Configuration Checklist - Best Practices After Installation

These are all the areas of Upscribe admin that should be configured before running test orders and reviewing the customer portal.

1. Customize Branding for Customer Portal  

Adjust the colors and font sizes to match the branding of the rest of the site to ensure a clean visual experience for customers. 

2. Add Cancellation Reasons

The final part of testing includes cancelling the test subscription. This helps ensure that all reasons are present and provided in a way that makes sense for customers and admins

3. Update Test Subscription Plan

For your first test order, we recommend using the test plan automatically added during install. However, you should visit this plan and adjust options and configurations to closely match desired plans for your store's products