How to Use the Zibster ECommerce Checklist
Overview
The Zibster ECommerce Checklist helps you track the main steps for setting up your online store. It appears at the top of your ECommerce Dashboard and gives you shortcuts to your merchant, taxes, shipping, and items for sale. As you complete each task, Zibster updates its status automatically.
STEP ONE
Log in to your Zibster account and click ECOMMERCE in the left-side menu.
STEP TWO
Find YOUR ECOMMERCE CHECKLIST at the top of the ECommerce Dashboard. It shows four setup tasks: SET UP MERCHANT, SET UP TAXES, SET UP SHIPPING, and ADD ITEMS FOR SALE.
An empty circle means a task is incomplete. A checkmark means it is complete.
STEP THREE
Click a checklist item to open its setup panel below the checklist. The panel explains the task and provides a shortcut to its settings.
Set Up Merchant
Click SET UP MERCHANT, then click REVIEW YOUR MERCHANT SETTINGS to add or review a payment method. Your merchant settings control the payment options available through supported Zibster features, including ECommerce, Forms, Invoices, and Scheduler.
For detailed instructions, see How to Set Up Payment Methods in Zibster.
Set Up Taxes
Click SET UP TAXES, then click REVIEW YOUR TAXES SETTINGS to review or add sales tax lines. Zibster uses the tax lines you configure to calculate applicable tax at checkout.
For detailed instructions, see How to Create a New Tax Line.
Set Up Shipping
Click SET UP SHIPPING, then click REVIEW YOUR SHIPPING SETTINGS to review or add shipping methods for products that need delivery or pickup. Your shipping methods determine the options and charges customers see at checkout.
For detailed instructions, see How to Set Up Shipping Options.
Add Items for Sale
Click ADD ITEMS FOR SALE, then click ADD PRODUCTS to create a product in Zibster ECommerce. You can add more products as your store grows.
For detailed instructions, see How to Set Up Products.
FINAL STEP
Return to YOUR ECOMMERCE CHECKLIST to review your progress. Zibster replaces each empty circle with a checkmark as you complete its setup task. Once all four tasks are complete, the checklist disappears from your ECommerce Dashboard. You can still update these settings through the regular ECommerce menus.
Helpful Notes
If you completed a task before opening the checklist, it may already show a checkmark.
You may see MARK THIS ITEM COMPLETE when viewing a task. Zibster normally updates the checklist automatically as you complete setup, so you generally do not need to mark it manually.
Need Help?
Zibster Support Hours: Monday–Friday, 9am–6pm EST
Phone: 844.353.3412
Channels: Phone, Live Chat, Support Ticket
