Go to Firmhouse
All Collections
Setting up your project
Setting up your project
Learn about the most important settings for your project and where to find them.
Signup and activation
Configuring your Plan-Based Subscription Model
Set up manual activation
Collecting Additional Customer Details
Define special validation rules for your customers signups
Products and plans
Configuring Products
Tax rates on plans and products
Setting up plans
Add contract terms to a plan
Add contract terms to a product
Email configuration and content
Example templates for Klaviyo integration
Use Klaviyo to send email notifications to your customers
Changing the Sent From and Reply To email addresses for your emails
Supported Email Overview
Setting up your email From address
Editing emails sent out to customers
How to setup HTML emails
Email template tags
List of possible dynamic email (Liquid) tags
Improve email deliverability
Logistics and fulfillment
Setting shipping costs (beta)
How to set up logistics with a 3rd Party
Discounts and discount codes
Customizing discounts per product
Creating discount codes
Disable discount on initial authorization-only payments
Payments and Payment Provider
Setting up an Adyen PoS Terminals
Using Adyen as payment provider
Using Firmhouse Payments as payment provider
Acceptance checks
Setting up acceptance checks
Creating an Acceptance Check on Sign Up
Self service center / Customer account portal
Add a customer service page to the self service center
Allow existing customers to add products to their subscription
Let customers manage their subscription
Team members and user management
Adding team members to your Firmhouse project
Available user roles
