Onboarding

Thanks for choosing TatShop. This guide walks through the setup steps that matter most so you can take payments, book clients, list products, and open your storefront with confidence.

Work through the sections in order. You can refine details later. Most Settings defaults are already sensible for a studio-first launch: the catalog can be visible as a showroom, while online checkout stays off until you enable it.

Payments

Configure everything under Settings → Payments.

Off-line (manual)

  1. Open Settings → Payments → In store — Manual.
  2. Add at least one manual payment method, such as cash or bank transfer.
  3. Write-down types are for methods where you do not collect money, such as promotions.

Stripe (cards)

  1. Under Settings → Payments → Online — Integrated, use Connect Stripe with your secret key (see Payments for the webhook URL).
  2. Under In store — Integrated, enable QR code payment if you want customers to pay by phone at the counter.

Test from POS or a booking Settle booking: choose QR code payment or a manual method, complete a small payment, and confirm TatShop records the sale.

Online checkout

  1. Prefer Connect Stripe under Settings → Payments with your live secret key (webhook creation when the site URL allows).
  2. Prefer instant methods (cards, Afterpay, and similar). Deferred methods such as direct debit can delay order fulfillment.
  3. Optionally enable Online — Manual unpaid checkout if customers should place orders without paying by card yet (see Payments and Orders).

Storefront gift card purchases and emailed deposit links also use Stripe.

Business

Under Settings → Business, set the commercial details that appear on receipts, invoices, and the storefront:

  1. Currency for prices and reports.
  2. GST (or your local tax treatment).
  3. Business numbers and legal name as you want them shown on documents.
  4. Gift card purchase min/max if you will sell cards later.
  5. Optional: turn on print transaction receipts if you want a print prompt after POS / settle / deposit / gift card sales.

Also check Settings → General for your shop name, website address, admin timezone, email notifications, and order number prefixes.

Bookings

Configure the calendar before you take appointments.

  1. Open Settings → Bookings.
  2. Add at least one artist and one seat (both must be active).
  3. Create the appointment types (minimum one) you offer and set studio hours.
  4. Set a default deposit amount if you collect deposits up front.
  5. Review reminder, pre-appointment, and post-appointment message copy (and SMS options if you use them).
  6. Optionally enable public holidays and tune the public booking / contact form under Settings → Forms.

Then open Bookings, create a test appointment for a contact, send a confirmation, and walk through Settle booking so the payment path feels familiar. Day-to-day calendar use is covered in Bookings.

Products

If you sell merch, aftercare, or digital downloads:

  1. Open Products → Add product.
  2. Choose Physical (stock / POS / online) or Digital (online download after payment).
  3. Enable the channels you need (online catalog and/or in-store POS). With online sales still off, online-enabled products appear in the showroom but cannot be purchased online yet.
  4. Organise items with categories so customers can browse.
  5. If you want to manage stock, enable the option when creating your product. You can then use the Stock tabs (Receive, Stocktake, Adjustments).
  6. Optional: under Show advanced on edit — customisation fields, variations, preorder, backorder, siblings, and artist royalty. Optional SKU on the product (and on each variation).

Storefront

Polish what customers see on the public site:

  1. Pages — enable, reorder, and edit standard pages under Settings → Pages (including Policies). Build Home and custom pages with page blocks (banner, text, buttons, cards, slider, FAQ, and more). For a custom page, set the Page URL (for example about → /about). Flash and Gift cards start off; turn them on when you need them. For Flash, decide whether Claims are enabled.
  2. Design — branding, cart icon / term, footer payment icons, and gift card themes under Settings → Design.
  3. Theme — colours, fonts, gloss / grit, layout, and optional custom CSS under Settings → Theme.
  4. Content — SEO defaults, site banner, related products, and (owners) custom code under Settings → Content.
  5. Portfolio — upload finished work under Portfolio so the gallery is not empty on launch.
  6. Open the globe in the admin bar and click through as a customer.

When you are ready to sell online

  1. Turn on Enable online sales under Settings → General.
  2. Enable Shipping and/or Click & collect under Settings → Fulfillment, then add countries / methods under Settings → Shipping methods as needed.
  3. Confirm Stripe is connected under Settings → Payments (or enable Online — Manual unpaid checkout), then test browse → add to cart → checkout.

New shops start with online sales off. Enable them only when you are ready for real online orders.

Quick start

A bare minimum for day one — defaults cover most of the rest:

  1. Shop name and business details — Settings → General and Business
  2. Manual payment method — Settings → Payments
  3. Stripe if you take cards — Settings → Payments
  4. One artist, one seat, one appointment type — Settings → Bookings
  5. Optional products for the showroom or POS — Products
  6. Glance at the storefront via the globe in the admin bar

When something needs a deeper walkthrough, use Help in the admin bar or browse the sidebar — Signing in, Dashboard, Bookings, Point of sale, Products, Settings, and Payments cover the details.