Introduction

circuly Store Connect is the fourth module in the circuly ecosystem. It is a lightweight web app designed for one purpose: enabling store staff to create subscription orders on behalf of customers — from any device, at any point of sale.

It gives retailers everything they need to create orders without having access to the full circuly Hub. The interface is intentionally simple. Staff see only what they need to do their job: create orders, track them, and handle returns.

Store Connect works on any device — tablet, iPad, desktop, or shared POS terminal — and requires no installation.

Use cases

In-store orders at physical locations

• Customers walk in, and store staff creates the subscription for them on the spot.
• Staff do not need Hub access — just the Store Connect URL, a location ID, and a password.

Multiple store locations

• A company with multiple physical stores can create a separate store profile for each location in the circuly Hub.
• Each location has its own location ID, making orders traceable by store.

In-person verification before activation

• A customer fills out a contact form online to express interest.
• The subscription is only finalised once the customer comes into the store in person, shows their ID, and completes the checkout on-site.

How circuly Store Connect fits into the ecosystem

circuly Store Connect is the fourth module in the circuly product family. All four modules are connected — data flows between them, and customers always have a unified view of their subscriptions regardless of where they were created.

circuly Hub: The backend where admins manage products, orders, subscriptions, retailers, returns, payments, and all operational workflows.

‍circuly White-Label Checkout: The online checkout through which customers subscribe to products on your website or ecommerce store.

‍circuly White-Label Customer Self-Service Portal: The portal where customers manage all their active subscriptions, update payment details, download invoices, and more.

‍circuly Store Connect: The simplified in-store tool that lets store staff create subscription orders on behalf of customers at any point of sale.

The unified customer journey

circuly uses the customer's email address as the linking identifier across the entire ecosystem. This means:

• A customer who subscribes online through the White-Label Checkout and then subscribes again in-store through circuly Store Connect — using the same email address — will see both subscriptions in their Customer Self-Service Portal.
• There is no manual merging or additional setup required. The linking is automatic.
• No matter where the subscription journey starts — online, in-store, or via a sales rep — the customer always has a single, unified view.

💡 This is why it is important for store staff to confirm the customer's email address carefully when creating an order. If a different email is used, the in-store subscription will appear as a separate customer profile and will not be linked to existing subscriptions.

→ See also: Everything about the circuly Self-Service Portal→ See also: Actions and operations your customers can do and see in the Self-Service Portal

Feature overview

Once an order is created through circuly Store Connect, it follows the same logic as all other orders in circuly — including cancellations, swaps, buyouts, payment retries, and returns — based on the settings configured in your circuly Hub.

Here is a brief overview of the end-to-end flow:

• Store profile creation: Hub admins create store profiles in the circuly Hub, each with a unique location ID and password.
• Product availability control: Admins decide which products are available in Store Connect. Only enabled products appear in the store interface.
• Login: Store staff log in using the shared Store Connect URL, their location ID, and password.
• Order creation: Staff select the product, variant, quantity, subscription start date, and customer details. Orders can be created in minutes.
• Pre-filled checkout link: Once an order is created, an email is automatically sent to the customer with a pre-filled checkout link. The link is also available in Store Connect for the staff to share or resend manually.
• Customer payment: The customer adds their payment details — either on their own device or on the store's device — to finalise the subscription.
• Order confirmation: Once payment is completed, the order appears in the circuly Hub and is processed like any other order.
• Order management: Store staff can view all orders created from their location, track statuses, resend checkout links for pending orders, and initiate returns for active subscriptions.

Setup guide (Hub admin)

Here is an overview of the setup steps:

1. Set up branding for the Store Connect interface.
2. Create store profiles in the circuly Hub.
3. Make products available in Store Connect.
4. Share login credentials with the store staff.

Step 1: Set up branding

Customise how Store Connect appears to your staff and customers, so it reflects your brand.

• In your circuly Hub > Go to the Theming tab.
• Add Logo: Upload your company logo to appear in Store Connect.
• Add Favicon: Upload a favicon for the browser tab.
• Customise colours and fonts: Set other available options to match your branding.

Step 2: Create store profiles

Each store location needs its own profile with a unique location ID and password.

• In your circuly Hub > Go to the Retailers tab.
• Click + Create retailer.
• In the Create retailer window, fill in:
  • Name — the store or location name.
  • Location ID — a unique identifier for this store (used to log in).
  • Password — set a password for this store profile.
  • Address — the physical address of the location.
• Turn on the Active switch so the store can log in.

💡 Repeat this process for every store location. Each location gets its own location ID and password, which allows you to track orders by store.

→ See also: Create a User for managing user-level access in the Hub.

Step 3: Make products available in Store Connect

Products are not visible in Store Connect by default. You control which products appear there.

• In your circuly Hub > Go to the Products tab.
• Find the product you want to make available in Store Connect.
• Click Edit.
• Scroll to the right and enable the switch under Allow Order Create.
• Only products with this switch enabled will be visible in Store Connect for order creation.

💡 Product availability applies globally across all store locations. You cannot restrict specific products to individual stores — it is an all-or-nothing setting per product.

Step 4: Share login credentials

• Go to Settings > Company settings > Company data > Retailer domain.
• Copy the Store Connect URL from this section.
• Share the URL along with the location ID and password with your store staff.

All three pieces of information are required to log in: URL + location ID + password.

Order creation guide (store staff)

Logging in

• Open the Store Connect URL on any browser or POS device.
• Enter your location ID and password.
• Click Log in.

Creating an order

• On the main screen > Click Create New Order.

• Select product and variant: Choose the product, variant, and quantity. You can add multiple products to the same order by repeating this step.

• Select subscription start date: Pick when the subscription should start.

• Add customer details: Enter the customer's contact information, shipping address, and billing address.

• Review the order: In the Review window, check all details.
• Click Create Order.

Once the order is created:

• The customer automatically receives an email with a pre-filled checkout link.

• The link is also visible inside the order in Store Connect, so you can copy and share it manually if needed.

Customer completing the checkout

After receiving the link, the customer:

1. Opens the link — all product and contact details are already filled in.
2. Adds their payment details to finalise the subscription.

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💡 The customer can complete this on their own device or on your device in the store. The payment method is saved for future recurring charges just as it would be for any online subscription.

Once payment is made, the order appears in the circuly Hub and the subscription is active.

→ See also: All Different Ways to Start a Subscription in the circuly Hub→ See also: Create a Subscription

Managing orders in Store Connect

Store staff can view and manage all orders created from their location directly within Store Connect.

Understanding order statuses

StatusWhat it meansOpenThe order has been created and the checkout link has been sent to the customer, but payment has not yet been completed. The order is not yet visible in the circuly Hub.ActiveThe customer has completed payment. The order is now in the circuly Hub and the subscription is running.

Viewing your orders

• Log in to Store Connect.
• The Orders overview shows all orders created from your location, with the customer name, product, status, and creation date.
• Click on any order to view its full details.

Resending or copying the checkout link

If a customer has not completed the checkout — for example, they left before finishing — you can follow up without creating a new order.

• In Store Connect > Go to the Orders overview.
• Find the order with the status Open.
• Open the order.
• From the order detail view:
  • Copy the link and share it directly with the customer (via SMS, WhatsApp, email, etc.).
  • Resend the email to send the pre-filled checkout email to the customer again automatically.

Handling a return

Store staff can initiate a return for an active subscription from within Store Connect.

• In Store Connect > Go to the Orders overview.
• Find the order with the status Active.
• Open the order.
• Click Return and follow the steps to confirm.

💡 Returns initiated from Store Connect follow the same return logic configured in your circuly Hub. If you are unsure about return conditions, check with your Hub admin.

→ See also: The Return Workflow and the Associated Settings→ See also: Process a Return Request Made by the Customer

FAQ's

Will the customer have access to the Self-Service Portal if the order was created in Store Connect?

‍Yes. All orders created through Store Connect are fully integrated with the customer Self-Service Portal. The customer can manage their subscription, update payment details, download invoices, and more — just like any other subscription.

What if the customer already has an online subscription?

‍As long as the customer uses the same email address for both the online and in-store subscriptions, both will appear in their Self-Service Portal and both will be visible in the circuly Hub under the same customer profile.

Can I control which products appear in Store Connect?

‍Yes. In the circuly Hub, go to Products, edit a product, and enable the Allow Order Create switch. Only products with this switch enabled will be visible in Store Connect. This setting applies globally — you cannot restrict different products to different store locations.

What happens if a customer doesn't complete the checkout?

‍The order remains visible in Store Connect with the status Open. It will not appear in the circuly Hub until the customer completes payment. Store staff can resend or copy the checkout link at any time to follow up with the customer.

Can a store create multiple orders for the same customer?

‍Yes. A store can create multiple orders for the same customer as long as each order is submitted separately through the Create New Order flow.

Can store staff cancel an active subscription?

‍No. Cancellations of active subscriptions are managed in the circuly Hub by Hub admins. Store staff can initiate returns from Store Connect but cannot cancel subscriptions directly.

Can I restrict which stores can access certain products?

‍No. Product availability is controlled globally across all store locations. You can control which products are available in Store Connect, but this applies to all stores equally.

Does the customer need to create an account for the in-store subscription to appear in their portal?

‍No. The customer simply needs to use the same email address when completing the checkout link. circuly links subscriptions by email address automatically — no account creation is required.

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