Setting up your project

Learn about the most important settings for your project and where to find them.

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30 articles in this collection
Written by Bob Jansen, Yann Schaub, Michiel Sikkes and 2 others

Configuring your Plan-Based Subscription Model

Written by Bob Jansen
Updated over a week ago

Set up manual activation

Learn how to manually activate a customer and why that might be interesting to you

Written by Yann Schaub
Updated over a week ago

Collecting Additional Customer Details

Written by Bob Jansen
Updated over a week ago

Define special validation rules for your customers signups

Limit who can and cannot signup for your subscription with custom form field validations

Written by Veronika Tolpeeva
Updated over a week ago

Products and plans

Configuring Products

Learn how to create a product your customers can subscribe to

Written by Bob Jansen
Updated over a week ago

Tax rates on plans and products

Learn how to create and apply tax rates

Written by Yann Schaub
Updated over a week ago

Setting up plans

Learn how to create a plan and let your customers subscribe to it

Written by Yann Schaub
Updated over a week ago

Add contract terms to a plan

How to configure minimum commitment terms and enable a grace cancellation period

Written by Bob Jansen
Updated over a week ago

Add contract terms to a product

How to configure minimum & maximum commitment terms and enable a grace cancellation period for your products

Written by Bob Jansen
Updated over a week ago

Email configuration and content

Use Klaviyo to send email notifications to your customers

A step-by-step how to on setting up Klaviyo with Firmhouse

Written by Jeroen Roosenboom
Updated over a week ago

Changing the Sent From and Reply To email addresses for your emails

How to change the "from" and "reply to" email addresses displayed in emails sent out automatically by Firmhouse

Written by Bob Jansen
Updated over a week ago

Supported Email Overview

Written by Bob Jansen
Updated over a week ago

Setting up your email From address

Written by Michiel Sikkes
Updated over a week ago

Editing emails sent out to customers

How to edit emails that are sent out to customers for your subscription service in Firmhouse

Written by Bob Jansen
Updated over a week ago

How to setup HTML emails

Make the emails that we send to your customers spark with HTML

Written by Jeroen Roosenboom
Updated over a week ago

Email template tags

Add dynamic content to personalise the emails that you send to your customers

Written by Michiel Sikkes
Updated over a week ago

List of possible dynamic email (Liquid) tags

Glossary of all the dynamic fields you can use in email templates

Written by Jeroen Roosenboom
Updated over a week ago

Improve email deliverability

Make sure that the mails we send for you are being delivered

Written by Jeroen Roosenboom
Updated over a week ago

Logistics and fulfillment

Setting shipping costs (beta)

Written by Michiel Sikkes
Updated over a week ago

How to set up logistics with a 3rd Party

Written by Bob Jansen
Updated over a week ago

Discounts and discount codes

Creating discount codes

Allow customers to sign up with a discount

Written by Michiel Sikkes
Updated over a week ago

Disable discount on initial authorization-only payments

Written by Michiel Sikkes
Updated over a week ago

Payments and Payment Provider

Using Adyen as payment provider

How to set up your Adyen merchant with Firmhouse

Written by Michiel Sikkes
Updated over a week ago

Using Firmhouse Payments as payment provider

Everything you need to know about using Firmhouse Payments

Written by Bob Jansen
Updated over a week ago

Acceptance checks

Setting up acceptance checks

Learn how to set up automatic and manual acceptance checks for every new customer

Written by Yann Schaub
Updated over a week ago

Creating an Acceptance Check on Sign Up

Written by Bob Jansen
Updated over a week ago

Self service center / Customer account portal

Add a customer service page to the self service center

Learn how to add your contact channels and other information such as FAQ's to the self service center

Written by Yann Schaub
Updated over a week ago

Allow existing customers to add products to their subscription

Learn how to set up your project so that customers can manage their subscription by themselves

Written by Yann Schaub
Updated over a week ago

Let customers manage their subscription

Learn how your customers can use the self service centre to free up your time spent on customer support

Written by Yann Schaub
Updated over a week ago

Team members and user management

Adding team members to your Firmhouse project

How to add a team member to your project

Written by Bob Jansen
Updated over a week ago