All screens
Every OnBio screen with its explanation
General
- HomeThis is the first screen of the panel./panel
- Bring your businessHere you start bringing to OnBio what you had on another platform: the CSV you exported from it or the video folder of a course./panel/import
- ImportHere you follow an import from start to end: the preview of what we will create, the progress while it is created and the report when it finishes./panel/import/[jobId]
- Subscriptions of the importHere you bring the subscriptions of your previous platform without anybody paying twice./panel/import/[jobId]/subscriptions
- Verify to get paidYour store sells from the moment you finish setup./panel/onboarding
- AgreementsHere you accept the agreements you need to sell on OnBio: the creator terms, the agreement on buyers' data, the prohibited products policy and your declaration as a trader./panel/onboarding/agreements
- Tax authorisationsHere you sign the authorisations that let OnBio issue your self-billed invoices and send their records to the tax authorities in your name./panel/onboarding/authorizations
- Payout accountHere you set up with Stripe the account where you receive your payouts./panel/onboarding/payouts
- ReviewHere you ask the OnBio team to review your store and your products before your first sale./panel/onboarding/review
- Tax detailsThis is the first step of onboarding./panel/onboarding/tax-details
- Your first productThis is the second of the three setup screens, after you name your business./panel/start/product
- Publish and start sellingThis is the third and last setup screen./panel/start/publish
- TodayHere you see what is happening in your business today, in real time./panel/today
- WelcomeYou see this screen when your account does not belong to any business yet or when you create another one./panel/welcome
Sell
- ApplicationsHere the applications arrive for the products you sell with a prior application, such as a mentoring with limited places./panel/applications
- ApplicationHere you see an application to buy a product that requires approval./panel/applications/[applicationId]
- BookingsHere you see the agenda of your 1:1 sessions and of the places in your live events./panel/bookings
- BookingHere you see a whole booking: the product, the buyer, the time in your zone and in the buyer's, the order, the video call and the calendar it is written to./panel/bookings/[bookingId]
- AttendeesHere you see the attendee list of a live event, with its date, its time and the places sold out of the capacity./panel/bookings/events/[liveEventId]
- CommunitiesHere you have the communities of your products./panel/communities
- CommunityHere you see the community feed as your members see it and you post in it./panel/communities/[communityId]
- ChannelsHere you organise the community in channels, like topics or rooms./panel/communities/[communityId]/channels
- ChatHere you talk live with the members in each channel of the community and moderate what is written./panel/communities/[communityId]/chat
- DraftsHere you have your drafts and your scheduled posts of the community./panel/communities/[communityId]/drafts
- LevelsHere you turn on the levels of the community and see how many members are at each one./panel/communities/[communityId]/levels
- MembersHere you see the members of the community./panel/communities/[communityId]/members
- ModerationHere you decide who moderates the community and see what has been moderated./panel/communities/[communityId]/moderation
- PostHere you see a post of the community with its reactions and all its comments./panel/communities/[communityId]/posts/[postId]
- ResourcesHere you include in the community courses and downloads of yours./panel/communities/[communityId]/resources
- CoursesHere you have the courses of your business./panel/courses
- CourseHere you build the content of a course./panel/courses/[courseId]
- Course commentsHere you read and answer the comments your students leave on the lessons of the course./panel/courses/[courseId]/comments
- Course editionsHere you organise the course in editions, each with its enrolment period and its start and end dates./panel/courses/[courseId]/editions
- Course groupsHere you create groups of students with content different from the rest./panel/courses/[courseId]/groups
- LessonHere you edit a lesson of the course./panel/courses/[courseId]/lessons/[lessonId]
- Course releaseHere you decide how buyers enter the course and when they see each part./panel/courses/[courseId]/release
- Course studentsHere you see all the students of the course./panel/courses/[courseId]/students
- Import studentsHere you bring your students from Hotmart, Stan or another platform with a CSV file, so that they follow the course on OnBio without paying again./panel/courses/[courseId]/students/import
- Member area bannersHere you prepare the banners your students see in the member area./panel/member-area/banners
- ProductsHere you have all the products of your business, published or not./panel/products
- ProductHere you edit a product./panel/products/[productId]
- AvailabilityHere you decide when the sessions of a 1:1 session product can be booked./panel/products/[productId]/availability
- CheckoutHere you adapt a product's checkout to your brand./panel/products/[productId]/checkout
- EpisodesHere you publish the episodes of your private podcast./panel/products/[productId]/episodes
- Live eventHere you prepare a live event with its date, its capacity and its video call./panel/products/[productId]/event
- OffersThis is where you set the prices of a product./panel/products/[productId]/offers
- New productHere you create a product./panel/products/new
- Service ordersHere the custom services people buy from you arrive, such as a personalised plan or a video review./panel/service-orders
- Service orderHere you see a service someone has bought from you, with the answers to their form, the delivery date and the deliveries you already made./panel/service-orders/[serviceOrderId]
- StoreHere you build your store, the page you link from your Instagram, TikTok or YouTube bio./panel/store
- Domain · StoreHere you connect a subdomain of yours so that your store is served on it with HTTPS, such as shop.yourdomain.com./panel/store/domain
- Funnels · StoreHere you have your funnels./panel/store/funnels
- Funnel · StoreHere you edit a funnel and see its figures for the last 30 days./panel/store/funnels/[funnelId]
- Reviews · StoreHere you see your buyers' reviews together with the testimonials you write yourself./panel/store/reviews
- A/B tests · StoreHere you compare the current sales page of a product with a variant B to find out which one sells more./panel/store/split-tests
- A/B test · StoreHere you see how the two variants of a test are doing since it started, with a 50 / 50 split per visitor./panel/store/split-tests/[splitTestId]
Money
- InvoicesHere you have the invoices of your business: your self-billed invoices and those for your plan fee./panel/invoices
- InvoiceHere you see an issued invoice with its issuer, its recipient, its lines and the tax breakdown./panel/invoices/[invoiceId]
- PayoutsHere you see the money from your sales and take it to your bank./panel/payouts
- Change bank accountHere you change the bank account where you receive your payouts./panel/payouts/change-account
- Confirm account changeYou get here from the email link that confirms the change of your bank account./panel/payouts/change-account/confirm
- Payouts sentHere you see the transfers of your balance to your bank account, with their date, their amount, their status and their expected arrival./panel/payouts/payments
- PlanHere you see your OnBio plan and change it whenever you want, with no commitment./panel/plan
- ChargebacksHere you see the chargebacks on your business./panel/refunds/chargebacks
- ReportsHere you have your tax reports, one for each month with sales and one for each year./panel/reports
- ReportHere you see the tax report of a period with your sales by country, the VAT and your self-billed invoice./panel/reports/[reportId]
- SalesHere you have every order of your business./panel/sales
- OrderHere you see a whole sale: what the buyer paid, the tax part, the OnBio commission and what you receive./panel/sales/[orderId]
Grow
- AffiliatesHere you manage the people who recommend your products in exchange for a commission./panel/affiliates
- AffiliateHere you see the record of a person who recommends your products./panel/affiliates/[affiliateId]
- CommissionsHere you see the commissions of all your affiliates with their date, product, order, amount and status./panel/affiliates/commissions
- Affiliate programHere you decide who can recommend your products and how much they earn on each sale./panel/affiliates/program
- AnalyticsHere you see how your products sell in the period you choose./panel/analytics
- ExportHere you download the sales of a period or your contact list as CSV./panel/analytics/export
- FunnelHere you see the path of your visits from the storefront to the purchase in the period you choose./panel/analytics/funnel
- PixelsHere you connect your Meta, Google, TikTok and Pinterest ad accounts so they receive your store's visits and purchases./panel/analytics/pixels
- Sources of salesHere you see where your visits and purchases come from in the period you choose./panel/analytics/sources
- SubscriptionsHere you see how your recurring revenue evolves./panel/analytics/subscriptions
- AutomationsHere are the automations of your business./panel/automations
- AutomationHere you build an automation./panel/automations/[automationId]
- ContactsThese are all the people who have dealt with your business./panel/contacts
- ContactHere you see a contact's record with their subscription status, their origins, their tags and the products they have access to./panel/contacts/[contactId]
- Import contactsHere you upload a CSV with contacts who gave you permission to receive your emails./panel/contacts/import
- TagsHere are the tags you group your contacts with and how many contacts each one has./panel/contacts/tags
- Co-productionHere you share the sales of a product with other OnBio creators./panel/coproduction
- Co-production agreementHere you see an agreement to split the sales of a product with other OnBio creators./panel/coproduction/[agreementId]
- New co-production agreementHere you set up an agreement to split the net of each sale of a product with other OnBio creators./panel/coproduction/new
- CouponsHere you create the discount codes of your store./panel/coupons
- BroadcastsHere you prepare the emails you send to your contacts all at once, such as news or a product launch./panel/email/broadcasts
- BroadcastHere you open a broadcast./panel/email/broadcasts/[broadcastId]
- New broadcastHere you prepare a one-off email for your subscribed contacts./panel/email/broadcasts/new
- IntegrationsHere you connect your Mailchimp, MailerLite, ActiveCampaign, Kit or Brevo account so it receives your subscribed contacts, unsubscribes and tags./panel/email/integrations
- IntegrationsHere you connect your store with other apps./panel/integrations
- InstagramHere you connect your Instagram account so AutoDM answers comments and messages for you./panel/integrations/instagram
- WebhookHere you see a webhook with its destination, its events and the deliveries of the last 30 days./panel/integrations/webhooks/[endpointId]
- AutoDMHere are your AutoDM rules./panel/marketing/auto-dm
- Edit ruleHere you change an existing AutoDM rule./panel/marketing/auto-dm/[ruleId]
- New ruleHere you create an AutoDM rule./panel/marketing/auto-dm/new
- MessagesHere you see the WhatsApp notices OnBio sends to your buyers on your behalf./panel/marketing/whatsapp
- ReferralsHere you earn money by recommending OnBio to other creators./panel/referrals
Support
- ModerationHere you see the cases the OnBio team opens about your business: content reports, reviews over refunds and chargebacks and security reviews of your payouts account./panel/moderation
- Moderation caseHere you see a case opened about your business, OnBio's decision with its reasons and your appeals./panel/moderation/[caseId]
- PrivacyHere you handle data protection rights./panel/privacy
- RefundsThis is where the refund requests your buyers make after the product guarantee has ended arrive./panel/refunds
- SupportHere you answer your buyers' and students' questions./panel/support
- Support conversationHere you read and answer a conversation with a buyer./panel/support/[conversationId]
- Saved repliesHere you save the texts your team repeats when replying./panel/support/replies
- Help pageHere you write the introduction text of your help page, the page where your buyers write to you without looking for your email./panel/support/settings
Settings
- SettingsHere you have all the settings of the panel, in two groups./panel/settings
- ActivityHere you see who changed what in your business and when./panel/settings/activity
- BusinessHere you have the details your customers recognise you by./panel/settings/business
- Calendars and video callsHere you connect your calendars and your video call tool./panel/settings/calendars
- Legal textsHere you see the versions of OnBio's legal texts your business has pending acceptance and the history of those it already accepted./panel/settings/legal
- NotificationsHere you decide which notifications reach each device with the dashboard closed./panel/settings/notifications
- Statement and countriesHere you decide how the charge appears on the buyer's statement and which countries you do not sell to./panel/settings/payouts
- ProfileHere you see how the people in the teams you belong to see you./panel/settings/profile
- SecurityHere you look after the access to your account./panel/settings/security
- TeamHere you see the people who work with you in the business and the pending invitations./panel/settings/team
OnBio website
- OnBio home pageThe onbio.es home page explains what OnBio is to people who do not use it yet: a creator store you link from your Instagram, TikTok or YouTube bio, with Bizum, VAT and invoices taken care of to sell in Spain./
- DevelopersThis is the public reference of the OnBio API and webhooks./developers
- OnBio legal textsHere are all of OnBio's legal texts, grouped by who they address: those that apply to anyone, those for buyers, those for whoever sells on OnBio and those for whoever recommends products as an affiliate./legal
- OnBio legal textHere you read an OnBio legal text, such as the creator terms, the privacy policy or the prohibited products policy./legal/[slug]
- OnBio pricingThe onbio.es pricing page compares OnBio's three plans: Starter, Creator and Pro./pricing
- Responsible declarationThis page publishes the responsible declaration of the system OnBio uses to issue invoices./responsible-declaration
- OnBio supportHere you choose how to ask for help depending on who you are./support
Access to OnBio
- Confirm accountHere you confirm that the email of your new account is yours./confirm-account
- Recover passwordHere you ask for a link to create a new password when you have forgotten yours./forgot-password
- Team invitationHere you see the invitation you have been sent to work in an OnBio business./invitation/[token]
- Reset passwordHere you create the new password of your account from the link in the email «Reset your OnBio password»./reset-password
- Sign inHere you enter your business./sign-in
- Create accountHere you create your OnBio account with your email and a password./sign-up
- Two-step verificationHere you write the code that proves it is you after your password./two-factor
- Turn on two-step verificationHere you turn on two-step verification for your account./two-factor/setup
OnBio app
- BalanceIn Balance you see from your phone how much money your business has and in which state it is, you ask for it to be transferred to your bank and you download the receipt of each payout./balance
- Booking detailsHere you see one of today's bookings with its status, its type, its time in your zone and the video call link./bookings/:bookingId
- ContactsIn Contacts you find any person who bought, booked or left their email in your store./contacts
- Contact fileThe file of a contact gathers what you need to help them from your phone: their email, their tags, what they bought, whether they accept your marketing emails, the products they have access to and their latest consents./contacts/:contactId
- CouponsIn Coupons you create discounts for your store from your phone and share their link at once, for example before a live./coupons
- Choose a businessHere you choose which business you work with in the app when your account has access to several./creators
- InboxIn Inbox you have in one place what your clients expect from you: your bookings of the next seven days, the open support conversations and what someone reported in your communities./inbox
- ConversationIn a support conversation you read all the messages with the client and answer them from your phone./inbox/conversations/:conversationId
- Legal textsHere you accept a new version of OnBio's legal texts that is already in force./legal/reacceptance
- MoreIn More you have your coupons, your contacts, your balance, the settings and the Help Center, which do not fit on the bottom bar./more
- OnBio notificationsHere you decide whether the app notifies you on your phone about what happens in your business./notifications-intro
- Unsent changesIf you edit a product, a lesson or your store without connection, the app saves the change on the phone and sends it on its own as soon as the network is back./offline-edits
- ProductsIn Products you have every product of your business with its status, its price and its sales./products
- Edit productOn the page of a product you change its title, its price and its description./products/:productId
- LessonsIn Lessons you see the modules of your course with their lessons./products/:productId/lessons
- Edit lessonHere you change the text of a lesson of your course with a bar of formats./products/:productId/lessons/:lessonId
- New productIn New product you create a product from a template of your trade or from scratch./products/new
- From scratchFrom scratch creates a product with the type, the name and the price you choose./products/new/scratch
- Sale detailsHere you see one of today's sales with its status, its date and the offer it was bought with./sales/:orderId
- SettingsHere you adjust the app: the business you work with, the notifications you get on this phone and your account./settings
- Delete the accountHere you ask for your OnBio account to be deleted./settings/delete-account
- DevicesHere you see the devices where you are signed in with notifications, with their last opening./settings/devices
- PasskeysHere you see the passkeys of your account, with the day you created them and their last use./settings/passkeys
- Sign inHere you sign in to the OnBio app with the same account you use in the web panel./sign-in
- Turn on two-step verificationThe app shows you this screen if your account does not have two-step verification yet./sign-in/activation
- Two-step verificationHere you finish signing in to the app with the code from your authenticator app./sign-in/verification
- StoreIn Store you order the blocks of your store, choose which ones show and change its header from your phone./store
- TodayHere you see at a glance what is happening today in your business: the day's sales, amount and bookings./today
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