> For the complete documentation index, see [llms.txt](https://help.smartrr.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.smartrr.com/docs/support/customer-account-portal/manage-subscriptions.md).

# Manage subscriptions

Need to make changes to your subscription? You're at the right place!

Customers can view all their upcoming subscription orders from their Customer Account Portal. Once logged in, they'll land on our portal homepage.&#x20;

Customers view their active and paused subscriptions under the **Subscriptions section** and **Subscriptions** tab.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FE0y93hqe8VHWBJjkRhVy%2Fsubscription-tab.png?alt=media&amp;token=01f884c2-252b-4605-8348-5b78d8725639" alt="Your subscriptions are located under the &#x22;Subscriptions&#x22; tab, next to the &#x22;Next order&#x22; tab in the customer portal."><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** If a customer has more than 1 active or paused subscription, they will appear in a 2x2 grid on desktop and stacked on mobile. Canceled subscriptions do not appear in the Customer Account Portal as they can't be reactivated by the customer or by the brand.
{% endhint %}

### **🕰** FREQUENCY: How do customers edit the delivery frequency of their subscription?&#x20;

If a customer wants to change the cadence of their subscription deliveries, (ex. 30 days > 45 days) they can opt to "Edit frequency" by clicking **Manage subscription.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FGbYQMAobuVi1HgL0l0gt%2Fmanage-subscription.png?alt=media&amp;token=cd386b22-9bc0-43ba-806a-42269790014f" alt="Under the &#x22;Subscriptions&#x22; tab, you will see all your subscriptions. Click the &#x22;Manage Subscription&#x22; button below the subscription that you&#x27;d like to adjust."><figcaption></figcaption></figure>

Customers can click on the Edit frequency icon, indicated with a calendar and clock. They will be directed to a confirmation state which they can select one of the frequencies available in their subscription program.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FWXjCYhxIfi2QfG9Ftgnx%2Fedit-frequency-button.png?alt=media&amp;token=f9975264-c63b-46d9-aa31-65b05a1ed12b" alt="The &#x22;Edit frequency&#x22; action button is shown in the action list of the manage subscription popup. Click on the &#x22;Edit frequency&#x22; action button to update your frequency."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FC5u4Oilydo1xOUWtjVbc%2Ffrequency-options.png?alt=media&amp;token=3ddaf3ba-f84f-46fd-bc7c-ee02c6bdc3ce" alt="If there are other frequency options, they will be displayed in the popup. Select your desired frequency and confirm your changes."><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** The list customers see is based on what subscription plans are available in the customer's subscription program. If there is only one subscription plan available within the subscription program, the customer will not be able to switch to another frequency. In this case, [we recommend turning off "Edit frequency" as a subscription management option](/docs/support/admin-portal/available-actions-for-customers-in-account-portal.md).&#x20;
{% endhint %}

### 🗓 SET DATE: How do customers set the next date for their subscription?&#x20;

If a customer wants to set a new date for their subscription delivery dates to be based on, they can opt to "Set next date" by clicking **Manage subscription.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FGbYQMAobuVi1HgL0l0gt%2Fmanage-subscription.png?alt=media&amp;token=cd386b22-9bc0-43ba-806a-42269790014f" alt="The &#x22;Manage subscription&#x22; button is highlighted."><figcaption></figcaption></figure>

Customers can click on the Set next date icon, indicated with a calendar. They will be directed to a confirmation state which they can select on a calendar a new date for their subscription.&#x20;

Customers will also see help text: "Your upcoming orders will be updated based on this new date...".

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FFc4W4LDTdV4fH9p7oRff%2Fset-next-date.png?alt=media&amp;token=af1e8e06-9615-4080-94bf-cd668c10c0c7" alt="The &#x22;Set next date&#x22; action button is highlighted in the manage subscription popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FEZV0T2bLM4iJv27w7dse%2Fdate-select.png?alt=media&amp;token=85c360e0-60d8-43bd-80fb-b5e6d634be68" alt="When the &#x22;Set next date&#x22; action is selected, a calendar will render. Select your preferred next order date."><figcaption></figcaption></figure>

### 📦 BUNDLES: How do customers edit items in their bundled subscriptions?&#x20;

If a customer wants to modify the items in their bundled subscription, they can opt to "Edit" by clicking **Manage subscription.**

{% hint style="info" %}
**Tip:** Bundle products are always indicated with an extra 📦 icon instead of a quantity badge.&#x20;
{% endhint %}

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FGbYQMAobuVi1HgL0l0gt%2Fmanage-subscription.png?alt=media&amp;token=cd386b22-9bc0-43ba-806a-42269790014f" alt="The &#x22;Manage subscription&#x22; button is highlighted."><figcaption></figcaption></figure>

Customers can click on **Edit**, located underneath the bundled product.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FSyEHnOSEgOUGoHAyQWWK%2Fedit-bundle-button.png?alt=media&amp;token=42664321-edd7-4d32-bf02-78548b04d308" alt="Click the &#x22;Edit&#x22; button below your bundle product to make changes to your bundle."><figcaption></figcaption></figure>

They will be directed to a modal state where the can adjust quantity, add, and remove items from their bundled box.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FT4ipkKGX8XbWe2hEd8nr%2Fplaceholder%20edit%20bundle.png?alt=media&amp;token=56acfb88-6abe-4fa1-8d46-c3476e97ce00" alt="The bundle modal renders when the bundle is being edited. Make the updates to your bundle and save the changes."><figcaption><p>When a bundle has more item slots to fill, the customer will see a placeholder slot in addition to a progress bar showing their progress to "Box full!"</p></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fe6CbYx6kGrgO2hJL54Zd%2Fbox%20full.png?alt=media&amp;token=bacef3d7-8fa2-4394-b625-a6fc7aec3ebb" alt="When the bundle size/limit is met, the status bar fills up and shows the &#x22;Box full!&#x22; message."><figcaption></figcaption></figure>

If your shop offers different bundle variants, the customer can change the size of their bundled subscription by clicking "Select different size".

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FBwDGqyawryIgMy74TVAa%2Fselect-different-size.png?alt=media&amp;token=33472de9-5b24-4425-8bf8-7429b286a3d3" alt="If you&#x27;d like to change the size of your bundle, click the &#x22;Select different size&#x22; link shown at the top of the modal."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fou5V6Uh6Tp73z3tJdqAE%2Fsize%20selection.png?alt=media&amp;token=0d5bca01-9fe8-4c30-a492-c08f10f2517c" alt="If the bundle has other size options, those options will be displayed to you. Select your size and confirm the changes."><figcaption></figcaption></figure>

### 💳 EDIT PAYMENT: How do customers edit their payment method for their subscription?&#x20;

If a customer wants to update the payment method for their subscription, they can opt to "Edit payment" by clicking **Manage subscription.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FGbYQMAobuVi1HgL0l0gt%2Fmanage-subscription.png?alt=media&amp;token=cd386b22-9bc0-43ba-806a-42269790014f" alt="The &#x22;Manage subscription&#x22; button is highlighted."><figcaption></figcaption></figure>

Customers can click on the Edit payment icon, indicated with wallet. They will receive a notification to their email with a link to securely update the payment method associated with their subscription.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FXZphkgkEgeFFcqwkNVO0%2Fedit-payment-button.png?alt=media&amp;token=8955e115-10f0-4e50-8238-801ab4bb8b5f" alt="The &#x22;Edit payment&#x22; action button is highlighted. Click on this button to update your payment method."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FYS0IFdfg9AtkqEec0qs2%2Fpayment-email-sent.png?alt=media&amp;token=1a18399c-4fac-4780-8074-f68bf152a35e" alt="When the &#x22;Edit payment&#x22; action is clicked, Shopify will send you an email with instructions. In the customer portal, you will see a popup showing you the email address that these instructions will be sent to."><figcaption></figcaption></figure>

### ⏸️ PAUSE: How do customers pause their subscription?

If a customer wants to pause their subscription, they can opt to "Pause" by clicking **Manage subscription.**

The customer will be prompted to select a date for their subscription to auto-resume within the next six months.

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FTQuDs1OoGU6khoeBJCEF%2Fpause-sub.gif?alt=media&amp;token=89a7a16b-7b94-4a41-8e94-c5ce59588e37" alt="To pause a subscription, click on the &#x22;Pause&#x22; action button, select your preferred resume date from the displayed calendar and confirm your changes."><figcaption></figcaption></figure>

### 🛑 CANCEL: How do customers cancel their subscription?

If a customer wants to cancel their subscription, they can opt to "Cancel" by clicking **Manage subscription.**

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2FGbYQMAobuVi1HgL0l0gt%2Fmanage-subscription.png?alt=media&amp;token=cd386b22-9bc0-43ba-806a-42269790014f" alt="The &#x22;Manage subscription&#x22; button is highlighted."><figcaption></figcaption></figure>

Customers can click on the Cancel icon, indicated with a stop sign. They will be directed to a confirmation state which they can confirm their desire to cancel. If the stop has [<mark style="color:blue;">Retention</mark>](/docs/support/admin-portal/what-is-retention.md) features turned on, provide a reason for why they are cancelling.&#x20;

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2F8ZvTwOXnpZvpGevzAUAq%2Fcancel-button.png?alt=media&amp;token=c9e278a4-14c2-40f1-a399-0612cd7a13c0" alt="Click on the &#x22;Cancel&#x22; action button that shows in the manage subscription popup."><figcaption></figcaption></figure>

<figure><img src="https://3658670565-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FndNAuxS4koYyI8AQTpS9%2Fuploads%2Fa6PAYnq1Qvt5QIFO8gKG%2Fcancel-screen.png?alt=media&amp;token=67e57ebd-af25-4579-b6c8-d0dce9ad55ec" alt="If the store has cancel reasons in effect, you will be prompted to choose your cancellation reason. Select your reason and confirm your choice."><figcaption></figcaption></figure>


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