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Manage My Donation/Contribution Billing Details

You’re in the right place if you’re looking to manage billing details for the donation/contribution you pay either monthly or yearly for your store on the Wellbeing Umbrella site.

Page Navigation – key billing account features, click on steps below to jump to desired section

** If you want to cancel your store and your donation/contribution please follow our guidance on How To Cancel Your Store.

Self-manage your Store Seller donation/contribution account by following the details below.

1. You can access and manage your billing details by heading over to Wellbeing Umbrella’s stripe customer portal here: https://billing.stripe.com/p/login/9AQ4gJ74QgIG3Sw9AA

2. At the Stripe log in page add the email address you signed up with when paying your first contribution/donation.

3. If the email added is active with Wellbeing Umbrella Ltd., you’ll receive a link to that email address to access your customer account. The link will be active for 30 minutes. Please check all email folders including your spam folder if needed.

4. Access your email account to retrieve the email titled ‘Your Wellbeing Umbrella Ltd customer portal login Link’ and click on the Log In button to be taken to your customer account.

5. Once in your account you’ll have the option to add payment methods, update billing information and read and download invoice history.

billing history and details

How to Download Invoices

6. Follow steps 1-5, then under the heading ‘Invoice History‘ click on the download icon next to the invoice date you wish to obtain. This will open up the invoice page.

7. On the invoice page, scroll down to where it says ‘Download invoice‘ and click on the arrow. This will bring up the invoice for you to view.

8. Once the invoice is visible for your to view, depending upon your preference you can save or print the document from here.

invoice download with billing details

9. Once the invoice is visible for your to view, depending upon your preference you can save or print the document from here.

How to Download Receipt of Billing Details

10. Follow steps 1-5, then under the heading ‘Invoice History‘ click on the download icon next to invoice date you wish to obtain. This will open up the invoice page.

invoice page - billing details

11. On the invoice page, scroll down to where it says ‘Download Receipt‘ and click on the arrow. This will bring up the Receipt for you to view.

12. Once the receipt is visible for your to view, depending upon your preference you can save or print the document from here.

image on receipt billing details

How to Update Payment Methods

13. Need to add a new card to help pay for your Wellbeing Umbrella store donation/contribution?

Follow steps 1-5, then under the heading ‘Payment method‘ click on ‘+ Add payment method‘. This will take you to a new page.

14. On the ‘Add payment method‘ page, enter your card information as instructed, including number, expiry date, CVC and postal code. Once the form is complete add submit to allow Stripe to set the monthly or yearly donation. Once your card(s) are added choose which card you would prefer as your primary card as instructed.

How to Update Billing Information

15. Follow steps 1-5, then under the heading ‘Billing Information‘ click on ‘Update information‘. This will take you to a another page.

16. On the ‘Billing information‘ page, enter or update your card billing information as instructed, inclduing address, postcode and phone number. Once the form is complete, press the save button to ensure your new information is stored.

Other Related Listing Sections You May Wish To Use:

Upgrade or Downgrade Your Account

You can upgrade (or downgrade) your account and membership payment contribution at any time with us. Just follow the guidance below and we’ll help you through the process.

  1. Log in to store account ‘Dashboard’ or Select ‘Store Manager’ at the top right-hand side of the website.
  2. From the left-hand side menu select Edit Profile/About
How to Upgrade or Downgrade Your Store Seller Account

3. From the Profile Manager menu select ‘Membership

How to Upgrade or Downgrade Your Store Seller Account

4. Scroll down to underneath your subscription details and press the ‘Change My Membership’ button to be directed to a upgrade/downgrade page.

5. Simply complete the upgrade/downgrade my store seller account form and we’ll arrange your request.

How To Cancel Your Store

We’ve heard you want to cancel – we’re truly sorry to see you go. Our mission is always to help as many people as possible become aware of all the wonderful wellness treatments and solutions on offer (including yours). If we can make your experience on Wellbeing Umbrella better for you, please consider letting us know and giving us a chance to resolve this with you via our Contact Form.

If you’d still prefer to move forward towards cancelling your store seller account please follow the guidance below.

Steps to Cancel

Please head over to our Store Seller cancellation page to be walked through each stage of the cancellation process.

There are two stages to cancelling your store seller account and membership contribution.

  1. Inform Us (Wellbeing Umbrella) that you wish to deactivate your store seller account
  2. Cancel your membership contribution payment (monthly/yearly) through Stripe

Once we have received your request to cancel your store seller account, we will deactivate your account within 28 days. Once deactivated, it will be deleted from the site after 90 days.

Please use ‘vacation mode: disable purchasing‘ or place all listings to draft if you no longer wish to take orders/appointments while waiting for your store to be deactivated.

How To Increase Listing Visibility & Interest: Image & Listing Guide

Increasing listing visibility and stellar images is the key to helping you reach more of the right people who need what you offer.

It is important that you get the best outcomes on the Wellbeing Umbrella Marketplace, so we have created this Image and Copy guide for the site. The focus of this guide is to help ensure your listings gain maximum visibility, attract the right customers and encourage potential customers to reach out to purchase.

By following the guidance and simply actioning the steps given, you will be returned in more searches and increase your chance of inspiring customers to take action.

Protected: How To Write Sales Copy So That Customers Recognise the Benefits Of What You’re Selling Course

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How To Create Linked Products/Services (Up/Cross Sell)

Applies to: 
Business Enhanced & Business Growth Account Holders

Types of Linked Products (and Services)

Linked products on the Wellbeing Marketplace enable you to upsell and cross sell your products and services to buyers.

  • ‘Up-selling’ is the products/services which you would recommend instead of the currently viewed product, for example, products that are more profitable, better quality or more expensive.
  • ‘Cross-selling’ are the products/services which you promote in the buyers shopping cart, based on the current product.

Creating Linked Products

  1. Log in to your store dashboard via My account> or click ‘Store Manager’ in the top right corner, if already logged in.
  1. Click on ‘Listings’ tab located on the dashboard menu

3. Either create a ‘new listing’ or from the list of listings already published/drafted locate the listing you would like to add a linked product(s) to, and press the ‘edit’ icon or ‘name of listing’ to open up the listing to edit.

4. Once listing page is open, click on the ‘Linked’ menu tab.

5. Once ‘Linked’ menu tab is open, you’ll be presented with a ‘Up-sells’ and ‘Cross-sells’ product fields. Within the relevant field, begin to type the name of a product/service listing you’d like to ‘Up-sell’ or ‘Cross-Sell’.

6. A list of your published listings will display, click on the relevant product/service to link them to your listing. Max. 5 linked products per box.

7. Select wither the ‘Draft’ or ‘Submit’ button to ensure your linked products to your listing are saved.

PLEASE NOTE: Only products that have been published (i.e. are not in draft or archived) can be used as linked products.

Related Articles

Create Product Add-ons

Page Navigation

What are Add-ons?

If you sell products with additional options (that don’t require stock inventory) or you sell personalised products, the ‘Add-Ons’ feature will be of benefit to you. Using a range of add-on fields that display on your product listing you can create and offer a variety of extra options such as gift wrap, colour choices, sizes, text fields (i.e. for customers to provide a personal message) or even upload a document (i.e. artwork).

APPOINTMENT AND CLASS BOOKING VARIATIONS

Add-ons are also used on ‘Appointment/Class Listings’ to create and offer variations in duration of time for your bookings e.g., 90 mins, 60 mins, 30 mins appointments for shoppers to choose from on your listing. Learn more how to create appointment/class time duration Add-ons.

Choose Add-on Option(s) for Your Listing

TYPEDESCRIPTIONEXAMPLE
Multiple Choice
Buyers can select a single option from multiple choices


Offer essential oil within a wellbeing hamper and giving the customer the choice of a fragrance such as Rosemary, Lavender, or Rose oil to choose from


CheckboxesBuyers can select multiple or all options from your list
Offer gift wrapping, express delivery or Anti-aging hand mask, mini foot scrub etc with a choice of rejuvenating creams as an addition to a hamper


Long TextBuyers can enter a long string of text
Name, Personal Message, Gift Card message

Image Upload
Buyers can upload a file to include in their order, which you can access from your Media Library or when viewing the order

Personalised Photos or Art for Notebooks, Cushions, Candles or Pre-screening information

Create an Add-on Field

Add-On menu
  1. If not on the Add-on section already, select ‘Add-ons’ from the bottom left-hand side menu.

2. Select ‘Add Field’ – This opens the menu where you can select and refine your type of Add-on.

This opens a new window, see example below.

3. Click on the drop down menu under ‘Type’. You are presented with a choice of how you wish to present your Add-on.

Choose the ‘Add-on’ that best suits your needs and follow associated information for that particular ‘Type’ of Add-on below.

Create a ‘Multiple Choice’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Multiple Choice’ Add-on option from the dropdown menu.

2. Under the header ‘Display as’ click on the dropdown menu and choose from either ‘Radio button’ or ‘Image’ to display your Add-on options. (Please note: If using Image, your prices will show when customer hovers over the images on the live listing if on a laptop or by selecting the image on a phone or tablet)

3. Under the header ‘Title’ enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick the ‘Add Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Under the header ‘Option’ is where you create your individual Add-on options.

Add a label for each option as well as a price if needed. Calculate the price as a flat fee regardless of quantity or per quantity ordered. To remove an option row, click the ‘X’.

If you have chosen to display your Add-on as an image click on the image box and select an image from your media library then click the blue ‘Add Image’ button (bottom right hand of screen if on laptop).

6. In the 1st field enter the Title of your 1st option.

7. In the 2nd field (optional) choose from;

  • ‘Flat Fee’ – If you wish to charge a one-off additional fee.
  • ‘Quantity Based’ – The Add-on price you set in the next tab is multiplied by the quantity of the main product input by the customer.

8. In the 3rd field (optional) – enter the price of your Add-on without any £ symbols.

Create a ‘Checkbox’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Checkbox’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Under the headerOption’ is where you create your individual Add-on options.

Add a label for each option as well as a price if needed. Calculate the price as a flat fee regardless of quantity or per quantity ordered. To remove an option row, click the ‘X’.

If you have chosen to display your Add-on as an image click on the image box and select an image from your media library then click the blue ‘Add Image’ button (bottom right hand of screen if on laptop)

6. In the 1st field enter the Title of your 1st option.

7. In the 2nd field (optional) choose from;

  • Flat Fee – If you wish to charge a one-off additional fee.
  • Quantity Based – The Add-on price you set in the next tab is multiplied by the quantity of the main product input by the customer.

8. In the 3rd field (optional) – enter the price of your Add-on without any £ symbols

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Create a ‘Long Text’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘Long Text’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Tick the ‘Limit Character Length’ tick box, if required, and enter a minimum or maximum amount of characters you wish to allow your buyer to input for their response.

6. Tick the ‘Adjust Price’ tick box, if required, to create an Add-on price. Then select from the drop down box one of the following;

  • Flat Fee – When you wish to charge a one-off additional fee.
  • Quantity Based – Price is multiplied by the quantity of products ordered by the Customer.

In the box at the side, enter the price of your Add-on without any £ symbols.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Create a ‘File Upload’ Add-on

Carry out Steps 1-3 of ‘CREATE AN ADD-ON FIELD’ first

1. Select ‘File Upload’ from the dropdown menu.

2. Under the header ‘Title’, enter the title of your ‘Add-on’ here e.g. Essential oils or Crystals.

3. Tick theAdd Description’ tick box if you wish to show a brief description about your Add-on. In the box that appears, fill in your description.  To remove a description, delete/clear wording in box and un-tick ‘Add Description’.

4. Tick the ‘Required Field’ tick box if you want to prevent buyers from going to check out until an Add-on is selected.

5. Tick the ‘Adjust Price’ tick box, if required, to create an Add-on price. Then select from the drop down box one of the following;

  • Flat Fee – When you wish to charge a one-off additional fee.
  • Quantity Based – Price is multiplied by the quantity of products ordered by the Customer.

In the box at the side, enter the price of your Add-on without any £ symbols.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save.

Remove and Create Extra Add-on Fields

To add another option for this Add-on – Click the ‘Add Option’ button

To remove an option row – Click the ‘X’ in the box at the end of the row, then click ‘ok’.

To remove a complete ‘Add-on’ from the product listing – Click the ‘Remove’ button at the top of the Add-on section.

Select the green ‘Draft’ or ‘Submit’ button at the bottom of the listing page to save you Add-ons at any stage.

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