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Last updated on Aug 28, 2026
Use these guides to implement and configure Maxio. They follow the same order as Maxio Onboarding, and each one tells you what it covers, what you need before you start, and how much effort to expect.
If you are new to how Maxio's objects relate — which object owns pricing, which owns the billing period, what a Subscription connects — read Object Model first. The guides below assume that vocabulary.
These guides are structured to mirror Maxio Onboarding. The sections are best completed in chronological order. Each section depends on its previous section being completed.
: Design and create your catalog.
: Design and implement your new user signup process and any post-signup workflows.
: How to send usage to Maxio. This category has no Quick Start guide of its own. See Get Started with Maxio Metering instead.
: Design and implement your subscription management process and any post subscription management workflows.
: Configure your settings, including Configure Currencies and Configure Taxes.
: Design and build any necessary integrations or workflows.
: Review the reports available to you, then set up your metrics, notifications, and exports in Configure Reporting.
: Choose a migration method and move your existing data in. See Migrate Data to Maxio.
: Final testing tips before going live. See Test Your Advanced Billing Implementation.
Each guide opens with a summary section naming the feature it covers, what you need before you start, whether it requires code, and how difficult it is. Review this section first, so you can bring in the right people. Some guides need a developer with access to your backend systems, and others need a team member who knows your entire pricing catalog.
Some guides include a prebuilt sample that shows a lightweight implementation of one feature. Use these for ideas as you build your own. In Accept Signups with Maxio.js, for example, click Try it out to open the prebuilt sample. Each sample is paired with a technical diagram that describes the workflow.
Some guides include an interactive tool to help you start faster. In Accept Signups with Public Signup Pages, for example, open the Themes tab to browse the available themes.
If you use Maxio's finance tools, use the Maxio education course. Ask your implementation consultant for access.
To request a Quick Start guide that isn't listed here, email support@maxio.com. Maxio adds the most requested guides over time.
Support depends on your plan type and Onboarding package. For any questions, ask your implementation consultant or email support@maxio.com.
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