer activity Customer activity section in Sherpo

Filter by date range to analyze new versus returning customers, or review cohort performance after a campaign. Top metrics include: * **Customers in period** * **Average order value** * **Countries represented** You can also use **AI Analysis** to summarize trends automatically — for example: > “Which countries drove the most new buyers last month?”\ > “Who are my top five repeat customers?” *** ## Shared features * **Date range presets** — The same range picker applies across both dashboards and syncs in the URL. * **Exports** — All tables can be exported in **CSV**, **Markdown**, or **JSON** formats. * **AI conversations** — Each AI Analysis opens inside your AI workspace, where results are saved for reference. * **Privacy & permissions** — Only authorized organization members can view sales and customer data; customers never see this information. *** ## FAQ All metrics and tables update in real time after every successful transaction. If you refund or delete a payment in Stripe, Sherpo automatically reflects the change. If you’re on the **Ultra** plan, Sherpo charges no platform fees. You may also see dashes if data is filtered by a range with no transactions. Yes. Click any transaction in the Sales table to open **Stripe Payment Details**—from there, you can issue partial or full refunds. Absolutely. Open the **Customers** page and search by email to see that customer’s total orders, countries, and spend. Sherpo divides total revenue (gross or net, depending on filter) by the number of completed orders within the date range. This occurs when the billing country isn’t provided by Stripe. It doesn’t affect reporting accuracy: only location-based segmentation. Sales metrics aggregate across your entire organization. For product-specific breakdowns, open the **Product → Sales** tab instead. Every AI analysis is stored under your **Sherpo AI** workspace, where you can revisit, rename, or export conversations anytime. Currently, exports are separate—Sales and Customers each export their own data. You can merge them externally using your preferred BI or spreadsheet tool. Sherpo reports values based on the selected currency. If you sell products in multiple currencies, switch using the top dropdown to view localized totals. # Site Settings Source: https://docs.sherpo.io/dashboard/site-settings Manage the branding, domain, language, and search visibility for your Sherpo site from the dashboard. Every new Sherpo **space** automatically comes with a hosted site on `yourname.sherpo.io`. The **Site settings** page lets you customize your site’s identity, appearance, and visibility. All directly from the dashboard. *** ## Open the Site settings page * Sign in to [Sherpo Dash](https://dash.sherpo.io). * Click **Settings** in the main navigation. * Use the **Info**, **Preferences**, and **Appearance** tabs to configure your site. Site info settings including name, description, and domain

*** ## Info Site info settings including name, description, and domain

### Site name and description Define how your site appears across the product and to visitors. * **Name**: 3 to 30 characters * **Description**: up to 250 characters These are shown in the browser title, previews, and other public surfaces. ### Site domain Your site is hosted on a Sherpo subdomain by default. * Example: `demo.sherpo.io` * To migrate to or from a **custom domain**, you must currently [contact support](mailto:support@sherpo.io). *** ## Preferences Preferences tab with language and search engine indexing

Preferences tab with language and search engine indexing

### Language Select the default language for your site. This controls the interface language shown to visitors. Sherpo currently supports the following languages: * English * Deutsch * Italiano * Français * Português * Español * Русский * 日本語 After changing language, the change may take a short time to propagate in your website, due to caching. ### Search engine indexing Disable search engine indexing to prevent Google and other crawlers from indexing your site. Existing indexed pages will be gradually removed from results. It can be useful to keep indexing disabled while your site is private, under development, or intentionally not discoverable. Enable it if you want your site to appear in search results. *** ## Appearance Appearance settings with icon, accent colors, theme restriction, and hero dots

Appearance settings with icon, accent colors, theme restriction, and hero dots

### Icon Upload your site icon. This is used as the favicon and in previews. * Square PNG or JPEG * Browser caching may cause a short delay before updates appear ### Accent color Choose the highlight color used across your site. * **Accent color (light)** applies in light mode * **Accent color (dark)** applies in dark mode These colors affect links and some interactive elements. ### Theme restriction Control which themes are available to visitors: * **Both**: light and dark mode, auto-switching based on system preferences * **Light**: force light mode only * **Dark**: force dark mode only ### Hero dots Enable or disable the animated dots background shown at the top of each page. Disabling this can improve performance on older devices. Hero dots add subtle motion and personality. We recommend keeping them enabled unless performance is critical. ### Custom styling Ultra plans can upload a custom `.css` file to further customize the site appearance. Styles are applied on top of default Sherpo styles and may take a short time to propagate due to caching. *** ## Shortcut reference ### Info * **Name** and **description** define your site identity * **Domain** controls your `.sherpo.io` address or custom domain ### Preferences * **Language** sets the visitor interface language * **Search engine indexing** controls SEO visibility ### Appearance * **Icon** for favicon and previews * **Accent colors** for light and dark mode * **Theme restriction** to control light and dark availability * **Hero dots** animated background toggle * **Custom CSS** for advanced styling on Ultra plans *** ## FAQ Yes. Custom domains are supported on paid plans. Migrations currently require contacting Sherpo support. Browsers cache static assets aggressively. Changes usually propagate within a few minutes. The selected language controls the interface text shown to visitors, such as navigation, buttons, and system labels. It does not automatically translate your content. Pages, posts, and custom text remain in the language you write them in. No. Only PNG and JPEG files are supported. No. Search engines remove pages gradually as they re-crawl your site. No. It only affects visuals and may slightly improve performance on older devices. # Templates Source: https://docs.sherpo.io/dashboard/templates Start from a complete, pre-designed layout and customize it block by block. Templates let you quickly set up your homepage using a proven structure. They are ideal if you want a strong starting point without building everything from scratch. A template is simply a **Layout preset** built using standard blocks. Once applied, it behaves exactly like a layout you built yourself. *** ## Availability Templates are part of **Layout**. * **Pro** and **Ultra** users can apply templates and publish updates to their live site. * **Start** users can build and preview a template-driven layout in the editor, but clicking **Update layout** will not update their live website. To publish layout changes, they will need to upgrade. You can experiment freely on Start. Upgrading later will allow you to publish the layout you already built. *** ## What templates are Templates are full-page layouts designed for common use cases, such as: * Product-first e-commerce stores * SaaS landing pages * Brand showcases * Content-heavy or educational platforms Each template is composed of regular blocks like Hero, Products, Pricing, FAQ, and layout blocks. Nothing is locked or special after applying it: you can always customize a template afterwards, and they are very useful to get kickstarted! Templates do not introduce new block types. They only pre-arrange existing ones. *** ## Opening the Template Library You can access templates directly from the Layout editor. * Open **Site → Layout** * Click the **•••** menu in the top-right corner * Select **Template Library** Layout editor menu with Template Library option

Layout editor menu with Template Library option

This opens a modal with all available templates. *** ## Browsing templates Each template card shows: * The template name * A short description of its purpose * The main blocks used in the layout Templates are designed to be opinionated but **flexible**. They showcase common layout patterns you can adapt to your needs. *** ## Applying a template When you select a template, your current layout is replaced. This means: * Existing blocks are removed * The new template structure is applied * You can immediately edit, move, or delete any block Applying a template replaces your current layout. If you want to keep your existing structure, export it first. If you click a template by mistake, just press revert. After applying a template, you remain in the Layout editor and can start customizing right away. *** ## Customizing a template Once a template is applied, it behaves like any other layout. You can: * Reorder blocks * Edit content inside blocks * Remove sections you do not need * Add new blocks anywhere * Hide blocks temporarily while iterating Templates are not meant to be perfect out of the box. Most users remove or rearrange blocks to match their brand. *** ## Exporting and importing layouts You can save your own layouts and reuse them across spaces. From the Layout editor: * Click the **•••** menu * Select **Export** to download your layout * Use **Import** to restore or reuse it later This is useful if you: * Experiment with different designs * Reuse layouts across spaces * Share layouts within a team Note: Layouts are in a .sherpo format which only Sherpo can read! *** ## FAQ Start users can build and preview layouts in the editor, but clicking Update layout will not update their live site. To publish layout changes, upgrade to Pro or Ultra. Yes, you can revert, as long as you haven't pressed update. If you want to restore a previous layout, export it before applying a template and re-import it later. Yes. Every block in a template (aside from header and footer) can be edited, moved, or hidden. Blocks such as hero and products cannot be deleted. Templates only affect layout structure. Your products, files, and content remain unchanged. You can export any layout and reuse it later by importing it into another space. # Usage & Storage Source: https://docs.sherpo.io/dashboard/usage Monitor product counts, transactions, storage limits, and heavy files from Sherpo’s Usage page. The **Usage** page helps you track how much of your plan’s resources you’re consuming, from the number of active products and total transactions to file storage and your heaviest assets. It’s designed to make maintenance effortless, so you can keep your Sherpo workspace lean and efficient. *** ## Overview Empty usage dashboard showing no files or products

Empty usage dashboard showing no files or products

*** ## Summary cards At the top of the page, you’ll find three live metrics that summarize your workspace usage: * **Products** — Count of active (non-archived) products. Sherpo plans allow unlimited products, so this is mainly informational. * **Transactions** — Total number of completed checkouts across all products. * **File storage** — Your current file storage usage vs. the plan quota (Flex: 5 GB, Plus: 50 GB, Ultra: 250 GB). The value turns **red** when you exceed your limit, prompting you to optimize or delete assets. These metrics update automatically, so you’re always up to date on your workspace limits. *** ## Heaviest files The **Heaviest files** section visualizes your uploaded assets and their impact on storage. This section lists up to your **100 largest files** across all products (videos, images, downloads, etc.). * Each row shows **filename**, **file type**, **size**, and **created date**. * Use the search bar to locate files by name. * Sort columns by **size**, **type**, or **created date** to find optimization opportunities. List of heaviest files in Sherpo Usage dashboard

List of heaviest files in Sherpo Usage dashboard

### Free-space toggle & chart * Toggle **Show Free Space** to overlay remaining storage on the visual chart. * The colored treemap visualizes file size distribution across all uploads, grouped by product or folder. * Hover over blocks to view file details and click to jump directly to the corresponding product. The chart helps identify space hogs visually — ideal for quick cleanups before hitting your quota. *** ## Export & maintenance tips * Export your full list of files in **CSV**, **Markdown**, or **JSON** for offline audits or storage reporting. * Delete files tied to unpublished or outdated products. * Periodically clear test uploads or unused media assets. *** ## Best practices * Review **Usage** monthly — especially on Flex and Plus plans — to avoid reaching storage limits. * Upgrade to **Ultra** if you need higher capacity for rich media or multiple video-based products. * Use the search bar to locate placeholder or duplicate files for cleanup. * Create a routine (e.g., end-of-month content audit) to remove old launches or campaigns. *** ## Storage limits & organization * Paid plans include generous hosting space. You can review your quota anytime under **Dashboard → Usage**. * Sherpo automatically organizes uploads by product and displays the heaviest ones first. * Each file displays its MIME type (e.g., *video/mp4*, *image/png*) and contribution to your quota. File storage visualization in Sherpo Dashboard

File storage visualization in Sherpo Dashboard

*** ## FAQ Usage metrics update in real time, whenever you upload, replace, or delete a file. Large deletions might take a few seconds to propagate while caches clear. All your uploaded assets: videos, images, audio, PDFs, and any downloadable files. No. You can click any file row to navigate to the associated product, then remove or replace it from there. Deleting files from a product automatically updates the Usage view. Check for old product drafts, duplicate uploads, or large video files used in multiple lessons. Each upload is counted separately, even if the same file is reused. Sort files by size and remove the largest non-essential items. You’ll still be able to access your dashboard, but new uploads may be blocked until you delete or upgrade. Existing products remain visible to customers. Sherpo performs light optimization (e.g., image resizing), but video compression and audio mastering are up to you. You can use external links, which do not count toward Sherpo storage. “Other” includes cached assets, thumbnails, and metadata overhead reserved by the system. Yes: Sherpo recalculates usage right after deletion. If it still shows the same number, refresh the Dashboard or clear the cache. # Authentication Source: https://docs.sherpo.io/features/auth Let users log in via email or Google — they are your customers, not ours. Every Sherpo-generated site ships with a secure authentication layer by default, so your customers can log in, access their purchases, and manage their profile, all under your brand. You don't need to wire up OAuth or manage sessions yourself: Sherpo handles it automatically for every site (e.g., `yoursite.sherpo.io`). *** ## How customers log in ### Entry points Every Sherpo-generated site includes a **Sign in** button in the header. Once logged in, this button turns into a profile avatar linking to their dashboard. Sherpo-generated site header

*** ### Email magic links By default, visitors enter their email address and receive a **secure code** via email to complete the sign-in process. This is a **passwordless flow**: faster, simpler, and more secure on mobile. Sherpo access code sent to the inbox

*** ### Google sign-in Sherpo includes **Google OAuth** out of the box. Visitors can simply click **Sign in with Google** and complete the flow without leaving your site. Authentication screen for Sherpo-generated site

Authentication screen for Sherpo-generated site

*** ### Security and session management * All authentication flows are secured through **Cloudflare**, protecting against bots and spam logins. * Once logged in, users stay signed in across your Sherpo-generated site, until they log out or the session expires. Unlike other platforms, customers who sign in to your Sherpo-generated site are **not** signed in to other Sherpo sites. They are 100% **your customers**, not ours, or anyone else’s. *** ## FAQ No. Google OAuth is currently built-in and active by default to maximize ease of access and reduce login friction. No. For security reasons, Sherpo uses **passwordless magic links** for email-based login. Customers simply enter their email and receive a one-time code to confirm their identity. Each login event is linked to a valid order, product access, or free unlock. You can then track authenticated customers in your **Sales** and **Customers** dashboard. Never. Authentication is scoped to your domain (e.g., `yoursite.sherpo.io`). Each site has its own isolated user base, ensuring **data privacy** and **ownership** for every creator. Sessions are persistent but device-specific. Customers logging in on a new device will need to reauthenticate via email or Google. You can customize your site branding, logo, and accent colors: these apply automatically to the site. The structure of the authentication is not editable. Sherpo never exposes account existence information. Users who enter a non-existent or incorrect email will simply not receive a code, keeping your user base private and protected. # Checkout Source: https://docs.sherpo.io/features/checkout Built-in Stripe checkout with multiple payment methods, including BNPL. Sherpo wraps **Stripe Checkout** under your brand so every product can collect payments without any custom code. This guide explains how **checkout behaves**, which payment methods are available, and how to customize the experience. If you are looking for a guide about how to setup Stripe Connect from the Dashboard and how Payments work on Sherpo behind the scenes, check out this: Connect Stripe, monitor onboarding tasks, and review payouts and tax settings for your Sherpo organization. *** ## Checkout basics * **Hosted flow** — When a buyer clicks **Unlock** on a product, Sherpo launches a responsive, secure checkout on your website. Behind the scenes, the checkout is powered by Stripe. * **Accounts & access** — For product types with unlockables, such as **Courses** and **Downloads**, users are required to sign-in during checkout. Once payment succeeds, Sherpo immediately unlocks their purchase (files, course lessons, etc.). * **Order summaries** — Each checkout includes a transparent order summary with the total price and buyer email address. Sherpo checkout summary modal

* **Receipts** — Stripe automatically emails a receipt for the payment, and Sherpo sends a transactional confirmation email on your behalf. ### 1. Add a coupon (optional) If discounts are available, users can enter a coupon before paying. Coupon input toggle in checkout

### 2. Choose payment method Users can pay with Link, Google Pay, Apple Pay, Amazon Pay, Klarna, Afterpay, or any major credit/debit card. Payment methods available in Sherpo checkout

Payment methods available in Sherpo checkout

### 3. Verification and success After submitting payment, Sherpo verifies the transaction. Payment verification step

If successful, Sherpo redirects to the unlocked course. Payment success message

Users also receive an email confirmation and, for paid products, a receipt. Email notification confirming course access

*** ## Free unlocks If a product is set to **free**, users will see an *Unlock for free* button. This lightweight flow still requires an email, ensuring access is tied to their account. Free course unlock flow

*** ## Supported payment methods Sherpo relies on **Stripe’s payment method availability**, automatically syncing your configured options. All payments flow through your connected Stripe account. Wallet and Buy Now, Pay Later options on Sherpo checkout

Wallet and Buy Now, Pay Later options on Sherpo checkout

| Method | Availability | Notes | | --------------------------------------------------------------- | --------------------------------- | ----------------------------------------------------------------------------------------------------------- | | **Cards (Visa, Mastercard, AmEx, Discover, etc.)** | Global | Enabled by default for all Stripe accounts. | | **Apple Pay & Google Pay** | Regions supported by Apple/Google | Automatically active once your domain is verified with Stripe (Sherpo handles this for `.sherpo.io` sites). | | **Link by Stripe** | US + select countries | Lets customers save cards and addresses for one-click checkout. | | **Buy now, pay later (Klarna, Afterpay/Clearpay, Affirm, Zip)** | Varies by buyer location | Stripe dynamically displays eligible BNPL methods. Klarna is available in all supported regions. | > **Note:** PayPal is not currently supported on Sherpo. Sherpo payment method form

*** ## Coupons and bundles * **Coupons** — Buyers can apply discounts using URLs with `?coupon=CODE`, custom redirect links, or by entering a code at checkout. Discounts appear instantly. Apply coupon at checkout in a Sherpo-generated site

Apply coupon at checkout in a Sherpo-generated site

Sherpo also supports automatically applied coupons, either always active or shareable with their custom link: Coupon Example 1

If you're looking for a guide about how to create coupons, check this out: Boost sales with targeted coupon codes and affiliate payouts managed directly in Sherpo. * **Bundles** — all files and links appear as one line item under the "Content" block: customers will unlock all the items post-purchase. What you get in Sherpo-generated site

*** ## Testing checkout If you want to be extra sure, you can test your checkout flow safely before going live: 1. Connect a **Stripe test account** from your Sherpo **Payments** page. 2. Create a **Coffee product** with a minimum price of **\$3.00**. 3. Test a transaction directly on your Sherpo site. 4. Within 7 days, you’ll receive the payout (net of Stripe and Sherpo fees). > **Note:** Testing is optional: Sherpo automatically verifies that all live checkouts function correctly. *** ## Best practices * Complete **Stripe Connect onboarding** before launching sales to avoid payout interruptions. * Regularly monitor your **Payments** tab to track payout status and resolve any pending Stripe compliance requests. Sherpo’s checkout is fast, secure, and fully branded, letting you focus on building products while Stripe manages global payment processing behind the scenes. *** ## FAQ Not yet. Sherpo currently supports only payment methods powered by **Stripe**. PayPal and other processors are being considered for future updates. Sherpo automatically surfaces BNPL options, such as Klarna, Afterpay, Affirm, or Zip, when Stripe determines the buyer is eligible. * **Klarna** is available in all supported regions. * **Afterpay/Clearpay** supports Australia, Canada, New Zealand, the UK, and the US. * **Affirm** works in the US and Canada. * **Zip** supports Australia and the US.\ Keep in mind that certain payment methods only appear for orders above specific value thresholds set by the provider. Yes. Sherpo automatically enables **Apple Pay** and **Google Pay** when your domain is verified with Stripe. For `.sherpo.io` sites, domain verification is handled automatically. All orders appear under **Sales** in your Sherpo dashboard, complete with synced payout information from Stripe. You can also view sales by product under each product’s Sales view. Yes. Set your product price to **\$0** or use an **automation** to unlock products for free upon signup. Sherpo bypasses Stripe’s checkout and sends an access confirmation email automatically. Yes. You can issue refunds directly through Sherpo, under **Payments -> Balance & Payouts**. # User Reviews Source: https://docs.sherpo.io/features/reviews Let your customers leave reviews on your products. Sherpo’s built-in review system lets logged-in customers who have unlocked your products leave **1–5 star ratings** and optional written comments. They can also sign their reviews with a preferred display name for a more personal touch. This guide covers how reviews work from the **customer’s perspective**. If you’re looking for the creator-side setup guide, see below: Set up reviews and collect customer feedback directly on your Sherpo products. *** ## Leaving a review Once a customer unlocks a product, they’ll see a **Leave a review** option when clicking on the **Review** block. Rating a product from a Sherpo-generated site

Rating a product from a Sherpo-generated site

To submit a review, the customer must: 1. Click the **Review** block. 2. Choose a rating (1–5 stars). 3. Optionally enter a name and comment. 4. Click **Leave review** to confirm. Submitting a review from a Sherpo-generated site

Submitting a review from a Sherpo-generated site

Reviews appear instantly in the creator’s dashboard and remain linked to the buyer’s order. This ensures feedback is always traceable to real customers. *** ## Update reviews Customers can **update** their reviews at any time, adjusting both the rating and comment, by repeating the same submission flow. When a review is updated, Sherpo retains the previous version for internal reference but shows only the **latest version** in your dashboard. Automations linked to reviews will trigger again when a customer updates their review, letting you re-engage them easily. *** ## Displaying reviews Visitors and customers can view the **rating distribution** (the number and percentage of 1–5 star scores) and the total number of reviews by clicking on reviews. All **written reviews** will also appear, divided by page: Full reviews on a Sherpo-generated site

*** ## FAQ Yes! By default, star ratings are visible on your product pages, and by clicking on the stars, all users will be able to see all written comments. Customers can **edit** their reviews anytime by resubmitting them. They cannot delete them directly. Yes. Only logged-in customers who have unlocked or purchased your product can leave a review, ensuring reviews come from verified buyers. No. Each buyer can leave one review per product, which they can update later if needed. Customers can choose whether to write their name or leave it blank. Only verified customers who’ve unlocked a product through a valid order can leave feedback, so there’s no way to post reviews without purchase access. # Website Source: https://docs.sherpo.io/features/website Instantly launch your site, even with your own domain, if you want. Every Sherpo organization automatically receives a fully hosted site at `yoursite.sherpo.io`. This site powers your **storefront**, **products**, **checkout**, and **marketing pages**: all hosted and secured by Sherpo. Website Complete

This page can be fully built out and customized! Learn more in **Layouts**: Build and customize your homepage by stacking and composing blocks. Powerful under the hood, simple to use. *** ## What you get with a sherpo.io site * **Secure hosting** — HTTPS, CDN caching, and DDoS protection are built in. Every site runs on Sherpo’s infrastructure by default (for example, `demo.sherpo.io`). * **Storage and uploads** — Upload and host your own files, images, and videos directly on Sherpo. Storage is included by default: all assets are securely delivered through our global CDN, and videos play through Sherpo’s built-in custom player. * **Authentication and accounts** — Passwordless login and Google sign-in come preconfigured. Visit [Authentication](/features/auth) to learn more. * **Checkout-ready pages** — Product pages are automatically generated and connected to checkout and fulfillment. Visit [Checkout](/features/checkout) to learn more. * **CMS-style editing** — The Dashboard editor lets you publish products with full descriptions, FAQs, or blog-style sections — all without writing code. Visit [Text Editor](/features/textedit) to learn more. *** ## Hosting Sherpo gives you a fully managed hosting and storage pipeline for videos, PDFs, slides, spreadsheets, and downloadable files. Once you upload assets in the dashboard, Sherpo handles **streaming, CDN delivery, and access control**: no YouTube, Vimeo, Wistia, Dropbox, or Drive links required. ### Why hosting on Sherpo * **Zero middlemen** — Assets live directly on Sherpo’s infrastructure. You don't have to manage API keys, embed codes, or use external links to different providers. * **Instant access control** — Every file or video is tied to a product. If paywalled, customers cannot access and, in case a customer refunds, or their access expires, access is automatically revoked. * **Security** — Tokenized playback, paywall protection, and optional PDF/XLSX security protect your intellectual property. * **Performance** — Global CDN delivery ensures fast streaming and download speeds worldwide. * **Analytics** — Data flows directly into your Sherpo dashboard: no third-party tracking scripts needed. With Sherpo, your entire content stack: files, slides, and videos, lives inside one secure, fast, and integrated system. You focus on creating; Sherpo takes care of hosting, delivery, and protection. *** ## Admin mode When you log in to your `.sherpo.io` site using the same email as your Sherpo dashboard account, you automatically enter **Admin mode**. This automatically **unlocks any product you created**, and allows you to **preview unpublished drafts** and test product visibility before launch. Admin mode active on Sherpo site

*** ## Customize your site Head to **Organization → Settings → Site** to control branding, theme, footer social media links, header website, SEO, and more. More information here: Manage the branding, domain, SEO, and external links for your Sherpo site directly from your dashboard. *** ## Legal Your Sherpo site automatically includes **Terms of Use** and **Privacy Policy**, shown in the footer under “Legal.” Your email address linked to your Sherpo account appears as the default contact in these legal sections. ### Terms of Use Covers: * Disclaimer * Refund and purchase policy * Registration and restricted access * License to use products * Platform usage and comments policy * Amendments and contact info Visit a live Terms of Use page. ### Privacy Policy Covers: * Data collection and usage * Payment data protection * Retention and sharing * Rights and cookies policy * Contact information and updates Visit a live Privacy Policy page. You cannot currently edit Terms of Use and Privacy Policy. If you need to change them, please contact us at [**support@sherpo.io**](mailto:support@sherpo.io). *** ## Custom domain Right now, migrating to or from a custom domain requires contacting [support@sherpo.io](mailto:support@sherpo.io). Include: * Desired domain (e.g., `learn.yourbrand.com`) * Confirmation that you control DNS (Sherpo provides CNAME/A records) * Preferred cutover timeline for SSL and redirect setup *** In short: Sherpo builds, hosts, and secures your entire site for you. Just customize your domain, branding, and content, and your `sherpo.io` site is ready to launch. No hosting fees, plugins, or deployment scripts required. *** ## FAQ Yes. By default, your site is available at `yoursite.sherpo.io`, but you can connect a custom domain (like `learn.yourbrand.com`). Right now, setup requires our support team: just email [**support@sherpo.io**](mailto:support@sherpo.io) (but it will become self-serve soon). Absolutely. All Sherpo sites (including custom domains) automatically use HTTPS with managed SSL certificates, no manual renewal required. Admin mode lets you preview drafts, test checkouts, and see unpublished content when logged in as the site owner. You’ll know it’s active when you see a **green bar** at the top labeled “Admin mode on.” You can turn it off anytime. Yes. In **Site → Settings**, toggle “Disable indexing” to block Google and other crawlers during development or testing. Yes. You can toggle the footer badge off in **Site settings**. This feature is available on paid plans for a full white-label experience. Yes. On paid plans, you can customize your site's CSS. Log in as your site’s admin (using your Sherpo account email). You’ll automatically enter **Admin mode**, where you can see drafts and private products before launch. All Sherpo sites are hosted on secure, globally distributed infrastructure with built-in CDN caching, DDoS protection, and HTTPS. You never need to handle deployment or server configuration. # Cloudflare Source: https://docs.sherpo.io/integrations/cloudflare Track privacy-friendly traffic metrics for your Sherpo site without extra scripts or cookies. Cloudflare Web Analytics provides cookieless insights into your site traffic. Sherpo's native integration pushes page views straight to Cloudflare-no need to embed `