Welcome! Fast Start - Spiffy Account Overview

Welcome to your brand new Spiffy account! The video above will help you with getting started. And don't worry, we have plenty of other resources to help you along the way, too!

To begin, here is what you need to do:
  • Settings - connect your Stripe or Paypal account  
  • Company - fill in your company's details 
  • Integrations - if applicable, utilize our integrations by connecting any software you use e.g ActiveCampaign, Infusionsoft, Keap 
  • Automation - if you use payment plans or subscriptions, check and adjust the settings for any automated tasks e.g emails and tags
  • Create your first checkout! 

Got a question? Send us an email over at support@spiffy.co