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:
From your Shopify admin, go to Settings > Checkout.
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).
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.
đ Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing a customer.
đ Shopify recently released a new customer accounts feature.
At this time, apps are not compatible with this feature. Please continue using Classic Customer accounts to ensure your customers are not impacted.
This setting is found in Shopify admin** Settings > Checkout and accounts > Account Experience > Edit**. On this page, make sure that the Classic Customer accounts option is selected.
The below steps are for your customers, to manage their subscriptions:
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 âManage subscriptionsâ.
Once your customers click on âManage subscriptionsâ, 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.
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).
Customers can add products through the Customer portal if the option âCustomers can add / remove products from their subscriptionsâ 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.
Customers can remove products through the Customer portal if the option âCustomers can add / remove products from their subscriptionsâ 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.
Customers can swap products if the option âCustomers can swap products in their subscriptionâ is enabled by a merchant in Settings > Customer permissions.
In the Customer portal, customers click the Swap icon â 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.
đ When adding/swapping products, the discount and the cost of shipping remain the same. Merchants can later edit the shipping cost in the app admin. Physical products cannot be added without defining a shipping address.
To enable customer accounts in Shopify:
From your Shopify admin, go to Settings > Checkout.
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).
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.
đ Only one email address can be associated with a customer account at a time. You can change the email address associated with an account by editing a customer.
đ Shopify recently released a new customer accounts feature.
At this time, apps are not compatible with this feature. Please continue using Classic Customer accounts to ensure your customers are not impacted.
This setting is found in Shopify admin** Settings > Checkout and accounts > Account Experience > Edit**. On this page, make sure that the Classic Customer accounts option is selected.
The below steps are for your customers, to manage their subscriptions:
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 âManage subscriptionsâ.
Once your customers click on âManage subscriptionsâ, 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.
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 âCustomers can add / remove products from their subscriptionsâ 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 âCustomers can add / remove products from their subscriptionsâ 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 âCustomers can swap products in their subscriptionâ is enabled by a merchant in Settings > Customer permissions.
In the Customer portal, customers click the Swap icon â 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.
đ When adding/swapping products, the discount and the cost of shipping remain the same. Merchants can later edit the shipping cost in the app admin. Physical products cannot be added without defining a shipping address.
Updated on: 13/08/2024
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