Onboarding Day 3 - Part 3: Products, Payments, and Funnel Integration

Purpose

To connect Stripe, create a paid product, and integrate calendars and payments into a funnel.

Scope

This article covers payment setup, product creation, pricing, and funnel configuration.

Preconditions

• Active Stripe account

• Funnels already created

• Calendars configured

TABLE OF CONTENTS

• Connecting Stripe
  • 1. Navigate to Integrations
  • 2. Authorise Stripe
• Creating the Product
  • 1. Create a New Product
  • 2. Set Pricing
    • One-Time Payment
    • Payment Plan
  • 3. Finalise Product
• Adding Calendars and Products to the Funnel
  • 1. Insert Discovery Call Calendar
  • 2. Insert Service Calendar
  • 3. Enable the Product
• Verification
• Troubleshooting
• Change Log

Connecting Stripe

1. Navigate to Integrations

1. Go to Products & Payments

2. Click Integrations

3. Select Stripe

4. Click Connect

2. Authorise Stripe

1. Ensure you are logged into Stripe in the same browser

2. Click Connect with Stripe

3. Authorise the connection

Result

• Payments, products, and subscriptions sync automatically with Stripe

Creating the Product

1. Create a New Product

1. Go to Products

2. Click Create a Product

3. Disable Include in Online Store

4. Enter:

   • Product title

   • Description

   • Collection: Default

5. Review tax settings (adjust if needed)

2. Set Pricing

One-Time Payment

• Optional upfront price

• Can be left empty if not offered

Payment Plan

1. Add a new price

2. Select Recurring

3. Enter price (e.g. £449)

4. Set billing period to Monthly

5. Set number of payments (e.g. 3)

6. Leave “Compare at price” empty

3. Finalise Product

1. Add a Product Handle

2. Click Save

Adding Calendars and Products to the Funnel

1. Insert Discovery Call Calendar

1. Go to Websites

2. Open your funnel

3. Insert the discovery call calendar on the appropriate page

4. Set action to Next Step

5. Save

2. Insert Service Calendar

• Repeat the same steps for the paid service calendar

3. Enable the Product

1. Open the Checkout Page

2. Click Products

3. Add the product

4. Select all applicable pricing options

5. Save (do not publish yet)

Verification

• Stripe is connected successfully

• Product and pricing appear in the checkout page preview

• Calendars load correctly inside the funnel

Troubleshooting

• If payments fail, confirm Stripe authorisation

• If product does not appear, verify it is added to the checkout page

What if you got stuck?

Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com

All done! Now what?

Move to day 4 > > >

Change Log

• Initial version created from Day 3 tutorial transcript