Table of Contents
How to Use the Shop Dashboard for Orders, Affiliates, and Subscriptions #
- Click on the “Shop” section right side of the dashboard to purchase orders.
- It navigates to the “Shop” page.
- The top section of the shop page shows banner images of the services.
- Use the category menu at the top to filter services by type (e.g., “Content Writing,” “Graphic Design”).
- Browse the Services:
- Scroll through the list of services arranged in a grid layout.
- Each service card displays:
- Service Image
- Title (e.g., “Website Content Writing”)
- Price (discounted and original)
- Discount Badge (if available)
- Search for Specific Services
Enter a keyword (e.g., “SEO” or “Design”) in the search bar at the top. - Click on a Service Card:
Click on a specific service to open the detailed view. - Check the description, price, and any additional details provided.
If discounts are available, the discounted and original prices will be shown.
Affiliate Link #
- Click on the “Affiliate link” button on the shop page.
- Click on the service to view it.
- Copy the affiliate URL and send it to another client.
- Click on the package dropdown list to select a package.
- Click on the “Buy now” or “Add to cart” button.
Checkout page #
- The checkout page is displayed.
- Apply the coupon code if applicable and click on the “Next” button.
- If the client is not logged into their account, proceed with second-step authentication by signing into the account. If the user is new, they should sign up for an account.
- In the third step, choose the payment mode and complete the payment.
- After completing the payment, a new order is created.
- A new order creation email is sent to the client’s inbox.
- An affiliate commission email is sent to the affiliate’s inbox.
Affiliate Sale #
- In the affiliate’s account, click on the “Affiliate Sale” section on the left sidebar.
- A “Manage Affiliate” page will display.
- The “Manage Affiliate” page has three sections: 1. Orders, 2. Payment Request, 3. Transaction.
- In the “Orders” section, a list of affiliate orders will be displayed.
- In the “Payment Request” section, add the date and click on the “Load” button.
- Select the payment type, i.e., Credit or Withdraw and Enter payment details.
- Click on the “Request Payment” button.
- Check the credit amount in the “Transactions” section of the affiliate’s account on the “Affiliate” page.
Steps to purchase an order #
- Click on the “Shop” section of the dashboard page.
- It navigates to the “Shop” page.
- Click on a specific service on the “Shop” page to open the detailed view.
- Or click on the “Add to cart” icon button.
- Click on the “Buy Now” button, and a checkout page is displayed.
- Click on the “Add to Cart” button, and a success message will display.
- Click on the “Add to Cart” icon on the right side of the header, and a checkout page is displayed.
- Apply the coupon code if applicable.
- If user wants to add new project, then click on the “Add new” button.
- A modal dialog box will open.
- Add details such as project name, domain, business name, city, state, country, phone number, etc.
- Click on the “Add” button.
- The user can select a project from the “Select project” dropdown list.
- After selecting a project from the dropdown list, a success message will display.
- Click on the “OK” button.
- Click on the “Next” button.
- If the client is not logged into their account, proceed with second-step authentication by signing into the account. If the user is new, they should sign up for an account.
- In the third step, choose the payment mode and complete the payment.
- After completing the payment, a new order is created.
- It navigates to the “Orders” page of the dashboard.
- A new order creation email is sent to the client’s inbox.
Subscription #
A subscription is a recurring service agreement where a customer regularly pays for access to a product or service over a set period.
- Click on the “Shop” section on the right side of the dashboard to purchase orders.
- It navigates to the “Shop” page.
- Click on a specific service to open the detailed view.
- Select the desired package from the dropdown menu (e.g., Package 1).
- Look for the “Subscribe to monthly orders” section at the bottom of the service detail page.
- Choose your preferred payment method:
- Stripe
- Razorpay
- PayPal
- Follow the prompts to enter your payment information and complete the subscription process.
- After payment, the user receives a new order confirmation mail.
- A success message is displayed.
- Click on the “Subscription” section on the left sidebar of the dashboard.
- Review current and expired subscriptions.
- Renew or upgrade subscriptions as needed.
How to Complete a Single Service Purchase? #
- Log in to the Agency Simplifier Client account
- Use your valid credentials to log in.
- You will be navigated to the Client Dashboard upon successful login.
- Click on the Shop option from the main menu.
- Browse and select a Single Checkout Service.
- Once a service is selected, you will be redirected to the Checkout Page, where:
The Service Details are displayed.
- The associated Pre-Order Form is shown.
- Fill Out the Pre-Order Form
- Add the required information into the fields provided in the form.
- Review the Order Summary section to confirm the service details and pricing.
- If you want to view more details about the service, click on the View Service button.
- If you have a coupon code: Enter the code into the Coupon Code field.
- Click the Apply button to apply the discount.
- Review the updated total cost in the Order Summary section.
- Click on the Proceed to Payment button to access the payment gateway.
- Select your preferred payment method
- Submit the payment to finalize the order.
- After successful payment, a confirmation message will appear on the screen.
- You can also receive an email with the order details.