Welcome to The Pattern Cloud
A complete step-by-step guide to setting up your Pattern Cloud account — from logging in and configuring your profile to domains, pricing, and the Design Agent.
Once you've received your login details by email, you're ready to get started. Head to app.thepatterncloud.com to log in and begin configuring your account.
Your dashboard will appear relatively empty at first — that's expected! You'll need to work through a few configuration steps before your site is ready to go live. Follow the guide below, or watch the full setup video here:
Step 1: Website Manager — Build Your Profile
Navigate to Configuration > Website Manager. This is where you build your profile and configure the appearance of your storefront before going live.
1.1 Company Name & Email Address
Fill in your company name and the email address you'd like your customers to receive notifications from — for example, order confirmations and registration emails.
1.2 Upload Your Logo
Upload your logo in the main logo area. The ideal logo height is 46 pixels, though it can be taller. Some tweaking may be needed depending on size and format — once your domain is switched on, you'll be able to preview exactly how it looks.
1.3 Bank Information
Enter your bank details here. These are automatically added to every invoice generated on the system. You can set up multiple bank accounts for different currencies — for example, if a client pays in euros, your euro account details will appear on their invoice automatically.
1.4 Domain Setup
Navigate to Configuration > Domain > Custom Domain. Here you can add the domain you would like your Pattern Cloud website to point to.
You have two options for your storefront domain:
Option A: Use a Pattern Cloud Domain
We provide a free PatternCloud subdomain (e.g. yourstudio.thepatterncloud.com). This is a great option if you don't currently own a domain — it's quick to set up and includes SSL security.
Option B: Use Your Own Custom Subdomain
Check out more information at the article: Custom Domain Setup Guide
If you own a domain (e.g. patternstudio.com), you can create a subdomain for your storefront such as shop.patternstudio.com. This keeps your branding consistent.
🙋 Not sure how to access your DNS settings? Email us at [email protected] and we'll walk you through it.
💡 Don't forget to click Save after making changes on any page.
Step 2: Payment Settings
This is where you configure the currencies you accept and the payment methods available to your customers at checkout.
Available payment options:
Stripe — takes credit card payments. If you don't have an account yet, Stripe is free and straightforward to set up at stripe.com.
PayPal — connect your PayPal Business account. See the full setup instructions below.
2.1 Setting Up PayPal
Watch the video walkthrough below, then follow the step-by-step instructions to connect your PayPal Business account.
⚠️ You must have a PayPal Business account to accept payments. If you don't have one yet, create one at paypal.com before proceeding.
Step 1: Get Your Sandbox Credentials
Log in to developer.paypal.com.
From the left-hand menu, go to Apps & Credentials.
Make sure you are on the Sandbox tab.
Copy your Client ID and Secret Key.
Step 2: Add Sandbox Credentials to Pattern Cloud
In your Pattern Cloud admin, go to Website > Payment Settings.
Click Configure next to PayPal.
Paste the Sandbox Client ID and Secret Key into the relevant fields.
Step 3: Add Your Live Credentials
Back in the PayPal Developer Dashboard, toggle from Sandbox to Live.
Copy your Live Client ID and Secret Key.
Return to Pattern Cloud Payment Settings and paste the live credentials into the Live fields.
Click Save.
Step 4: Test Your Integration
Once saved, we recommend placing a small test payment (e.g. £5) through your website to confirm PayPal is working correctly and payments are reaching your account.
Step 3: Configure your Storefront
Set up your new storefront experience by configuring featured pinboards, product mockup controls, available templates, and theme settings. These options allow you to customise how customers browse and interact with your designs while maintaining a consistent brand experience.
Watch the video
We recommend watching the video below for a complete walkthrough before following the written steps.
3.1 Review the Storefront
Start by opening your storefront to familiarise yourself with the new layout.
Check that:
The Featured Pinboard appears at the top of the homepage.
Your selected collection or pinboard displays correctly.
Designs appear as expected in the collection view.
Hovering over a design displays the product mockup preview.
This gives you a good overview before making any configuration changes.
3.2 Choose Which Editing Tools Customers Can Use
You can decide which controls are available to your customers.
To configure these permissions:
Open Website Settings.
Navigate to the Design Detail Page section.
Enable only the controls you want customers to access.
For example, you may choose to:
Enable Scale and Rotate
Disable Hue and Offset
Save your changes, then refresh your storefront to confirm the selected controls are available.
3.3 Select Available Product Templates
The new storefront allows customers to preview designs on different products and, if enabled, adjust how those designs appear.
Choose which product mockups customers can preview by selecting the templates you want to make available.
For example, you can limit the selection to:
Women's products
Men's products
Kids' products
Swimwear
Or any combination that suits your collection
Once saved, check the storefront to ensure only the selected templates are visible.
3.4 Customise Your Storefront Theme
Personalise your storefront to match your studio's branding. From the Theme Settings, you can customise:
Colours
Typography
Login page styling
Overall visual appearance
After making changes, preview the storefront to confirm everything displays correctly across all pages.
3.5 Feature a Pinboard on Your Homepage
Featured pinboards appear prominently at the top of your storefront, making them a great way to highlight new collections or seasonal work.
To feature a pinboard:
Open your Front-End Settings or go directly to Pinboards.
Select the pinboard you want to feature.
Click Feature.
Save your changes.
Refresh your storefront to confirm the selected pinboard now appears at the top of the homepage.
Step 4: Design Preferences
Customise how your designs are displayed on your website:
Randomize designs — shuffle the order in which designs appear to customers
Show related designs — automatically display similar designs at the bottom of each product page
Latest designs label — add a label to highlight your most recently uploaded designs
Step 5: Video Features (3D Fabric Swatch)
The Video Features section controls your 3D fabric swatch videos — short clips that show your design mapped onto a fabric header, bringing your patterns to life.
You can upload your logo here so it appears on every swatch video generated for your designs.
Step 6: Tags & Custom Menus
Tags allow you to create a custom navigation menu for your storefront. This is especially useful if you have distinct collections, categories, or design styles you want to organise separately.
Setting up tags allows you to:
Create custom headings and menus visible on your homepage
Quickly find and apply the right tags when uploading new designs
You can return to this section at any time to add or update your tag structure as your collection grows.
Step 7: Email Notifications
All customer-facing emails — such as registration confirmations and checkout notifications — are sent automatically by the system. In this section you can:
Preview every email template your customers will receive
Edit the content — personalise messaging, add your own text, or insert pre-filled data fields
We recommend reviewing each template so you're familiar with the email flow before going live.
6.1 Terms & Conditions
A pre-filled template is provided. You can edit it with your company details or replace it entirely with your own terms and conditions.
Step 8: Custom Email Domain
By default, all system emails are sent from a Pattern Cloud email address. You can configure your own domain so that emails arrive from your studio's address instead (e.g. [email protected]).
This involves adding a few DNS records to your domain — we have a help article covering this in detail, and our support team is happy to assist.
Step 9: Pricing & Shipping
Go to the Pricing section to configure what you charge for your designs and how shipping is handled.
9.1 Tax
If you charge tax, set your tax rate here. Tax will only be applied to clients based in the same country as your studio.
9.2 Territory Pricing
This is where you set your exclusive design pricing by region. The world is divided into territories, and you can:
Set a price for each territory
Choose which currencies to offer clients in each region (e.g. allow Australian clients to pay in AUD, or set a single currency for all)
💡 Remember to click Save once you've finished setting up your pricing.
Need guidance on what to charge? Check our Help Centre or ask our support chatbot for average pricing benchmarks.
9.3 Territory Shipping 🆕
🆕 New Feature — Territory Shipping has just been released! We'd love your feedback as you explore it.
If you sell physical swatches alongside your digital designs, you can set territory-based shipping rates so customers are automatically charged the correct shipping cost at checkout based on their location.
Watch the step-by-step video walkthrough below, or follow the steps:
Navigate to Design Management > Pricing and locate the Territory Shipping section.
Set your shipping cost for each territory — for example, $100 for Australia, a different rate for the US or Europe.
Save your changes.
When uploading designs, ensure the swatch type is set to either Paper or Fabric — this is required for territory shipping to apply correctly at checkout.
Set the design to Live. Your clients will now be charged the correct shipping rate for their territory automatically when they add a swatch to their basket.
📌 For the full step-by-step guide, see Setting Up Territory Shipping →
Step 10: The Design Agent (Optional)
The Design Agent is an optional feature that allows your designs to be showcased and sold through The Pattern Cloud's agent platform.
To get started:
Go to Business Operations > Agent Section
Read and accept the Terms and Conditions (you must opt in — it's not automatic)
Tick both boxes to confirm access and allow the agent to apply up to a 10% discount if needed to help close a sale (optional)
Enter your desired prices in GBP, USD, and EUR
Click Save
From this point, any designs you upload to your site will automatically be shared with the Design Agent.
ℹ️ The Design Agent is entirely optional — you don't need to use it to run your Pattern Cloud site.
Next Steps
Once your website is configured, you're ready to start uploading your designs! Follow along in the next guide:
Need help at any stage? Email us at [email protected] — we're always happy to help.

