Getting Started Train your team

If you're new to Recurly, this tutorial is critical to introducing your team to the use of Recurly.

 

Adding Your Users

As a first step, please add your users. Each user should be given their own unique access to control access and to properly identify user actions in the Recurly Activity Log.

 
 

Customer Service Training

The below videos serve as a quick trainings to introduce your customer service staff to all of the core features they'll use inside of Recurly.

 

Creating & Modifying Accounts

 

 

Adjustments

 

 

Adding & Modifying Subscriptions

 

 

Reviewing Declined Transactions

 

 

Past Due Accounts

 

 

Processing Refunds

 

 

Want to learn more? Recurly offers customizable and comprehensive trainings on the Recurly platform, as well as billing and subscription best practices. Learn more here and reach out to enablement-team@recurly.com to get started today!