Setup & Data
Settings
Customer Information
Order Setup
Subscription Actions & cancellations
Subscription Actions & Cancellations
Renewals & Swaps
Initial Payments
Recurring Payments
One-Time Payments
Cancellations
Cancellations
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Return & Repair Process
Products
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Email Triggers & Setup
Voucher Creation
Shopsystems & PSP
Others
Self-service portal
Checkout
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 > ACCOUNT & SETUP > SETUP & Data
Setup & Data.
HOW TO'S > ACCOUNT & SETUP > SEttings
Settings.
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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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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HOW TO'S > orders > order SETUP
Order Setup.
HOW TO'S > orders > subscription actions & cancellations
Subscription Actions & Cancellations.
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 > Subscription cancellations & cancellations
Subscription Actions & Cancellations.
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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HOW TO'S > payments > Initial Payments
Initial Payments.
HOW TO'S > payments > recurring Payments
Recurring Payments.
HOW TO'S > payment > one-time payment
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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HOW TO'S > invoices > cancellations
Cancellation.
HOW TO'S > debt collection
Debt Collection.
The Debt Collection sections contains a collection of articles about the Debt Collection tab of the circuly Operations Backend.
Navigate to the sub-headings and checkout the existing articles.
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HOW TO'S > debt collection > debt collection
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.
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HOW TO'S > Returns & repairs > return and repair process
Return & Repair Process.
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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HOW TO'S > products > buyout process
Buyout Process.
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.
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HOW TO'S > email templates > email triggers & setup
Email Triggers & Setup.
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.
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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.
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HOW TO'S > integrations > Shopsystem & psp
Shopsystem & PSP.
HOW TO'S > others
Others.
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.
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HOW TO'S > self-service portal > self-service portal
Self-Service Portal.
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
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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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