Doubleros — Manuál

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Slovenčina
Čeština

English

Slovenčina
Čeština

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Quick start ​

What it is for ​

The quick start takes a new Doubleros organization from an empty account to its first sale: account → organization → settings → payments → team → product → page or funnel → check. Do the steps in this order — each one assumes the previous one is done. Each step links to the chapter with full details.

Step 1: How to create an account and an organization ​

  1. On the sign-up page fill in First name, Last name, Email, Password, tick the VOP consent and click Create account — see Sign-up and e-mail verification.
  2. On the same page enter the 6-digit code you received by e-mail and click Confirm. The account is activated and the app signs you in straight away.
  3. On the Welcome to Doubleros screen click Create organization, go through Basic info, Localization, Billing details, Notifications, Integrations and click Create — see First-run setup wizard.

How to check it worked: the sidebar shows CRM, Sales, Membership, Content and Organization.

Quick start

Step 2: How to complete the organization settings ​

  1. Open Organization → Settings → Localization and check Supported currencies. Add every currency you will sell in — before creating products.
  2. In the Billing details tab check the company details and fill in Account number (it appears in payment reminders).
  3. In the Branding tab upload the Organization logo and fill in Terms & Conditions and Privacy Policy.
  4. Click Save.

In detail: Organization settings.

Step 3: How to connect a payment gateway and invoicing ​

  1. Open Organization → Integrations.
  2. Under Payment Gateway choose a gateway (Stripe, GoPay or Comgate) and fill in the access details from the gateway provider.
  3. Under Invoicing Provider choose FAPI, iDoklad or POHODA if you want invoices issued there.

Without a payment gateway customers cannot pay by card online.

Step 4: How to invite your team ​

  1. Open Organization → Permissions and check which roles you have (a new organization has Owner, Admin and Member) — see Permissions and Permission matrix.
  2. Open Organization → Members and invite colleagues by e-mail — see Members. Alternatively send them an invite code or link from the Invite codes tab on the same page.

Step 5: How to prepare what you sell ​

  1. If you sell in variants (size, colour, access length), first create attributes in Sales → Attributes — see Attributes.
  2. In Sales → Products create a product, enter a price in every supported currency and publish it — see Products.
  3. If you sell an online course, create it in Membership → Membership administration → Courses & bundles and connect it to the product — see Course administration.

Step 6: How to build a website, sales page or funnel ​

  1. Open Content → Projects and click New project — a project holds the domain, the design and the SEO together; pages, funnels and forms live inside it.
  2. In the project add a New page (a single page of the website) or a New funnel (a sequence of steps towards a purchase).
  3. Let the AI generate the content and adjust it — see Projects, Funnels and AI funnel guide.
  4. To collect contacts or orders, add a form to the project — see Forms.
  5. Publish the project. Until it is published, visitors do not see it; after that, further changes made in the Studio go live right away.

Step 7: How to check that selling works ​

  1. Open the published page or funnel in a new browser window.
  2. Fill in the form or go through the order.
  3. Check that the order appears in Sales → Orders and the contact in CRM → Clients.
  4. If you sold a course, check that the customer got the access e-mail and is listed in Membership → Membership administration → Members.

How Ros (AI helper) can help ​

In steps 5 and 6 Ros (AI helper) helps — open it with the Search or ask AI field in the top bar. It can, for example:

Add product Wool Hat priced at 29.90 EUR in category Winter Accessories

Create discount code WINTER2026 for 20% off all products

Ros does not build websites or funnels — those are built in a project (Content → Projects).

Who can do this ​

The organization's founder with the Owner role can do the whole walkthrough. Colleagues need permissions for the modules they work with (for example Sales → Products or Content → Projects) — see Permission matrix.