HOW TO'S

Get Started.

Welcome to the How-To's section of the circuly knowledge loop. The How-To's section is your go-to guide for all things related to the circuly Operations Backend, the Checkout and the Self-Service Portal.

Every time you find yourself wondering "how can i do that in circuly", waste no time and come directly here.

How to find the right article?

1. Use the search field

The search bar is your friend or perhaps even your best friend. It's not like Jon Snow and does in fact know EVERYTHING. Type a keyword such as "tax rules", "create a subscription", "pending return" into the search bar and you'll get every article that mentions the term.

2. Use the navigation bar

Does something about the design look familiar? Bingo, you got it right. The How-To section is styled just like the circuly Operations Backend. Pick a tab and then a sub-tab that you have a question about or want to get started with. Then choose a relevant article, browse through the topics and explore everything you can do with circuly.

HOW TO'S > Account & setup

Account & Setup.

The Account & Setup sections contains a collection of articles about the general setup of your subscription business with circuly plus articles about the Settings tab in the circuly Operations Backend.

The general setup includes articles like adding data privacy statements, how to use tags, how to set up certain processes and so on. These articles are particularly handy when you're just getting started with the circuly software after your onboarding and would like to revisit some topics.

The possibility to configure features like the shipping logic, availability calendar, email triggers etc., in the Setting stab enable you to be in full control over your subscription processes.

Navigate to the sub-headings and checkout the existing articles.

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HOW TO'S > Customers

Customers.

The Customers section contains a collection of articles about the features available in the Customers tab of the circuly Operations Backend such as editing customer information, any settings associated with customers and articles that involve the Customers tab.

Navigate to the sub-headings and checkout the existing articles.

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Didn't find what you were
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HOW TO'S > Customers > customer information

Customer Information.

HOW TO'S > Orders

Orders.

The Orders sections contains a collection of articles about the features available in the Orders tab and actions that can be performed in the Orders tab.

Navigate to the sub-headings and checkout the existing articles.

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Didn't find what you were
looking for?

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HOW TO'S > Subscriptions

Subscriptions.

The Subscriptions section contains a collection of articles about the features available in the Subscriptions tab and actions that can be performed in the subscriptions tab.

Navigate to the sub-headings and checkout the existing articles.

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HOW TO'S > subscriptions > renewals & swaps

Renewals & Swaps.

The Account & Setup sections contains a collection of articles about the general setup of your subscription business with circuly plus articles about the Settings tab in the circuly Operations Backend.

HOW TO'S > Payments

Payments.

In the Payments Tab of the circuly Operations Backend you can find an overview of all payments and payment related information such as the status of the payment, the date of the payment etc. All the information that you find in the Payments tab is explained in the form of articles in the Payments section of the How-To's.

Navigate to the sub-headings and checkout the existing articles.

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Didn't find what you were
looking for?

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HOW TO'S > Invoices

Invoices.

The Invoices sections contains a collection of articles about the Invoices tab of the circuly Operations Backend.

Navigate to the sub-headings and checkout the existing articles.

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Didn't find what you were
looking for?

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HOW TO'S > invoices > cancellations

Cancellation.

HOW TO'S > returns & repairs

Returns & Repairs.

The Returns & Repairs section contains a collection of articles about the return and repair processes. It also contains explanatory articles that explain terminology associated with the Returns , Repairs and Repair Questions tab in the circuly Operations Backend.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

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HOW TO'S > Products

Products

The Products sections contains a collection of articles about the functions, features and terminologies associated with the Products tab in the circuly Operations Backend.

Navigate to the sub-headings and checkout the existing articles.

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Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the information you're missing and we’ll get our content ninjas right on it.
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HOW TO'S > Email templates

Email Templates.

The Email Templates section contains a collection of articles about the email setup, trigger and settings . You can find articles that explain terminologies associated with the Email Templates tab and actions that can be performed in the Email Templates tab of the circuly Operations Backend.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the information you're missing and we’ll get our content ninjas right on it.
By clicking on submit, you acknowledge having read circuly's Privacy Statement.
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HOW TO'S > Vouchers

Vouchers.

The Vouchers section contains a collection of articles about the Voucher creation and setup process plus any settings that has something to do with the Vouchers tab.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the information you're missing and we’ll get our content ninjas right on it.
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HOW TO'S > vouchers > voucher creation

Voucher Creation.

HOW TO'S > Integrations

Integrations.

The Integrations section contains a collection of articles about the possible software integrations and how to connect a particular software with circuly.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the information you're missing and we’ll get our content ninjas right on it.
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HOW TO'S > Self-service portal

Self-Service Portal.

The Self-Service Portal section contains a collection of articles about the Customer Self-Service Portal, settings associated with it and features available.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the the information you're missing and we’ll get our content ninjas right on it.
By clicking on submit, you acknowledge having read circuly's Privacy Statement.
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HOW TO'S > Checkout

Checkout.

The  Checkout section contains a collection of articles about the checkout, settings associated with the checkout and the features available in the setup of the checkout.

Navigate to the sub-headings and checkout the existing articles.

CONTACT US

Didn't find what you were
looking for?

With circuly, you can request content. Just let us know what you're looking for or the information you're missing and we’ll get our content ninjas right on it.
By clicking on submit, you acknowledge having read circuly's Privacy Statement.
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