Onboarding Guide

Welcome to Subsbase! This guide provides a step-by-step checklist to help you set up your account, configure essential settings, and start accepting subscriptions seamlessly. This onboarding process is designed as a self-serve experience, allowing you to explore and set up key features at your own pace while ensuring you have access to support when needed.

Throughout this guide, you’ll be walked through the following key steps:

  • Configuring the Management Portal at both the organization and site levels.
  • Setting up site configurations in the Admin Portal.
  • Creating a subscription plan and setting up the checkout process.

Each step includes detailed instructions and links to relevant documentation so you can easily follow along and complete your setup. Let’s get started!

1. Configure Your Management Portal

At the Organization Level

  1. Create a Site – Set up your first site in the Management Portal.
  2. Set Integrations – Connect with external services as needed.
  3. Set Payment Methods – Choose and configure the payment methods you want to support.

Detailed Guide: Getting Started with the Management Portal

At the Site Level

  1. Assign Currencies – Select the currencies your site will accept.
  2. Set Site Integrations – Configure integrations specific to your site.
  3. Set Site Payment Methods – Define the payment methods available at the site level.

Detailed Guide: Site Creation and Integrations

2. Configure Your Site Settings in the Admin Portal

Now that your Management Portal is set up, it’s time to configure your site settings in the Admin Portal.

  1. Set Currency – Define the default currency for your site.
  2. Choose a Theme – Customize the look and feel of your site.
  3. Add Integrations – Connect third-party tools for enhanced functionality.
  4. Configure Payment Providers – Ensure smooth payment processing by linking your preferred providers.

Detailed Guide: Site Settings in the Admin Portal

3. Create Your Subscription Plan and Checkout Process

With your site settings in place, you’re ready to create a subscription plan and set up the checkout process.

  1. Create a Subscription Plan – Define pricing, billing frequency, and plan details.
  2. Generate a Checkout URL – Once the plan is created, you’ll receive a unique Checkout URL.
  3. Configure Your Checkout – Embed the checkout on your website for a seamless customer experience.

Need Help?

If you have any questions or need assistance at any point, feel free to reach out to us at [email protected].

You're now fully set up to start managing your subscriptions with Subsbase!

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