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How to create a Subscription plan

What this video covers

This short video creates a plan from the Monthly, pay as you go preset: naming the plan, adding products, a tour of the subscription option's steps, adding options and rewards, saving, and seeing the plan on your product page.

In short

  • Create New Plan lets you start from scratch or pick a preset. A preset fills in the billing settings, and you can change anything before you save.

  • Products: shoppers can subscribe only to the products and variants in the plan. Add them with Browse products, or copy a collection's products with Browse collections.

  • Subscription options are the choices shoppers pick from on product pages, at checkout and in their portal. Shoppers see each option's name.

  • Edit opens the option editor: Basics, Display, Discount, Schedule, Reminder email, Trial, Cancellation, Rewards, Policies, Who can see and Fields, with a live preview.

  • After you save, See it on your store opens a product page from the plan, where shoppers choose the option in the subscription widget.

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