Once the ReCharge team is finished installing the ReCharge app on your Shopify site, we recommend checking the following steps prior to launching your site. If you would like the team to test out your set-up, feel free to reach out here.
Access ReCharge dashboard
The ReCharge Dashboard is your command center for managing subscription orders and customers. In Shopify go to Apps at the bottom left and click on the ReCharge app.
Create your first subscription
If you have not created a real subscription for your products yet, it's the time to set that up.
For regular weekly, monthly or yearly subscriptions, you can check out our step-by-step guide found here on how to get started with subscriptions.
For pre-paid subscriptions, check out our guide on how to set up gift subscriptions.
Want something a little unique that isn't covered by the above? Take a look at the Subscription Ruleset Tips and if you still do not find what you're looking for, reach out to the team and we'd be happy to help!
Set up a payment processor
Essentially, we support the following payment processors: Stripe, PayPal via Braintree, and Authorize.net. This guide will go over what you need to know about the available processors and also links to setup guides once you've decided what you need.
Run a test subscription order
Once you have our Rulesets created, you will want to make sure it's all running smoothly before launching your store. To run a test you will need to check out with a real payment method and then refund yourself. To ensure you don't miss anything, here's a guide to running a test transaction.
Configure notification emails
Notification emails will go to your customers when they order subscription products, or when they carry out certain actions, be sure to configure these emails to have the content you prefer.
Configure customer portal
Your customers can manage their subscriptions via their Customer Portal and you can access this via their Customer Account.
Configure taxes and shipping
This guide goes over taxes and what you need to know. Additionally, you will want to ensure you set up your shipping the way you need it.
Configure discounts
Offering discounts for your store's grand opening, or any other occasion? Take a look at how to create them.
Turn the app on and go live!
We placed a toggle on your theme settings form where you can enable ReCharge. Feel free to let us know so we can keep an eye on your first few orders and ensure it's all running smoothly.