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Quick Start Guide

Updated over 2 months ago

Quick Start Guide

Get your first subscription up and running in under 10 minutes. This guide walks you through the essential steps to start accepting recurring payments.

Quick Start Overview


Before You Begin

Make sure your store meets these requirements:

Payment Gateway

Shopify Payments, Stripe, PayPal Express, or Authorize.net

Sales Channel

Online Store or Custom Storefront

Products

At least one product to offer as subscription

Note: Other payment gateways do not support recurring billing on Shopify.


Step 1: Install the App

  1. Install Subscribfy from the Shopify App Store

  2. Approve the requested permissions

  3. Wait for the initial sync to complete (this may take a few minutes)

You'll see a banner while syncing: "The application is synchronizing with your shop in the background."


Step 2: Choose Your Path

Subscribfy offers two types of subscriptions. Choose based on your business model:

Membership

Customers pay a recurring fee for perks like discounts, free shipping, or store credits

Product Subscription

Customers subscribe to receive products automatically (Subscribe & Save)

You can use both at the same time.


Path A: Create a Membership

  1. From the Subscribfy dashboard, click Edit Membership

  2. Create a VIP tier (e.g., "Gold Member")

  3. Set the price and billing frequency

  4. Add perks (discount, free shipping, store credits)

  5. Save and publish

Your membership product will appear in your store. Customers can purchase it like any other product.


Path B: Create a Product Subscription

  1. From the Subscribfy dashboard, click Add Product

  2. Choose "Regular subscription"

  3. Select the products to offer as subscriptions

  4. Set the delivery frequency (e.g., every month)

  5. Add a subscriber discount (optional)

  6. Save

The subscription option will appear on your product pages.


Step 3: Test Your Setup

  1. Visit your store as a customer

  2. Find a subscription product

  3. Add it to cart with the subscription option selected

  4. Complete a test checkout

Tip: Use Shopify's test mode or Bogus Gateway for testing without real charges.


What's Next?

Now that you have subscriptions running, explore these features:

Loyalty Program

Reward customers with points for purchases and referrals

Store Credits

Give members credits to spend in your store

Wallet Pass

Add a digital loyalty card to customers' phones

Churn Prevention

Show special offers when customers try to cancel

Analytics

Track your subscription performance


Need Help?

If you get stuck:

  • Check our Documentation for detailed guides

  • Click Help & Support in the app to chat with us


Contact support

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