Below we'll cover where to start, which fields matter most, how to set up prices and payment plans cleanly, and what to check in the preview before you hit publish.

Here are the 8 steps to your first published product:

1. Start creating your product

2. Pick the right product type

3. Add photos, name, and description

4. Fill in the advanced product details

5. Set your price and payment plan

6. Activate advanced pricing options

7. Set up marketing tools and availability

8. Check the preview and publish

1. Start creating your product

Right after you log in, you land on the Getting Started page. It's designed to guide you through the most important setup tasks. Once your earlier steps are checked off, a Start button appears here for product creation.

You can also go straight to Products in the left navigation at any time. If you don't have any products yet, you'll see a Create New Product prompt in the middle of the page. If you already have products, the button sits in the top right.

2. Pick the right product type

In the first step, you choose what kind of product you're selling. We offer four product types:

• Digital Product (for example, an online course or e-book)

• Digital Service (for example, a coaching with live calls or 1:1 sessions)

• Physical Product (for example, a book or merchandise)

• Physical Service

For a classic coaching offer, you'd pick Digital Service. After that, you can specify the product type more precisely. In our example we choose the Training and Education category and the Yoga and Fitness niche.

Click Continue and you'll land on the edit page, the central place where you'll fill in everything else.

3. Add photos, product name, and description

This is where a blank product turns into a checkout page that actually converts.

Upload up to five photos that represent your offer as clearly as possible. Then give your product a sharp name and write the description. The description needs a minimum of 250 characters before you can save the product, so use the space to spell out what your customers get and what exactly is included in your offer.

If you picked the wrong product type or category at the start, you can change both under General Information at any time. There's no need to start over just because you misclicked at the beginning.

4. Fill in the advanced product details

Under Advanced Options you can sharpen your positioning:

• Unique Selling Points like "1:1 calls", "Live Q&A", or "Lifetime access". You can add multiple USPs in a row.

• The internal product name. Only you and your team see this label.

• A promotion URL, for example your website or your Instagram profile.

• File uploads, for example a workbook or an audio file. Your customer receives the file automatically after a successful purchase.

These fields are optional, but they're what makes your offer feel concrete and helps build trust at checkout.

5. Set your price and payment plan

Now for the most important part: how your product gets paid for.

First, choose whether your price should be shown as net or gross. Then set your payment plan. You have three options:

• One-time payment

• Installments

• Subscription

In our coaching example we'd go with a one-time payment of $2,000. You can also assign a custom name to the payment plan, which is useful when you're setting up a product for a specific customer.

The Fixed Price by Currency option is especially useful. It lets you set a specific price in another currency instead of relying on the automatic exchange rate. That keeps your pricing clean in both your US and European markets and avoids awkward exchange-rate amounts at checkout.

6. Activate advanced pricing options

If you want to give your customers more flexibility, you can add an additional payment plan. Instead of asking for the full amount upfront, you could offer a $250 initial payment followed by $100 per month.

Under Advanced Options you'll also find:

• A free trial period of up to 30 days

• The refund policy, configurable separately for B2C and B2B customers

• The payment methods your customers can choose from at checkout

The split between B2C and B2B refund policies matters if you sell to both audiences. You can stay compliant for each one rather than running a single compromise policy that doesn't quite fit either side.

7. Set up marketing tools and availability

In the Marketing Tools section you can connect your own thank-you page. After a successful purchase, your customer lands on a page that fits your brand, instead of a generic default. It's one of the simplest ways to keep the buying experience consistent.

Under Advanced Options you can also set whether your product is available in unlimited quantity or limited. A limited offer is especially useful for cohort-based coaching programs or time-bound launches.

8. Check the preview and publish

On the right side of the editor you'll see a live preview of how your product looks to customers. You can switch between desktop and mobile, zoom in or out, and even change the currency.

This is where the multi-currency setup pays off. You can show the same product in US dollars to your US customers and in euros to your European customers. It's more comfortable for the buyer and looks more professional than an automatically converted amount.

When everything looks right, click Create and Publish in the top right. You'll land on the product overview, where you can copy the checkout URL directly or click Go to Product to see how the final checkout appears from the customer's side.

Common pitfalls when creating a product

Three things we see trip sellers up over and over:

• Product description too short. Under 250 characters, the product won't save. Plan at least one short paragraph.

• Wrong pricing setup for international audiences. Use Fixed Price by Currency instead of relying on automatic conversion rates.

• Treating B2B and B2C the same. If you sell to both, set the refund policy separately for each audience.

Set up your first product

A cleanly configured product is the foundation of every sale in Cope. Once your checkout page is live, you can copy the link and drop it into your ads, emails, or website.

If you don't have an account yet, create your free Cope account and try the product setup for yourself.