How to Manage your subscription

How To Manage Your Subscription

1. Change Product Quantity

Setup

For customers to update the product quantity within an existing subscription, please follow these steps:

1. From your storefront, select the Account Management icon.
2. Log in to the account that has the active subscription.
3. Select My Subscriptions.
4. Select Show details under the subscription you would like to increase or decrease the quantity for a product.
5. Select Edit next to Products in my subscription

1. Adjust the quantity to the desired amount for each product that is in the existing subscription.
2. Select Save.

2. Change Upcoming Order Date

Change Next Upcoming Order Date in the Customer Portal

For subscribers to change the next order date in the Customer Portal, please follow these steps:

From the storefront, select the Account Management Icon.

Log in to the account that has the active subscription. 

Select My Subscriptions.

Under Active subscriptions, select Edit future orders under the product that you would like to adjust the order date for.

Select the order text and choose a desired order date.

Select Update all future orders based on selected date or Pause future orders (Optional).

2. Change Order Frequency in the Customer Portal

To adjust the order frequency of an existing subscription via the Customer Portal, please follow these steps: 

From your storefront, select the Account Management Icon.

Log in to the account that has the active subscription.

Select My Subscriptions.

Under Order frequency, select Change frequency.

Select the dropdown and change the frequency to the desired frequency option.

Select Save.

Once the order frequency has been updated, check to make sure that the upcoming order dates are correct as well to match the new frequency selected.

3. Pause or Resume a Subscription in the Customer Portal

To pause or resume an existing subscription within the Customer Portal, please follow these steps:

From your storefront, select the Account Management icon.

Log in to the account that has the active subscription.

Select My Subscriptions.

Select Show details under the subscription that you would like to pause.

Select Manage upcoming orders.

Select Pause Future Orders.

If a customer would like to resume a subscription, this can be done by selecting Resume future orders near the top of the subscription details: 

4. Cancel an Existing Subscription in the Customer Portal

To cancel an existing subscription within the Customer Portal, please follow these steps:

From your storefront, select the Account Management Icon.

Log in to the account that has the active subscription.

Select My Subscriptions.

Select Show details under the subscription that needs to be cancelled.

Select Cancel Subscription three times.

Choose a cancellation reason.

If a customer needs to reactivate a subscription, this can be done in the Customer Portal by selecting View Inactive Subscriptions at the bottom of the page, then selecting Reactivate Subscription > Yes, Reactivate Subscription under the subscription that you would like to reactivate.

5. Swap a Product within an Existing Subscription

Setup

To swap a product within an existing subscription, please follow these steps:

From your storefront, select the Account Management Icon.

Log in to the account that has the active subscription.

Select My Subscriptions.

Select Show details under the subscription that contains a product you want to swap with another product.

Select Products in my subscription.

Select Swap product next to the product you want to swap with.

Click Select product next to a product you would like to swap the original product with.

Select OK.

All future orders will generate with the new product after the swap has been completed. Customers can continue to swap products on each order by following these steps between each recurring order date.