Client Training for Wix Ecommerce

Learning Objectives

• Run effective live screen-share sessions to show clients how their Wix store works
• Create clear walkthrough videos that clients can use as reference guides
• Design practical exercises that help clients get comfortable with managing their store
• Structure training sessions that stick in clients' minds and build their confidence

Introduction

Handing over a Wix ecommerce site means more than just giving clients the login details. Your clients need to feel confident managing their store, updating products, and handling orders without calling you every five minutes. This chapter shows you how to train clients properly using live sessions, video tutorials, and hands-on practice. When done right, your clients will thank you for making them self-sufficient, and you'll have fewer support calls down the line.

Lessons

Setting Up Live Screen-Share Sessions

Live screen-sharing puts you and your client on the same page, literally. You can show them exactly what to click while they follow along on their own computer.

Step 1: Pick your tool
Use Zoom, Google Meet, or Microsoft Teams for reliable screen sharing. Wix Bookings can handle the scheduling if you want to keep everything in one place.

Step 2: Plan what you'll cover
Write down the key tasks your client needs to know: adding products, managing inventory, processing orders, and updating site content. Don't try to cover everything in one session.

Step 3: Make it interactive
Have your client share their screen and do the tasks while you guide them. This works much better than them just watching you do it.

Step 4: Record everything
Always record the session so clients can watch it back when they're stuck at 10pm trying to add a new product.

Creating Walkthrough Videos

Video tutorials give clients something to refer back to when you're not around. Keep them focused on one task per video.

Step 1: Script the essentials
Pick one specific task like "Adding a new product" or "Setting up discount codes". Write down the steps before you start recording.

Step 2: Record with clear audio
Use a quiet room and speak clearly. Screen recording tools like Loom or even free options like OBS work well. Show your cursor movements and click deliberately.

Step 3: Keep videos short
Aim for 3-5 minutes per video. Longer videos get overwhelming and clients won't watch them.

Step 4: Add captions
YouTube's auto-captions work reasonably well, or use a tool like Rev for better accuracy. This helps clients who prefer reading along.

Designing Practice Exercises

Hands-on practice helps clients remember what you've taught them. Give them specific tasks to complete between training sessions.

Step 1: List common tasks
Think about what clients will do most often: adding products, updating prices, managing orders, changing shipping settings.

Step 2: Create step-by-step guides
Write simple instructions they can follow without you there. Include screenshots if needed.

Step 3: Make it relevant
Use their actual products and real scenarios. Instead of "add a test product", ask them to add three items from their current inventory.

Step 4: Check their work
Schedule a follow-up call to see how they got on and answer any questions that came up.

Structuring Training Sessions That Work

The way you organise training makes a huge difference to how much clients actually remember and use.

Step 1: Start with the basics
Begin with logging in, navigating the dashboard, and finding key sections. Don't jump straight into advanced features.

Step 2: Follow their workflow
Train them in the order they'll actually use things. If they add products before setting up shipping, teach it that way.

Step 3: Build in breaks
Limit sessions to 45-60 minutes with a 10-minute break in the middle. Information overload helps nobody.

Step 4: End with next steps
Give them specific homework before the next session. This keeps momentum going and helps identify problem areas early.

Practice

Record a 2-3 minute video showing how to add a product to a Wix store. Include the product name, description, price, and at least one image. This gets you comfortable with the recording process and helps you spot any technical issues before you're training actual clients.

FAQs

How long should each training session be?
Keep live sessions to 45-60 minutes maximum. Clients lose focus after that, and you'll end up repeating yourself in the next session.

What if my client isn't very tech-savvy?
Slow down, use simpler language, and break tasks into smaller steps. Record extra videos covering the absolute basics like logging in and navigating around.

Should I charge extra for training?
Yes, factor training time into your project cost from the start. Most clients expect some handover support, but extensive training takes real time and expertise.

How many sessions does a typical client need?
Most clients need 2-3 sessions: one for basic navigation and products, one for orders and customer management, and a follow-up to address questions. Tech-confident clients might only need one session.

Jargon Buster

Screen-share sessions – Live video calls where you show your computer screen to the client while talking them through tasks

Walkthrough videos – Recorded tutorials that demonstrate specific tasks step-by-step

Dashboard – The main control panel where clients manage their Wix store after logging in

Inventory management – Keeping track of product stock levels, variants, and availability

Wrap-up

Good client training prevents most of those panic calls you get three months after handover. Invest time in proper training sessions, create useful video resources, and give clients real practice with their own store. They'll be more confident, you'll have fewer interruptions, and everyone wins. Next up, we'll look at creating handover documentation that supports your training efforts.

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