Express Subscriptions User Guide | Scribe

    Express Subscriptions User Guide

    • Muqeet Ahmad |
    • 43 steps |
    • 7 minutes
    1
    Enter your username and password which is sent to your email when you install the app.
    2
    Once you have entered your username and password, please click on the "Login" button.
    3
    Upon successfully logging in for the first time, please enter the old password that was sent to your email in the "Old Password" field. In the "New Password" field, enter the password you would like to set.
    4
    Click "Dashboard"
    5
    Dashboard shows the following stats - active and inactive plans - Total number of subscriptions and customer's that have currently active subscriptions - Total number number of approval request and approval request from the customers
    6
    Click "Subscription Plans"
    7
    Click "Create New"
    8
    Click the "Enter your plan name here" field.
    9
    Click the "Enter your text here. Default is: Subscribe and Save!" .\ That text will be shown to the user on the store.
    10
    Click "Add Products"
    11
    After selecting the product then Click "Add"
    12
    Click "Add A Frequency"
    13
    You can select the weekly or monthly option from the order frequency or you can also create the custom plan.\ You can also offer fixed amount or percentage discount with the subscription plan
    14
    In custom order frequency you can create the order frequencies according to your requirements.\ First enter the number then select the number of days/weeks/months/years.
    15
    In Custom Order Frequency you can select number of days / weeks / months / years.
    16
    Click "Save"
    17
    You can enable or disable approval requests. By default approval requests are disabled. \ When approval requests are enabled for a subscription plan then whenever a customer changes the Shipping address, Quantity or Next Billing Date an approval request will be created and the subscription will be paused until you approve or reject the changes requested.
    18
    If you want to allow your customers to change the quantity of products in the subscription through the customer portal then you can enable this option.
    19
    Number of cut off days default is 3 if you didn't mention anything in the field. What number of cut off days will do?\ When a customer has an upcoming charge, the cut off days act as a safeguard. If the customer tries to change their next billing date, the system checks if the difference between today's date and the next billing date is less than the number of cut off days you've set. If it is, the change will not be allowed.\ On the other hand, if the difference between today's date and the next billing date is greater than the number of cut off days you've defined, any changes made will only apply to future billing cycles, providing a clear and predictable billing schedule for both you and your customers.
    20
    Click "Save"