Subscriptions are typically created automatically when a customer purchases a product with a subscription option in your store. However, if you wish to create a subscription on behalf of a customer, you can manually set it up through the Appstle Subscriptions dashboard.
Important: For this method to work, customers must have a payment method stored in their Shopify account.
Table of Contents
Status and Plan Types
Subscription Currency
Products
Customer Details
Shipping Details
1. Selling Plan
In this section, you'll define the parameters of the subscription plan you wish to offer your customer. Here are the key settings:
Choose the Selling Plan: Select from the subscription plans you've already set up in Appstle. You can choose from the following types:
Pay as You Go
Prepaid One-Time
Prepaid Auto-Renew
Prepaid Separate Order
Subscription Status: Choose one of the following subscription statuses:
Active: The subscription is active and will continue.
Paused: The subscription is temporarily paused.
Cancelled: The subscription is cancelled.
Next Order Date: Set the date for the next order or fulfilment.
Billing Frequency: Select how often the customer will be billed. This can include intervals like daily, weekly, monthly, etc.
Delivery Period: Define how often the customer will receive the products. Note: The Billing Frequency and Delivery Period are tied together. For example:
If you select "Weeks" for billing, the delivery will automatically be set to "Weeks" as well.
Additionally, under the Status and Plan types Section, you’ll see the following:
Plan Name and Description
Choose a clear name and description for your subscription plan to communicate its details—such as:
How often the subscription renews (e.g., monthly, quarterly, yearly)
What products or services are included
Any special benefits or perks
These fields are optional, so you can leave them blank if preferred.
Minimum Number of Orders
Defines the minimum number of billing cycles a customer must complete before they can cancel or make changes to their subscription.
Example:
If you set the minimum number of orders to 3, the customer will not be able to cancel their subscription until 3 orders (e.g., 3 months on a monthly plan) have been processed.
Maximum Number of Orders
Determines the maximum number of billing cycles a subscription will run before it automatically ends.
Example:
If you set the maximum number of orders to 3, the subscription will automatically stop after 3 orders have been completed, and the customer will no longer be charged.
2. Subscription Currency
Choose the currency that will be used for this subscription. This should match the currency of your store. For example, if your store is based in the US, the currency will typically be USD.
3. Products
Add Products: Click the Add Products button to bring up a menu similar to the one you use when creating subscription plans.
Select Products: Use the checkboxes next to each product to select the items you want to include in this customer's subscription. You can choose multiple products, depending on the customer's order preferences.
Simply use the checkboxes to the left of each product to select the products you would like to add to this customer's order.
4. Customer Details
Choose Customer: If the customer you're creating the subscription for already has their information stored in Shopify, click "Choose Customer" in the upper-right corner. From there, you can search for the customer’s name or email.
The Customer ID and Email ID fields will automatically populate once you select the customer.
Payment Method: This is a crucial part of the setup. The Payment Method ID dropdown will show the payment methods linked to the customer's Shopify account.
Reminder: The customer must have a valid payment method associated with their Shopify profile, or this dropdown will not populate. If the customer is a new subscriber or their payment information was migrated from another platform, the payment method must be added to their Shopify profile.
5. Shipping Details
Here, you will input the customer's shipping information:
Enter Customer Shipping Information: This includes the customer’s:
Name
Phone number
Shipping address (including city, zip code, country, etc.)
Shipping Charge: If you wish to charge for shipping, enter the amount in the designated field. If shipping is free, simply enter "0" in this field (this is a required field).
When you have filled out all of the necessary information, click Save in the upper right-hand corner of the page to create your subscription.
And you're done!
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