Set up Guide circuly

Content

General

Introduction to circuly

Business considerations

Step by Step Setup

Connect your shop system

Connect your payment service provider

Set up the checkout

Set up the customer login

Set up the e-mail templates

Order setup

Set up recurring payments

Set up subscription settings

Final check before go-live

Bonus Material

General.

circuly is a subscription management platform made for physical products. With this step by step guide you have the basics to get started with circuly for your product subscription business.

Introduction to circuly

circuly helps companies of any size or industry to launch and scale their product subscription business. Here you find a short introduction.

Step by Step Setup.

circuly helps you in many different ways to launch and scale your product subscription business. Here we guide you through the necessary steps to set up circuly. You always start in a sandbox mode - so feel free to test around and also explore the circuly demo version in your account.

Step 1

Connect your Shop System

Connect WooCommerce to circuly

circuly connects to your shop via API. The set up process is pretty straight forward and can be completed in a few minutes. Here you'll find a step-by-step guide for connecting Shopify to circuly.

Step 2

Connect your payment service provider

Set up your white label checkout

Set up your new checkout page. It's customisable to fit your branding and supports features like credit check, stock validation, tracking and so on.

Step 4

Set Up Your White Label Customer Self-Service Portal

Nail the customer journey by setting up your very own self service area for your customers.

Step 5

Set up your Email Templates

Set up your transactional email communication templates and forget about them. Once set, emails are automatically triggered and sent to your customers.

Step 6

Set up your Orders

You're ready to start receving orders as soon as you connect your shop and PSP to circuly and set up your checkout page. But to take your operations to another level go through these order settings.

Step 7

Set up your recurring payments

Recurring revenue is the golden goose for business and in circuly you can do a lot more besides automating the recurring payment collection flow. Here's what you can do more.

Step 8

Set up your subscription settings

Add additional features and enable additional settings to customise your subscription flow.

Step 9

Final check before go-live

It's time to go live! Let's double check a few things.

Bonus Material.

With circuly you can do so much with your rental business - from styling and branding your customer-facing modules to setting up your custom emails and repair process; complete control and customisation is what we want you to have. If you looking to do even more with circuly, like exporting data from circuly or taking a step back and understanding how data flows between circuly and the connected systems, you're in the right place. Check out some of our bonus material to become a circuly PRO!

Getting Started With circuly.

Content

General.

Introduction to circuly

Step by Step Setup.

Connect your Shop System

Connect WooCommerce to circuly

Connect your payment service provider

Connect Adyen to circuly

Connect Mollie to circuly

Connect Braintree to circuly

Connect Stripe to circuly

Set up your white label checkout

Set Up Your White Label Customer Self-Service Portal

Set up your Email Templates

Set up your Orders

Set up your recurring payments

Set up your subscription settings

Final check before go-live

Bonus Material.

circuly webinars

Data flow between circuly and your connected tools

Using webhooks to connect other tools

Set up Repair Questions and Repair Process

More Reads for Your Start with circuly.

Case Study: Baby Stroller Rental/Subscription with StrollMe

The 3 most important KPIs to track in a rental business

7 core growth strategies for subscription businesses.

Still have open Questions?