Subscriptions

What can customers do in the customer portal?

Customers can sign in with email, view subscription status, review upcoming deliveries at a glance, edit menu selections, skip or unskip eligible orders, update their shipping address, request payment method updates, and change delivery day when configured.

Watch: Welcome emails and the customer portal (3:36)

Steps

  1. Customers open the portal link for their subscription.
  2. They enter their email to receive or use a secure sign-in token.
  3. They pick an upcoming week from the delivery rail to review its meals.
  4. They edit meals, skip or unskip when eligible, and update preferences.

Frequently asked questions

How does a customer see the status of each week?

Every upcoming week appears as a card in the delivery rail with a status chip: Scheduled (meals picked), Pick meals (nothing chosen yet), Skipped, Paid (already charged), or Closed (past the order cutoff). Selecting a card opens that week's meals below. There is no separate status list to open — the status is visible at a glance on each week card, and it updates immediately when a customer skips or unskips.

Which weeks can a customer skip?

Any upcoming week that is still before its order cutoff and has not been charged, including weeks further ahead than the next delivery. Skipping a week that far out creates that delivery early, so it appears in Deliveries and on the Orders page as Skipped straight away rather than showing up only when the charge would have run. Weeks that are Paid, cancelled or refunded cannot be skipped, and a week past its order cutoff is closed to the customer — you can still change it from the subscription's Deliveries list.

Can I open the portal as a customer?

Yes. Open the subscription in the app, click Customer Portal, then open or copy the generated portal link for troubleshooting.

Can customers update their shipping address?

Yes, for subscriptions that are shipped to an address: the portal's settings section has a Shipping row with an Edit button that opens the shipping address form, and the row shows the address that subscription actually delivers to. Subscriptions set up for local delivery or store pickup show the address but no Edit button, because their delivery method cannot be changed to a shipping address from the portal — change those in Shopify, or contact Shopify support if the subscription needs a different delivery method.

Where do I see the delivery day a customer picked?

On the subscription's page, in the Plan card. When you offer several days under Settings > Delivery days, customers pick one in the portal, and the Plan card shows it with "chosen by the customer", or your default day if they have not picked one. The day is for you to plan deliveries by: it does not change when the customer is charged or which menu week they get. If you name one arrival day under Week schedule instead, customers see that day and have nothing to pick.

Can customers update payment details?

The portal sends a secure Shopify payment method update email. Customers update payment details through that secure flow.

How are servings shown for a week's meals?

Each meal renders as an image card. For plans that have a servings dimension (two-part variants such as '2 / 4') the card shows the serving count as meta text; single-option plans like '6 days plan' have no servings concept, so no serving text is shown. If a recipe is chosen more than once the card shows '×2'.

More in Subscriptions

What happens to existing subscriptions if I change my meal plan product?How do I run a welcome offer (discounted first boxes)?See who changed a subscription, and whenMove my subscriptions over from another appHow do I manage a customer's subscription?How do I add a discount code to an existing subscription?How do I see which menus are included in an order?

Ready to set this up on your store?

Servd is free to install and walks you through creating your meal plan, your first menu, and the storefront entry point.

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