Selected a subscription plan from the 'Pricing' page of the Defrr website. You will be transferred to a Stripe hosted payment page.
(note: if you are on the free plan or a 30-day trial you still need to enter your credit card details to create a subscription but will not be charged).
After you have added your credit card details you can progress to the Setup setting.
There are 5 basic setup steps.
Step 1
Enter your name and your organization details.
Step 2
Add your product names & SKU. In the example below we have created a product for the 'Starter Plan'.
note: it is very important you create a unique SKU for each product.
Step 3
Add your cohorts. Cohorts are a way to classify your customers and allow you to gain a different perspective of revenue movements through your reports.
In the example below we have entered cohorts for Dental & Optometry.
Step 4 (Knowledge Step)
Gain an understanding of how to add contracts. Watch the videos on how to add contracts using AI, manually yourself, or by uploading a CSV.
Of course, you can also add contracts by Integrating with your CRM (i.e. Hubspot, Salesforce) or Payments provider (Stripe). This is covered in the next step.
Step 5 (Knowledge Step)
Learn how to integrate with your CRM (i.e. Hubspot, Salesforce) or Payments provider (Stripe).
Once you have done all 5 steps, click the 'Complete Setup' button. You can now celebrate - you had a good understanding of how to use Defrr!