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






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 to get started today!