Use this checklist to launch your first subscription offer. For step-by-step plan setup, see Create a subscription plan.
Step 1: Create a plan
In Shopify admin, go to Apps → Appstle Subscription → Subscription Plans.
Click Create New Plan.
Click Start from scratch, or click one of the presets under Start from a preset.
Create New Plan is at the top right of the Subscription plans page.
The Create New Plan menu: start from scratch or pick a preset.
Give the plan a Plan name (shoppers may see it) and add the products it covers.
Step 2: Choose how customers pay
Under How customers pay, pick one card:
Pay as you go: charged every billing cycle.
Prepaid, auto renew: pay upfront for several deliveries; renews automatically.
Prepaid, one time: pay upfront for a fixed number of deliveries.
Prepaid, separate orders: prepaid, with each delivery created as its own Shopify order.
The How customers pay cards.
Step 3: Set options and incentives
Option name: what customers see for each frequency, for example "Monthly".
Free trial: set a trial length if you want customers to try before paying.
Step 4: Schedule and policies
Schedule: when you bill on a Specific day, you can set an Order cutoff.
Inventory policy: On sale or On fulfillment.
Cancellation: At any time, After minimum number of orders, or Subscription length.
Order cutoff under Schedule when billing on a specific day.
Step 5: Optional custom fields
Under Fields, Custom fields ask customers for extra details on the product page.
Custom fields shown on the product page.
Step 6: Set up the Customer Portal
Before launch, set up the portal so subscribers can manage their orders. See Set up your Customer Portal.
Need help?
Live chat in the Appstle Subscriptions admin app
Email [email protected], available 24/7/365