Onboarding checklist
The getting started checklist will help guide you through installation and setup so you are prepared to launch your subscription business. You can bookmark this page to keep track of your progress. Be sure to review the full onboarding guide for your specific platform as part of the setup process:
Check |
Task |
Resources |
| Read through the Getting started with Recharge guide | Getting started with Recharge | |
| Set up your payment processor on the ecommerce platform |
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Install Recharge |
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Set up payment processor on Recharge |
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| Add a product to Recharge | ||
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Check your store's theme compatibility |
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| Publish the subscription widget | Understanding the Recharge subscription widget | |
| Configure shipping settings on your ecommerce platform | ||
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Configure shipping settings on Recharge |
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| Configure tax settings on your ecommerce platform | ||
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Setup taxes in Recharge |
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| Configure the rest of your subscription product rules and collections | ||
| Configure inventory settings | Handling product inventory | |
| Review customer portal theme options and select your preferred portal | Comparing the customer portal options | |
| Configure customer portal settings | Understanding the customer portal | |
| Manage staff accounts | Managing Recharge user and account permissions | |
| Configure legal settings | Updating the legal settings | |
| Review the customer management guide | Managing your customers | |
| Review the order management guide | Viewing orders, subscriptions, and customers | |
| Understand and review notifications | Notifications | |
| Set up discounts | Creating discount codes | |
| Preview the customer experience | Understanding the Recharge subscription widget | |
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Setup address validation |
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Review customer account settings on your ecommerce platform. |
Merchants on BigCommerce Checkout Integration must be set to Required. |
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Place a test order |
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| Launch your store |
