How can customers manage their subscriptions?

If you enable customer accounts in Shopify, your customers will be able to view and manage their own subscriptions in the customer portal by logging into their accounts in your store.

To enable customer accounts in Shopify:

1. From your Shopify admin, go to Settings > Checkout.

2. In the Customer accounts section, choose Accounts are optional or Accounts are required (keep in mind that requiring customers to create accounts might decrease sales conversions).

3. Click Save to confirm your customer account settings.

If you set customer accounts to optional or required, then you can send customers direct invitations to encourage them to activate an account and to ensure your subscribers will be able to access their subscriptions if necessary.

The below steps are for your customers, to manage their subscriptions:

1. Log in to a customer account in your store. Once your customers log in to your store and go to their account page, they will see a similar interface. To manage their subscriptions, they should click on ‘Manage subscriptions’.

2. Once your customers click on ‘Manage subscriptions’, they will be redirected to the All subscriptions pages, where they can see all their own subscriptions. The main subscription view contains the basic details of each subscription the customer has purchased. Customers can view more information and manage a specific subscription by clicking on the Subscription ID.

3. Once the customers click on Subscription ID, they will be redirected to the subscription details page, where they can:

• Add products to their subscriptions

• Remove products

• Swap products

• Change subscription frequency

• Change next order/invoice date

• Pause/resume, cancel subscription

• Create an additional order/invoice

• Add one-time purchase products

• Edit product quantity

• Skip next order / invoice

• Update their payment method and shipping address

The subscription adjustments your customers have access to depend on the settings you have enabled in the app (Settings > Customer permissions).

Add products

Customers can add products through the Customer portal if the option “Customers can add / remove products from their subscriptions” is enabled by a merchant in Settings > Customer permissions.

To add products, they need to click the Add product button and select one or several products (product options) they wish to add to their subscription. After, click the Save button.

Note: Customers can only add those products that meet the same conditions in terms of frequency, discount, subscription type, etc. as in the current subscription.

Remove products

Customers can remove products through the Customer portal if the option “Customers can add / remove products from their subscriptions” is enabled by a merchant in Settings > Customer permissions.

To remove products, they need to click the basket button near the product they wish to remove from the subscription and then click OK.

Note: Customers can only remove items when there are at least two items in a subscription.

Swap products

Customers can swap products if the option “Customers can swap products in their subscription” is enabled by a merchant in Settings > Customer permissions.

In the Customer portal, customers click the Swap icon ⇄ near the item they wish to replace in a subscription and select which product they want to add instead.

Note: Customers can select only one product or product option.

Customers can only swap those products that meet the same conditions in terms of frequency, discount, subscription type, etc. as in the current subscription.

They need to click the Next button and confirm the product replacement by clicking the Confirm button.

Updated on: 13/08/2024