E-commerce Store Setup

Products, payments, and shipping for a new store.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

Product catalog (CSV or export)File upload · REQUIRED
attachment.pdfuploaded
Product photosFile upload · REQUIRED
hero-photo-set.zipuploaded
Payment processor loginSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Shipping rates and zonesText answer · REQUIRED
Sample answer — this is what a client's reply looks like.
Domain registrar loginSecure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Tax settings notesText answer
Sample answer — this is what a client's reply looks like.

Want this checklist branded for your studio?

IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.