How do I manage a customer's subscription?
Use Subscriptions to open a contract, review customer details, see recent orders, edit the next order, skip or resume the next billing cycle, cancel the plan, or open the customer portal.
Steps
- Open Subscriptions.
- Select the subscription contract.
- Review the plan, customer, guided profile, last order, and next order sections.
- Use Edit to change the next order's menu selections.
- Use Skip, Unskip, Cancel plan, or Customer Portal as needed.
Frequently asked questions
What does Skip do?
Skip marks the matching upcoming Shopify billing cycle as skipped. If the cycle is still eligible, customers will not be billed for that cycle.
Can I edit an order that is already paid?
The app focuses on upcoming scheduled orders. Paid orders should be handled from Shopify admin like normal orders.
What is the Guided profile section on a subscription?
If the customer used the guided start flow on your storefront, their answers are saved with the subscription and shown in a Guided profile card: their goals, allergies, and preferences. Allergies are highlighted so your kitchen can flag them. The card only appears for subscriptions that came through guided start — older or non-guided subscriptions won't show it.
More in Subscriptions
What can customers do in the customer portal?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.
Install Servd on ShopifyQuestions about your setup? Email us — we respond within 24 hours.