Getting Started with Recurio

Welcome to Recurio, the complete WooCommerce subscription management plugin that helps you turn one-time shoppers into loyal subscribers.

This guide will walk you through installation, setup, and your first live subscription — step by step.

What Is Recurio?

Recurio is a powerful subscription engine built for WooCommerce.
It lets you easily create, manage, and automate recurring billing with analytics, dunning, and customer self-service tools.

Core Benefits

• Full Control: Create, edit, pause, resume, and cancel subscriptions anytime
• Customer Self-Service: Customers manage their own plans via portal
• Revenue Insights: Track MRR, ARR, churn, and customer lifetime value
• Automation: Let Recurio handle renewals and failed payment retries
• Email Notifications: Automatically notify customers about all subscription events

Requirements

• WordPress: 5.8 or higher
• WooCommerce: 8.0 or higher (tested up to 10.1.2)
• PHP: 7.4 or higher
• MySQL: 5.6 or higher

Pre-Setup Checklist

Before you begin:

• WooCommerce is installed and active
• You can send emails from WordPress (test via WP Mail SMTP)
• Cron jobs are enabled (DISABLE_WP_CRON is false)
• Your test payment credentials (Stripe/PayPal sandbox) are ready

💡 Tip: Always test Recurio on a staging site before going live.

Step 1: Install Recurio

Option A — From WordPress Dashboard (Recommended)

1. Go to Plugins → Add New → Upload Plugin
2. Select the downloaded recurio.zip file
3. Click Install Now, then Activate

Option B — Manual FTP Upload

1. Extract the recurio.zip file locally
2. Upload the recurio folder to /wp-content/plugins/
3. Log into WordPress → Plugins, then click Activate

After activation, you’ll see:

• A Recurio menu in your admin sidebar
• A Subscription tab inside WooCommerce product editor
• A quick setup notice with helpful links

⚠️ Note: If the menu doesn’t appear, confirm that WooCommerce is active.

Step 2: Run the Quick Setup Wizard

When you open Recurio → Dashboard, the setup wizard launches automatically.

Step 2.1 — General Settings

Go to Recurio → Settings → General

1. Toggle Enable Subscription System → ON
2. Toggle Enable Customer Portal → ON
3. Choose your Portal Location:
   • Standalone Page → Use :recurio_customer_portal shortcode
   • WooCommerce My Account Tab → Adds “Subscriptions” tab automatically
4. Click Save Changes

Step 2.2 — Billing Settings

Go to Recurio → Settings → Billing

Feature	Free	Pro
Billing Periods	Monthly, Yearly	+ Daily, Weekly, Quarterly
Retry Attempts	1 (fixed)	2–5 (configurable)
Retry Interval	3 days	1–7 days
Trials	Supported	Supported
Sign-Up Fee	Supported	Supported

💡 Best Practice: Set 3 retry attempts with a 3-day gap for maximum payment recovery.

Recommended Gateways: Stripe or PayPal
Disable offline methods like COD or Bank Transfer — they don’t support automatic renewals.

Step 2.3 — Email Notifications

Go to Recurio → Settings → Emails

1. Fill in:
   • From Name: e.g., “Acme Subscriptions”
   • From Email: e.g., [email protected]
2. Enable notifications:
   • ✅ Welcome Email
   • ✅ Payment Receipt
   • ✅ Payment Failed
   • ✅ Renewal Reminder (1–30 days, default: 7 days)
3. Click Save Changes

✉️ You can later customize templates or enable Pro campaigns (Dunning, Trial Ending, Win-Back, etc.)

Step 3: Create Your First Subscription Product

1. Go to Products → Add New
2. Fill in:
   • Product Name
   • Description
   • Price (e.g., $29.99)
3. In Product Data → Subscription Tab:
   • Enable Subscription: ✅
   • Billing Period: Monthly
   • Billing Interval: 1
   • (Optional) Trial Period: 14 days
   • (Optional) Sign-Up Fee: $9.99
4. Click Publish

✅ Congratulations! Your first subscription product is ready.

Example Configurations

Scenario	Period	Interval	Trial	Fee	Length
Netflix-style Monthly	Monthly	1	7 days	–	Unlimited
Annual Membership	Yearly	1	–	$49	Unlimited
Quarterly Box (Pro)	Quarterly	1	–	–	4 renewals

Step 4: Test the Workflow

1. Enable Stripe/PayPal Sandbox Mode
2. Purchase your new subscription using test credentials
3. Verify:
   • Subscription created and Active
   • Next Payment Date scheduled
   • Welcome + Receipt emails sent
   • Customer can access it in the Portal

Step 5: Verify Cron Jobs

Recurio automates billing with WP-Cron.

1. Install WP Crontrol plugin (optional)
2. Go to Tools → Cron Events
3. Confirm recurio_process_payments is scheduled daily
4. (Optional) Click Run Now to trigger manually

If your host disables WP-Cron:

• Add this to wp-config.php define('DISABLE_WP_CRON', false);
• Or set up a real cron to call wp-cron.php

Step 6: Check the Customer Portal

Option A — Standalone Page

1. Create a page named “My Subscriptions”
2. Add :recurio_customer_portal
3. Publish → Add to Menu

Option B — WooCommerce My Account

1. Go to Recurio → Settings → General
2. Set Portal Location → My Account
3. Save → Settings → Permalinks → Save Changes
4. Tab appears automatically in My Account

Customers can now:

• View active subscriptions
• Pause or cancel
• Update addresses
• Change payment methods

Common First-Time Issues

Problem	Likely Cause	Fix
Portal not showing	Portal disabled	Enable in Settings → General
Payments not renewing	Cron disabled	Enable WP-Cron or real cron
Emails not sending	SMTP missing	Configure via WP Mail SMTP
No Recurio menu	WooCommerce inactive	Activate WooCommerce
Table missing error	Activation skipped	Deactivate & re-activate plugin

Success Checklist

You’re ready when:

• You can create and sell subscription products
• Customers can manage subscriptions in the portal
• Automatic renewals run daily
• Email notifications send correctly
• Analytics dashboard shows MRR and ARR

Thank You for Choosing Recurio

Your subscription system is now live — sit back, let Recurio handle billing, and focus on growing your business.