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Subscription Management

Subscription Management

Once you’ve set up all your Subscription Products and your store has gone live, you’ll manage Subscriptions in the Subscriptions Dashboard and on the Orders page.

Contents:

Subscription Dashboard Overview

Open the Store Manager, then click Subscriptions on the left-hand side menu. 

The Subscriptions Dashboard allows you to view all subscription services or products. Subscriptions without any active subscribers have a grey background. Subscriptions with active subscribers are highlighted with a green background.

If you have a lot of subscriptions, you can use the search bar to narrow down your results. You can also search for a user in this field.

Navigate between the tabs at the top to find Active Subscriptions, Inactive Subscriptions and Subscriptions with failed payments.

Select a Subscription Product to see an overview of users, their order numbers, company, subscription start date, end date, additional information and the current status of their subscription.

Accepting a Subscription Order

When a user places an order for a Subscription, you will find this in the Orders screen.

  1. Open the Store Manager and select Orders from the left hand side

  2. The new subscription order will be displayed with an orange background

  3. Either press Accept Order from this screen or select the order card if you need to provide additional information

  4. Enter the additional information, if applicable, and press Accept Order

     

  5. To finish, press Complete Order to let the user know their subscription is active

Orders can also be located in the Subscriptions Dashboard

 

Pausing & Resuming Subscriptions

  1. Open the Store Manager and select Subscriptions from the left hand menu

  2. Locate the Subscription you would like to pause by either selecting it from the Active tab or using the search bar

  3. Next to the user’s subscription, click the 3 dots and select Pause Subscription. The status will update to orange and the subscription will be paused

  4. To resume the Subscription, click the 3 dots again and select Resume Subscription. The status will update to green and the subscription will be resumed.

Managing Failed Payments

Cancelling Subscriptions

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