Create subscription plans: Subscriptions docs

A subscription plan decides what customers can subscribe to, how often they pay, how often orders ship and what they save. Each plan is saved to Shopify as a selling plan group, so it works with Shopify checkout. Open Subscriptions → Catalog → Subscription Plans and choose Create plan.

Set it up

Name the plan

Under Plan details, fill in Internal name (only your team sees it), Plan selector title (the heading above the options on the product page, for example "Deliver every") and Public name (shown on the product page).

Choose products

Under Products, search or choose Browse. Select a product to include all of its variants, or pick single variants, then choose Use selected products.

Pick a delivery profile

Under Delivery profile, choose Use an existing profile, or Create new profile to set up a simple one here (see Shipping and delivery).

Set up each selling plan

Each card is one option customers can pick, like "Every 2 weeks". Fill in the name, label, billing rules, delivery rules and any trial. Choose + Add another selling plan for more options.

Choose where it shows

In the Channels card, leave on the places this plan should be offered. All four are on to start.

Save

Choose Save in the Unsaved changes bar. Chargezen saves the plan to Shopify and shows Plan created. Choose Customize storefront widget to check how shoppers see it.

Selling plan fields

Name: shown in the cart and at checkout. Include the delivery frequency, for example "Subscribe and Save - delivered every week".
Plan selector label: the option label on the product page, for example "1 week".
Description (optional): commitment details shown on the product page when the plan is selected.

Billing rules

Interval: how often the customer is charged, from 1 to 99 Day(s), Week(s), Month(s) or Year(s).
Minimum fulfillments before the customer can cancel: orders a customer must receive before they can cancel. Choose None for no minimum.
Maximum fulfillments: the subscription ends after this many orders. Choose None to keep it going.
Discount or manual price: Fixed amount discount, Percentage discount or Manual price (a set subscription price), with the amount in Adjustment value.

Delivery rules

Interval sets how often orders ship. Make it the same as billing for pay-per-delivery plans. If billing is a longer multiple of delivery (for example, bill every 3 months and deliver every month), the plan is prepaid. See Prepaid plans.

Trial period

Trial Cycles sets how many orders get the trial price (None for no trial). Trial or manual price and its Adjustment value set that price. After the trial, the regular plan price applies.

Manual rules

Choose Show Advance Settings to set a delivery schedule tied to the calendar:

Specific shipping date: a weekday for weekly plans, a day of the month for monthly plans, or a month and day for yearly plans. It isn't available while the delivery interval is in days.
Cutoff days: how many days before the shipping date an order must come in to make that delivery.
First Delivery: ASAP ships the first order right away; NEXT waits for the next scheduled shipping date.

Channels

Channel	Where the plan is offered
Online Store	Product pages, cart and checkout.
Portal	Plans customers can choose in the Squircle Launcher portal.
Contract import	Creating and importing subscription contracts.
Subscription management	Changing products and plans on a subscription.

Turning off the Online Store channel

When Online Store is off, the plan's products are detached from it in Shopify, so no storefront offers it. Existing subscriptions aren't changed and keep billing.

The Summary card shows the plan's Status (Active or Draft; new plans are Active), its public name, products, selling plans and how many channels it's on. The Storefront widget card has Customize widget, which opens the subscription widget for this plan's products. Save the plan first.

Build-a-box

To let customers choose what goes in each box, set up a bundle in Subscriptions → Catalog → Bundles. See Build-a-box bundles.

Troubleshooting

The plan won't save

Internal name, Public name, Plan selector title, and each selling plan's Name and Plan selector label are required. If a delivery profile is being created, it needs a name, a location it ships from and at least one shipping zone with a country.

The save banner lists incomplete steps

The banner shows which steps finished (for example, "Saved the plan in Shopify") and which didn't. Open the plan again from Subscription Plans and save it to finish the rest. If the delivery profile didn't connect, reopen the saved plan and choose the profile again.

Customers can't see the plan on my store

Check that the plan is Active, has products, and has the Online Store channel on. Then make sure the subscription widget block is on your product template. See Subscription widget.

How do I delete a plan?

In the plans list, tick the plan's checkbox and choose Delete Plan. This can't be undone. To stop selling a plan but keep it, set its status to Draft or turn off the Online Store channel instead.

New to subscriptions: a plain guide to launching your first program.
How subscriptions work on Chargezen.
Glossary: subscribe and save, subscription frequency, first-order discount.

Create subscription plans