Quick Start

This guide covers every Circle feature:
- Getting Started — Create your Circle account and set up your first spaces
- How to Use Immersive Live Streams — Host live events without leaving the platform
- How to Use Automated Check-ins with Workflow — Win back inactive members on autopilot
- How to Use Analytics — Track what your members actually read and join
- How to Use In-depth Customization — Match community branding to your existing site
- How to Use Gamification — Let members earn points, levels and badges
- How to Use Chat Agents — Give new members instant answers day or night
- How to Use Automation Workflow — Automate onboarding and community access rules
- How to Use Website Builder — Build landing pages without a separate site
- How to Use Email Marketing — Send broadcasts straight from your member list
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives
Why Trust This Guide
I have run my own Circle community for over a year and tested every feature here.
This tutorial comes from real hands-on use — not marketing copy or vendor screenshots.

Circle is one of the most capable community platform options available today.
Most people use maybe a third of what it can do.
This guide shows you how to use Circle feature by feature.
Step by step, with screenshots and pro tips.
Circle Tutorial
This Circle tutorial walks through every feature, from your first space to automation that runs itself.

Circle
Move your audience off social feeds and into a private community you actually own. Circle brings posts, group chats, live rooms, courses and payments together in one branded space. Start free for 14 days and see how fast a thriving community comes together.
Getting Started with Circle
Before any feature makes sense, finish this one-time setup.
It takes about three minutes.
Step 1: Create Your Circle Account
Go to the Circle website and click Get started free.
Enter your email, set a password, and activate the 14-day free trial.
No card is needed to open a Circle account.
✓ Checkpoint: A confirmation email lands in your inbox within a minute.
Step 2: Name Your Community and Open the App
Pick your community name and URL — both can change later.
Log in through any browser, or download the mobile app on iOS and Android.
Here is what my own Circle community looked like on day one:

✓ Checkpoint: You land on the main dashboard with an empty sidebar.
Step 3: Build Your First Spaces
Spaces are the building blocks of the whole Circle platform.
Create a post space for group discussions and an events space for live sessions.
Add a course space later if you plan to sell courses or run coaching programs.
Bundle related spaces into space groups so the sidebar stays readable.
Then write a short welcome message and invite new members by email or link.
✅ Done: Your online community is live and ready for the features below.
How to Use Circle Immersive Live Streams
Immersive Live Streams lets you host events inside your own community instead of paying for external tools.
Here is how to use it step by step.
Circle runs live streams natively, so nobody juggles a second app.
Step 1: Create a Live Space
Open the sidebar and click the plus icon next to any space group.
Choose the Events space type, then name it something obvious like Live Sessions.
Click New event to create an event, then set the event location to Circle Live.
Step 2: Open a New Live Room
Click New live room, add a title, then pick who gets community access.
Backstage lets you check audio before anyone joins.
Here is what this looks like:

✓ Checkpoint: A live badge appears beside the space name for every member.
Step 3: Go Live and Record
Hit Go live, share your screen, and invite speakers on stage.
Mark it as a one time event, or repeat it weekly.
Turn on recording so the replay lands in the space automatically.
✅ Result: You can host live events for your entire community in one place.
💡 Pro Tip: Announce every live room in a post space 24 hours early — attendance roughly doubles.
How to Use Circle Automated Check-ins with Workflow
Automated Check-ins with Workflow lets you reach out to quiet people before they cancel.
Here is how to use it step by step.
Step 1: Open Workflows
Go to Settings, then Workflows, and click New workflow.
Pick the Scheduled option so it runs on a repeating check.
Step 2: Set the Inactivity Trigger
Choose the trigger for members with no activity in 14 days.
Circle then builds a live segment of inactive members for you.
Here is what this looks like:

✓ Checkpoint: The workflow shows an Active status with a member count beside it.
Step 3: Add the Check-in Action
Select Send direct messages and write two short lines.
Ask a question instead of pitching — replies triple.
✅ Result: Quiet accounts get a personal check-in without any manual work.
💡 Pro Tip: Run check-ins on Tuesday mornings — weekend messages get buried under personal inboxes.
How to Use Circle Analytics
Analytics lets you see exactly which spaces drive community engagement.
Here is how to use it step by step.
Step 1: Open the Analytics Tab
Click Analytics in the admin sidebar of your Circle account.
Set the date range to the last 30 days first.
Step 2: Read the Engagement Report
Compare active posters against total community membership numbers.
Anything under 20% active means your onboarding needs work.
Here is what this looks like:

✓ Checkpoint: You can see daily active members plotted on the main chart.
Step 3: Export and Act
Download the CSV, then sort spaces by comments per post.
Merge or archive any space with zero replies this month.
✅ Result: You know which specific spaces deserve more of your time.
💡 Pro Tip: Watch comments per post, not member count — it predicts renewals far better.
How to Use Circle In-depth Customization
In-depth Customization lets you make the space look like your brand, not a template.
Here is how to use it step by step.
Step 1: Open Branding Settings
Head to Settings, then Branding, inside your community settings panel.
Upload a square logo and a wide banner version.
Step 2: Set Colors and Typography
Paste your hex codes into the brand color fields.
Preview both light and dark mode before saving.
Here is what this looks like:

✓ Checkpoint: Your logo replaces the default mark in the top left corner.
Step 3: Design the Lock Screen
Open any paywalled space and edit its lock screen copy.
Show three real benefits and one member quote.
✅ Result: The community looks like a natural extension of your online business.
💡 Pro Tip: Keep one accent color for buttons only — mixed colors kill click-through on paid events.
How to Use Circle Gamification
Gamification lets you reward the people who show up every day.
Here is how to use it step by step.
Step 1: Turn On Gamification
Open Settings, then Gamification, and flip the main toggle.
This is one of the new features included on paid tiers.
Step 2: Set Point Values
Decide how members earn points for posts, comments and reactions.
Keep comments worth more than posts to spark group discussions.
Here is what this looks like:

✓ Checkpoint: A points badge shows on every member profile card.
Step 3: Publish the Leaderboard
Add the leaderboard widget to your home view.
Reset it monthly so newcomers can still win.
✅ Result: Daily participation climbs without you posting more yourself.
💡 Pro Tip: Unlock a dedicated space at level three — access beats badges as a reward every time.
How to Use Circle Chat Agents
Chat Agents lets you answer repeat questions while you sleep.
Here is how to use it step by step.
Step 1: Create the Agent
Open Settings, then Agents, and click New agent.
Give it a name your community will recognize.
Step 2: Feed It Your Content
Point the agent at your course space and pinned posts.
Add your refund policy and onboarding docs too.
Here is what this looks like:

✓ Checkpoint: The agent replies to a test question within a few seconds.
Step 3: Set the Reply Rules
Choose which spaces the agent can answer in.
Tell it to tag you whenever it is unsure.
✅ Result: Newcomers get immediate access to answers instead of waiting on you.
💡 Pro Tip: Review agent transcripts weekly — the questions it fumbles become your next welcome message.
How to Use Circle Automation Workflow
Automation Workflow lets you handle onboarding, tagging and access without lifting a finger.
Here is how to use it step by step.
Step 1: Pick a Trigger
Click New workflow and choose the member joined trigger.
Triggers also fire on purchases, tags and RSVP actions.
Step 2: Chain Your Actions
Send a welcome message, then add the member to certain spaces.
Apply a tag so your reporting stays clean.
Here is what this looks like:

✓ Checkpoint: The workflow history shows one completed run for your test member.
Step 3: Test With a Dummy Account
Invite a spare email and watch the workflow run.
Fix any step that fires out of order.
✅ Result: Every new member gets the same onboarding, at any hour.
💡 Pro Tip: Delay the welcome message by ten minutes — instant bots feel obvious and get ignored.
How to Use Circle Website Builder
Website Builder lets you publish landing pages that sit on the same domain as your community.
Here is how to use it step by step.
Step 1: Open the Site Builder
Click Website in the admin menu, then New page.
Start from a sales template rather than a blank canvas.
Step 2: Build the Page
Drag in a hero, benefits list and pricing section.
Link the primary button straight to your paid space.
Here is what this looks like:

✓ Checkpoint: Your page loads on your own domain with a valid padlock icon.
Step 3: Connect Your Custom Domain
Add your custom domain, then paste the CNAME into your DNS.
Propagation usually finishes inside an hour.
✅ Result: Prospects and paying members live under one roof.
💡 Pro Tip: Put a two minute demo video above the fold — it lifts trial starts more than any headline swap.
How to Use Circle Email Marketing
Email Marketing lets you email your members without exporting them anywhere.
Here is how to use it step by step.
Step 1: Open Broadcasts
Go to Emails, then Broadcasts, and click New broadcast.
Circle pulls your member list automatically.
Step 2: Segment the Audience
Filter by tag, plan or last activity date.
Never blast everyone — relevance protects your sending reputation.
Here is what this looks like:

✓ Checkpoint: The broadcast shows a Scheduled label with your chosen send time.
Step 3: Write and Schedule
Keep it to one link and one clear ask.
Schedule it, then check opens the next morning.
✅ Result: You reach quiet members where they actually look — their inbox.
💡 Pro Tip: Send event details by email and post them in the events space — reminders in two places double RSVPs.
Circle Pro Tips and Shortcuts
After a year of daily community management, these are the tips that keep my community engaged.

Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Bold text in the post editor | Ctrl / Cmd + B |
| Italic text in the post editor | Ctrl / Cmd + I |
| Insert a link | Ctrl / Cmd + K |
| Send a chat message | Enter |
Hidden Features Most People Miss
- Space-level notifications: Force weekly digests on your announcements space so quiet members still see upcoming events.
- Course dashboard progress: Any course creator can see lesson completion per student and nudge anyone who stalls.
- Bulk actions in the members tab: Tag, message or remove dozens of people at once instead of clicking through profiles.
- Space templates: Duplicate a finished space, including its lock screen and permissions, in two clicks.
Circle Common Mistakes to Avoid
Mistake #1: Opening With Twenty Empty Spaces
❌ Wrong: Building every space you might ever need before anyone joins.
✅ Right: Launch with three spaces, then add more once conversation is steady.
Mistake #2: Treating Circle Like Facebook Groups
❌ Wrong: Posting links and waiting for the algorithm to do community building for you.
✅ Right: Ask one direct question weekly and reply to every answer by name.
Mistake #3: Paywalling Everything on Day One
❌ Wrong: Locking every space so visitors see nothing but a signup form.
✅ Right: Keep one public space visible so prospects can feel the energy first.
Circle Troubleshooting
Problem: Invited Members Never Arrive
Cause: Invitation emails land in spam, or the invite link expired.
Fix: Resend from the members tab and share the direct link in your own channels too.
Problem: Payments Fail at Checkout
Cause: Stripe is connected in test mode, or the paywall currency does not match.
Fix: Reconnect Stripe in live mode, then run one real payment to confirm community access.
Problem: Live Streams Freeze or Drop
Cause: Upload bandwidth is too low, or a browser extension is blocking the live room.
Fix: Use Chrome in a clean window, switch to wired internet, and close other tabs.
📌 Note: If none of these fix your issue, contact Circle support from the help menu.
What is Circle?
Circle is an all-in-one community platform for creators, brands and online business owners.
Think of it as your own private community, membership site and course dashboard sharing one login.
Spaces can be public, invite-only or private, so you control exactly who sees what.
Watch this quick overview:
It includes these key features:
- Immersive Live Streams: Run live streams, workshops and Q&A sessions in a live room your members already trust.
- Automated Check-ins with Workflow: Trigger a friendly nudge the moment someone stops posting, so churn never sneaks up on you.
- Analytics: Dashboards for posts, comments, live attendance and paying members, refreshed daily.
- In-depth Customization: Custom colors, logos, fonts and a lock screen that sells before anyone signs up.
- Gamification: Points, levels and leaderboards that turn quiet lurkers into regular contributors.
- Chat Agents: An AI agent trained on your own content that replies inside chat and direct messages.
- Automation Workflow: A trigger and action builder covering joins, purchases, tags and space invitations.
- Website Builder: A drag and drop page builder for sales pages, plus custom domain hosting.
- Email Marketing: Built-in broadcasts, segments and open tracking aimed at community members.
It also handles Stripe payments, group chats, RSVPs and third party tools natively.
You can connect Circle to Zapier, Mailchimp or your webinar app in minutes.
Integrate Circle with third party apps for content creation, scheduling and reporting.
For a full breakdown of strengths and gaps, read our Circle review.

Circle Pricing
Here is what Circle costs in 2026:
| Plan | Price | Best For |
|---|---|---|
| Professional | $89/month | Creators running one paid community with courses and live events |
| Business | $199/month | Growing teams that need workflows, analytics and more admin seats |
| Enterprise: Rich members’ profile, events, Plus Branded App | Custom Pricing | Large brands wanting a branded app and priority support |
There is no basic plan any more, so the Professional plan is the entry point.
The Business plan adds deeper third party integrations, API access and extra admin seats.
Free trial: Yes — 14 days on any paid plan, no card required.
Money-back guarantee: No formal refund window, so use the trial properly.

💰 Best Value: The Business plan — workflows and analytics pay for themselves once you pass 100 paying members.
Need SSO, a branded app or bespoke terms? Ask sales for a custom plan under the Enterprise plan.
Circle vs Alternatives
How does Circle compare when you are picking the right community platform?
| Tool | Best For | Price | Rating |
|---|---|---|---|
| Circle | Branded paid memberships | $89/mo | ⭐ 4.3 |
| Skool | Simple all-in-one setup | $99/mo | ⭐ 4.5 |
| Mighty Networks | Budget branded apps | $49/mo | ⭐ 4.2 |
| Kajabi | Funnels plus courses | $149/mo | ⭐ 4.4 |
| Thinkific | Serious course tooling | $49/mo | ⭐ 4.4 |
| Teachable | Selling single courses | $39/mo | ⭐ 4.3 |
| GoHighLevel | Agencies and client work | $97/mo | ⭐ 4.4 |
| Bettermode | Custom developer builds | $59/mo | ⭐ 4.3 |
Quick picks:
- Best overall: Circle — the strongest mix of discussion, live streams and monetization.
- Best budget: Mighty Networks — lower monthly cost with courses included.
- Best for beginners: Skool — fewer settings to learn on day one.
- Best for selling courses: Thinkific — quizzes and certificates Circle still lacks.
🎯 Circle Alternatives
Looking for Circle alternatives? Here are the top options:
- 🚀 Skool: Simpler setup with a built-in classroom and one flat monthly price.
- 💰 Teachable: Stronger checkout and tax handling if courses are your main product.
- ⚡ GoHighLevel: Bundles CRM, funnels and automation for agencies running client campaigns.
- 🎨 Mighty Networks: Cheaper entry pricing with strong native courses and a branded app option.
- 🔧 Bettermode: Highly flexible blocks and an API for teams that want custom builds.
- 🎓 Thinkific: Deep course tooling with quizzes, certificates and detailed student reporting.
- 📊 LearnWorlds: Interactive video and assessment features built for serious training programs.
- 👥 Swarm: Lightweight and quick to launch for small private groups.
- 🧠 Disco: AI-assisted cohort programs for bootcamps and accelerators.
- 💼 Kajabi: All-in-one funnels, email and courses under a single subscription.
- 🌟 Wylo: Budget white-label platform with a branded app on lower tiers.
- 🔥 Whop: Marketplace exposure plus checkout for digital products and memberships.
For the full list, see our Circle alternatives guide.
⚔️ Circle Compared
Here is how Circle stacks up against each competitor:
- Circle vs Skool: Skool wins on simplicity, Circle wins on customization, live rooms and deeper reporting.
- Circle vs Teachable: Teachable is course-first, Circle is community-first with courses attached.
- Circle vs GoHighLevel: GoHighLevel is a marketing suite, Circle is a cleaner home for member discussion.
- Circle vs Mighty Networks: Mighty Networks costs less, Circle feels faster and looks more polished daily.
- Circle vs Bettermode: Bettermode suits developers, Circle suits creators who want to launch this week.
- Circle vs Thinkific: Thinkific handles learning better, Circle handles conversation and live events better.
- Circle vs LearnWorlds: LearnWorlds wins on assessments, Circle wins on member engagement and chat.
- Circle vs Swarm: Swarm is leaner, Circle scales further once you add paid tiers.
- Circle vs Disco: Disco fits cohorts, Circle fits always-on memberships and coaching programs.
- Circle vs Kajabi: Kajabi covers more marketing, Circle offers a far better member experience.
- Circle vs Wylo: Wylo is cheaper for apps, Circle is more mature and better supported.
- Circle vs Whop: Whop brings buyers, Circle keeps them engaged after the sale.
Start Using Circle Now
You now know how to use every major Circle feature:
- ✅ Immersive Live Streams
- ✅ Automated Check-ins with Workflow
- ✅ Analytics
- ✅ In-depth Customization
- ✅ Gamification
- ✅ Chat Agents
- ✅ Automation Workflow
- ✅ Website Builder
- ✅ Email Marketing
Next step: Pick one feature and try it today.
Most people start with Immersive Live Streams.
It takes less than five minutes to set up.
Frequently Asked Questions
These Circle community FAQs cover what people ask most before they commit.
How does the app Circle work?
Circle is a community platform where you create spaces for posts, chats, courses and events. Members join through invite links or paid checkout, then use web or the mobile app.
What is Circle community Platform?
Circle is an all-in-one community platform for creators, brands and online business owners. It combines discussions, live streams, courses, email marketing and payments in one branded private community.
How much does Circle community cost?
Circle costs $89/month on the Professional plan and $199/month on the Business plan. The Enterprise plan is custom priced. Every paid pricing plan starts with a 14-day free trial.
Does Circle community have an app?
Yes. Circle offers a mobile app on iOS and Android, so members can read posts, join group chats and watch live streams from anywhere.
Is Circle community worth it?
Circle is worth it if you sell memberships, online courses or coaching programs. Free Facebook groups work for hobby communities, but Circle gives you branding, payments and analytics.













