Selstack is a platform for creators and businesses to build a public selling page, share individual offers, accept supported payments and bookings, and manage the resulting orders and customer details. A “Stack” is a selling page. This guide explains the relevant workflow and the seller’s responsibilities; payment methods, account requirements and some features depend on the business configuration and plan.
This task establishes the foundation for a usable Selstack workspace. This guide focuses on how to create the correct seller workspace and give it a recognisable public identity.
Know which workspace you are creating
Your first business workspace is created during signup. Adding another business is a Pro feature, so the Add business navigation can take a Free account to Billing instead of opening a creation form.
Start from the supported route
If Pro is active, use Add business and complete the business setup shown by Selstack. Enter a recognisable business name and confirm the country and default wallet currency before accepting payments.
Keep public identity separate from legal payout details
The Stack display name can be a brand, while payout verification can require the account owner’s legal identity. Do not put a identity information, bank number or identity document in the public About field.
Confirm the result
After creation, check the business name in the workspace header. Open Settings → Stack profile and Dashboard before creating offers so content and financial activity are not attached to the wrong business.
If Add business opens Billing
That is the current plan boundary, not a broken form. Upgrade only if a separate workspace is genuinely required; otherwise keep distinct offers inside the existing Stack.
Example: Create and Name a New Business Workspace
A consultant can keep several services in one Stack; a second legal brand needs its own Pro business workspace only when its identity and records genuinely need separation.
If Create and Name a New Business Workspace is not working
If Add business opens Billing, the current account does not have the Pro workspace entitlement.
Confirm the result
- The workspace header shows the intended business.
- The page displays the expected saved or published state.
- Any public result is readable while signed out on a narrow screen.
- No duplicate link or action was created while checking the result.
When to ask Selstack for help
Use the workspace as an operating system for the business
A Selstack workspace brings published offers, customer activity and the relevant selling workflows together for one business. That organisation is useful only when the team knows which business it is working in and what each record means. Start an operational task by confirming the active workspace, then choose the appropriate offer, order, contact or report. A creator identity and a business identity are presentation choices; they should not be confused with the permissions or subscription capacity available to a team.
Create a small daily review
Look for customer commitments that need an action: new enquiries, confirmed orders awaiting fulfilment, booking questions and unresolved payment cases. Assign an owner and a next step rather than simply counting the items. Check whether a published offer is still available and whether its public wording matches the current delivery process. A useful daily routine prevents small inconsistencies from becoming repeated customer problems. It should be short enough for the team to follow consistently, not an elaborate checklist that is ignored after the first busy day.
Write instructions around a real task
A working procedure should tell an authorised person how to identify the correct record, what to check, what action they may take and how to confirm the result. Include the relevant exception route. For example, preparing a physical order requires checking payment timing and the selected delivery arrangement; it should not assume that every order was paid online. Keep instructions tied to the current Selstack interface and the business’s actual process. Update them when a repeated question reveals a missing decision.
Give people appropriate access
Review the team members who need access and the responsibilities they will carry out. Use the supported team and permission controls rather than sharing one person’s login. A colleague who needs to answer customer questions may not need authority over every financial or account setting. Plan capacity and available team features depend on the subscription and account state. Review the current plan information before inviting additional people, and remove access when a person no longer has a legitimate role in the business.
Keep account security part of ordinary work
Use strong, unique credentials and the security controls available for the account. Do not put passwords, one-time codes or recovery information into shared notes, forms or customer conversations. If a message requests a sensitive account action, verify it through the established account and support route. A professional-looking request is not proof that the sender is authorised. Keep staff responsibilities clear so an urgent customer issue does not become a reason to bypass the business’s normal access and approval arrangements.
Make hand-offs understandable
When work passes between people, explain the customer’s request, the record checked, the current status and the next promised update. Distinguish a confirmed fact from a possible explanation. Avoid notes that make sense only to the person who wrote them. Keep sensitive information limited to what the task requires and use safe references to locate related records. A clear hand-off lets another authorised team member continue the work without asking the customer to repeat the entire history.
Plan around delivery capacity
Pricing and promotion should reflect the time and resources needed to fulfil the offer. For services, include preparation and follow-up rather than only visible session time. For products, account for packaging, availability and delivery arrangements. For courses and events, consider the support and attendance workflow as well as sales. A successful campaign can create operational pressure if the business has not planned the next stage. Review capacity before promising a deadline that depends on work the team cannot realistically complete.
Review money and activity separately
Sales activity, successful payments, available funds and business profit answer different questions. Use the labelled records and appropriate reporting period when reviewing performance. Keep operating costs in the business’s bookkeeping process rather than assuming a payment report automatically includes every cost of running the business. Preserve references so figures can be reconciled to their source. If a discrepancy appears, investigate the relevant stage before changing a process or making a financial commitment based on an unconfirmed balance.
Close the loop at a regular review
At a weekly or monthly review, examine recurring customer problems, delayed commitments and the effect of recent changes. Choose a manageable improvement and assign responsibility for completing it. Check that published offers, team instructions and customer messages remain consistent. Selstack can connect the records that support daily work, but it cannot replace clear ownership, realistic promises or a team that acts on the information available. A dependable operating routine makes the platform useful to the business and the experience more predictable for customers.
Review Selstack pricing for current plans and online payment fees. For related tasks, visit the Help Centre. If the recorded result remains unclear, contact support with the relevant safe reference.
