FREQUENTLY ASKED QUESTIONS
What is The Step-By-Step Ordering System for WooCommerce?
The Step-By-Step Ordering System For WooCommerce is a fully functional plugin that works in conjunction with WooCommerce and takes your WordPress shopping system to a whole new level. Our system was built to focus on the shopping experience by offering online buyers a guided step-by-step visit through your online store. It’s a great tool for sellers offering packages and add-ons for sale.
Do I need to have WordPress installed to use The Step-By-Step System?
Yes. You need to have WordPress installed to use this (or any) plugin. WooCommerce is also required to be installed to use the SBS plugin. The Step-By-Step Ordering System was created to work in tandem specifically with WooCommerce.
Is The Step-By-Step Ordering System for WooCommerce free or paid?
The Step-By-Step Ordering System for WooCommerce is completely free to use in the Light Version mode. The SBS Light Version plugin is fully functional and allows you to enhance WooCommerce to improve your customer’s shopping experience. We offer a Premium Version of the plugin as well, which expands the features made available to you. For a complete list of the features and pricing, please visit our website at https://stepbystepsys.com.
Is the Light Version of The Step-By-Step Ordering System for WooCommerce fully functional?
Yes. It is a fully functional plugin and works in conjunction with WooCommerce, which must also be installed.
What additional items come with SBS Premium Version?
The Premium Features include:
• Unlimited Steps
• Unlimited Packages
• Unlimited Categories
• Store Credit Function
• Required Products
• Either / Or Products
• Auto-Added Products
• Multiple Color Schemes
• Multiple Navigation Steps
• Custom Labels
• Options & Fees Page
• Shadow Effects
• Premium Support
• & Much More
What themes are compatible with the Step-By-Step Ordering System for WocCommerce?
The Step-By-Step Ordering System For WooCommerce was design to work with themes that declare support for WooCommerce already. While we do our best to test a wide variety of themes, some CSS adjustments may be needed for optimal results. For the “Choose Packages” page, we recommend a full width page (without sidebar). For your “Ordering Page” (the Step-By-Step pages), we recommend a page with a sidebar. The sidebar will contain your SBS calculator widget and the WooCommerce cart widget (optional). If you use any of the following themes, here are some instructions for implementation:
It is recommended that a full-width template be used on the Choose Package
page. Since Twenty Sixteen does not come with a full-width template, download
a child theme from our website, install it, then activate it. Go to the Package
selection page in the Admin settings and choose the Full Width template on the
Download the child theme here.
Twenty Seventeen does not come with a sidebar. Download a child theme from our
website, install it, then activate it. Go to the Ordering page in WP Admin and
choose the Page with Sidebar template on the right-hand sidebar.
Download the child theme [here](https://stepbystepsys.com).
#### Divi by Elegant Themes
The Choose Package and Checkout page works best on a full-width template.
The Step-By-Step Ordering page should be used on a 3/4 and 1/4 width template
for main content and sidebar, respectively.
It is strongly recommended that a child theme be used, as core template CSS
needs to be modified to optimize the UI. You can download our custom Divi
child theme here.
Download the child theme [here](https://stepbystepsys.com).
The Choose Package page is best displayed on the Full width template, which
you can select when you edit that page on the right-hand sidebar. The default
template is recommended for the Ordering page.
Can the Step-By-Step Ordering System for WooCommerce work for all industries?
The Step-By-Step Ordering System For WooCommerce will work for nearly all industries and will help keep your customers from getting “lost in space” while shopping. It’s perfect for shopping that relies on cross-promoted products, packaged products or grouped products. Industries that thrive off of Step-By-Step include restaurants, caterers, wedding planners, florists, seminar and workshop leaders, marketers, promoters, trainers, consultants, life/business coaches, healers, health care professionals, wholesalers, retailers, and more. These are just some of the industries it can be used for!
Do I need to be a development expert to use the Step-By-Step Ordering System for WocCommerce?
No. However, it is recommended that you have basic WordPress and WooCommerce knowledge when using the Step-By-Step Ordering System For WooCommerce. Basically, if you have an understanding of CSS, the structure of WordPress and WooCommerce, then the SBS plugin should be quite easy to work with. If you don’t feel confident in your development/design abilities, we offer customized system configuration services to assist you. Visit our site at https://stepbystepsys.com
How many packages can I use with the Step-By-Step Ordering System for WocCommerce?
The SBS Light Version plugin allows for 1 package. SBS Premium Version offers unlimited packages.
Do I have to set up Packages with the Step-By-Step Ordering System for WocCommerce?
No. While packages are very useful for promotion, it’s not mandatory to use them. You can focus solely on the Step-By-Step system for add-on products and cross-promotion, if you choose to.
How many steps can I use with the Step-By-Step Ordering System for WocCommerce?
The Light Version of the SBS plugin allows for 3 steps. If you choose to, you can configure it to feature only two steps and two sets of categories each, plus a checkout page. The Premium Version allows for Unlimited Steps, Categories Per Step page, Options and Fees page, and Checkout page.
What kind of Product Types can be used with the Step-By-Step Ordering System for WocCommerce?
You can use any Product Type offered by WooCommerce. Simple, General, Variable, etc.
I see I can have stylized Navigation Shapes within the SBS system. What kind of are available?
The Step-By-Step Ordering System For WooCommerce offers a wide variety of different shape types to choose, from including squares, circles, upward triangles, downward triangles, hearts, 12-pointed star,s kites, and badge ribbons for step number shapes. For the step name shape, you can have: rectangles, capsules, arrows, tv screens, and parallelograms. Within these shapes there are a wide array of shape-combos you can create! SBS Light offers limited shapes, but you can unlock all shapes offered in SBS Premium.
How many color schemes are offered with the Step-By-Step Ordering System for WooCommerce?
Ten color schemes are offered with the SBS Premium plugin. SBS Light offers two color schemes to choose from. In addition you can use your default theme colors for your design. You can also use your own CSS techniques to master your desired look and feel.
Can the Step-By-Step Ordering System for WooCommerce be customized to my needs?
Yes. Depending on your level of knowledge, the SBS System can be customized as you need. If you want help with customization, visit our website for more information. https://stepbystepsys.com
Do you offer customized services for the Step-By-Step Ordering System for WooCommerce?
Yes. If you desire custom help from one of our specialists, please contact us for more information. Select the contact form and select customized services (as the reason for contact).
What is the additional Options and Fees section of the Step-By-Step Ordering System for WooCommerce?
The Options and Fees page is for miscellaneous items, services, and fees. They will be each displayed compactly in a table. Often times, these product types do not feature images, and are items that usually compliment the main items you are selling.
How does the Store Credit (Merchandise Credit) functionality work with the Step-By-Step Ordering System for WooCommerce?
You can assign a merchandise credit to one or more of your packages. This merchandise credit will be applied any add-on items contained in your step-by-step pages. For example, you might have a merchandise credit of $50 with one of your packages. Someone who chooses this package will be able apply the $50 credit towards the products offered in your store via the Step-By-Step pages.
How do I get support for the Step-By-Step Ordering System for WooCommerce?
Everyone gets access to customer support via the SBS website, https://stepbystepsys.com. For the SBS Light Version of the plugin, feel free to look through the support documentation listed our website (https://stepbystepsys.com) or post a question on the WordPress forums. SBS Premium Version users gain full customer support for the duration of their license period via our contact form as well as documentation and forum support. A staff member will respond to your request for assistance as quickly as possible.
Is full support offered with the premium version of the Step-By-Step system?
Yes. We offer full support for premium users of the SBS plugin. To initiate a support request, visit https://stepbystepsys.com/contact/. Under “Reason For Contact”, select Premium Support. Simply provide your license and our support team will respond to you asap.
How do I get started with the Step-By-Step Ordering System for WooCommerce?
Download the Step-By-Step Ordering System for WooCommerce at https://wordpress.org/plugins/step-by-step-ordering-system-for-woocommerce/. Or, via your WordPress install, go to Plugins > Add New > and then Search for Step By Step Ordering
How do I set up the Step-By-Step Ordering System for WocCommerce?
1. Install WooCommerce. WooCommerce is required for this plugin.
2. Install the Step-By-Step plugin.
3. Access the settings page found [here](https://stepbystepsys.com/wp-content/uploads/2017/06/admin-sidebar.png) to start configuring!
1. When you installed the plugin, a Packages Category was automatically created and is selected by default to display in the Choose Package Page. If you want a different category to do this, create and select the desired category under the Package Category field in Package Settings.
2. Next, create a product to help create a tailored package. Make sure the package category is selected. For example, a product package might be: Family Meal Plan: Plan comes with choice of Pizza, meat, salad and drinks.
3. If you have purchased a Premium license of this plugin, you can Assign Store Credit, which will be applied when it’s added to the cart. You can set it up in the Product General Settings.
4. When you’re done creating packages, go back to the Package Settings page and drag packages from the Available Packages column to Your Active Packages column, which will help you to build the Choose Package page. You can rearrange packages in the Your Active Packages column to change the order they’re displayed.
To Configure your Sidebar in the Ordering Process:
1. Go to the Widgets section on your WordPress Dashboard
2. Add the WooCommerce Cart Totals Widget to your Sidebar.
3. It’s also recommended that you Add the WooCommerce Cart Widget under the WooCommerce Cart Totals.
1. The Step-By-Step is located under the Step-By-Step tab in the Step-By-Step Ordering Settings
2. Create Product Categories. Each page in the ordering process will display one Parent Category, which will include their Child Categories.
3. To create Child Categories, make a New Category and select the Parent Category under the Parent Field.
4. To display products, assign both a Parent and Child Category to each product. This is needed for Step-By-Step to function correctly.
5. Go to the Step-By-Step Settings page and drag Categories into Your Ordering Process. You can rearrange the categories inside to change the order.
IV. Options and Fees (optional)
1. This is an optional page you can create that displays products in a table rather than a catalog.
2. A Product Category named Options and Fees was automatically created on install. This category is the default for the Options and Fees page.
3. If you wish a different category to serve this role go the Options and Fees settings page, set up and select the category you want and save it.
4. Create Child categories of the chosen Options and Fees category, and make products belonging to those categories. Assign **both** a parent and child
category to each product. This is needed for Step-By-Step to function correctly.
5. Drag and drop Child Categories from Available Categories to Options and Fees Page Outline to build your Options and Fees page.
V. WordPress Themes
This plugin is configured to work with themes already compatible with WooCommerce. While the plugin is fully functional with these themes out of the
box, it is recommended to take these steps if you are using one of the following themes:
It is recommended that a full-width template be used on the Choose Package page. Since Twenty Sixteen does not come with a full-width template, download
a child theme from our website, install it, then activate it. Go to the package selection page in the Admin settings and choose the Full Width template on the right-hand sidebar.
Download the Child Theme here.
Twenty Seventeen does not come with a sidebar. Download a child theme from our website, install it, then activate it. Go to the Ordering page in WP Admin and choose the Page with Sidebar template on the right-hand sidebar.
Download the child theme here
Divi by Elegant Themes
The Choose Package and Checkout page works best on a full-width template. The Step-By-Step Ordering page should be used on a 3/4 and 1/4 width template
for main content and sidebar, respectively.
It is strongly recommended that a child theme be used, as core template CSS needs to be modified to optimize the UI. You can download our custom Divi
Download the Child Theme here
The Choose Package page is best displayed on the Full Width Template, which you can select when you edit that page on the right-hand sidebar. The default template is recommended for the Ordering page.
What is the suggested amount of packages to use?
With regard to SBS Premium Version, there is no correct amount of packages to use. You may choose to offer only one package for certain situations, but most people use between 3-6 packages. To keep it simple, we recommend using up to 3 packages to not overburden your customer with decisions.
What is the suggested amount of Step-By-Step pages to use?
Up to 6 total steps for SBS Premium customers. This means you can have 4 Category pages, 1 Options and Fees page and a Checkout page. Or you can configure it to have 5 category pages and 1 checkout pages. It’s flexible and its totally up to you! If you only need a couple category pages, then you can do that as well.
What is the Default Step-By-Step (Ordering) Page called?
The default ordering page for the Step-By-Step Navigations page is set to “Ordering” by default. You can change this to anything you would like in the General Settings tab.
Do I have to use Widgets?
It is recommended that you add two widgets to your sidebar. First, add the WooCommerce Car Totals: Step-By-Step ordering to add our SBS widget calculator. Next, right below it you can add the WooCommerce Cart widget.
Example: Widget Area
GENERAL SETTINGS TAB
What does Enable Catalog Pop-Ups Outside of Step-By-Step mean under General Settings?
This enables catalog pop-ups outside of the Step-By-Step system. Clicking Product Images in catalogs opens a pop-up window instead of opening a new page. If enabled, this will apply to all WooCommerce shop pages, not just Step-By-Step. Depending on how you want your store setup, you may want to have this enabled.
What does the Hide Product Placeholder Images mean under general setting?
This hides the Product Placeholder Images (standard WooCommerce image placeholder). If enabled, products without images assigned to them will not display a placeholder image. This allows for a cleaner look and feel to your store in many cases.
What is the Featured Items Position (Premium) general setting?
If you decide to use Featured Items, this allows you to alter the position from the top or bottom of step-by-step pages. This is a Premium feature. The default setting is at the bottom of pages
What is the Featured Items Visibility general setting?
Displays the Featured Items Visibility options. You can display your featured items under both their parent category and the featured section, or you can display featured products only in the featured section. Depending on how you want your products to show, this gives you options.
What is the Featured and Required Section Labels (Premium) general setting?
This premium feature allows you to change the labels of various items on the SBS System.
“Required Items” Section Title: Products with the “Required” attribute are displayed in their own sections. You can add text before and after the category name.
Before Category Name: Select – You can change to whatever you want.
After Category Name: (Required) – You can change to whatever you want.
“Optional Items” Section Title: Products that do not have the “Required” attribute are displayed separately from those that do. You can add text before and after the Category Name.
Before Category Name: (default none) – You can change to whatever you want.
After Category Name: (Add-ons) – You can change to whatever you want.
“Featured Items” Section Title: Featured Products are products with the “Featured” tag selected from the Products list. You can name your featured section title anything you would like.
Default title: Our Featured Items – You can change to whatever you want.
PACKAGES SETTING TAB
What are the Package Setting in the SBS system for?
Packages serve as a lead-in to your online store. Selecting a package on the Packages page will take the customer to Step 1 of the ordering process.
You can create a Package Product with multiple features to accompany your Step-By-Step store.
Add additional features such as a Merchandise (store) Credit to your packages (Premium feature). If you accompany your package(s) with our product features such as Featured Products, Required Products (Premium), Either/Or Products (Premium), Already Added Products (Premium), etc. our step-by-step system provides endless ways to make your customer experience that much better!
If you don’t wish to use packages, select Deactivated from the drop down menu.
Under Package Settings, what is the Enable / Disable for?
Set to Activated by default, this allows you to offer packages on the SBS system. Select “Deactivated” if you only want to use the Step-By-Step pages only. In many cases, you will want to set up and use the Packages feature, but it all depends on what you want to do with your store.
What is the Package Page Setting under Package Setting?
This selects the page to determine where the Select Packages page is located. This must be selected in order for navigation to work properly.
Default Page: The default page is “Choose Packages”. You can change this page to another name if you wish.
What is the Package Category setting in packages?
This selects the WooCommerce product category your packages are assigned to. You must click Save Changes afterwards, in order to refresh the package list. By default, this is set to “Packages”
What is the Package Page Builder setting for?
This allows you to select from Available Packages, and make them Active Packages. Simply drag packages (or click the control buttons on the right side of each item) from the Available Packages box to the Active Packages to build your Package Selection page. You can rearrange the packages to change the order in which they are displayed. Anything listed under Active Packages will show up on your main Select Packages page. If you are using the SBS Light Version, you will have access to your one allotted package. If you use the SBS Premium Version, you have access to all of your unlimited packages.
What is the Add-to-Cart Behavior setting?
When a package is selected or changed in the SBS system, this is the action taken when a package is added to the cart. The default behavior is to clear the cart so the user has a fresh experience. If you want items from the whole store to remain intact, simply select “Do not clear” from the dropdown menu.
What is the Package Selection Appearance setting?
This setting does three things:
First, it allows you to choose the number of packages to display per row. 3 is the default setting, but you can set it any way you would like.
Second, you can choose the “Add To Cart” button label (premium feature). The default is set to “Select Package”.
The third setting allows you to select the Package Image Custom Size. Set your image height and width parameters (in pixels). This allows you to make your package images look the way you want them too. If you have multiple packages to set up, it is recommended that you make your product package images the same size for uniformity.
What is the "Merchandise Credit" Calculator Widget Label (in SBS Premium)?
If you elect to use a store credit for your packages, this is the area where you can label the name of the actual store credit. By default, it’s set to “Merchandise Credit”. You can change this to anything you want.
STEP-BY-STEP SETTINGS TAB
What do the Step-By-Step Settings allow you to do?
This allows you to create your ordering process by dragging and dropping (or clicking the control buttons at the right side of each button) within your steps in the boxes below.
You can select from your Product Categories. Drag any desired categories from the Available Categories column, and move them to the Your Ordering Process column. You can also do this by clicking the ➕ button.
To remove a step from your ordering process just drag it back under the Available Categories column. You can also do this by clicking the ✖ button.
Note: Products must belong to both a parent and a child category in order for Step-By-Step to function correctly.
What is the Step-By-Step Builder Setting?
This determines the page order of the ordering process. You can craft your Step-By-Step pages any way you like. It is recommended to use two main categories per page with up to three sub-categories per main/parent category. It is best to spread out the products so you don’t overwhelm your customers. You’ll want to guide them through an easy, user-friendly experience.
What is the Navbar Navigation Setting?
This is your Navbar Navigation The step navbar contains navigable links in each step. You can disallow skipping of steps here. You are offered the following options:
• Only allow forward navigation one step a time, but let users backtrack to any step.
• Only allow navigation one step at a time in any direction
• Users may freely navigate, skipping any step they’d like.
OPTIONS AND FEES TAB
What are the Options and Fees settings?
The Options and Fees page is for miscellaneous items, services, and fees. They will be each displayed compactly in a table.
What is Enable / Disable in the options and fees settings?
If deactivated, the page is removed from the ordering process. If no subcategories are present in the Options and Fees Page Outline the page will not be included in the ordering process. It is set to activated by default
What is Category in the options and fees settings?
Select the WooCommerce product category your Options and Fees items are located.
Then click Save Changes to refresh the page. The default category setting is set to “Options”?
What is the Options and Fees Builder?
This allows you to select what categories are part of your Options and Fees page. Begin by creating subcategories of your selected parent category above. They will appear in the Available Categories box below.
Create your Options and Fees page by dragging and dropping (or touching the control buttons on the right side of each item) your items in the boxes below.
You can select from your subcategories of the parent category chosen to serve as Options. Drag any desired categories from the Available Categories column,
and move them to the Your Ordering Process column. You can also do this by clicking the ➕ button.
You can change the order categories are displayed by rearranging the order of items in the column by drag-and-drop or arrow buttons.
To remove a category from the page just drag it back under the Available Categories column. You can also do this by clicking the ✖ button.
Note: Products must belong to both a parent and a child category in order for Step-By-Step to function correctly.
DISPLAY SETTINGS TAB
What is the display settings tab?
This allows you to customize the appearance of the ordering process with preset styles and themes. This helps you create the appearance you want your Step-By-Step system to have.
What is the Color Scheme setting?
This setting determines what the colors of your SBS system will look like. By default, the system uses your default theme’s colors, however you may wish to choose one of many Color Schemes provided. Select the color scheme you want from the drop down list provided. Light users have a choice of 2 additional color schemes while premium users can use up to 10 additional color schemes. You also have the option of using your own CSS to make the colors display as you would like
What is the Step Number Shape setting?
This allows you to change the shape of the step number in the navbar. You have the ability to select from 2 different shapes as an SBS Light Version user and 8 different shapes as a Premium user
What is the Step Name Shape setting?
This allows you to change the shape of the step names in the navbar. You have the ability to select from 2 different shapes as a Light user and 4 different shapes as a Premium user.
With the combination of Step Number Shapes and Step Name Shapes, you have many possibilities to choose from!
What is the SBS Calculator Widget setting?
The SBS Calculator Widget settings allow for the styling of the widget displaying price totals of items in the cart, listed by each step (Woo Cart Totals Widget).
The following settings can be changed:
Font Family (Premium feature)
Other Styles – Show a vertical border separating the category column and the price column
Store (Merchandise) Credit Display – Select the text alignment of package store credit in the calculator, if any.
How does the Fonts setting work?
This allows you to style the fonts of the SBS system. By default, this is set to your theme default. However, if you wish to do something different you can change the fonts with the ones provided in the drop down menus (Premium feature).
The areas you can change the fonts in include:
Subcategory Name – Select section name fonts for displayed on each page.
Subcategory Description – Select the font for the description under each section name.
Nav Buttons – Select the font for the Back/Foward buttons on each page.
Navbar – Select the font for the bar at the top of each page displaying the customer’s progress during ordering.
These can also be customized with your own CSS if desired.
What are the Miscellaneous Styles setting?
These are two additional settings that can be changed as desired.
Allow SBS links to turn different colors when moused over (varies by theme)
Add drop shadows to SBS pages (Premium)
These also can be customized with your own css if desired.
PREMIUM SETTINGS TAB
What is the Premium Settings tab?
This allows you to enter a license key, which can be obtained here. Once you get your license, you can enter it under the License Key setting. It will verify your license and unlock all the premium features of the SBS if activated.
HELP SETTINGS TAB
What is the Help Settings Tab for?
This provides useful help information on how to setup and operating the Step-By-Step Ordering System For WooCommerce. Make sure to read this thoroughly to get a good overview of the SBS system.
How do I purchase a license?
Go to the purchase link on this website. Select the option that best suits you. Once you make your payment via PayPal, you will be issued a license. Simply copy and paste your license into the Premium tab of the Step-By-Step plugin (in settings). Your valid license will activate the Premium version of the SBS plugin.
What kind of licensing do you offer?
We offer a 1-site, 3-site, 5-site and 10-site license. Discounts are provided for multiple site licenses.
Do you offer special pricing on multiple-site licenses?
Yes. Click here for more details.
Do you offer discounts on multiple-year licensing?
Yes. Click here for more details.
How does license renewal work?
License extensions for the Step-by-Step Ordering System For Woo Commerce are licensed for a period of one year at a time. After that, you may renew your license annually to continue updates and support.
How do I renew my license?
An email will be sent to the license holder of record 30 days prior to expiration. You will be given an opportunity to renew your license for an extended period of time.
What happens if a license is not renewed?
If you do not renew your license, your Step-By-Step Ordering System For WooCommerce will revert back to the SBS Light Version. You will still be able to use all the features of the light version, however, if you decide to renew your license, your premium settings will remain in tact, so that you don’t have to start from scratch again.
Will my license renew itself automatically?
You will receive a notice 30 days prior to expiration, which will give you the chance to renew your license. Currently at this time, renewal is not automatic. We plan on offering that capability at a later date.
How will I know when the license subscription is renewed?
On the Premium Tab of the settings page, you will see the expiration date. You will also receive an email notifying you of the renewal.
If I renew my license, do I need to also re-download the software and install it again?
No. If your license expires, the system will revert back to the SBS Light Version. If you re-enter your updated license in the Premium settings tab, then your premium features and previous settings will return. If you renew your license before your expiration date, then your premium status will remain in tact and your expiration date will change to the renewed expiration date.
Will the Step-By-Step Ordering System work with an inactive or expired license?
Yes, in a limited capacity. The plugin will revert back to the Light Version. meaning some of the premium features of the product will cease to work. The plugin is designed to continue functioning even if your license key expires, but it is highly recommended that you renew your license for optimal efficiency. Once you renew the license, the system will begin to function normally and you will not lose any of your data.
Can licenses be renewed early or late?
Yes. Renewing early will extend your license from its previous end, giving you the extra time you pay for on a prorated basis. Standard annual renewals begin from your point of renewal and end on that same date one year later.
Is there a discount for renewing?
Periodically we offer discount incentives or promotions for joining or renewing, so stay tuned! The standard rate for renewal for a 1-site license is $69.95. Please check our pricing page for more information.
Are there lifetime licensing options?
Not at this time, however this might become an option at a later date. We currently offer a multiple-year license.
If I have Live and Testing servers, do I need to activate my license on both sites?
The license only covers one site at a time. However, you are welcome to install the plugin on your test server first, to see how it works and operates. Once you complete your testing, you can remove it from the Test Server and set it up on the Live Server you plan to use it on.