Phoenix FAQs for New Users

This FAQ covers the questions most users have when they first start working with Phoenix. Use it as a quick reference to understand what Phoenix does, how it’s used, and what you need to begin.

What can I use Phoenix for?

Phoenix is built to manage and automate online revenue. You can use it to create subscription models, membership systems, trial offers, recurring plans, checkout experiences, and payment automation without building everything from scratch.

How do I access the Phoenix dashboard?

Your admin will provide your Phoenix login. Once your account is created, sign in using your email for two factor authentication. If you don’t have access yet, request it from your Phoenix administrator.

Do I need a payment gateway before getting started?

You can begin building products and flows without a gateway, but you cannot process real payments until one is connected.

What transactions does Phoenix handle?

Phoenix supports direct sales, recurring subscriptions, trial offers, renewals, upsells, down sales, and cancellations. These can be customized and combined to fit your business model.

Can I use Phoenix without coding?

Yes. Most subscription and revenue setups can be built through visual tools. Developers can extend functionality with APIs when needed, but coding isn’t required for the majority of use cases.

Can I import existing customers or subscriptions?

Yes. Phoenix supports importing customer and subscription data through the Import Tool or APIs. The migration method depends on your organization’s onboarding process.

What types of businesses use Phoenix?

Phoenix is used by a variety of D2C eCommerce brands companies that monetize subscriptions in a variety of verticals.

Does Phoenix support multiple currencies?

Yes. Phoenix supports multi-currency pricing and checkout experiences, depending on your store and payment provider configuration.

Can I test my checkout or flows before going live?

Yes. Phoenix offers sandbox testing and staging environments where you can preview offers, pricing, journeys, and routing before publishing.

Who manages access and permissions in Phoenix?

Your organization designates admins who control user roles and permissions. Admins decide who can create products, edit offers, publish flows, or manage data.

Can Phoenix track analytics and performance?

Phoenix includes built-in analytics to track subscriptions, conversions, revenue, and payment outcomes. You can also export data or connect to external BI tools.

Do I need training to use Phoenix?

Training is not required to use Phoenix. The platform provides documentation and onboarding guides to help you set up stores, subscriptions, and payments. However, your team may request help if you need support with advanced configurations like recovery strategies, multi-gateway setups, or automation rules.

If you need access or additional help, contact your Phoenix admin or platform owner.