Membership Management
Let your customers manage their subscriptions directly from your store - view status, update payments, skip months, and more, all without contacting support.
What You'll Get
Fewer support tickets - Customers can help themselves
Happy customers - They get control over their subscription
Reduced churn - Skip options prevent cancellations
Better payment success - Customers can update their own card info
Quick Setup
Enable the features you want your customers to have access to.
Step 1: Go to Settings
Go to Subscribfy → Settings → scroll down to Customer Manage my Membership Settings.
Step 2: Enable Dashboard Login
Check Enable dashboard login so customers can access their membership dashboard.
Step 3: Choose Customer Options
Enable the actions you want customers to be able to do:
Enable Skip the Month | Customers can pause their membership for one month |
Enable customer self refund | Customers can request a refund for their most recent charge |
Enable Charge Now button | Customers can pay early instead of waiting |
Enable Churn Offers | Show special offers when customers try to cancel |
Step 4: Save
Click Save at the bottom of the page.
Dashboard URL: Send customers to: https://yourstore.com/apps/subscribfy-api/store/dashboard-login
Settings Explained
General Settings
Enable dashboard login | Allows customers to access their membership dashboard using their email and order ID |
Enable Churn Offers | When customers try to cancel, they'll see special offers to keep them subscribed |
Membership Settings
Enable Skip the Month | Adds a "Skip the Month" button so customers can pause for one month instead of canceling |
Skip days slider (0-30) | Controls when the skip button appears. Set to "5" means customers can only skip if they're more than 5 days away from their next billing date |
Enable customer self refund | Lets customers request a refund for their most recent membership charge |
Enable Charge Now button | Adds a "Charge Now" button so customers can pay early |
Product Subscription Settings
Enable Ship Now button | Customers can request their subscription products be shipped immediately |
Enable Update Quantity | Customers can change how many items they receive |
Enable Swap Product | Customers can change which product they receive |
Enable Add Product | Customers can add more products to their subscription |
Product Selection Options: For Swap and Add Product, you can choose:
All products - Any product in your store
Products with Subscribfy selling plan - Only subscription-enabled products
Specific products - Hand-picked products you select
What Your Customers See
When customers visit their membership dashboard, they'll see:
Greeting - Their name and email
Membership status - Name, status, price, billing frequency, next payment date
Action buttons - Based on what you enabled (Skip, Charge Now, Refund, etc.)
Active offers - If they have a special offer applied
Product subscriptions - With options to swap, add, or update quantities
Store credit balance
Order history
Billing Retry Settings
When a customer's payment fails, Subscribfy can automatically retry the charge.
Retry attempts (1-15) | How many times to retry a failed payment |
Retry frequency (1-15 days) | How many days to wait between retry attempts |
Contact Page | URL where customers can update their payment method |
Failed Charge Email | Choose Shopify's default email or a custom email |
VIP Trial Settings
VIP Trial creates a small initial charge to verify the customer's payment method before their full membership begins.
Enable VIP trial | Turn on trial verification for new memberships |
Amount ($0.50 - $10,000) | The small amount to charge for verification |
How it works: Customer signs up → small trial charge → separate order with "{tier_name}-trial" tag → full membership begins next billing cycle.
Note: Trial orders do not earn store credits or loyalty points.
Membership Agreement
Show a checkbox at checkout that customers must check before purchasing a membership.
Requires: Shopify Plus with Checkout Extensibility
How to set up:
Enable Checkout Extensibility in Shopify admin
Go to Online Store → Customize checkout
Add the Subscribfy block to your checkout
Enable Membership Agreement in Subscribfy settings
Analytics
Go to Subscribfy → Analytics → Membership tab to see how your memberships are performing.
Overview Metrics
Order Type | Compare first-time orders vs recurring orders |
Charges Overview | Success rate for membership billing |
Subscriptions | Active subscription count over time |
Memberships Overview | Breakdown by status (active, paused, cancelled) |
Performance Charts
Mean Churn by Month | When in their lifecycle customers tend to cancel |
Opt-In Rate | Percentage of customers who join memberships |
Store Credit Utilization | How much of issued credits are being used |
LTV by Month | Customer lifetime value trends |
Active Members | Current member count by VIP tier |
Daily Cohorts | Retention rates by signup date |
Tip: Use the Plan dropdown at the top to filter by membership tier.
Common Use Cases
Reduce Cancellations with Skip
The goal: Give frustrated customers a way to pause instead of cancel
Enable "Skip the Month" in settings
Set skip days to 5-7 (so they can't skip at the last minute)
Customers will now see the skip option on their dashboard
Save Customers with Churn Offers
The goal: Show special offers when customers try to cancel
Enable "Enable Churn Offers" in settings
Go to Settings → Churn Offers tab to create your offers
When customers try to cancel, they'll see your offers first
Let Customers Update Payments
The goal: Reduce failed charges from expired cards
The "Update payment method" link is always visible by default. When customers click it, they can enter new card details and their next charge will use the new payment method.
Troubleshooting
Customers can't find the dashboard?
Share the correct URL with them: https://yourstore.com/apps/subscribfy-api/store/dashboard-login. Make sure "Enable dashboard login" is turned on.
Skip button isn't showing?
Check that "Enable Skip the Month" is turned on. Also check the skip days setting - if set to 5, the button only appears when the customer is more than 5 days from their billing date.
Customer can't swap products?
Verify "Enable Swap Product" is enabled and check the product selection settings. If set to "Specific products", make sure you've selected which products can be swapped to.
