Here you’ll find answers to the most frequently asked questions about using The Pattern Cloud platform — whether you’re setting up your site, managing agents, uploading new designs, or keeping track of invoices. We’ve grouped everything into handy categories so you can quickly find what you need.
Need assistance? Pat, our 24/7 virtual assistant, is here to help.🤖
Still stuck? Our support team is always happy to help [email protected]
Getting Started 💡
Helpful steps and tips for new users to launch their Pattern Cloud site quickly and easily.
What is The Pattern Cloud?
What is The Pattern Cloud?
The Pattern Cloud (TPC) is a platform for studio and individual pattern designers. It provides a fully customizable website service where you can showcase and sell designs online, track customer interactions, and simplify operations.
What is the difference between the Backend and the Frontend?
What is the difference between the Backend and the Frontend?
Backend
The Backend or admin site is where you manage your studio’s designs, sales, invoices, high-resolution files, stock, user accounts, and pricing.
Frontend
The Frontend is the customer-facing side where buyers log in to view and purchase designs.
How do I access the backend?
How do I access the backend?
This is the link to the Backend (Admin Panel): admin.thepatterncloud.com
Your credentials (username and password) were shared in the initial email you received when your account was created.
Your username is the email address you selected during sign-up.
Your password may have been changed by you after your first login.
What are my options for hosting my site with The Pattern Cloud?
What are my options for hosting my site with The Pattern Cloud?
Decide how you want to host your site:
Option A: Use your own domain (e.g., www.mystudio.com) or a Pattern Cloud subdomain (e.g., mystic.thepatterncloud.com).
Option B: Use our secure, hosted shop that integrates seamlessly with your existing website (e.g., shop.mystudio.com).
How do I set my website live?
How do I set my website live?
Follow this checklist to get your site ready for launch. Once complete, email us and we’ll activate it.
Choose your site option (custom domain or TPC subdomain).
Customize your site’s appearance and add bank details.
Update Cookie Policy, T&Cs, and Privacy Policy.
(For Option A users) Upload homepage images.
Choose a payment gateway (Stripe, PayPal or via invoice).
Mark all tasks complete and email us to go live.
Tech Issues & Troubleshooting🛠️
Solutions to common technical problems related to file uploads, website errors, or customer access.
My website isn’t working. What should I do?
My website isn’t working. What should I do?
Refresh your browser. Close and reopen your browser or press the refresh button.
Try a different browser. The system works best with Google Chrome. Note: Safari may cause compatibility issues.
Try a different computer. Test the website on another device to rule out local issues.
Check your internet connection. Ensure you have a stable connection.
Clear your cookies. Clear your browser cookies to remove cached data that might interfere with the site.
Still having trouble? Contact us at [email protected] with a clear description of the issue.
Troubleshooting Tip: If the backend is not loading, try clearing your browser cookies and refreshing the page. That should do the trick!
Why can’t my customer see the design page?
Why can’t my customer see the design page?
Some customers may encounter issues accessing your website due to firewalls, particularly those in large organizations with strict IT security policies.
Advise the customer to contact their IT department to allow your website on their firewall.
If needed, you can contact us to request a whitelist for their network.
Other potential solutions:
Clear browser cookies.
Try accessing the site using a different browser (Google Chrome is recommended).
Why is my file not uploading?
Why is my file not uploading?
Upload at least two JPEG files that meet size requirements.
Ensure correct naming/numbering.
Try another file and browser.
Check your connection and refresh the page.
If issues persist, provide the support team a detailed description, screenshots and any error messages.
Website & App Setup📲
Guidance on configuring your website, setting domains, and accessing the desktop or web app.
Where can I find the iPad app?
Where can I find the iPad app?
To download the app, open the App Store on your iPad and search for "The Pattern Cloud." Log in using your backend credentials.
The app is free to download and is available for studios on the Professional plan and above.
Important Note: The app is currently available exclusively for iPad.
Why is my site flagged as "Insecure"?
Why is my site flagged as "Insecure"?
This may occur if you are using a subdomain of your main domain to host your type B website. Please contact us to arrange for an SSL security certificate for your domain.
Is my site secure and are my designs protected?
Is my site secure and are my designs protected?
Rest assured, your site is secure:
Only authorized users can log in until you decide to grant access.
Without the specific links and notifications you share, your site remains effectively invisible to the public.
Design Uploads & Features🧵
Instructions for uploading designs, working with colorways, using templates, and 3D fabric mapping.
Can I upload landscape designs?
Can I upload landscape designs?
Currently, the platform is optimized for portrait format. Landscape images will appear as stripes.
How do I upload another colourway to my design?
How do I upload another colourway to my design?
To effectively manage alternative colourways, we recommend uploading one main colourway and then adding additional versions within the same design. Here's how to do it:
Upload the main colourway.
Open the design thumbnail.
Go to the 'Upload' tab.
Add additional colourway JPEGs.
This method ensures that all colour variations are grouped under the same design, making it easier for buyers to view and compare options.
Optional: If you wish to charge an extra fee for alternative colourways, you can specify this in the text box.
Can I upload half-drop repeats and map them to templates?
Can I upload half-drop repeats and map them to templates?
Half-drop repeats aren’t currently supported. However, you don’t need to use the product templates provided by the system in this case. Instead, you can create your own mockup and upload it in JPEG format alongside the thumbnail in the same upload.
What is 3D Fabric Mapping?
What is 3D Fabric Mapping?
3D Fabric Mapping is a video preview that shows your pattern on a plain fabric swatch. It adds depth and subtle movement to the flat design, helping you visualize how the pattern could look on real fabric—making it easier to evaluate scale, texture, and overall effect before production.
How many 3D Fabric Mappings can I use?
How many 3D Fabric Mappings can I use?
The number of 3D Fabric Mappings you can generate each month depends on your subscription plan:
Professional: up to 150 mappings/month
Basic: up to 50 mappings/month
Individual: up to 5 mappings/month
These limits reset every month, giving you fresh opportunities to preview your designs in motion.
How do I create a PDF pinboard for a customer? 📌
How do I create a PDF pinboard for a customer? 📌
Creating a PDF pinboard for a customer allows you to share a curated selection of designs in a secure, professional format. Here’s how to do it:
Create or log into a customer account.
Enable the PDF VIP feature in backend settings.
Create a pinboard in the shop.
Click “Create PDF,” select thumbnail size and display option.
Generate and download the PDF.
Customize branding in the Appearance tab.
Share with customers after trade shows or appointments.
Need help?
Check out the step-by-step video tutorial, and don’t worry—you’ll also find detailed written instructions to guide you through.
Step 1: Create or Log Into a Customer Account
Create a Customer Account: If you don’t already have one, go to Customers > New Customer to create a customer account.
Log In: Once your account is set up, log into your shop using this customer account.
Step 2: Enable the VIP Feature for Your Customer
Go to Pricing & Customization: Navigate to Pricing and Customization in the backend of your account.
Activate PDF Printout VIP: Switch on the PDF Printout VIP option and click Save. This feature will allow the creation of PDFs from pinboards.
⚠️ Note: This feature is an add-on for VIP customers and is not available to all customers by default. You may choose to enable it for specific clients, agents, or high-value customers.
Step 3: Create a Pinboard
Select Designs: Go to your shop and choose the designs you want to include in the pinboard.
Create a Pinboard: You can create a new pinboard or add designs to an existing one.
Save Your Selection: Once your pinboard is ready, save the designs in the pinboard section.
Step 4: Create the PDF
Go to the Pinboard Section: After saving your selection, navigate to the Pinboard section.
Click "Create PDF": Click the Create PDF button to generate a PDF of your pinboard.
Choose Thumbnail Size: You can select from small, medium, or large thumbnails for your designs in the PDF.
Select Display Option: Choose whether to show the mapped image or the full-screen version of each design.
Step 5: Generate and Download the PDF
Create the PDF: Click Create, and the system will begin generating the PDF. This may take a few minutes, especially if your pinboard contains a large number of designs (up to 50 designs per pinboard).
Download the PDF: Once the PDF is ready, it will either open in a new window, or you will receive an email notification. You can download it to your computer.
Rename the File: Once downloaded, you can rename the file and prepare it for sharing with your customer.
Step 6: Customize the PDF
Watermark & Branding: The PDF will automatically include a watermark with your studio name and design codes, as well as your logo and footer text.
Edit Footer Text: You can customize the footer (located at the bottom right of the PDF) by going to Website > Appearance and updating the watermark or footer text.
Step 7: Share the Pinboard PDF
Once the PDF is ready, you can share it directly with your customer. This method is perfect for:
Trade Shows: Share a selection of designs with customers after your in-person appointments.
Design Selection: Help customers make decisions about designs without needing to take screenshots or photos.
Step 8: Track Printed History
You can view a history of designs that have been printed or downloaded as PDFs from your account. This feature also tracks activity for customers who have access to it, providing insights into what they’ve printed or saved.
Important Notes ⚠️
A pinboard can contain up to 50 designs.
Generating a PDF with many designs may take longer.
Ensure that the customer has VIP access to use the PDF creation feature.
By following these steps, you can easily create and share pinboards as PDFs, helping your customers make design selections securely and professionally.
Customer Accounts & Access🧑💻
Manage your customers: their logins, pinboards, permissions, and site interaction insights.
How can I view my site and designs like a customer would?
How can I view my site and designs like a customer would?
We recommend setting up a customer account to access the Frontend of your site and view your designs as they appear to customer.
For the best experience, please use a different email address than the one you use for the backend (admin panel).
Can I add customers?
Can I add customers?
Yes, you can add customers via the Customer Tab in the backend of your site. Simply click the Add New Customer button. Note that customers must be added one at a time.
We recommend encouraging customers to register themselves whenever possible. This ensures their information is up-to-date, and they can set their own password.
Does a customer login expire?
Does a customer login expire?
No, once a customer account is active, the customer has 24/7 access to your website.
How many pinboards can customers create?
How many pinboards can customers create?
Each customer can create up to 10 pinboards, with a maximum of 50 designs per pinboard. Keep in mind that generating a PDF may take longer when a pinboard contains many designs.
⚠️ Please note: customers need VIP access to use the PDF creation feature.
Can I see who visits my site and can I track their activity?
Can I see who visits my site and can I track their activity?
Yes. Access to your site is limited to registered customers, and you can monitor their interactions through detailed activity logs available in each customer profile.
Logged actions include sign-up, logins, design views, downloads, items added to basket, and general daily activity. This feature gives you valuable insights into how customers interact with your designs.
👉 For more details, please refer to Tips & Tricks to learn how to make the most of this feature.
Pricing & Billing💳
Details about subscription plans, trial periods, invoices, currency settings, and payment methods.
How do I set up Stripe?
How do I set up Stripe?
Go to Payment > Stripe Connect in the backend.
Create or log into your Stripe account.
Follow Stripe’s activation process.
Add multiple currencies if needed.
How do I set up PayPal?
How do I set up PayPal?
Log into the PayPal Developer Dashboard
Create Sandbox & Live apps.
Copy your Client ID and Secret.
Paste credentials in Payment settings in the backend.
How do I display my VAT number on invoices?
How do I display my VAT number on invoices?
To show your VAT number on your invoices, enter it in the three bank detail fields. This will ensure it appears at the footer of your invoice.
Can I use different bank details for different currencies on my invoices?
Can I use different bank details for different currencies on my invoices?
Yes, you can! In the Backend under Studio Website > Appearance, you’ll find fields to add bank account details for up to three currencies: USD ($), GBP (£), and EUR (€).
If you fill in these boxes, the corresponding details will appear on invoices based on the currency of the transaction.
If the boxes are left empty, invoices will default to showing your main bank details.
These fields are simple text boxes, allowing for flexibility. For example:
You can enter your USD account details and include additional instructions, such as:
"For payments made from outside the USA, please use TransferWise at [your TransferWise details]."
This way, you can provide alternate payment options if needed.
Security & Data🔒
Information about data storage, site security, privacy policies, and compliance.
Is my site secure and are my designs protected?
Is my site secure and are my designs protected?
Rest assured, your site is secure:
Only authorized users can log in until you decide to grant access.
Without the specific links and notifications you share, your site remains effectively invisible to the public.
Where are the stored files held, and are they secure?
Where are the stored files held, and are they secure?
Your files are securely stored on industry-standard Amazon AWS servers, renowned for their reliability and durability in object storage. The data is hosted on a separate remote server. Both servers are regularly backed up; however, we strongly recommend maintaining offline copies of your files and data for added security.
If a design sells, is it removed from other customers’ pinboards?
If a design sells, is it removed from other customers’ pinboards?
Yes, when a design is marked as sold (e.g., added to an invoice), it will immediately disappear from your site’s front end and be marked as sold in the backend.
How do I set my website live?
How do I set my website live?
2. Customize the Appearance
Go to the Appearance tab in the backend:
Click the Studio Website button.
Select the name of your studio.
Adjust the appearance of your secure site:
Customize text and background colors.
Enter your company name and email address.
Upload your logo.
Provide your bank details for invoices:
You can add separate accounts for GBP (£), USD ($), and EUR (€).
If all payments go to one account, enter the same details in all fields.
Include your VAT number (if applicable) to ensure it appears on invoices.
3. Complete Your Site Content
Under the Content tab, you’ll find three documents to review and update:
Cookie Policy
Terms and Conditions: We provide a template for you. Add your details or replace it with your own terms.
Privacy Policy: Update this document with your company details.
4. Set Up Your Home Page (For Option A Users Only)
If you’re using Option A, upload a few images to create your home page.
5. Choose a Payment Gateway
Go to the Payment tab and select your preferred platform for processing credit card payments:
Stripe (Recommended): If you’re new to Stripe, register and set up an account.
PayPal
6. Go Live
In the Set Live tab, once all six tasks have green checkmarks, your site is ready to launch! Simply email us, and we’ll take care of the rest.
What domain should I use?
What domain should I use?
You have two options for setting up your domain:
Option 1: Use a Subdomain of The Pattern Cloud
Example: yourstudio.thepatterncloud.com
We’ll handle the setup for you.
Your site will automatically include SSL Security, ensuring it’s registered as secure.
Option 2: Use Your Own Domain or Subdomain
For Type A sites, use your own domain (e.g., yourstudio.com).
For Type B sites, set up a subdomain (e.g., design.yourstudio.com).
Here’s how to configure this:
Access Your Domain Settings
If you manage your domain personally, log in to the registrar where you purchased it (e.g., GoDaddy.com).
If a web developer handles this, share these instructions with them.
Point Your Subdomain to Our Server
Create the subdomain in your domain settings.
Point it to the following IP address: 54.247.163.72 (CNAME Record: setup.thepatterncloud.com. A Record: 54.247.163.72)
Notify us once this is done, and our developers will connect your site to our server.
Add a Menu Button
Create a button in your site’s menu that links customers to your shop or subdomain.
Secure Your Domain with SSL
You will need to update your domain's DNS settings by adding a CNAME record or an A record, depending on what your domain provider supports.
a. Access Your Domain Provider’s DNS Settings
Log in to your domain provider’s account and navigate to the DNS Management or DNS Settings section.
b. Add a CNAME Record
If your domain provider supports CNAME records, add the following:
Type: CNAME
Host/Name: (Enter your preferred subdomain, e.g.,
shop
if your full subdomain will beshop.yourdomain.com
)Value/Target:
setup.thepatterncloud.com
TTL: Default (or 1 hour if required)
Add an A Record
If your domain provider does not support CNAME records, you can add an A Record instead:
Type: A
Host/Name: (Your subdomain, e.g.,
shop
forshop.yourdomain.com
)Value/IP Address:
54.247.163.72
TTL: Default (or 1 hour if required)
c. Save Your Changes
After adding the record, save the changes. DNS updates may take a few minutes to several hours to propagate.
d. Verify Your Setup
Once your DNS changes have propagated, visit your subdomain (e.g.,
shop.yourdomain.com
) in a browser to ensure it points to The Pattern Cloud.If you experience any issues, please contact your domain provider’s support team or reach out to The Pattern Cloud support team for assistance.
Need More Flexibility?
If you choose Option 1 for faster setup, don’t worry—you can switch to Option 2 later when your subdomain is ready.
How to set up Stripe?
How to set up Stripe?
Stripe is our recommended payment provider for processing credit card payments through your website. Here’s a step-by-step guide to setting up your Stripe account:
Access the Stripe Setup
Go to the backend of your website.
In the Website section, click on Payment, then select Stripe Connect Account.
You’ll be redirected to Stripe’s website.Create or Log In to Your Stripe Account
Click the link provided in the Payment section to access Stripe.
From there, you can create a new account or log in with your existing Stripe account.Activate Your Stripe Account
Follow the on-screen instructions provided by Stripe to activate your account.Multiple Currencies Support
Stripe allows you to add multiple bank accounts to your profile so you can accept payments in different currencies, making it flexible for international clients.
How to Set Up PayPal on Your Website?
How to Set Up PayPal on Your Website?
If you’d like to set up PayPal as a payment method on your website, you’ll first need to retrieve your Sandbox Client ID/Secret and Live Client ID/Secret. Just follow the steps below:
Log in to PayPal Developer Dashboard
Visit https://developer.paypal.com and click "Log into Dashboard" using your PayPal Business Account.
If you don’t have a business account yet, you’ll need to create one first.Create a Sandbox Business Account
To run test payments, you’ll need a sandbox account.
Click on "Accounts" under the Sandbox section, then click "Create Account."Create a Sandbox App
Once your sandbox account is ready, go to "My Apps & Credentials" in the left menu and click "Create App."
Give your app a name and select your sandbox business account, then click "Create App."Access Your Sandbox Credentials
Once the app is created, you’ll see the Client ID and an option to view the Secret Key — these are your sandbox credentials.Create a Live App
Return to "My Apps & Credentials", then toggle from Sandbox to Live at the top of the page.
Click "Create App", name it, and select your live business account.Access Your Live Credentials
After creating your live app, you’ll be shown your Live Client ID and can click to reveal the Secret Key — these are your live credentials.Enter Credentials on Your Studio Website
Go to the Payment area under the Studio Website tab in your backend.
Paste the relevant Sandbox and Live Client ID/Secret keys into the PayPal setup fields.