The onboarding process in Subotiz provides a clear, step-by-step path for merchants to set up a verified business account, configure payment operations, and prepare their platform for subscription growth. Completing the following steps ensures your account is ready to launch and operate smoothly.
Before You Start
Prepare the following information in advance to ensure a smooth registration:
- A valid business email address.
- Basic company details (business name, registered address, region).
- Payment method information (credit card, PayPal, or Alipay) for billing.
Onboarding Checklist
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Register your accountCreate a Subotiz business account and complete email verification.
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Log in and access the adminSign in securely to the Subotiz admin, or reset your password if needed.
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Review workspace basics
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Set up business profileConfigure essential business details such as store name, logo, and region.
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Configure billing and payment methodsSet up payment credentials to ensure seamless transactions.
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Create products and pricingAdd products and define one-time or recurring pricing plans.
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Customize checkout designAdjust your checkout layout, brand style, and domain display.
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Manage subscriptions and customer communicationSet up subscription contracts and automate customer notifications.
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Review finance and transactionsTrack account balance, payouts, and payment activity.
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Invite team membersAdd staff accounts and assign permissions for secure access.
After Completing Onboarding
Once setup is complete, you can:
- Test your first transaction to confirm the payment flow.
- View sales data and performance trends on the Dashboard Overview.
- Refine checkout, pricing, and email settings to enhance customer experience.
With this checklist, merchants can complete setup efficiently and launch their subscription business with confidence. Each step links to detailed documentation for continued guidance.