BestWebby Academy
Learn BestWebby, one screen at a time
Short narrated lessons drawn from the real dashboard, with English and French captions. Follow the path from sign-up to your first sale, or look up any feature in the library.
The onboarding path
51 modules: build your store, then run it
Modules 1 to 11 take you from sign-up to your first sale. Modules 12 to 20 teach the till, French for Québec, Fit Studio, trade buyers, email, recurring revenue, stock, your day on Home and your numbers. Modules 21 to 51 take the rest of the dashboard one area at a time, from help and billing to bookings, channels, partners and your market. Each lesson runs two to four minutes, about 153 minutes in all.
- 01Watch · 3:54
From sign-up to your first product
Create your account, confirm your billing email, activate your plan, check your store details and add a first product.
Getting Started with BestWebby Billing and Your Plan Managing Products
- 02Watch · 2:26
Set up your store
Your store currency, set before you add products, your shop policies, tax, and the address you ship from.
- 03Watch · 3:46
Your products in depth
Categories, photos and the media library with its images and videos, sizes and colours as variants, stock, and importing a catalogue from a CSV file or a Shopify store.
- 04Watch · 2:06
Theme and brand
A design brief, a generated storefront and logo, your theme, and the page builder basics.
- 05Watch · 3:52
Edit your pages
Building pages from sections, drafts and publishing, maps and players with the Embed section, featured products, collections, articles, slideshows, maps and videos, pages in more than one language, header and footer menus, and the policy pages every store shows.
- 06Watch · 2:05
Connect your domain
Your setup address, finding a domain, connecting one you own with two DNS records, the certificate, and moving your store onto it.
- 07Watch · 3:36
Take payments
Connecting your own Stripe account, Interac e-Transfer for Canadian shoppers, automatic tax with Stripe Tax, with every paid order and refund recorded there, and tax categories for products taxed differently, with category rates on your own tax rules.
Getting Started with BestWebby Accept Interac e-Transfer Orders and Shipping Managing Products
- 08Watch · 3:39
Shipping
Zones and rates, labels through your own EasyPost account for one order or many, local delivery, and in-store pickup with collection codes.
Orders and Shipping Buy Online, Pick Up In Store (BOPIS) & Multi-Location Stock
- 09Watch · 2:48
Go live
Previewing your store, the checks before it goes live, switching the site on, naming the person in charge of personal information, and giving a customer a copy of their data.
- 10Watch · 3:56
From first order to refund
Working an order to delivery, draft orders with a payment link, answering the customer, return parcels you can follow, returns and exchanges, refunds by card and by Interac e-Transfer, and disputes.
Orders and Shipping Inbox Accept Interac e-Transfer Disputes
- 11Watch · 2:13
Grow
Promotions, customer segments and flows, review requests, and the sign-up pop-up for your mailing list.
Promotions and Discount Codes Segments and Flows Review Requests Sign-up Pop-up Loyalty Points and the VIP Club
- 12Watch · 3:46
Sell in person
Set up the till and card readers, sign cashiers in with a PIN, take a sale with split payment, Interac debit on the reader, shipping a sale to the customer, returns at the till, and closing the drawer.
- 13Watch · 2:23
Sell in French for Québec
French as the store language, what is translated for you, the French readiness check, approving French drafts of your product text, and the QST alert.
Selling in French French for Quebec (Bill 96) Selling to Québec
- 14Watch · 2:24
Clothing that fits
Will it fit me? on clothing, size charts from your own sizing, how shoppers measure themselves privately, and made-to-measure orders.
- 15Watch · 3:41
Sell to trade buyers
Wholesale tiers, company accounts and price lists, case packs and company ship-to addresses, billing on net terms within a credit limit, buyers ordering on account at checkout, quotes that become invoices, and pre-authorised debit on CAD invoices.
- 16Watch · 3:08
Email your customers
Email from your own address, campaigns to the customers who agreed, tests to your team, A/B subject tests and the campaign report, what consent allows, your deliverability figures, and abandoned-cart reminders.
Email Campaigns Deliverability Sign-up Pop-up Abandoned Carts
- 17Watch · 3:54
Recurring revenue
Subscriptions and what shoppers manage themselves, failed renewals and renewals on hold, gift cards issued by hand with the code shown once or sold online as a product, loyalty points and the VIP club.
Subscriptions & Subscribe-and-Save Gift Cards Loyalty Points and the VIP Club
- 18Watch · 3:25
Stock and suppliers
Stock per location, transfers between locations that you ship, receive or write off, purchase orders and receiving them, supplier returns and credit, bundles and collections.
Buy Online, Pick Up In Store (BOPIS) & Multi-Location Stock Purchase Orders and Suppliers Bundles Collections
- 19Watch · 2:51
Your day on Home
Today's figures, Needs you now and one-tap approvals, snooze and dismiss, cashflow and at-risk stock, notifications and Push alerts that did not arrive, and shop health.
- 20Watch · 3:18
Read your numbers
Analytics and the conversion funnel, visits from shopping assistants, Insights, retention and cohorts, and holding risky orders.
- 21Watch · 2:41
Get help when you need it
The Help center and its FAQs, the manual and the help chat, sending BestWebby a request and following every reply, and the feature board.
- 22Watch · 2:47
Your plan and invoices
What your plan costs and includes, what Orders this month counts, the monthly invoice from email to payment, automatic payment, and what happens when an invoice goes unpaid.
- 23Watch · 3:50
Accounting and staff hours
Revenue, expenses and the ledger export with test-mode payments left out, scanned supplier invoices, Stripe payouts, syncing to QuickBooks Online or Xero, and staff records, shifts, time off and payroll exports.
- 24Watch · 2:35
Your team, the audit log and blocked visitors
Inviting your team with the right role, switching access off, reading the audit log, and stopping a particular visitor reaching your store.
Getting Started with BestWebby Audit Log Fraud Protection and Blocked Visitors
- 25Watch · 2:30
Connect other systems
API keys for your own scripts, webhooks that tell your systems what happened, and the apps that act on your store.
- 26Watch · 3:41
Emails and help pages your customers see
Branding and testing your store’s automatic emails without promotions in receipts, your own wording for them, and writing and publishing your store’s own help pages.
- 27Watch · 3:42
Phone, WhatsApp and prepaid credit
Store phone numbers as they roll out, Phone & SMS credit, the official WhatsApp Business number with its templates, storefront opt-in and 24-hour window, a WhatsApp app number, and the Photo Studio balance.
- 28Watch · 3:18
Pricing rules, product facts, recalls and licence keys
Automatic prices by time or quantity, origin and certifications on product pages, running a product recall, public recall notices matched to your products, and selling with licence keys.
Promotions and Discount Codes Product Insights Regulatory Radar License Keys
- 29Watch · 3:19
Bookings and made-to-order
Appointments: opening hours, staff and services, deposits on your own Stripe account, the calendar and walk-ins. Made-to-order requests, quotes by email, and turning a quote into an order.
- 30Watch · 2:13
After checkout
The thank-you page and its cross-sell picks, every parcel in one list, and the standing purchase authorizations shopping apps hold against your store, with revoking them.
- 31Watch · 2:10
Beyond your own shelves
The fulfilment network boards for surplus stock and local fulfilment, your distribution partners and shipments recorded by hand, and the supplier risk review.
- 32Watch · 3:45
Know your customers
Your customer list and its groups, adding and importing customers with their consent, a customer's page and messages, merging duplicates, unanswered shopper chat questions, WhatsApp photos, files and delivery receipts in the Inbox, and care metrics.
- 33Watch · 3:44
Sell with a team
Leads checked against do-not-call lists and scored, the deal pipeline through to a quote, reps and territories, calling campaigns and rules, the National Do Not Call List, and the tele-sales dialer.
- 34Watch · 3:13
Reviews, waitlists and gift registries
Approving reviews before they go live, back-in-stock waitlists that email shoppers for you, wishlist alerts and the consent behind them, and gift registries guests buy from.
Review Requests Back-in-Stock Waitlist Wishlist Gift Registry
- 35Watch · 3:48
Push, texts and shopping feeds
Browser notifications, text campaigns once phone service is connected, following and resuming a broadcast, and the consent behind them, product feeds for Google, Meta and TikTok, in-store stock on Google, and the older email sequences.
Push Notifications Phone Numbers, Calls and Text Messages Product Feeds Email Sequences (Legacy)
- 36Watch · 3:15
Codes, markdowns and partners
Discount codes, step-down markdowns inside a price floor, an affiliate programme you pay yourself, and customer referrals.
Promotions and Discount Codes Clearance & Markdown Scheduler Affiliates Referrals
- 37Watch · 2:45
Blog posts, social posts and print
Blog posts about your products and the content calendar, composing and scheduling social posts, launch kits, and ordering printed work.
Blog Posts and the Content Calendar Social Media Printing & Physical Services
- 38Watch · 2:10
Quizzes and surveys
A product-finder quiz on your store, what shoppers' answers tell you, and surveys whose answers you read on the page.
- 39Watch · 2:32
Watch your market
Category and competitor digests paid from prepaid credit, a list of competitor pages, public mentions of your brand, and a first check for brand risks.
- 40Watch · 2:31
Sell on more channels
Connecting other sales channels, choosing what each one sells and sharing stock between them, live shopping, and 3D and AR views of your products.
- 41Watch · 2:24
Flash sales, auctions and offers
Flash sales for a set window, auctions with a reserve and second-chance offers, customer offers you accept, counter or decline, and supplier emails priced in your store currency.
- 42Watch · 3:07
Sell with partners
Network Search from your own supplier accounts, the buying network between stores, reseller links, and franchise locations with royalty statements.
- 43Watch · 2:10
Storefront chat and the call assistant
What your storefront chat answers from, switching it on, the questions it cannot answer, and the call assistant with its outbound calls.
- 44Watch · 2:25
Approvals and suggestions
Approving what your automations propose and setting their limits, typing tasks for the Operator, bundle suggestions, return risk and what-if questions.
- 45Watch · 2:25
Benchmarks, engagement and carbon
Comparing your store through anonymised totals, a webcam preview of how attention is measured, and delivery emissions estimates with pledges.
- 46Watch · 3:35
Change and refund orders
Editing a paid order until it has all shipped, with a payment link or a refund for the difference, what the customer and the packing slip show afterwards, refunding chosen items and choosing what goes back in stock, editing a draft order before you send it, and how a draft is taxed by product category.
- 47Watch · 2:20
WhatsApp templates in depth
Once the official WhatsApp number is connected: template headers with a photo, video or PDF, footers and buttons, quick replies and opt-out buttons arriving in the Inbox, sign-in codes checked on the customer's page, and a confirmation message for each storefront opt-in.
- 48Watch · 2:04
A price for each storefront
With more than one storefront: following the product price, an own price or not selling on each one, no strike-through on a storefront with its own price, and how options with their own price are charged there.
- 49Watch · 2:15
Your store currency and your storefronts
Every storefront charges in your store currency and when it is fixed, what a storefront in another currency sells, lists, publishes and imports, the notice you get, and charging in your store currency from Sites.
- 50Watch · 3:17
Customs, carriers and Canadian origin
HS codes, countries of origin and CUSMA on each product and on many at once, why parcels from Canada to the United States never go by Canada Post and what shoppers there are told about duties, pausing a carrier during a strike, and Product of Canada and Made in Canada claims.
- 51Watch · 3:14
Launch dates, delivery dates and addresses
Putting a product on and off sale at times you choose in your store’s time zone, with the listing confirmation, estimated delivery dates from your processing time, order cut-off and Canadian holidays, and the carrier’s address check before a label, with what to do when it doubts an address.
BestWebby is not endorsed by or affiliated with Interac Corp.
Feature library
Every page in your dashboard
One entry for each page a store can open, grouped the way the dashboard menu groups them, with the plan that includes it. All 139 pages have a lesson, and a manual page for more detail.
Home9 pages
Home
Every planYour daily briefing and everything that needs you, in priority order.
Detailed metrics
Every planRevenue, orders, activity feed, and key metrics at a glance.
Suggestions
Every planRestocks, win-backs, and drafted replies to review and approve.
Notifications
Every planEverything that needs your attention, in one feed.
Shop health
Every planA graded score of how your store is performing.
Help
Every planGuides, contact support, and account help.
Docs
Every planProduct and developer documentation.
Support
Every planAsk BestWebby for help, follow your requests, and vote on the feature board.
Feature requests
Every planTell us what the product is missing. Private to your store, and we reply.
Orders18 pages
Orders
Every planView, fulfil, and refund customer orders.
Appointments
Growth and upBookable services, staff calendars, deposits and reminders.
Custom orders
Growth and upTrack made-to-order requests, quote a price and turn a request into an order.
Subscriptions
Growth and upRecurring orders and plan billing.
Standing intents
Every planRecurring purchase authorizations shopping apps hold against your store.
Abandoned carts
Growth and upRecover carts that never checked out.
Returns
Every planProcess returns, refunds, and exchanges.
e-Transfers
Every plane-Transfers waiting for you to confirm they arrived in your bank.
Pickups
Every planPickup orders waiting to be collected: hand over by code, reminders, no-shows.
Lesson Buy Online, Pick Up In Store (BOPIS) & Multi-Location Stock
Draft orders
Every planBuild an order for a customer, send them a payment link, or mark it paid in cash or by e-Transfer.
Shipments
Every planTrack outbound shipments and labels.
Post-purchase
Growth and upUpsells and flows after checkout.
Disputes
Growth and upManage chargebacks and payment disputes.
Shipping
Every planCarriers, rates, and shipping zones.
Fulfilment network
Scale and upPost surplus stock for other stores, or source theirs.
Micro-fulfilment
Scale and upFind stock other stores hold near a city.
Distribution
Scale and upKeep your retail and wholesale partners on file, and record shipments by hand.
Supply chain
Scale and upMonitor supply-chain risk and flow.
Catalog15 pages
Products
Every planCreate and manage your product catalog.
Collections
Every planCurated sets of products with their own page on your store, picked by hand or filled by rules.
Media library
Every planEvery image uploaded for your pages and products, and the videos your pages play, in one place: search, re-use, alt text, and where each one is used before you delete it.
Inventory
Growth and upStock levels across locations.
Lesson Buy Online, Pick Up In Store (BOPIS) & Multi-Location Stock
Bundles
Growth and upGroup products into bundles and kits.
Purchase orders
Growth and upRestock from suppliers with POs.
Suppliers
Growth and upManage suppliers and lead times.
Supplier returns
Growth and upSend faulty stock back and track the credit owed.
Pricing rules
Growth and upAutomated and tiered pricing.
Product insights
Scale and upOrigin, ingredients, certifications, and sustainability.
French for Québec
Every planWhat shoppers reading your store in French still see in English, and French drafts of your product text to review and approve.
Fit Studio
Every planSize charts, Will it fit me? on clothing and made-to-measure orders: shoppers measure themselves with their own camera.
Recalls
Scale and upFreeze, notify, and report on recalls.
License keys
Growth and upIssue and track digital license keys.
Gift cards
Growth and upSell and redeem store gift cards.
Customers14 pages
Customers
Every planProfiles, history, and lifetime value.
Sales pipeline
Growth and upLeads, scoring, and the deal pipeline through to quote.
Sales console
Scale and upProvision, assign, and monitor field and tele sales reps.
Dialer
Scale and upTele-sales agent console: screen-pop, dial, and disposition.
Segments
Growth and upGroup customers for targeting.
Inbox
Growth and upCustomer conversations and support.
Shopper chat
Every planQuestions your storefront chat could not answer, and live conversations.
Care metrics
Growth and upResolution rate and time-to-resolve across support.
Reviews
Growth and upModerate and respond to reviews.
Review requests
Growth and upAsk buyers to leave reviews.
Loyalty
Growth and upPoints, tiers, and rewards.
VIP club
Growth and upPerks for your best customers.
Waitlist
Growth and upBack-in-stock and launch waitlists.
Gift registry
Scale and upGift registries you set up for your customers.
Marketing19 pages
Promotions
Growth and upAutomatic and code promotions: percentage, fixed amount, buy-one-get-one, volume tiers and shipping offers.
Discount codes (legacy)
Growth and upOlder discount codes created before Promotions — kept reachable so existing codes can still be seen and managed.
Campaigns
Growth and upEmail newsletters and promotions to customers who agreed to hear from you, all of them or a segment, now or scheduled.
Push
Every planBrowser notifications to subscribed shoppers, and a notice when their order ships.
SMS
Growth and upSend text-message campaigns — with consent and opt-out built in.
Sign-up pop-up
Every planInvite store visitors onto your mailing list, with the consent wording, time and source recorded.
Deliverability
Growth and upSends, opens, clicks and revenue for each email campaign, text broadcast and automation.
Product feeds
Scale and upPublish your catalog to Google, Meta, and TikTok shopping.
Flows
Growth and upBuild automated customer journeys with email, SMS, and timing. Replaces the legacy Automation page.
Email sequences (legacy)
Growth and upOlder trigger-based email sequences created before Flows — kept reachable so existing ones can still be seen and managed.
Clearance
Growth and upSchedule step-down markdowns for slow, aging, or overstocked stock — with a hard price floor.
Affiliates
Scale and upRun an affiliate program.
Referrals
Growth and upCustomer referral rewards.
Blogs
Growth and upPublish content and SEO articles.
Social
Growth and upSchedule and publish to social.
Market intel
Every planCategory trends and competitor digests, synthesized weekly from live search.
Quiz
Growth and upProduct-finder and lead-gen quizzes.
Survey
Growth and upFeedback and lead-gen surveys — collect answers with no scoring.
Printing
Every planRequest flyers, signage and other physical print jobs — a team member follows up with a quote.
Channels20 pages
Sites
Every planYour storefronts, pages, and themes.
Storefront generator
Every planDescribe your shop in plain language and get a designed storefront: brand colour, type, layout and copy, in minutes.
Appearance
Every planStorefront theme: brand colour, corners, and type.
POS
Every planIn-person point of sale.
Shifts
Every planCash-drawer shifts: opening float, closing count, over or short.
Time clock
Scale and upClock in and out, breaks and time-off requests for your team.
Sell everywhere
Scale and upConnect other sales channels: bring their orders in and keep their stock in step.
Wholesale
Growth and upB2B catalogs and price lists.
B2B accounts
Scale and upCompany accounts, price lists, net terms, and draft orders.
Live Studio
Growth and upHost live shopping broadcasts.
Franchise
EnterpriseLocations, location prices, royalty statements and your store locator.
AR showroom
Scale and up3D and AR files for your products, and your showroom page.
Auctions
Scale and upRun timed product auctions.
Flash sales
Growth and upTime-boxed limited offers.
Network Search
Growth and upSell from your own supplier and affiliate accounts when a search comes up short.
Call assistant
Scale and upAnswer inbound calls automatically, and place outbound calls for order follow-ups, appointment reminders and win-backs.
Storefront chat
Every planTurn on chat for shoppers on your storefront, and manage what it knows.
Offers
Scale and upMake-an-offer and supplier counter-offers.
Buying network
Scale and upOffers, suppliers and quote requests between participating stores.
Reseller network
By invitationInvite-only supplier↔reseller links, catalog sharing and order allocations — a different relationship than the buying network above.
Insights17 pages
Analytics
Every planSales, traffic, and conversion reports.
Shopping-agent traffic
Every planVisits, orders and revenue from shoppers sent by shopping assistants and shopping agents.
Engagement insights
Every planWebcam-based attention tracking for a storefront preview — processed locally in your browser, never sent to our servers.
Approvals & limits
Every planReview what your automations proposed or did, approve what is waiting, and set their limits.
Insights
Growth and upHealth score, board report, cash outlook, restock suggestions and keyword ideas.
Benchmarks
Scale and upSee how you compare against the network.
Smart bundles
Growth and upSuggested product bundles based on what customers actually buy together.
Predictive returns
Growth and upPer-order return-risk scoring, with the reasons and a preventive action for each.
Digital twin
Growth and upAsk what a price, stock or launch change might do, answered from your recent sales.
Retention
Growth and upSpot and win back customers at risk of leaving.
Cohorts
Growth and upCohort retention analysis.
Competitors
Scale and upTrack competitor pricing and moves.
Fraud protection
Growth and upReview and block risky orders.
Brand protection
Scale and upCheck products for trademark and IP risks.
Social listening
Scale and upTrack public mentions of your brand, products and competitors.
Operator
Scale and upRun everyday tasks by typing a command.
Carbon
Scale and upEstimate shipping emissions per order.
Finance6 pages
Billing
Every planYour plan, invoices, and payment method.
Invoices
Every planYour Best Webby invoices — download or pay online.
Quotes
Growth and upBuild custom quotes that convert to invoices.
Accounting
Scale and upLedger, reports, and accounting exports.
Tax rules
Growth and upTax rates and collection rules.
HR & timesheets
Scale and upStaff records, timesheets, time off and payroll exports for your payroll provider.
Settings21 pages
General
Every planStore details and integrations.
Shop settings
Every planAnnouncement bar, vacation mode, and shop policies.
Currency
Every planThe currency your store charges and displays prices in.
Locations
Every planStores, warehouses, and pickup points — and stock by location.
Lesson Buy Online, Pick Up In Store (BOPIS) & Multi-Location Stock
POS setup
Every planLocations, registers and card readers for the till.
Blocked visitors
Every planStop a specific visitor reaching your store — by IP, email, phone or device.
WhatsApp
Growth and upConnect a WhatsApp number for customer chats.
Phone numbers
Growth and upThe numbers your store texts and calls from, and the Phone & SMS credit that pays for them.
Phone & SMS credit
Growth and upPrepaid credit for numbers, calls and texts: balance, prices, usage and top-ups.
Photo Studio credit
Every planPrepaid balance for Image Studio’s generated lifestyle scenes and A/B variants.
Email
Every planBranded mailboxes on your own domain — set up hosting, DNS, and addresses.
Email design
Growth and upPreview and brand the transactional emails your store sends — order confirmations, shipping notices, and more.
Help center
Growth and upAuthor the public knowledge base your customers see.
Team
Every planInvite members and set roles.
Domains
Every planConnect and verify custom domains.
API keys
Every planCreate keys for the API.
Apps
Every planIntegrations that can act on your store, and what each one may do.
Webhooks
Every planSubscribe to platform events.
Audit log
Every planWho did what, and when.
Legal
Every planPolicies and legal documents.
Regulatory
Scale and upPublic recall notices matched to your catalog.
PlansPlan labels show the lowest plan that includes a page. Your own plan and invoices are under Billing in your dashboard.