Getting Started
Once your KYC verification has been completed, you're ready to create your first product in COPE.
Whether you're selling coaching programs, online courses, digital downloads, memberships, physical products, or services, the setup process follows the same structure.
This guide walks you through every step, from creating your product to publishing your checkout page.
Overview: Creating a Product in COPE
1. Start Creating a Product
After logging in, you'll land on the Getting Started page.
Once your account setup is complete, you'll see a Create Product button.
You can also create products at any time by navigating to:
Products → Create Product
2. Choose the Right Product Type
The first step is selecting the type of product you want to sell.
COPE currently supports four product types:
Digital Product
Examples:
Online courses
E-books
Digital downloads
Templates
Digital Service
Examples:
Coaching programs
Consulting
Mentoring
Live workshops
Physical Product
Examples:
Books
Merchandise
Physical goods
Physical Service
Examples:
In-person workshops
Events
Local services
After selecting a product type, you'll be asked to choose a category and niche that best match your offer.
Don't worry if you make the wrong selection, you can change these settings later.
3. Add Images, Product Name, and Description
Now it's time to build your product page.
Upload Product Images
You can upload up to five images that represent your offer.
Choose images that clearly communicate what customers will receive.
Add a Product Name
Use a clear and compelling title that immediately explains the offer.
Write a Product Description
Your product description must contain at least 250 characters before the product can be saved.
Use this section to explain:
What the customer receives
Who the product is for
Key benefits and outcomes
Included resources or services
Tip: The more clearly you explain your offer, the easier it is for customers to make a purchasing decision.
4. Configure Additional Product Details
Optional product settings allow you to further enhance your offer.
Unique Selling Points (USPs)
Add highlights such as:
1:1 Coaching Sessions
Live Q&A Calls
Lifetime Access
Community Access
You can add multiple USPs.
Internal Product Name
This name is only visible to you and your team.
It can be useful for internal organization and reporting.
Promotion URL
Add a website, landing page, or social media profile.
File Uploads
Upload resources such as:
Workbooks
PDFs
Audio files
Bonus materials
Customers automatically receive these files after a successful purchase.
5. Set Your Pricing and Payment Plan
Next, you'll define how customers pay for your product.
Choose Price Display
Select whether your product price should be displayed as:
Net Price
Gross Price
Select a Payment Plan
COPE supports three payment options:
One-Time Payment
Customers pay once during checkout.
Installment Plan
Split the total amount into multiple payments.
Subscription
Charge customers on a recurring basis.
You can also assign a custom name to each payment plan if needed.
Fixed Pricing per Currency
Selling internationally?
Use fixed pricing for specific currencies instead of relying on automatic exchange rates.
Example:
$2,000 USD
€1,990 EUR
This creates a cleaner and more professional checkout experience for international customers.
6. Configure Advanced Pricing Options
Advanced pricing settings provide additional flexibility.
Add Multiple Payment Options
Offer customers different ways to buy.
Example:
Pay $2,000 upfront
Pay $250 today and $100/month
Free Trial
Offer a free trial period of up to 30 days.
Refund Settings
Configure refund and cancellation settings separately for:
B2C customers
B2B customers
This allows you to apply the correct rules for each customer type.
Payment Methods
Choose which payment methods should be available during checkout.
7. Set Up Marketing and Availability Settings
Custom Thank You Page
Instead of sending customers to a standard confirmation page, you can redirect them to your own page after purchase.
Common uses include:
Welcome pages
Course access instructions
Upsell offers
Community invitations
Product Availability
Choose whether your product should be:
Unlimited
Limited
Limited availability is particularly useful for:
Coaching programs
Group programs
Events
Launch campaigns
8. Review and Publish Your Product
On the right side of the editor, you'll find a live preview of your checkout page.
You can preview:
Desktop view
Mobile view
Different currencies
This allows you to see exactly what your customers will experience before publishing.
Once you're satisfied with your setup, click:
Create & Publish: Your product will immediately appear in your product overview.
From there, you can:
Copy your checkout URL
Share your checkout page
Test the customer experience
Start accepting payments
Common Setup Mistakes
Product Description Too Short
Products require a minimum description length of 250 characters.
Missing Currency Pricing
If you sell internationally, consider setting fixed prices for important currencies instead of relying on exchange rate conversions.
Incorrect B2B/B2C Configuration
If you sell to both businesses and consumers, make sure your refund and cancellation settings are configured correctly for each audience.
You're Ready to Sell
Once your product is published, your checkout page is live and ready to accept payments.
Simply share your checkout link through:
Your website
Landing pages
Email campaigns
Social media
Advertisements
Your first sale is now only one click away.












