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Onboarding Flow

The onboarding process guides you through setting up your merchant account in three simple steps.

Sign Up

Create your account with Google, GitHub, or Magic Link

Create Store

Set up your first store with basic information

Add First Product

Create your first product with pricing

Success Page

Get your checkout link ready to share

Enter Dashboard

Start managing your business
Onboarding Flow

Step 1: Create Your Account

Access the sign-in page at:
https://dashboard.waffo.ai/merchant/auth/signin

Authentication Methods

Google OAuth

Fastest option - Sign in with your existing Google account in one click.

GitHub OAuth

For developers - Sign in with your GitHub account.

Magic Link

Passwordless - Enter your email and receive a secure login link.
  1. Enter your email address on the sign-in page
  2. Check your inbox for the login email
  3. Click the magic link to authenticate
  4. You’ll be securely logged in
Magic links expire after 15 minutes for security. If your link expires, simply request a new one.

OAuth Callback

After OAuth authentication:
  • You’ll be redirected to /merchant/auth/callback/{provider}
  • Session is established automatically
  • New users proceed to onboarding

Step 2: Create Your Store

After authentication, you’ll be prompted to create your first store.

Store Information

FieldRequiredDescription
Store NameYesYour business or brand name
Store URLAutoGenerated from store name (e.g., my-store)
Default CurrencyYesPrimary currency for transactions
CountryYesYour business location

Multi-Store Support

Waffo Pancake supports multiple stores per account. You can:
  • Separate different product lines
  • Manage multiple brands
  • Keep test and production stores separate
You can create additional stores later from the Dashboard settings.

Step 3: Add Your First Product

Create your first product to start accepting payments.
Create Product Form

Product Fields

FieldRequiredDescription
Product NameYesDisplay name for your product
DescriptionNoDetailed product description (supports Markdown)
ImageNoProduct image for checkout page
PriceYesProduct price amount
CurrencyYesUSD, EUR, GBP, CNY, or HKD
Pricing TypeYesOne-time or Subscription

Pricing Types

Single purchase products like:
  • Digital downloads
  • Lifetime licenses
  • Physical goods
Customer is charged once at checkout.
Recurring billing products like:
  • SaaS subscriptions
  • Membership plans
  • Service retainers
Billing Intervals:
  • Weekly
  • Monthly
  • Quarterly
  • Yearly
Trial Period (Optional):
  • Enable free trial
  • Set trial duration (default: 7 days)

Tax Configuration

SettingOptionsDescription
Tax CategorySaaS, Digital GoodsDetermines tax calculation rules
Tax BehaviorInclusive, ExclusiveWhether price includes tax

Success Page

After creating your first product, you’ll see a success page with:
  • Checkout Link - Your product’s shareable checkout URL
  • Copy Button - Quick copy to clipboard
  • Test Checkout - Preview your checkout flow
  • Next Steps - Suggested actions to complete setup

Welcome to Your Dashboard

Dashboard Home
Clicking “Go to Dashboard” takes you to /merchant/dashboard/{storeId}/home with:
  • Quick Stats - Revenue, customers, and subscription metrics
  • Recent Activity - Latest transactions and customer signups
  • Getting Started Checklist - Next steps to optimize your store
  • Revenue Charts - Visual performance overview

Explore Features

Learn about all features and how to use them effectively.

Troubleshooting

  • Ensure pop-ups are allowed for dashboard.waffo.ai
  • Try a different browser
  • Clear browser cache and cookies
  • Check if the OAuth provider is experiencing issues
  • Store names must be unique
  • Try a different store name
  • Store slug is auto-generated from name
  • Check for special characters
  • Check the error message displayed
  • Try signing in again
  • Clear cookies for waffo.ai domains
  • Contact support with the error details

URL Reference

PageURL
Sign In/merchant/auth/signin
Verify Request/merchant/auth/verify-request
Magic Link Callback/merchant/auth/magic-link/callback
OAuth Callback/merchant/auth/callback/{provider}
Onboarding/merchant/onboarding
Create Product/merchant/onboarding/{storeId}/create-product
Success/merchant/onboarding/{storeId}/success
Dashboard/merchant/dashboard/{storeId}/home