Knowledge base
Documentation
Everything you need to set up, configure, and get the most out of CycleSave.
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Payment Settings
Configure payment gateways: Stripe Connect, manual Stripe keys, test mode, bank transfer details, Store Payment, and Pro gateways.
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General Settings
Core plugin-wide settings: default currency, grace periods, automatic payouts, login redirection, and page assignments.
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Reports
Visual summaries of plugin activity: monthly contributions, collected vs paid out, member growth, and missed payment rates.
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Payouts
View payout records, log manual payout disbursements with gateway references, and understand the payout confirmation workflow.
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Contributions and Payments
Track every contribution payment across all groups, verify bank transfer payments, and review the full payment audit trail.
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Managing Members
View all members across groups, search and filter by status, and manage individual member records.
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Group Detail and Payout Order
Everything on the single group management page: setting the payout order, managing members, tracking rounds, and logging payouts.
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Managing Groups
How to create, edit, and manage savings groups — contribution amounts, frequencies, member caps, visibility, and group statuses explained.
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Admin Dashboard
A quick overview of the CycleSave admin dashboard — summary cards, recent contributions, and groups waiting for payout order.
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Initial Setup
Five quick steps to get CycleSave ready: create pages, set your currency, connect Stripe, create your first group, and activate your Pro licence.