Shop settings

Shop → Settings is the configuration behind every product, purchase, and invoice. Set it up once and the rest of the shop inherits it.

Stripe

Connect Stripe and clients can pay by card through Stripe Checkout. You provide:

• Publishable key, the public one starting with pk_.
• Secret key, the private one. Once saved it is never shown again, only confirmed as configured, so nobody reading over your shoulder can lift it.

There is a test action to confirm the keys actually work before you rely on them. Use your Stripe test keys while you are setting things up, then swap in the live pair.

Without Stripe you can still run the whole shop: record purchases paid by transfer or cash with the External payment fulfillment method, which is how many coaches operate and how installment plans are usually sold.

Careful: these are the keys for charging your clients. Your own Protocol subscription is separate, under Account & settings → Billing.

Tax rates

Create the rates you charge and reuse them across products.

Each rate has a name, a percentage, and one important switch:

• Exclusive (the default): tax is added on top of the price. A 100 item at 20% costs the client 120.
• Inclusive: the price already contains the tax. A 100 item at 20% still costs 100, and 16.67 of it is tax.

Set a default tax rate and every new product uses it unless you pick another. A product can always override it, and a purchase records the rate it was sold under, so changing a rate later never rewrites old invoices.

Rates can be synced to Stripe, in which case the list shows whether each one is synced or still pending. Archive a rate you no longer charge instead of deleting it: an archived rate cannot be chosen for anything new and cannot be the default, while every invoice that used it keeps its tax snapshot.

Branding

The logo and brand colour used on your storefront and invoices. Leave either one empty and it falls back to your account-wide branding, so you only set it here when the shop should look different from the rest of your account.

Business details

What appears on invoices as the seller: business name, address, VAT number, email, and phone. Leave the business name empty and your account name is used.

Fill in the VAT number if you invoice businesses or operate anywhere it is expected on the document. There is also invoice footer text, a free-text line at the bottom of every invoice, which is the right home for payment terms or bank details.

Payment reminders

Reminders for your clients as an installment comes due, and alerts for you when a payment goes late. This tab is also reachable from the Payment reminders button on the shop overview.

Two things live here that are worth knowing before you open it:

• Client reminders are off until you switch them on. Nothing is sent to anybody by default.
• The due soon window on this tab also decides what the purchases list calls Due soon, so it is one setting with two visible effects.

The whole screen is documented in Selling in installments → Reminders and alerts, including the message placeholders and who receives what.

What is set per product, not here

For contrast, these live on the product rather than in settings, because they differ per thing you sell: price and currency, whether it is one-time or recurring, access duration, session counts, linked plans, and the store identifiers for in-app purchases.