How to Sell Services Online Using WordPress - ProfilePress

How to Sell Services Online Using WordPress

Do you want to start selling your services directly on your WordPress website? Do you want to automate the process of invoicing your customers?

If you are selling a service, you know how time-consuming it can be to manage orders and send invoices. Selling your services on your website automates the entire process and saves you hours.

In this article, I’ll show you the easiest way to start selling your direct services on your website.

Meaning of a Services

A service is “The action of helping or doing work for someone”. It is work you provide manually for a person or organization.

Selling services differs from selling products because you provide them directly to each customer. This may be face-to-face in person or online.

The critical point is that you (or your employees/contractors) will be personally involved in providing services. In other words, you’ll be a service provider. A service cannot be fully automated because if this happens, it becomes a product instead.

Why Charge for Services on Your Site?

Charging for services or products on your website has numerous benefits that can promote cash flow, increase revenue, and make your business more efficient.

Selling services on your WordPress site can be beneficial because:

  • It removes manual invoice processes. Only around 63 per cent of invoices are paid within 30 days. That means businesses must spend time chasing down payments — on top of the time spent managing invoice processes, to begin with. When you sell services online, you get the payment immediately through the methods you set up.
  • It lets you sell services 24/7. When people can buy right from your website, the cash-flow machine works — even when you don’t. That means you can sell services at night or on the weekends, without a single person in your office.
  • It makes it easy to sell recurring services. For example, you can set up options for subscription-based services like maintenance plans.
  • It streamlines payment handling. People can pay with their preferred methods online, but the money is deposited into your account automatically.
  • It’s a familiar and convenient option for most customers. Many people have recently made purchases online with these systems so that the process will feel friendly and safe.
  • It lets you capture valuable customer information. When people purchase via your website, you can capture useful customer information while making the payment. That can include an email address that lets you market future services to them.

The Easiest Way To Sell Your Services Online

If you look at the WordPress plugin directory, you’ll see thousands of plugins that allow you to sell your products and services on your WordPress website. But most of them come with a steep learning curve and require moderate technical knowledge.

This is why we made ProfilePress, the easiest way to sell products and services on your WordPress website. It is an all-in-one plugin for building membership websites.

In this article, I’ll show you how you can use it to sell your services. I’ll guide you every step of the way.

But first, you need to download and install it. Once you’ve installed it, continue below. (or continue reading without installing ProfilePress to see how easy it is.)

How To Set Up Stripe As a Payment Method

Stripe is one of the supported payment methods in ProfilePress that you can use to accept payment and sell subscriptions. Once you’ve installed ProfilePress, you’ll need to set up a payment method to start taking payments.

ProfilePress supports the following payment gateways: Stripe, PayPal, Mollie.

Read the section below if you want to use PayPal for payments.

Log into your WordPress website’s dashboard. Then, navigate to the settings section of ProfilePress from the Sidebar:

Navigate to ProfilePress Settings

Now, click the Payments tab on the top, and open the Payment Methods sub-tab:

Click the Payments tab, then Payment Methods sub tab

Click the Configure button next to Stripe:

Click the configure button next to the Stripe option

You’ll now see the configuration screen for Stripe.

Click the Connect Stripe button to connect your Stripe account:

Click the Connect with Stripe button

Next, log into the Stripe account you want to use:

Stripe Login Page

Select the Stripe account that you wish to use and click the Connect button:

Select the account you would like to connect

Your Stripe account is now connected to your website.

You should be redirected back to the ProfilePress configuration screen when you click the Connect button:

All you need to do now is enable this payment method, choose a Statement Descriptor, and click the Save Changes button.

That’s it! Your website is now ready to start accepting payments with Stripe.

How To Set Up PayPal As a Payment Method

To start accepting payments using PayPal on your website, you’ll need to enable the PayPal addon that comes with ProfilePress.

Navigate to the addons section of ProfilePress:

Navigate To Addons ProfilePress Settings

Click the radio button under the PayPal addon to enable it:

Now you’ll need to connect your PayPal account.

First, navigate to the Settings page under ProfilePress:

Navigate to ProfilePress Settings

Now, navigate to the Payment Methods sub-tab under the Payments tab:

Click the Payments tab, then Payment Methods sub tab

Finally, click the Configure button next to PayPal:

Configure PayPal button

This will take you to the configuration page for PayPal:

PayPal Configuration Page ProfilePress

To get your Client ID and Secret, you’ll first need to log into the PayPal developer site:

Log Into PayPal Developer Platform

When you are logged into the developer site, click the Live tab button:

Select Live Tab

 

You’ll now be able to create a new app:

Click Create App

Enter a name for this app:

Give your app a name and click the Create App button

You can use your website’s name if you want.

When you click the Create App button, it will take you to your new app’s dashboard:

Click Show Button

Click the show link under Secret to make it visible.

Now, copy both the Client ID and Secret.

Then, paste them into the ProfilePress configuration screen from before:

Enter PayPal Client ID and Secret

Now, copy the Webhook URL that you see on this screen:Copy Webhook URL

You’ll need this URL in a second.

Go back to your new PayPal app’s dashboard on the PayPal developer site.

Scroll down a little, and you’ll see a section for Webhooks. Click the Add Webhook button.

Now, enter the URL you copied into the Webhook field:

Enter Webhook URL

Next, click the All events checkbox, and then scroll down to click the Save button:

Save The Webhook
You’ll now see a Webhook ID:

Copy Webhook ID

Copy it and paste it into the ProfilePress configuration page:

Paste the webhook ID in PayPal integration settings and click the Save Changes button

Now, go back to the settings page of your new app on the PayPal developer site. Scroll down a little until you see a section called Live App Settings.

Check all of the top four options:

Scroll down to Live App settings and enable the first four options

Finally, come back to the ProfilePress configuration screen.

Click the Enable checkbox to enable this new payment method, and then click the Save Changes button at the bottom:

Click the Enable checkbox and click Save Changes

How To Create Pricing Plans For Your Services

To start selling your services, you need to create your pricing plans first.

ProfilePress allows you to create recurring subscription plans and one-time payment plans for your services.

So, you can sell monthly, yearly, quarterly, or weekly subscriptions to your clients.

Or, you can sell one-time payment services, which your clients can reorder as many times as they want, whenever they want.

I’ll now show you how easy it is to set up both of these with ProfilePress:

How To Create a Subscription Plan

First, navigate to the Membership Plans section of ProfilePress, and click the Add New Plan button:

navigate to Membership Plans under ProfilePress and click the Add New Plan button

This will take you to the new plan configuration screen:

Here are the details you need to fill out first:

  • Plan Name: This is the publicly visible name of the plan.
  • Plan Description: This description will be displayed on the checkout page. So, describe what this plan offers as descriptive and straightforward as possible.
  • Price: This is the price that your customers will be charged on a regular interval.
  • Purchase Note: This is helpful in providing special instructions or details to your customers after their purchase. This can also be a thank you note, usage instructions, or a request for review.

Now, scroll down to the Subscription Settings to customize how this payment plan works:

Scroll down to subscription settings section

  • Billing Frequency: How often do you want to charge your customers? If you select weekly, your customers will be charged every week.
  • Subscription Length: This is how long the subscription will last. If you select the Fixed option, your customers will only be charged that number of times. This lets you create instalment plans for your customers. Leave it be if you want your customers to be charged until they cancel.
  • Sign Up Fee: This allows you to charge your customers a one-time signup fee. This will be charged in addition to your plan’s price.
  • Free Trial: Do you wish to offer a free trial for your service? Select a trial length from the drop-down. Your customers will only be charged after the trial period is over.

Once you’re done customizing your payment plan, click the Save Plan button to publish it and make it go live!

How To Create a One-Time Payment Plan

Navigate to the Membership Plans section of ProfilePress and click the Add New Plan button:

navigate to Membership Plans under ProfilePress and click the Add New Plan button

Now, enter a name, a description, and a price for this new payment plan:

One-Time Plan Details

Now, scroll down to the Subscription Settings section, and select one-time as billing frequency:

Select One-Time Billing Frequency

Finally, click the Save Plan button to publish this plan.

IMPORTANT: The Checkout Page

Once you’ve created and published a payment plan, ProfilePress will generate a checkout page for that plan. This is the page you will link to when you want to give your customers the option to checkout.

You can find the link to the checkout page of your payment plans from the Membership Plans section of ProfilePress:

Checkout Link For Payment Plans

If you open the link, you’ll see a checkout page that looks something like this:

Whatever payment method you enable will be displayed as an option here.

You can send this link to your customer directly if you want. You can email it to them or share it on social media.

How To Manage Orders

When you receive a new order for your services, ProfilePress will send you an email to notify you.

If you want to see all your current orders, navigate to the Orders section of ProfilePress:

Orders Page Navigation

On this page, you can see all your orders at a glance:

Orders Page

For every order, you can see its status, what plan the user bought, the customer’s name, payment method, the date the order was placed, etc.

If you want a detailed view of the order, click the Edit link that appears when you take your mouse over an order. It will take you to this page:

Edit Order Page

This page will show you all the details about the order, such as what products were bought, the customer’s address, order status, email, the order key, etc. You can use this page to manually change an order’s status when you complete an order.

There’s another link on the Orders page: View Customer. This link takes you to the Customer Details page:

Customer Details

This page displays all the details about the customer stored on your servers. For example, it tells you about their active subscriptions, orders, address, etc.

How To Create Coupons For Your Plans

ProfilePress gives you a straightforward way to create discount coupons for your payment plans.

To create a discount coupon, navigate to the Membership Plans section of ProfilePress, and then select the Coupons tab:

Coupons Tab Under The Membership Plans Section of ProfilePress

Now, click the Add New Coupon button.

This will take you to the coupon configuration page:

Add a Coupon Page

Here’s what these fields are:

  • Coupon Code: This is the code you’ll share with your audience. This is the code your customers will enter on the checkout page.
  • Description: This is mainly for internal use. Describe what this coupon is all about.
  • Discount: This field lets you choose either a percentage-based discount or a dollar amount discount. You’ll want to select a percentage if you plan to offer this coupon for more than one membership plan.
  • Coupon Application: This controls the type of purchases to which this coupon can be applied.

Now, scroll down to the Redemption Settings section:

Redemption Settings

Here’s what these fields do:

  • Membership Plans: Type the name of the membership plan that you want this coupon to apply to here. You can add as many membership plans here as you wish. Your coupon will apply to all of them. Leave this field blank to create a site-wide coupon.
  • Start Date: This coupon won’t start working before this date. Leave it blank if you want it to work as soon as you publish the coupon.
  • End Date: This coupon will stop working after this date.
  • Maximum Redemptions: The maximum number of redemptions you want to allow for this coupon.

Once you’re done customizing your coupon, click the Save button to publish this coupon. If you select a Start Date, the coupon won’t work until that date. And will stop working on the End Date if you choose one.

Conclusion

ProfilePress is the easiest way to start selling services on your WordPress website. It’s an all-in-one plugin for selling subscription-based services and one-time services.

Whether you’re selling a productized service or something peculiar, ProfilePress has all the features you’ll ever need.

To start selling your services on your WordPress site, follow this quick guide, and you’ll be up and running in no time!

Get ProfilePress now!