Onboarding Setup
Learn how to complete your account setup, understand your onboarding progress, and claim your setup rewards
When you first create your Roastify account, you'll see an onboarding checklist that guides you through the essential steps to get your business up and running. This guide explains what each step means and how to complete them.
Understanding the Onboarding Flow
The onboarding checklist appears on your dashboard when you're logged in. It tracks your progress through 4 key steps.
Why Onboarding Matters
Completing onboarding helps you:
- Get Started Faster: Each step prepares you to actually sell coffee
- Avoid Surprises: Understanding billing and plans before you're charged
- Claim Rewards: Complete all steps to unlock special offers
You don't have to complete onboarding in order, but it's recommended to follow the natural flow.
Step 1: Design Your First Product
Creating your first product is the foundation of your Roastify business. This step is complete when you have at least one published product.
Browse the Catalog
See what coffees are available for your product.
Start Designing
Use the Design Studio to create custom packaging.
Save and Publish
Make your product visible for ordering.
A "published" product is visible in your store and can be ordered. Draft products are saved but not visible.
What Counts as Complete?
- You have created at least one product
- The product is published (not just in draft)
- The product has a valid design
Need Help?
- Start Here - Follow our Create Product guide
- Get Design Help - Use our Professional Design Services
Step 2: Add Payment Method
Before you can place wholesale orders or fulfill customer orders, you need a payment method on file.
Without a payment method, orders cannot be fulfilled. This is required for:
- Wholesale orders
- Shopify dropshipping
- API orders
- Sample orders
Adding a Payment Method
Go to Settings in the navigation
Click on Billing
Find the Payment Method section
Click Add Credit Card or Update Card
Enter your card information securely through Stripe
Click Save
Payment Methods Accepted
- Visa
- Mastercard
- American Express
- Debit cards with Visa/MC logo
All payment processing is handled securely by Stripe. We never store your full card number.
What Counts as Complete?
- A valid credit card is saved to your account
- The card has been verified successfully
- The card is not expired
Step 3: Choose Your Plan
Your plan determines what features you have access to. Choose Base or Pro to unlock full functionality.
Understanding Your Options
| Plan | Products | Fulfillment | Coffee Selection | Shopify Stores |
|---|---|---|---|---|
| Base ($15/mo) | Up to 20 | 4-5 days | Basic | 1 |
| Pro ($49/mo) | Unlimited | 2 days | Premium | 3 |
Selecting Your Plan
Go to Settings in the navigation
Click on Plans
Review the available plans
Click Upgrade on your chosen plan
Enter payment information if prompted
Confirm your selection
If you're on a Free Trial, you can continue with limited features, but many features require a paid plan.
What Counts as Complete?
- You have an active Base or Pro subscription
- Your account is not in Free Trial mode
- Your payment is processing successfully
Step 4: Order Samples
Before launching your product, we strongly recommend ordering samples to verify quality.
Why Order Samples?
- Taste the Coffee: Verify the flavor matches your expectations
- See Print Quality: Check how your design looks in real life
- Test Materials: Assess packaging durability
- Get Marketing Photos: Use samples for your website and social media
Ordering Samples
Click Order Samples from the onboarding checklist
Browse available sample products
Select grind types and quantities
Add to cart and checkout
Wait for delivery (typically 3-5 days)
Order samples of all the coffees you're considering before committing to a product design.
What Counts as Complete?
- You have placed at least one sample order
- The order has been delivered or is in transit
Tracking Your Progress
On the dashboard, each step shows its current status:
- Not Started: Gray indicator - step hasn't been attempted
- In Progress: Yellow indicator - you've started but not finished
- Complete: Green checkmark - step is done
Claiming Your Setup Reward
Once you've completed all 4 onboarding steps, a special reward becomes available!
What's the Reward?
Setup rewards typically include:
- Pro Membership Credit: Free months of Pro plan
- Discount Codes: Percentage off your first orders
- Priority Support: Expedited help from our team
- Design Credits: Discount on professional design services
Rewards vary and may change. Check the onboarding section for current offers.
How to Claim
Complete all 4 onboarding steps
Look for the "Claim Reward" button on your dashboard
Click the button to reveal your reward
Follow any instructions to apply the reward
Rewards expire after 30 days. Claim them promptly!
Completing Onboarding After Starting
It's okay if you don't complete onboarding right away. You can come back to it at any time:
Go to your dashboard
Look for the onboarding checklist (or click "Continue Setup")
Pick up where you left off
Troubleshooting
"I've done the step but it shows incomplete"
Refresh your dashboard
Check that the action was fully completed (e.g., product is published, not just saved)
Clear your browser cache
Contact support if issues persist
"I can't find the onboarding checklist"
Make sure you're logged in
Check that you haven't already completed onboarding
Look in Settings > Setup
"No reward button appearing"
Verify all 4 steps show as complete
Wait a few minutes for the system to update
Contact support to manually verify completion
FAQ
Next Steps
Create Products
Learn how to design and publish products. Create Product →
Add Payment
Set up billing for your account. Billing →
Choose Plan
Select the right plan for your business. Plans →