# Welcome to Smartrr help docs

Last updated: July 7th, 2025

## Getting Started

#### ✅ Subscription Setup <a href="#admin-portal" id="admin-portal"></a>

1. ​[How do I set up Subscription Programs?](https://help.smartrr.com/docs/support/subscription-setup/subscription-programs)​
2. ​[What are subscription anchor dates?](https://help.smartrr.com/docs/support/subscription-setup/subscription-anchor-dates)​
3. ​[What are maximum/minimum (finite) subscription plans?](https://help.smartrr.com/docs/support/subscription-setup/maximum-minimum-finite-subscription-plans)​
4. ​[How do I set up email subscription notifications?](https://help.smartrr.com/docs/support/subscription-setup/email-subscription-notifications-customer-notifications)​
5. ​[How do I set up SMS subscription notifications?](https://help.smartrr.com/docs/support/subscription-setup/sms-subscription-notifications-via-twilio)​
6. ​[How do I set up subscription discount codes?](https://help.smartrr.com/docs/support/subscription-setup/subscription-discount-codes)​
7. ​[How do I offer prepaid subscriptions?](https://help.smartrr.com/docs/support/subscription-setup/prepaid-subscriptions)​
8. ​[What is the Sequential Flow Builder?](https://help.smartrr.com/docs/support/subscription-setup/sequential-flow-builder)​
9. ​[How do I set up shipping methods for subscription products?](https://help.smartrr.com/docs/support/subscription-setup/shipping-methods)​
10. ​[What happens to a subscription when an item is out of stock?](https://help.smartrr.com/docs/support/subscription-setup/subscriptions-when-an-item-is-unavailable)​
11. ​[Can I offer buy-now-pay-later payment methods for subscriptions?](https://help.smartrr.com/docs/support/subscription-setup/buy-now-pay-later-payment-methods-for-subscriptions)​
12. ​[How can I set up Checkout Extensions?](https://help.smartrr.com/docs/support/subscription-setup/checkout-extensions)​

#### 👩‍💼 Admin Portal <a href="#admin-portal" id="admin-portal"></a>

*The Admin Portal is where you can view and edit your customer’s subscriptions, adjust your theme settings, view analytics, and more.*

1. ​[How do I view and adjust my customers’ subscriptions?](https://help.smartrr.com/docs/support/admin-portal/adjusting-customers-subscriptions)​
2. ​[How do I view and adjust my customers' information?](https://help.smartrr.com/docs/support/admin-portal/adjusting-customers-information)​
3. ​[What does the "View as customer" button do?](https://help.smartrr.com/docs/support/admin-portal/view-as-customer-feature)​
4. ​[What is the Subscription Events Timeline?](https://help.smartrr.com/docs/support/admin-portal/event-log)​
5. ​[What is Advanced Analytics reporting and how do I access it?](https://help.smartrr.com/docs/support/admin-portal/advanced-analytics-reporting)​​
6. ​[How can I customize the theme of my store’s Account Portal?](https://help.smartrr.com/docs/support/admin-portal/customer-account-portal-theming)​
7. ​[How can I edit the copy/language of my store's Account Portal?](https://help.smartrr.com/docs/support/admin-portal/translations)​
8. ​[How can I set which actions my customers can take on their subscriptions in their account portal? (Custom functionality)](https://help.smartrr.com/docs/support/admin-portal/customer-account-portal-theming)​
9. ​[What are CSS overrides?](https://help.smartrr.com/docs/support/admin-portal/css-overrides)​
10. ​[How do I edit typography with CSS overrides?](https://help.smartrr.com/docs/support/admin-portal/adjusting-typography-with-css-overrides)​
11. ​[What are Marketing Banners?](https://help.smartrr.com/docs/support/admin-portal/marketing-banners)​
12. ​[What is Retention?](https://help.smartrr.com/docs/support/admin-portal/retention)​
13. ​[What are Bundles?](https://help.smartrr.com/docs/support/admin-portal/bundles)​
14. ​[What is Loyalty?](https://help.smartrr.com/docs/support/admin-portal/loyalty)​​
15. ​[How do I set up creator upsells?](https://help.smartrr.com/docs/support/admin-portal/creator-upsells)​
16. ​[How do I set up an Instagram feed?](https://help.smartrr.com/docs/support/admin-portal/instagram-feed)​

#### 📲 Customer Account Portal <a href="#customer-account-portal" id="customer-account-portal"></a>

*The Account Portal is where your customers can view and interact with their subscriptions orders.*

1. ​[How do customers access their Account Portal?](https://help.smartrr.com/docs/support/customer-account-portal)​
2. ​[How do customers create an account?](https://help.smartrr.com/docs/support/customer-account-portal/creating-an-account)​
3. ​[How do customers view their **next order**?](https://help.smartrr.com/docs/support/customer-account-portal/viewing-next-orders)​​
4. ​[How do customers manage their subscriptions?](https://help.smartrr.com/docs/support/customer-account-portal/manage-subscriptions)​​
5. ​[How do customers view their **order history**?](https://help.smartrr.com/docs/support/customer-account-portal/order-history)​
6. ​[How do customers **update their email** associated with their account portal?](https://help.smartrr.com/docs/support/customer-account-portal/updating-email-address)​

#### 💳 Transactions <a href="#transactions" id="transactions"></a>

*Understand when subscription transactions occur and how to set up rules around your customers’ subscription billing.*

1. ​[How do I view subscription transactions?](https://help.smartrr.com/docs/support/admin-portal/translations)​
2. ​[How do I set up rules around failed payments?](https://help.smartrr.com/docs/support/transactions/failed-payments)​
3. ​[What happens when a customer’s payment method fails?](https://help.smartrr.com/docs/support/transactions/handling-failed-payments-errors)​
4. ​[How do I adjust my billing schedule for subscriptions?](https://help.smartrr.com/docs/support/transactions/billing-schedule)​

#### 🧬 Integrations <a href="#integrations" id="integrations"></a>

*Instructions on how to integrate Smartrr with some of the leading tech-partners in the ecommerce industry.*

1. ​[What integrations does Smartrr offer?](https://help.smartrr.com/docs/support/integrations)​
   * ​[**Attentive**](https://help.smartrr.com/docs/support/integrations/attentive-x-smartrr-integration)​
   * ​[**Blueprint**](https://help.smartrr.com/docs/support/integrations/blueprint-x-smartrr-integration)​
   * ​[**Gorgias**](https://help.smartrr.com/docs/support/integrations/gorgias-x-smartrr-integration)​
   * ​[**Klaviyo**](https://help.smartrr.com/docs/support/integrations/klaviyo-x-smartrr-integration)​
   * ​[**LoyaltyLion**](https://help.smartrr.com/docs/support/integrations/loyalty-lion-x-smartrr-integration)​
   * ​[**Postscript**](https://help.smartrr.com/docs/support/integrations/postscript-x-smartrr-integration)​
   * ​[**Recharge**](https://help.smartrr.com/docs/support/integrations/recharge-x-smartrr-integration)​
   * ​[**Shopify Flow**](https://help.smartrr.com/docs/support/integrations/shopify-flow-x-smartrr-integration)​
2. ​[How can I use webhooks with Smartrr?](https://help.smartrr.com/docs/support/integrations/webhooks)​

#### 🧩 Shopify Questions <a href="#shopify-questions" id="shopify-questions"></a>

1. ​[Will updating product prices in Shopify reflect in Smartrr?](https://help.smartrr.com/docs/support/shopify-questions/will-updating-product-prices-in-shopify-reflect-in-smartrr)​

#### 💻 Developer Documentation <a href="#developer-documentation" id="developer-documentation"></a>

1. ​[Bundles: Developer Documentation](https://help.smartrr.com/docs/support/developer-documentation/bundles-developer-documentation)
2. [Adding Metafields to Disable Add to Cart for OOS Products​](https://help.smartrr.com/docs/support/developer-documentation/adding-metafields-to-disable-add-to-cart-for-oos-products)

#### ❓Troubleshooting <a href="#troubleshooting" id="troubleshooting"></a>

1. ​[Why did my customer's subscription automatically pause?](https://help.smartrr.com/docs/support/troubleshooting/why-did-my-customers-subscription-automatically-pause)​
2. ​[Why is my customer's shipping address invalid? (Phone number formatting)](https://help.smartrr.com/docs/support/troubleshooting/why-is-my-customers-shipping-address-invalid-phone-number-formatting)​
3. ​[Can’t find the answer to your question?](https://help.smartrr.com/docs/support/troubleshooting/cant-find-the-answer-to-your-question)​

#### 📳 RSS Feed <a href="#rss-feed" id="rss-feed"></a>

1. ​[Smartrr’s changelog: Stay up-to-date with Slack](https://help.smartrr.com/docs/support/rss-feed/smartrrs-changelog-stay-up-to-date-with-slack)


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