Adding Your First Renewal
After completing account setup, you'll be guided through adding your first renewal item. This step-by-step process helps you understand how Keplur works and gets you started with tracking your subscriptions.
Guided Setup Process
Step 1: Access the Guided Setup
The guided setup launches automatically after account verification, or you can access it by:
- Clicking "Add Renewal" from the dashboard
- Selecting "Guided Setup" for first-time users
Step 2: Choose Your Renewal Type
Select the type of service you want to track:
- Domain Registration: Website domains, SSL certificates
- Software Subscription: SaaS tools, development platforms
- Hosting Service: Web hosting, cloud services
- Other Service: Any other recurring digital service
![Renewal type selection - placeholder for screenshot]
Step 3: Enter Service Details
Fill in the required information with contextual help:
Service Name
- What to enter: The name of the service or provider
- Examples: "GitHub Pro", "example.com domain", "Adobe Creative Cloud"
- Tip: Use a name you'll easily recognize
Cost Information
- Amount: The renewal cost (numbers only)
- Currency: Select your currency from the dropdown
- Billing Cycle: Choose how often you're billed
- Monthly
- Quarterly
- Annually
- Custom (specify days)
Renewal Date
- Next Renewal: When is your next payment due?
- Date Picker: Click the calendar icon to select the date
- Tip: Check your email receipts or account settings for the exact date
Provider Information
- Provider Name: The company providing the service
- Account Email: The email associated with your account (optional)
- Login URL: Direct link to manage your subscription (optional)
![Guided setup form - placeholder for screenshot]
Step 4: Set Reminder Preferences
Configure when you want to be notified:
- Primary Reminder: Default is 7 days before renewal
- Secondary Reminder: Optional additional reminder (e.g., 1 day before)
- Notification Method: Email notifications (more options coming soon)
Step 5: Review and Confirm
Before saving:
- Review all entered information
- Check that the renewal date is correct
- Verify the cost and billing cycle
- Click "Create Renewal" to save
After Creating Your First Renewal
Confirmation Screen
You'll see a success message with:
- Confirmation that your renewal was saved
- Next renewal date highlighted
- Quick link to view in dashboard
Dashboard Integration
Your new renewal will appear in:
- Upcoming Renewals section (if due soon)
- All Renewals list with full details
- Cost Overview with spending insights
![Dashboard with first renewal - placeholder for screenshot]
Tips for Success
Accurate Information
- Double-check renewal dates in your email receipts
- Use the exact service name for easy identification
- Include provider details for quick access
Organization
- Use consistent naming conventions
- Group similar services (e.g., "Adobe - Photoshop", "Adobe - Illustrator")
- Add notes for special renewal conditions
Regular Updates
- Update renewal dates after each payment
- Adjust costs if pricing changes
- Archive services you no longer use
Common Mistakes to Avoid
Incorrect Dates
- Problem: Using the wrong renewal date
- Solution: Check your last invoice or account settings
- Prevention: Set a calendar reminder to verify dates
Missing Cost Details
- Problem: Forgetting to include taxes or fees
- Solution: Use the total amount you actually pay
- Prevention: Check your bank statements for the exact charge
Vague Service Names
- Problem: Using names like "Subscription" or "Monthly Service"
- Solution: Be specific about what the service provides
- Prevention: Include the provider name and service type
Next Steps
After adding your first renewal:
- Set up notification preferences
- Explore the dashboard features
- Add more renewals to build your complete tracking system
Need Help?
If you encounter issues during setup:
- Use the "?" help icons next to each field
- Access contextual help from the sidebar
- Contact support through the in-app help system
The guided setup is designed to be intuitive, but don't hesitate to reach out if you need assistance!