When you are new to Chargify, we will create your first Site for you after you choose a currency. Sites are simply “containers” for your Products, Customers, and Subscriptions. You can use Chargify with just one Site, although most Merchants will want two sites at a minimum – one for testing and one for production.
- All plan levels have a limit of 10 test sites.
- All Chargify Developer plans have a limit of 10 users on each account.
- All paid Chargify plans have a limit of 100 users on each account.
For more information on users, please see our documentation here.
Buttons and links for creating a new site are displayed prominently when you first log in to Chargify. You can always access the “New Site” page from the toolbar. There will either be a “Create Site” button there, or there will be a “Create a new Site” link when you hover over the Site dropdown.
Edit aspects of your current Site within Chargify. The aspects control many of the core attributes of your site. Additionally, the Site Data settings affect how your Subscribers choose to interact with you via email communications.
The Site Name is a name you will use to identify the Site – this name is not shown to your customers. Good starting names might be “Test” or “Production”.
Your subdomain identifies your site uniquely (across all of Chargify) and is most visible within the Public Pages. For example, if your subdomain is
acme then your unique Chargify URL would be:
Your customers may see your subdomain within the URL of your Public Pages if you choose to use them. Its smart to pick a name that is similar to your domain name.
Chargify supports multiple currencies. Each Site may only have one currency. If you need to sell in multiple currencies, you will need to set up a separate Site for each currency.
The currency is used in price displays found in the Web UI and on Public Pages. It is also the currency that is used as the “submission currency” to the gateways. This means that the transactions we submit to your gateway are specified using this currency. Note that this can be different than the settlement currency of your Merchant Account.
Once you have collected any revenue, your Site currency may not be changed!
Selecting date/time formats will change the way that dates and times are shown throughout Chargify, including statements, invoices and the Admin UI.
For backwards compatibility reasons no API date/times will be changed.
Every Site may be in one of two modes: test mode or live mode. Test mode is different from live mode in the following ways:
Test mode only allows you to connect to “test” payment gateways (i.e. an Authorize.Net developers account) You may freely delete products and subscriptions on a Test Site, using the “Clear Data” functionality Chargify reserves the right to delete test site data automatically after a certain time frame (i.e. any subscriptions created more than 3 months ago may be deleted).
Set the time zone for your Site. This will allow your next billing dates to reflect local times. Additionally, statements, emails, transactions, etc, will affect your local time zone.
You can specify the name as well as the from address if you desire by using the format
Your Name <email@example.com>. This will make your emails more personable.
This email will be used as the from address when sending emails from Chargify to your customers.
In order to work with a Site (configure Products, see Subscriptions, etc) you will first need to “switch” to it. You can do this at any time via the “Site Selector” pull down menu in the toolbar. The current site is always listed first, with your other Sites listed thereafter.
See Clearing Site Data for a description of how to remove Products and/or Subscriptions/Customers from your test Site.
Chargify makes it easy to run many sites/businesses in one account. There are several reasons you might do this, and we just made it a lot easier to make new sites. Here are some use cases:
- Cloning simplifies moving from test phase to production. Say you have a development site in Chargify with 50 products, a handful of product families, taxes - well, you get the picture; lots of configuration. Eventually everything is correctly set up and tested. You don’t have to go through all of that work again to set up a production site - just clone the dev site!
- You have a set of products that belong to one brand, and you want to sell to another market under a different brand. Clone the site and change only what you need.
- You have a set of products that you wish to sell in another currency. Clone the whole site then just change the currency.
Site cloning is a great way to speed site creation and reduce errors when migrating. It also lets you keep your existing test site for future testing and debug.
To clone a Site, simply navigate to the top menu and select the site picker. From the site picker, select “Clone Current Site,” as depicted below:
After selecting this option, you will be prompted what aspects of the current Site you’d like to clone. Additionally, define the new subdomain and the new name of the Site.
Define whether or not you’d like to clone the following aspects by toggling the on/off selector below the following options:
- Custom Fields
Once you have confirmed the options you’d like to be included in your new Site, you will receive the following notification in the original Site:
After a moment, revisit the Site picker at the top of the page and locate your new Site. If you have many Sites in Chargify, you may need to select View All Sites to locate your new Site.