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  • 🛠️Welcome to Smartrr help docs
  • Links
    • Changelog
    • API Docs
  • Getting Started
    • Implementation
      • 🪄Installing Smartrr on a Shopify 2.0 theme (Automatic Install)
      • 🗺️Installing Smartrr on a custom Shopify theme (Guided Install)
      • 🧟‍♂️Installing Smartrr on a headless store
      • 💻Adding Smartrr to a custom page (Shopify Liquid)
    • Onboarding
      • ⛑️Basic onboarding process
      • 🧤White-glove onboarding
      • 💵Plans
      • 💳Migrating subscriptions from payment processors
  • Support
    • Subscription Setup
      • 📇Subscription Programs
      • ⚓Subscription anchor dates
      • 🗓️Maximum/minimum (finite) subscription plans
      • 📧Email subscription notifications (Customer Notifications)
      • 📲SMS subscription notifications (via Twilio)
      • 🛍️Subscription discount codes
      • 💸Prepaid subscriptions
      • 🪜Sequential Flow Builder?
      • 📦Shipping methods
      • ❔Subscriptions when an item is unavailable
      • 💲Buy-now-pay-later payment methods for subscriptions
      • 🏁Checkout Extensions
    • Admin Portal
      • 🔁Adjusting customers’ subscriptions
      • 📇Adjusting customers' information
      • 🤸‍♂️"View as customer" feature
      • 🕒Event log
      • 📊Advanced Analytics reporting
      • 🖌️Customer account portal theming
      • 🔤Translations
      • 💻Available actions for customers in account portal
      • 🎨CSS overrides
      • 🔠Adjusting typography with CSS overrides
      • 📣Marketing Banners
      • 💭Retention
      • 🧺Bundles
      • 🎁Loyalty
      • 🔐Passwordless login
      • 💟Creator upsells
      • 🎞️Instagram feed
    • Customer Account Portal
      • 🚪Accessing the Customer Account Portal
      • 🔄Creating an account
      • 🔜Viewing next orders
      • 📝Manage subscriptions
      • 🗃️Order history
      • 📧Updating email address
    • Transactions
      • 🤝Subscription transactions
      • 🚫Failed payments
      • 📆Billing schedule
    • Integrations
      • 🌐Available integrations with Smartrr
      • 📱Attentive x Smartrr Integration
      • 📱Blueprint x Smartrr Integration
      • 📬Gorgias x Smartrr Integration
      • 📩Klaviyo x Smartrr Integration
      • 🦁Loyalty Lion x Smartrr Integration
      • 📱Postscript x Smartrr Integration
      • 🔁Recharge x Smartrr Integration
      • 🟩Shopify Flow x Smartrr Integration
      • 🪝Webhooks
    • Shopify Questions
      • 💲Will updating product prices in Shopify reflect in Smartrr?
    • Developer Documentation
      • Bundles: Developer Documentation
    • Troubleshooting
      • ⏸️Why did my customer's subscription automatically pause?
      • 📞Why is my customer's shipping address invalid? (Phone number formatting)
      • 🆘Can’t find the answer to your question?
    • RSS Feed
      • 📳Smartrr’s changelog: Stay up-to-date with Slack
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  1. Getting Started

Onboarding

Everything you need to know about getting started with Smartrr, including basic to white-glove onboarding service-levels.

PreviousAdding Smartrr to a custom page (Shopify Liquid)NextBasic onboarding process

Last updated 7 months ago

⛑️Basic onboarding process
🧤White-glove onboarding
💵Plans
💳Migrating subscriptions from payment processors