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Documentation

Search through our documentation and learn Spiffy

Getting Started
Elements
Styling & Customization
Flows
Checkout Settings
Automation
Purchase Automations
Product Automation
Subscription Automation
Payment Plan Automation
Billing Automation
Other Automations
Products
Subscriptions
Order Management
Reporting & Analytics
Reports
Legacy Reports
Stats
Exports & Filters
Dashboards
Customer Portal
Affiliates
Integrations
ActiveCampaign
Circle
Custom Webhooks
Customer.io
Drip
FirstPromoter
Flodesk
GoHighLevel
Google
Heartbeat
Help Scout
HubSpot
Infusionsoft
Kajabi
Keap
Kit
LeadDyno
MailChimp
Make
MemberPress
Meta Pixel
Mighty Networks
Rewardful
Slack
SEGMetrics
ShipStation
Taxes
Thinkific
TikTok
Uscreen
Zapier
Zoho
AI / MCP
FAQ
API

Account Settings

Manage Payment Gateways

If your user role has permissions to manage payment gateway connections you can find them in the account settings. Accessing Payment Gateways Find payment gateways under your account settings. Click...

Company Settings

The company settings area in your account settings is where you input your business info. View your Company Settings You can add your company logo and colors in your Branding...

Notifications (Customer & User Emails)

Spiffy comes equipped with the ability to send a couple of different types of notification emails to your customers and to you. View your Customer Notifications settings Payment Emails for...

Adding Team Members As Users

Add new users to your team and give them access to your Spiffy account. This comes in handy when you may have another member of your team that needs access...

Sales Tax

There are two different ways to charge tax for your products and services with Spiffy Use our Taxes by Spiffy solution Integrate with third-party TaxJar for more advanced reporting and...

Custom Fields

Fields store information about customers and orders and seamlessly map to integrations. Fields are in charge of storing and sending information. They’re typically used in conjunction with text inputs or...

Discounts

Discount Codes or Promo Codes are a great way to give your customers a chance to purchase your offer at a discounted rate. When creating a discount in Spiffy, you...

Integrations

Connect integrations easily with Spiffy via your account settings. Learn more about the direct integrations currently available with Spiffy

Two-Factor Authentication (2FA)

Security is important, especially when you are dealing with financial data. That is why Spiffy offers the ability for your users to enable Two Factor Authentication for logging in. Spiffy’s...

Company Timezone

Set a universal timezone on your Spiffy account to help standardize dashboard stats and order timestamps for teams across multiple time zones. By default, all dashboards and timestamps are based...

Custom Domain

Use your own domain for all customer-facing Spiffy pages Setting up a custom domain can be technical. Adding a custom domain will change URLs, links, and embed code across your...

Branding Settings

Add your logo and brand colors to better reflect your company branding across emails, portals, and checkouts. Click on Settings > Branding to access your branding settings After uploading your...

Default Language

The Default Language setting determines the language your customers see on your checkouts, customer portal, affiliate registration, transactional emails, and any other customer facing pages within Spiffy. Current supported languages...