Setting Up

The below steps will show you how to quickly get started with using Pelcro for your website through a basic configuration that should take a few minutes to complete. It's as easy as 1-2-3.


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1. Create an Account

You can simply create a Pelcro account right here. Check out the video instructions below for a guided explanation. (P.S. No credit card is required, and you can cancel anytime).

2. Connect to Stripe

In order to access all of Pelcro's functionality, you'll need a Stripe account. Stripe is a payment processing platform. It allows you to transfer money from a customer’s bank account into your business’s account by way of a credit or debit card transaction. Pelcro integrates with Stripe to accept payments and manage your businesses online.

Upon the creation of your Pelcro account, you'll receive a popup message at the top of the page, prompting you to connect Pelcro to your Stripe account.

Once you've clicked on the connect with stripe button, you will be redirected to a new page where you'll see the below message. From there, you can either sign in with an existing Stripe account, or create a new Stripe account by signing up.

Once the sign-in is complete, you should have now completed connecting your Pelcro and Stripe accounts.

3. Configure Your Site

Below are the steps required to complete a basic configuration of the platform.

First, Navigate to your admin settings as shown below, and configure your site settings:

Next, create your first product and associated plans.

Then, configure your product to customize the user flow for the end-user to go through all the steps to purchase your product.

Last, install the integration script on your site

  • Navigate to your site settings, and choose Integration
  • Follow the instructions to install Pelcro on your site

4. Get Across the Finish Line

Finally, we recommend going through the below configuration steps after you've finished the basic setup. Completing these steps will ensure that you have a more complete setup for your business:

* Customize the design of the user flows by following the styling instructions.

* Customize the automated emails by integrating Pelcro with your MailChimp account.

* Enable automated tax collection.


Check out these helpful articles for more information on our blog