Setting up a New Customer/subscription

Updated May 06, 2021

This article will show you how to set up a new customer and subscription.

In the Backend

1. Create new account in the backend

ScreenSteps Live

2. Add information > click Create

  1. Sitename: This name will be in the domain (e.g. example.screenstepslive.com)
    • Cannot include any spaces
    • Only include letters, numbers, and hyphens
  2. Company:  The name of the company
  3. Select what this site will be used for
  4. Click Create
ScreenSteps Live

In Chargebee

Customers - Chargebee

2. Click Create a New Customer

Customers - Chargebee

3. Fill out information

Customers - Chargebee

4. Complete information > Create Customer

Customers - Chargebee

5. Click Create New Subscription

Customers - Chargebee

6. Select the plan name

Customers - Chargebee

7. Click Create Subscription

Customers - Chargebee

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