IMI Client Handbook
Everything you need to run your store
A plain-language guide to the day to day running of your IMI online store: taking orders, checking payments, creating discount and affiliate codes, tracking how they perform, and going live. No technical experience needed. Read it in order, or jump straight to any section from the menu.
Twelve short sections. Most days you will only need sections 3 to 5.
Getting started
Your IMI store has two sides. The storefront is the website your customers see and buy from. The dashboard is the private admin area where you do your work: viewing orders, editing products, creating discount codes. This guide is about the dashboard.
The two web addresses to know
| Address | What it is |
|---|---|
| Your storefront | What customers visit and shop. While we finish setup it is imi.reputifly.cloud. Once live it becomes myimi.co. |
| Your dashboard | Your storefront address with /wp-admin added to the end. For now: imi.reputifly.cloud/wp-admin. After launch: myimi.co/wp-admin. |
Logging in
- Open a web browser and go to your dashboard address (your site address followed by /wp-admin).
- Enter the username and password supplied to you by the Reputifly team.
- Click Log In. You will land on the dashboard home screen.
Bookmark the dashboard page in your browser, and tick Remember Me when you log in, so you do not need to type the address or password each time.
Your dashboard login controls the whole store. Do not share it. If you want a staff member to help, ask Reputifly to create a separate limited account for them rather than handing over your own login.
How to use this guide
You do not need to read everything at once. Sections 1 and 2 orient you. Sections 3 to 7 are the day to day running of the shop. Sections 8 to 10 cover promotions and the growth tools already built into your store. Section 11 is the checklist for going live. Whenever you see a coloured box, it is worth a read: a Tip saves you time, an Important note prevents a mistake.
Your dashboard
When you log in you see the WordPress dashboard. On the left is a dark menu. That menu is how you reach everything. It looks busy, but you will only ever use a handful of items.
The menu items that matter to you
| Menu | What you do there |
|---|---|
| WooCommerce | Your orders, plus all store settings (payments, shipping, emails). |
| Products | Edit your three products: prices, descriptions, images and stock. |
| Marketing | Create and manage discount and affiliate codes (Coupons). |
| Analytics | Sales reports, and the coupon performance report you use to track affiliates. |
| Comments | Customer reviews waiting for your approval. |
You may also see a Reputifly item in the menu. That is the tool your web team uses to build and maintain the site. You do not need to open it. If anything there looks unfamiliar, leave it alone and contact us.
The 90 percent rule
In a normal week, almost everything you do happens in just three places: WooCommerce > Orders to handle sales, Marketing > Coupons to run promotions, and Analytics to see how things are going. Once those three feel familiar, you are running the store.
1. Check your email for new order notifications. 2. Open WooCommerce > Orders. 3. Pack and ship anything marked Processing. 4. Mark each shipped order Completed. That is the whole loop.
Managing orders
Every sale becomes an order. You will receive an email the moment one comes in, and the order itself lives under WooCommerce > Orders. This is the screen you will use most.
Understanding order statuses
Each order carries a status that tells you exactly what stage it is at.
| Status | What it means | What you do |
|---|---|---|
| Pending payment | Order placed, payment not finished. | Nothing. It will complete or drop off on its own. |
| Processing | Payment received. The order is paid and waiting. | Pack and ship it. This is your action list. |
| On hold | Waiting for payment to be confirmed. | Check whether the payment has cleared. |
| Completed | Order shipped and finished. | Nothing. This is the finished state. |
| Cancelled | Cancelled by you or the customer. | Nothing. |
| Refunded | You have refunded the customer. | Nothing. |
| Failed | The payment did not go through. | Nothing. The customer usually tries again. |
Processing an order, step by step
- Go to WooCommerce > Orders. Anything marked Processing is paid and ready.
- Click the order to open it. You will see the customer details, the items bought, and the shipping address.
- Pack the items and arrange delivery as you normally would.
- Once it has been sent, change the status box on the right to Completed and click Update. This sends the customer their shipping confirmation email automatically.
Adding a note for the customer
Inside any order, the Order notes panel on the right lets you add a note. Choose Note to customer to email them something (for example a tracking number). Choose Private note to leave a reminder only you can see.
Refunding an order
- Open the order you need to refund.
- Click the Refund button below the list of items.
- Enter the amount to refund, then confirm. The money is returned to the customer through the same payment method they used.
A refund sends real money back to the customer and cannot be undone. Always double check the amount before you confirm.
Use the search box at the top of the Orders screen to find any order fast: search by the customer's name, their email, or the order number.
Payments and payouts
Your store is set up to take payment automatically. This section explains what payment methods are switched on, how to confirm the payment system is working, and how the money reaches you.
What customers can pay with
Your checkout is configured with these methods:
- Cards, Apple Pay and Google Pay, handled through Stripe. This covers most customers.
- Atome, a buy now pay later option. The customer splits the cost; you still receive the full amount.
To see exactly what is active at any time, go to WooCommerce > Settings > Payments. Each method shows an on or off switch.
How to check the payment system is working
Before launch, and any time you want peace of mind, run this quick check.
- Open WooCommerce > Settings > Payments and confirm each method you want is switched on.
- Open the Stripe settings and confirm it is set to Live mode, not Test mode. Test mode will not take real money.
- Place one real order yourself on the storefront: buy a low cost item, or have a friend do it, paying with a real card.
- Confirm the order appears under WooCommerce > Orders with the status Processing.
- Confirm the payment shows up in your Stripe account (and the Atome merchant portal if you tested Atome).
- Once confirmed, you can refund that test order to yourself from the Orders screen.
Make sure Stripe is in Live mode. If it is left in Test mode, customers can place orders but no real money is collected. This is the single most common launch mistake, so check it twice.
How you get paid
You do not collect money order by order. Stripe and Atome gather the funds and pay them out to your linked business bank account on a regular schedule (often every few days). Make sure your bank account is correctly linked inside your Stripe account, and you will see the payouts arrive automatically.
Your Stripe and Atome account logins, and especially any secret keys, control your money. Never share them by email or message. Reputifly will never ask you for them.
Email notifications
Your store sends emails on its own. You do not have to write or send anything. They are already branded with the IMI look. This section explains which emails go out, and who receives them, so nothing surprises you.
Emails sent to your customers
- Order confirmation, the moment they pay.
- Order processing, confirming you have received the order.
- Order completed, when you mark the order shipped.
- Order refunded, if you issue a refund.
- Abandoned cart reminder, if someone adds items but does not finish checkout. See section 10.
Emails sent to you
- New order, so you know a sale has come in and can start packing.
- Cancelled order and failed order notices, for your awareness.
The new order email is your cue: when it arrives, open the dashboard and process the order.
Where your notifications go
The email address that receives your store notifications is set under WooCommerce > Settings > Emails. Open that page, check the recipient address is the inbox you actually watch, and change it if needed.
For the first week, check your spam or junk folder too. If a store email lands there, mark it Not spam and add the sender to your contacts, so future order alerts always reach your inbox.
All of these emails carry your IMI branding, logo and colours. The setup is complete, so there is nothing for you to design or configure.
Products and stock
Your three products, the Hair Dryer, the Air Straightener and the Air Styler, are already built with their photos, descriptions and prices. You will only come here when you want to change a price, update a description, or adjust stock.
Editing a product
- Go to Products in the menu and click the product you want to change.
- To change the description, edit the text in the main editing area.
- To change the price, scroll to the Product data panel. Set the Regular price. To run a sale, also set a Sale price, which is the lower figure customers pay.
- To change a photo, use Product image for the main shot and Product gallery for the extra ones.
- When you are happy, click Update to save. Your changes are live straight away.
Managing stock
Inside the Product data panel, open the Inventory tab. If you want the store to count stock for you, tick Track stock quantity and enter how many units you hold. When it reaches zero the product shows as out of stock automatically. If you would rather not count units, simply set the Stock status to In stock or Out of stock by hand.
Always click Update after any change. If you leave the page without saving, the change is lost.
Make a small change first, such as one word in a description, and check it on the storefront. Once you have seen how saving works, larger edits feel easy.
Customer reviews
Reviews appear on each product page and are one of the strongest things that turn a visitor into a buyer. Your store has a dedicated reviews tool built in, and the reviews from your previous website are being carried across for you by the Reputifly team.
Approving new reviews
When a customer leaves a review it may wait for your approval first, which keeps spam off your pages.
- Open Comments in the menu, or the Reviews area if shown.
- Read each pending review. Hover over it to see the action links.
- Click Approve to publish it, or Spam and Trash to remove anything abusive or fake.
Replying to a review
Replying shows future customers that you care. From the same screen, hover over a review and click Reply, write a short friendly response, and submit. Your reply appears under the review on the product page.
Thank people for good reviews, and answer a critical one calmly and helpfully. A polite reply to a negative review often reassures readers more than the five star reviews do.
The reviews tool can also email customers a little while after delivery to invite a review. This is set up for you, so fresh reviews keep arriving without any effort on your part.
Discount and promo codes
A discount code, also called a coupon, is a word a customer types at checkout to get a price reduction. They are perfect for sales, holiday promotions and welcome offers. Creating one takes about a minute.
Creating a basic discount code
- Go to Marketing > Coupons and click Add coupon. (On some stores this sits under WooCommerce > Coupons.)
- In the Coupon code box, type the word customers will enter, for example WELCOME10. Keep it short and easy to remember.
- In the General tab, choose the Discount type: a percentage off, a fixed amount off the whole cart, or a fixed amount off one product.
- Enter the Coupon amount. For 10 percent off, the type is Percentage and the amount is 10.
- Optionally set an expiry date so the offer ends by itself.
- Click Publish. The code works immediately.
Useful settings worth knowing
| Setting | Where | What it does |
|---|---|---|
| Minimum spend | Usage restriction tab | The code only works above a certain cart total. |
| Exclude sale items | Usage restriction tab | Stops the code stacking on already discounted products. |
| Usage limit per coupon | Usage limits tab | Caps how many times a code can be used in total. |
| Usage limit per user | Usage limits tab | Stops one customer using the same code repeatedly. |
If you want an automatic offer such as buy two products get a discount, or buy all three get a bigger discount, your store has a dynamic pricing tool for exactly that. It does not need a typed code. Ask Reputifly to set up the rule you have in mind and it will apply at checkout on its own.
Affiliate and member codes
This is how you reward the people who promote IMI, creators, members, and partners, and see exactly how much business each one brings in. The method is simple: give every partner their own unique discount code, then read the reports to see how each code performed.
The idea in one line
One partner, one code. The code gives their followers a discount, and because it is unique to that partner, every time it is used the sale is recorded against them. The code is what does the tracking.
Step one: create a code for the partner
- Go to Marketing > Coupons and click Add coupon.
- For the Coupon code, use the partner's name or social handle so it is instantly recognisable in reports, for example JANE15 or SARAHXMIMI.
- Set the Discount type and amount, for example 15 percent, the deal you agreed with them.
- In the Description box, write who the code belongs to and the date you issued it, such as "Creator Jane, Instagram, issued May 2026". Only you see this, and it keeps your records clear.
- Optionally use the Usage limits tab to cap total uses, if the partnership is for a limited run.
- Click Publish.
Step two: give it to the partner
Send the partner their code and ask them to share it with their audience. You can also give them a link to your shop to include in their posts. Remember that it is the code, typed in at checkout, that records the sale against them. The link just sends people to the store.
Keep names consistent: the person's name plus the discount number works well, like JANE15 or LEILA10. Consistent names make the tracking reports easy to scan at a glance.
Step three: track how each code performs
You have three ways to see results, from a quick glance to a full report.
1. The quick glance: the Coupons list
Go to Marketing > Coupons. The list of every code has a Usage / Limit column. At a glance it tells you how many times each code has been used. Good for a fast check.
2. The full picture: the Coupons report
- Go to Analytics in the menu, then open the Coupons report.
- Choose a date range at the top, for example this month, or the length of a campaign.
- You will see every code with its number of orders, the total amount discounted, and the sales it generated.
- Click a column heading to sort, so your best performing partners rise to the top.
- Use the download option to export the report as a spreadsheet if you want to keep it or share it.
This report is your source of truth for partner performance, and the figure you use when paying commission.
3. The detail: a single order
Open any order under WooCommerce > Orders and it shows which coupon, if any, was applied. Useful when you want to confirm one specific sale.
You partner with a creator and make the code JANE15 for 15 percent off. Two weeks later you open Analytics > Coupons, set the range to this month, and see JANE15 used on 24 orders generating 1,180 dollars in sales. You pay Jane the commission you agreed, calculated from that figure. No guesswork.
Keep a simple spreadsheet alongside the store: one row per partner with their code, their discount, their commission rate, and contact details. The store tracks the sales, your spreadsheet tracks the relationships.
When a campaign ends, do not delete the coupon. Deleting it erases its history from your reports. Instead give it an expiry date, or just leave it in place. That way the sales figures stay available whenever you need to look back.
Built-in growth features
Your store has three tools built in that quietly work to increase sales. They are already running. You do not need to switch anything on or maintain them. This section simply explains what they do, so you know they are there.
One-click cart upsell
On the cart page, customers are shown a suggested extra product they can add with a single click. It is a gentle nudge that lifts the average order value.
Abandoned cart recovery
If a shopper adds items but leaves without paying, the store automatically emails them a friendly reminder, which brings a share of those shoppers back to finish.
Instagram reel marquee
Each product page has a smooth scrolling row of real Instagram reels from creators, so visitors see genuine people using IMI products.
Branded automated emails
Every order email carries the IMI look, so customers get a polished, on-brand experience at every step. Covered in section 5.
A note on the Instagram reels and your SEO
The reels on your product pages are shown deliberately without long captions. This is intentional. Search engines read the text on a page, and large blocks of social media caption text can pull a product page's focus away from the words that actually help it rank, like the product name and its benefits. Keeping the reels clean and caption-free means the videos add social proof while your product copy keeps doing the SEO work. When you post on Instagram, this is a good habit there too: let the video lead, and keep captions light.
These features need no attention from you. They run on every relevant page automatically. If you ever want to change which reels are shown, or adjust how the upsell behaves, contact Reputifly and we will update it.
Journal posts (blog)
Your site has a Journal at /blog/ for short articles, launch stories, hair tips, or anything you want to share with your audience. This section walks you through writing one start to finish, in plain WordPress, with no plugins required.
Where to write a post
From your dashboard sidebar, click Posts > Add New. That opens the WordPress editor.
The editor has two main pieces: the big writing area in the middle, and a settings panel on the right. Everything you need is in those two places.
Writing the post, step by step
- Add the title. Click the "Add title" line at the top and type your headline. Keep it clear and natural, the same way you would name a journal entry.
- Write the body. Click below the title and start typing. Each time you press Enter you start a new paragraph. To add a heading inside the post, press the small + icon on the left, choose Heading, and type the heading text.
- Add an image to the body. Press + > Image, then either upload from your computer or pick from the Media Library. The image sits exactly where the cursor was.
- Set the featured image. On the right panel, open the Post tab if it is not already open, scroll down to Featured image, and upload one. This is the picture shown at the top of the article and on the journal listing page. Use a clean horizontal photo, ideally 1600 by 900 pixels or similar.
- Pick a category. Still on the right, find Categories. Tick one that fits, or click Add New Category and type a name like Tips, Stories, or Launches. Categories help readers browse related posts.
- Add tags (optional). Below Categories, type a few short keywords separated by commas, like hair care, tutorial. Tags help with search.
- Write a short excerpt (optional). Open the Excerpt dropdown and add a one to two sentence summary. This is what appears in the journal listing under the title. If you skip it, WordPress will use the first paragraph automatically.
- Preview first. Click Preview > Preview in new tab at the top right. Check the layout looks right on desktop and on mobile.
- Publish. When you are happy, click the blue Publish button at the top right. Confirm once more on the side panel that pops up.
You can save anytime as a Draft (top right, next to Publish) and come back later. Drafts are not visible to the public.
Editing or deleting a post later
- Go to Posts > All Posts.
- Hover over the post title. You will see Edit, Quick Edit, Trash, and View.
- Click Edit to make changes, then click Update at the top right when done.
- Click Trash to remove the post. Trashed posts can be restored later from the Trash tab at the top of the All Posts screen.
Where readers see your posts
Every published post automatically appears at /blog/ on your site (linked from the main menu as Journal) in newest-first order. Each post also has its own URL based on the title slug, for example /blog/your-post-title/.
Good writing habits for IMI
- Keep the tone consistent. Confident, considered, never hype-y. Match the rest of the site.
- Skip the em-dash. Use commas or periods. (Same brand rule as the rest of the site copy.)
- One idea per paragraph. Short paragraphs read easier on mobile.
- Always add a featured image. A post without one looks empty on the listing page.
- Aim for 300 to 800 words. Long enough to say something, short enough that people finish.
Read it once out loud. Anything that sounds like a robot or marketing brochure, rewrite it the way you would say it in conversation.
Going live and support
When the store is ready, going live means moving it from the temporary address to your real domain, myimi.co. Reputifly handles the technical side of that switch. Your job is to confirm the checklist below first.
Pre-launch checklist
- Stripe is in Live mode, not Test mode (see section 4).
- Atome live details are in place, if you are offering it.
- You have completed one real test purchase and seen the order arrive.
- The order notification email goes to an inbox you check daily.
- All three products show the correct prices and stock.
- Shipping and delivery charges are set the way you want them.
- Your policy pages, such as privacy, terms and refunds, are in place.
- You have logged in to the dashboard once and found your way around.
Tell the Reputifly team you are ready. We point myimi.co at the finished store, do a final check together, and your shop is open for business.
If something does not look right
If a page looks broken, an email stops arriving, or anything behaves unexpectedly, do not try to fix the underlying setup yourself. Note down what you saw and contact us. It is almost always a quick fix on our side.
Getting help
Reputifly built your store and looks after it. For anything you are unsure about, large or small, reach out:
- Email: hello@reputifly.com
- Phone: +65 8011 1965
There is no such thing as a question too small. If in doubt, ask before you change something, and we will guide you through it.
Running an online store comes down to a short, steady rhythm: watch for order emails, process orders, and now and then create a code or check a report. Everything else in this store has been built to look after itself. Welcome to your IMI shop.