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Adjusting basic site settings

Before you get too far down the line with your project, it's a good idea to set up some of the basic things related to your website. Have your website plan from your Website Toolkit handy, and let's get started.

All of the items we'll set up are in your Settings area, so log in and navigate to that area.

Adding Basic Information

Click on the link to open the Basic Information panel. As part of the initial setup, you should have already selected Site Type, so we can skip that and move on to Site Description. You can paste your Business Overview from your website plan here. Certain Squarespace templates show you this information on the homepage or sidebar.

Adding Basic Information

Site Description as it appears on the Aviator template

Next, decide whether you are happy for your website to be shown in Squarespace's index, and check the Promotion/Indexing box accordingly.

Finally, click on the Business Information link to load this section into the side panel. You may need to click on Save in the dialog box to store any changes you made to Site Description first. Review the screen notes regarding your business contact details, and fill in the parts that are applicable to your business. When you are finished, click on the Save button at the top of the screen to store your changes.

Use the navigational arrow links at the top of the side panel to return to the Settings menu now and after all of the upcoming Settings adjustments.

Setting your site's language and region

Open the Language & Region panel to set your language and time zone, as this will affect the display of any time- or date-based content (such as blog post dates). To change the time zone, click on your location in the map. You should also set the country in the Geography drop-down menu, as this setting affects the default currency and certain other commerce-related items. Save your changes and return to the Settings menu.

Setting up the SEO options

Click on SEO to load this section into the side panel. The first setting in the SEO section is Search Engine Description. This is an important field, because whatever you put here will be shown on search engine results pages. This text appears below the link to your site, so make sure it entices people to click. Use a variation of your Business Overview from your website plan here.

Setting up the SEO options

The gray text is the Search Engine Description as it appears on Google search results

Note

Google will only display the first 150-155 characters, so use short sentences and check your character count if you don't want the end to be cut off.

You can use an online character counter such as http://charactercounttool.com/ to calculate the number of characters in your text.

The rest of the settings on this page can be left as is for now. You'll have a chance to come back and adjust them later if necessary, but the default settings are fine to get started.

Keeping your site private until its launch

Squarespace hides your website from the public during your free trial period, but it's unlikely you will complete your website and have all the finishing touches applied before your Squarespace trial ends. Therefore, you need to take measures to ensure your site stays private and hidden from the public regardless of whether you are in your trial period or not. You can do this by setting a Site-Wide Password in the Security section.

Tip

You may want to use your normal Squarespace account password here, so you don't have to remember another one. However, if you will be showing your site to colleagues, choose a different password and don't forget to write it down.

Setting up your subscription plan and billing

At this point, you are using a free Squarespace trial account, so you don't have to choose a subscription plan yet, but it's worth covering here as it is part of your basic site setup. Feel free to use up your free trial (currently, this is 14 days), and come back to this bit when you are ready to choose your plan and set up your billing information.

Choosing the right subscription plan

Squarespace currently offers three different subscription plans, each with different levels of features and functionalities. As Squarespace often adjusts what is offered with each plan, check www.squarespace.com/pricing to see what's currently available and to see the current prices for each plan.

The Squarespace subscription plans are in the order of the least used to most used features: Personal, Professional, and Business. Your free trial account is set to the highest level, which is Business.

All Squarespace plans include:

  • Access to the full set of Squarespace editing and site-building tools, including the full range of site templates
  • Fully integrated e-Commerce
  • The ability to create all types of pages: standard pages, blogs, and galleries
  • Plenty of storage space for images and other files
  • The hosting of your site, with plenty of bandwidth for most sites
  • A free custom domain name if you pay yearly

Everything we cover in this book applies to all levels of Squarespace plans, so browsing the table of contents will give you a good idea of all the features you get as the standard. The differences in the subscription plans are mainly about restricting the number and volume of things and allowing you access to do more complex things with your site.

The Personal plan

The Personal plan places limitations on the number of pages, products, and contributors you can have on your site and how much storage and bandwidth you can use.

The Personal plan includes all of the standard features listed previously, with the following limitations:

  • A maximum of 20 pages on your site

    Note

    20 pages may not seem like enough, especially if you want to have a blog or news section on your site. However, Squarespace does not count individual posts in this 20 page limit; your blog as a whole counts as only 1 page.

  • Sell only 1 product with multiple variants such as size or color and/or accept donations through Squarespace Commerce
  • A maximum of two contributors (for example, authors or shopkeepers) with access to the site's administration area
  • A maximum of 2 GB file storage space for your images and downloads
  • A maximum of 500 GB bandwidth per month (the amount of traffic your site can have)

The personal plan is suitable for most small businesses that do not need to sell products online or for nonprofit organizations. The restrictions on file storage and bandwidth do not really affect most small sites, unless you offer large file downloads on your site or expect to have very heavy traffic peaks at certain times of the year.

The Professional plan

The Professional plan relaxes the restrictions of the Personal plan, and should you wish to have a highly customized site, it gives Squarespace developers full control of the code that affects the design of your site.

The Professional plan includes all of the standard features, plus:

  • Unlimited pages, contributors, storage, and bandwidth
  • Sell up to 20 products
  • Access to the Developer platform (refer to Chapter 11, Moving beyond Standard Squarespace Tools, for more detail)

The Professional plan is suitable for businesses that need to have a lot of content on the site or for boutique-style shops that have a small number of products to sell online.

The Business plan

The Business plan removes all restrictions and offers integration with third-party tools for improved online shop workflow.

The Business plan includes all of the features of the Professional plan, with the following extras:

  • Sell unlimited products
  • Automated shipping label printing by ShipStation
  • Real-time US Postal Service shipping calculations
  • Integrated accounting by Xero

The Business plan is suitable for businesses with a lot of products to sell online or any business that wants to streamline their online shop processes—especially those based in USA, as most of the third-party tools are US-specific.

Setting up your billing information

In order to keep your account and website active, you will need to set up regular billing by credit card before the end of your trial period. You can pay monthly or annually.

Tip

Squarespace rewards customers who pay annually by giving a 20% discount and a free custom domain name, so annual payment is the most cost-effective option.

Open the Billing & Account section and perform the following steps to set up your subscription:

  1. Click on Upgrade to open the Select a Plan screen.
  2. Choose your option under Plan Level and Billing Period.
  3. Enter the credit card that you wish to be charged.
  4. Click on Update Payment Information.

Tip

If you need an invoice for tax or accounting purposes, you can view all invoices associated with your account by clicking on the Invoices link in the Billing & Account menu.

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