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For Creators
Everything you need to run your business on Klixey. This section is for the people on the inside — workspace owners, admins, and editors — building the store, shipping products, and serving customers.
Where to start
New to Klixey? The creator quickstart covers the 10-minute path from signup to a live store. Come back here when you want to go deeper on a specific area.
Account & Workspace
Your Klixey account, the workspaces you run inside it, and the settings that live in each.
- Creating your Klixey account — picking a plan, signing up, what happens after.
- Onboarding — your first store — the one-page setup wizard.
- Personal Settings — your name, email, password, profile photo, theme.
- Workspace Settings — workspace name, brand, plan, team, custom domain.
- Working with multiple workspaces — running more than one business on one Klixey account.
- Managing your Klixey plan — upgrading, switching, cancelling, resuming, invoices.
- Contact limit and grace period — what happens as you grow into your plan.
- Storage usage — what counts, what doesn't, and what happens at the limit.
Your Storefront
Your storefront URL, how it looks, and the domain it lives on.
- Storefront basics — what a store is, slugs, publishing, "Coming soon" vs Published.
- Store editor — editing product cards, checkout copy, confirmation copy, and autosaved storefront settings.
- Brand profile — colors, cards, text, fonts, and social links.
- Custom domain — pointing your own domain at your store.
- SEO and previews — page titles, descriptions, and social-share preview images.
- Renaming without breaking links — store and product slug changes, redirect limits.
Selling
Taking payments, what customers see at checkout, and what happens after.
- Connecting Stripe — link your Stripe account so your store can take card payments.
- How checkout works — the customer's checkout experience, what you can configure.
- Post-purchase experience — confirmation page, emails, access delivery.
- Refunds and disputes — refunding a payment, what disputes look like.
Building Products
Cross-product setup and the per-type authoring guides.
- Product types — the eight types and which one fits your offer.
- Pricing your products — free, one-time, subscription, trials, archived prices.
- Product status — draft, listed, unlisted, published.
- Editing checkout & confirmation copy — the two pieces of copy on every product.
- Link products — the simplest type: a card on your storefront that links elsewhere.
Per product type:
- Courses — Building a course · Uploading videos · What customers see
- Communities — Creating a community · Categories · Posts & moderation · Members & approvals · Resources library · Leaderboard · Linking courses
- Appointments — Setup · Google Calendar · Managing bookings · Customer self-service · Reminders
- Events — Creating an event · Managing slots · Reminders
- Memberships — Building a membership · Membership access
- Digital downloads — Creating a digital download · Lead magnets
Customers
Your CRM — everyone who's bought from you, plus manual enrollment for offline customers.
- Your customer list — search, filter, status, bulk actions.
- Customer detail panel — what you can see and do per customer.
- Manual enrollment — granting access without going through checkout.
- Access expiration — when access ends and how to reinstate it.
Team
Inviting collaborators into a workspace and assigning roles.
- Inviting team members — sending invitations, picking a role.
- Managing your team — changing roles, removing members, pending invitations.
- Accepting an invitation — what your invitee will see in their inbox.
- Roles explained — Owner, Admin, Editor, Viewer — what each one can do.
Analytics & Notifications
- Income dashboard — revenue, filters, CSV export.
- Store analytics — visits, clicks, leads, sales.
- In-app notifications — the bell in the sidebar.
- Emails you receive — the full creator-inbox roster.
Workflows
End-to-end playbooks that stitch the above guides into the most common launches.
- Launching your first course
- Launching a paid community
- Setting up appointment booking
- Building a membership bundle
- Selling a webinar
- Capturing leads with a free download
- Moving to a custom domain
Reference
Lookup pages — not linear guides, but the place you go when you need a specific answer.
- Plans — what each plan includes, contact and storage limits.
- Roles & permissions — full capability matrix for each role.
- Emails you'll receive — the kinds of emails Klixey sends you.
- Storage limits — total caps per plan, per-file caps by upload type.
- DNS recipes — exact DNS records for connecting your own domain.
- Glossary — every term used across the docs.
Concepts worth reading once
A few cross-cutting ideas come up everywhere. Read these once and you'll save yourself confusion later.
- Personal vs Workspace Settings — the single most-confused thing on Klixey.
- Why we verify your card up front — the one-time check that runs at signup.
- Renaming slugs without breaking links — how the redirect system works.
- Autosave — how every editor saves your work without a "Save" button.
- When a payment fails — what your customers see when a renewal payment doesn't go through.
