Merchant Subscription Management

Updated April 7 2026
Configuring Convertible Subscriptions with Dynamic Discounts in Bold Subscriptions
How do I add one time items to a recurring order?

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Subscriptions for Shopify Checkout Overview
Shopify Feature Compatibility with Subscriptions for Shopify Checkout
Subscriptions for Shopify Checkout Pricing & Overview
Transaction Fees in Subscriptions for Shopify Checkout
[Video] Bold Subscriptions Video Library
Bold Commerce Support Commitment for Subscriptions for Shopify Checkout
Data Redaction Process

Migrate to Bold Subscriptions for Shopify Checkout
Migrate to Bold Subscriptions for Shopify Checkout
Migrate from Recharge to Bold Subscriptions for Shopify Checkout
Migrate from Yotpo Subscriptions to Bold Subscriptions for Shopify Checkout
Migrate from PayWhirl to Bold Subscriptions for Shopify Checkout
Migrate from Stay Ai to Bold Subscriptions for Shopify Checkout
Migrate from Ordergroove to Bold Subscriptions for Shopify Checkout
Migrate from Seal to Bold Subscriptions for Shopify Checkout
Migrate from Skio to Bold Subscriptions for Shopify Checkout
Migrate from WooCommerce to Bold Subscriptions for Shopify Checkout
As Needed Steps for Migrations

Getting Started
Set Up Subscriptions for Shopify Checkout
Activate Subscriptions for Shopify Checkout
Manual Installation Guide for Subscriptions for Shopify Checkout
Payment Options & Eligibility in Subscriptions for Shopify Checkout
Subscription Policy for Subscriptions for Shopify Checkout
Strong Customer Authentication (SCA) in Subscriptions for Shopify Checkout

Create a Subscription
Subscription Group Settings
Create a Standard Subscription Group
Prepaid Subscriptions
Convertible Subscriptions
Subscription-Only Products
Edit, Deactivate, Delete, or Re-sync a Subscription Group
Manage Subscription Groups via the Shopify Admin Product Page
Buy Now Links in Subscriptions for Shopify Checkout

Shipping Rates & Discount Codes
Subscriptions Shipping Overview
Fixed Shipping Rates in Subscriptions for Shopify Checkout
Discount Codes for Subscriptions for Shopify Checkout

Subscription Management
Set up and Manage the Customer Portal
Customer Tagging in Subscriptions for Shopify Checkout
Passwordless Login in Subscriptions for Shopify Checkout
Subscription Management: Merchant Perspective
Subscription Management: Customer Perspective
Refund a Subscription Order
Add a Subscription Note
Passwordless Login with Shop Pay

Bulk Updates
Bulk Updates Overview
Bulk Price Updates in Subscriptions for Shopify Checkout
Bulk Product Swap in Subscriptions for Shopify Checkout

Settings, Notifications & Reports
Settings in Subscriptions for Shopify Checkout
Inventory Handling for Recurring Orders
Cancellation & Dunning Management in Subscriptions for Shopify Checkout
Customer View: Retention Actions in the Cancellation Flow
Email Notifications in Subscriptions for Shopify Checkout
Improve Email Deliverability
Dashboard Analytics, Reports & Activity Logs

MAXIMIZERS™
Try Before You Subscribe
Maximizers™ Overview
Dynamic Discounts
Default to Subscribe
Express Add-Ons Widget
Product Add-Ons
Convertible Subscriptions
Subscription Upsells
Customer Portal Upsells
Subscription Email Upsells

Frequently Asked Questions (FAQs)
Merchant Subscription Management FAQs
General FAQs
What Are Cutoff Days?
Can I Pause All my Active Subscriptions at Once?

Troubleshooting
Troubleshooting Subscriptions for Shopify Checkout
My Customer is Not Able to Log In or Access the Customer Portal
App Access Troubleshooting
Troubleshooting Subscription Error Messages
I am Unable to Swap a Product in an Existing Subscription
My Customer is Unable to Add a Product to Their Subscription
My Customer is Unable to Change Their Subscription Frequency
I Am Receiving an Error While Trying to Save the Subscription Group
A Customer's Subscription Order Failed to Process Due to an Error about a Payment Gateway
Customer's Product is Marked as Refunded in Shipping Confirmation Email
Bold Subscriptions V1 is Still Sending Emails to Customers Despite being Paused

Customizations & Styling
Customize the Subscription Widget App Block
Display Regular Product Price in Subscription Widget
Customize the Standard Subscription Widget
Customize the Customer Portal
Display Regular Product Price on Thank You & Order Status Page
Customize the Checkout Subscription Language
APIs in Subscriptions for Shopify Checkout

Integrations
Integration Hub for Subscriptions for Shopify Checkout
VIP Member Pricing with Bold Custom Pricing & Bold Subscriptions
Bold Subscriptions & Shopify Shop App Compatibility
Bold Upsell & Subscriptions for Shopify Checkout Integration
Build-a-Box using Easy Bundles & Subscriptions for Shopify Checkout
Givy & Bold Subscriptions Integration
Good Subscription Upsell & Subscriptions for Shopify Checkout Integration
Gorgias and Subscriptions for Shopify Checkout Integration
Govalo Gift Cards & Subscriptions for Shopify Checkout Integration
Instant Section & Page Builder & Subscriptions for Shopify Checkout Integration
Klaviyo & Subscriptions for Shopify Checkout Integration
Littledata & Subscriptions for Shopify Checkout Integration
Peel Analytics & Subscriptions for Shopify Checkout Integration
ProsperStack & Subscriptions for Shopify Checkout Integration
ReferralCandy & Subscriptions for Shopify Checkout Integration
Reviews.io & Subscriptions for Shopify Checkout Integration
Sky Pilot & Subscriptions for Shopify Checkout Integration
Shopify Flow & Subscriptions for Shopify Checkout Integration
SimpleTexting & Subscriptions for Shopify Checkout Integration
VideoWise & Subscriptions for Shopify Checkout Integration
Yotpo Loyalty Rewards Referrals & Subscriptions for Shopify Checkout Integration
Yotpo Product Reviews & Subscriptions for Shopify Checkout Integration
Zapier & Subscriptions for Shopify Checkout Integration

Bold Account Center
Create & Connect a Bold Account
Add and Remove Stores within Account Center
Create an API Access Token in Account Center
Invite or Deactivate a User in Account Center
User Roles & Permissions in Account Center

Customers also asked...
Getting Started
Where can I view Bold's terms of service?
Does Bold Subscriptions support merchants selling vape products?
Can Bold Subscriptions App Handle Service-Based Subscription Plans?
How do I connect a payment gateway to Bold Subscriptions?
Can I connect Bold Subscriptions to Mercado Pago or World Pay?
Do you have any video tutorials?
Can Bold Subscriptions integrate with Pagarme payment gateway?
How to Test Shopify Subscription Orders Before Theme Publish?
Can I uninstall Bold V1 after migrating to Bold V2?
Does Bold Subscriptions support Yoco payment gateway in South Africa?
Why Can't I Install Bold's Subscriptions App Using Viva Payment?
How to Verify Shopify Payment Settings for Subscription App
How are subscription payments processed?
How to Fix Bold Subscriptions Eligibility Issue with Stripe Payment Gateway?
Does Bold Subscriptions App Support Safeweb Services (NMI) for Payments?
Does Bold Subscriptions Integrate with Eway Payment Gateway?
Can Paytr be used with Bold Subscriptions for Shopify Checkout?
Can I place test orders in Bold Subscriptions?
App Billing
How am I billed for Bold Subscriptions?
Are Maximizers™ included in my plan?
How to Access Bold Subscriptions App Billing Information?
Does the 1% transaction fee apply to non-subscription items in the initial order?
Bold Subscriptions App: Free Trial Availability?
Why are we being charged for Subscriptions V1 after switching to Subscriptions for Shopify Checkout?
What's Included in Bold Subscriptions' Free Trial?
Subscription Groups
Can Bold Subscriptions sell bundles with different SKUs for single and multi-packs by size variation?
Will making changes to my subscription group affect existing subscribers?
How can I update my subscriptions to every 6 weeks?
How can I update a subscription to every 2 months?
Can I Create Discounts That Change Between the Initial Order and Recurring Orders?
Can I Create a Minimum or Maximum Subscription Length?
Can I offer one time purchase option too?
How Many Products Can I Add to One Subscription Group?
Is there a way to require a minimum number of orders for new subscribers in Bold Subscriptions?
How can I create a one-time purchase and subscription purchase option?
Can Bold Subscriptions handle gift subscriptions without third-party apps?
How to display only the subscription option for a product in Bold Subscriptions?
Deleting Subscription Group Frequencies: Impact on Existing Subscriptions & Exporting Data?
How to configure subscriptions on certain variants?
How I can embed subscriptions on other websites like a Buy Button?
If an active subscription product was deleted in Shopify, how can I have my subscription keep working?
Limiting Order Quantity for Trial Subscriptions in Bold App
Can Bold Subscriptions create a drag-and-drop weekday meal subscription?
Can Bold Subscriptions display both weekly and monthly frequency options?
Can I set up subscriptions for payment plans?
Delaying First Subscription Payment in Bold Subscriptions?
Configuring Convertible Subscriptions with Dynamic Discounts in Bold Subscriptions
Is it possible to merge subscription groups together?
How Can I Offer Subscription Bundling?
How to Set Up a 7-Day Free Trial for Subscriptions?
How to Offer a One-Month Free Trial for a Subscription?
How can I Change the Order the Subscription Frequency Intervals Appear in?
How to Cancel a Subscription Group with Multiple Subscriptions?
How to create a link for a pre-configured subscription?
How to Create an Alternating Coffee Subscription Schedule?
How to Set Up Subscriptions to Automatically Cancel After a Few Months?
How to Exclude a Product Variant from Bold Subscriptions?
How to Offer Subscriptions on Specific Product Variants?
Can I Set Up a Subscription With a Delayed First Shipment and Monthly Product Choice?
How to Set Up Daily Subscription Groups with Bold Subscriptions?
How to Add Products to an Existing Subscription Group in Bold Subscriptions?
Merchant Subscription Management
How can I combine a customer's two separate subscriptions into a single shipment?
Can I change the products in a customer's existing Shopify order using Bold Subscriptions?
How Many Subscriptions Can a Customer Order at Once?
How Can I Prevent a Subscriber From Cancelling Too Soon?
How can I update a subscription interval?
Can I Add a Discount Code to a Paused Subscription?
How do I process the next order for a subscription sooner / earlier than scheduled?
How do I migrate active subscriptions from test products to original products after a pricing test?
How can I change a product in someone's subscription?
How to Pause a Bold Subscription Box for Multiple Customers?
Can I Limit the Products Added to Existing Bold Subscriptions
How to Disable Customer Quantity Editing in Bold Subscriptions?
How to Update Customer Email Addresses in Bold Subscriptions?
How to Recapture Customers with Cancelled or Paused Bold Subscriptions?
How to Add a Product to a Customer's Subscription?
How can I disable swapping?
If I Turn Off Pausing for Customers, What Happens to Currently Paused Subscriptions?
How do I add one time items to a recurring order?
Can Bold Subscriptions bulk update next order dates?
How Can I Swap a Product for a Customer?
How to add a product to a specific customer's next Bold Subscriptions order only?
How to adjust quantity for a single upcoming subscription order?
How to Create a Customer Subscription Without Online Access?
How to Delay Subscription Start Date After Order?
How to Adjust a Customer's Subscription Quantity?
How to Access Customer Cancellation Reasons in Bold Subscriptions?
How to swap product variants that are no longer being sold in existing subscriptions?
Can I move customers between subscription groups in Bold Subscriptions?
Bulk Swap Next Order Date?
How to Correctly Assign Multiple Subscriptions Created in Error?
How to Change the Subscription Frequency of a Single Product in a Multi-Product Subscription?
How to Skip Multiple Subscription Orders in Bold Subscriptions?
How to Create a Customer Subscription in the Bold Subscriptions?
How to Move a Subscription to a Different Account?
Can I create a subscription for a specific customer?
How can I Prevent Double Charges for my Subscribers?
Does a product swap in Bold Subscriptions affect existing orders?
How to Delete a Product from a Customer's Subscription?
Can a customer resume a paused subscription if the subscription group is turned off?
What Happens To A Future Order With An Out-of-Stock One-Time Product?
Can I Swap Products for Future Orders in Bold Subscriptions?
How to replace multiple products in subscriptions and retain grandfathered pricing?
Can I sort subscriptions by upcoming order date in Bold Subscriptions?
How to Refund a Subscription Order in Bold Subscriptions
Can I Convert Existing Shopify Customers to Subscription Groups?
Customer Subscription Management
How do new customers log in to manage their subscriptions?
How can I add a Manage Subscriptions link to the customer account page after login?
How do I send a password reset to a customer?
How can I give an existing subscriber a lower price?
Can a customer change the frequency through cart drawer?
Is it possible to receive notifications when customers pause their subscriptions within the Bold app?
Where are customers shown the subscription cancellation policy during the subscription process?
How can I update the overselling settings in Bold Subscriptions?
Can customers select a specific date for their subscription?
Can Bold Subscriptions allow customers to set their own subscription start dates?
How to Allow Customers to Remove Products from Subscriptions?
How to Create an Open-Ended Cancellation Question in Bold Subscriptions?
How to Allow Customers to Access Subscriptions After Cancellation?
How do new customers login to their Bold Shopify Checkout subscription?
How do customers access their subscriptions?
How to add website access as a customer subscription?
How does customer portal login work with passwordless login?
Does the Customer Portal Use hCaptcha?
Customer Billing
Can I Delay My Customer's First Subscription Order?
How does Bold Subscriptions handle product tax, import tax, duty, or tariff updates?
Can subscription renewals be changed to a different currency?
Are tax invoices automatically generated and sent to customers in Bold Subscriptions?
Setting up a Zapier Trigger for Failed Payments in Bold Subscriptions
Is there a way we can update card numbers for our customers?
Shipping charges applied to orders?
Bulk Updating Subscription Prices: Notifications & Process Optimization
How can I edit the amount being charged for a customer?
Does Bold Subscriptions use Shopify store credit before charging a credit card for recurring orders?
Why is the Replace Card Option Missing in Shopify?
How can I edit my customer's credit card?
Can I Change the Processing Time for Recurring Orders in Bold Subscriptions?
Why Can't I Manually Update my Customer's Payment Method in Bold Subscriptions?
How to Update Credit Card Information in Bold Subscriptions for Shopify
How to Change Subscription Charge Time in Shopify
How can customers update their payment information for subscriptions?
Discounts
Do Shopify's Automatic Buy X Get Y Discounts Work with Subscriptions?
Can Bold Subscriptions automatically add a free gift to a subscriber's cart?
How to Identify Subscriptions with a Specific Discount Code?
Can I offer different discounts or pricing for different frequencies?
Can I create subscription plans with different pricing on monthly and yearly subscriptions?
Setting up different pricing for monthly and annual subscriptions
Implementing a tiered discount structure for first and subsequent orders
How do I create a coupon code for people to use on their subscription when they sign up?
How can I remove a discount from a subscribers order?
One of my subscribers has a discount code applied that I want to remove. How do I do that?
Applying Shopify Discount Codes to Bold Subscriptions
How to Offer a One-Time Discount to Existing Subscribers?
Can Bold Subscriptions provide discount and membership functionality?
Do Discounts From My Shopify Store Apply to Subscriptions Automatically?
What is the difference between subscription discounts and discounts codes in Shopify?
Can existing Bold subscriptions be updated with a new shipping discount?
What Discount is Applied When Prepaid Renews as Regular Subscription?
Can I Set Up Different Subscription Frequencies for Customers?
Shipping
Why am I not seeing all shipping methods when trying to switch a customer's shipping method?
Why am I unable to update my subscriber's shipping method?
Why do I have to add a shipping address to edit my customer's pickup order?
How to Update Minimum Purchase for Free Shipping in Bold Subscriptions?
Can shipping fees be charged only on the first subscription order?
Can free shipping be applied to select subscription groups in Bold Subscriptions?
If we setup free shipping on orders above X amount in Shopify, will it work for subscription orders?
How to Offer Free Shipping for a Specific State to Bold Subscribers?
How to Change Pickup Location for Existing Bold Subscriptions?
How to Update the Price of my Shipping Rates for Subscription Customers
Reporting & Data Exports
Why are paused subscribers still showing as active in the Bold Subscriptions app customer list?
How can I download all my customer information and emails into a CSV?
How can I obtain billing, delivery, and product variant data for my subscriptions?
I need to export a list of our subscribers before and after a date. How do I do that?
How to filter Bold Subscriptions report for monthly vs. prepaid customers?
How to Export Customer Email Notification Data in Bold Commerce?
Where can I find and download exports in Bold Subscriptions?
How to Export Only Active Subscriber Data in Bold Subscriptions?
How to generate a report showing subscriber frequency rate percentages?
How to Find a Report of Customer Subscription Cancellation Reasons?
How to View a List of Customers within Specific Subscription Groups?
How can I see all the active subscriptions for a specific subscription group?
Where can I find my projected order amount in the Bold Subscriptions?
How to Find Active Subscribers Who Have Not Paused Their Subscriptions?
Can I generate a report of products scheduled for shipment within a specific time frame?
Email Notifications
Will prepaid subscriptions generate confirmation emails for each order or only when it renews?
Does Bold Subscriptions send cancellation confirmation emails?
How to Add a Customer Portal Link to Upcoming Order Emails?
Can Bold Subscriptions send bulk emails to all subscribers?
How to Access Email Template Merge Fields for Bold Subscriptions?
Can I Create a New Email Notification in Bold Subscriptions?
How to Add Shipping Address and Order Table to Upcoming Subscription Emails in Bold V2?
Customizations
How do I adjust the CSS to increase space between my Bold Subscriptions button and Buy button?
Can I display the subscription widget on the checkout page instead of just the product page?
Can I display the Subscription widget on the collection page?
Is it possible to round a subscription price up or down to the nearest dollar?
How to Update Delivery Fee Display in Bold Subscriptions Widget?
Is there an easy way to have the price of the product update when a subscription is selected on the product page?
How to Translate Bold Commerce Subscription App to Spanish?
How to make one-time purchase the default option?
Removing Bold Logo from Subscription Widget
How do I edit the Subscription details?
How to Remove the One-Time Purchase Option from Bold Subscriptions?
How to hide Bold Branding in Subscription Widget?
How to Remove the One Time Purchase button
How to Make Subscriptions the Default Option on Product Detail Pages?
Can I Display Different Images when the Subscription Widget Purchase Options are selected?
Troubleshooting
Discount code not applying to subscription in Bold Subscriptions, how can this be resolved?
Why are my subscriptions stuck in progress and how can I resolve this status?
Why is a customer's updated credit card information not reflected in Shopify or Bold Subscriptions?
The Subscription Option is Not Appearing on the Storefront
FAQ: Subscription price not changing on storefront
Why is the order now button not active?
Who can I contact for help with Bold Subscriptions?
Shopify Variant Creation Limit Exceeded - What to Do?
Why are my Bold Subscriptions showing as online orders?
Why is the Incorrect Recurring Total Shown at Checkout when Using Dynamic Discount?
Recurring Subscription Order Processing Errors - Customer Payment Profile ID Not Found
Why isn't my Manage Subscriptions page working?
Why did a subscription process after the frequency was changed?
Why is a new customer subscription not appearing in Bold Subscriptions?
Shopify message: Incompatible apps. Require update to work with the new Thank you and Order Status page
Why did a Bold Subscriptions order process unexpectedly?
Product not appearing when swapping product?
Why are Bold Subscriptions processing orders for deleted products?
Troubleshooting Express Add-Ons Widget Compatibility with Custom Liquid Templates
Shopify Orders Showing Incorrect Refund Statuses
Why am I Unable to Change a Customer's Subscription Interval?
Why can't I get into our Bold Subscription app?
Why Don't Shopify Price Updates Automatically Affect Existing Subscribers?
Why is my subscription frequency missing?
Why Won't Bold Subscriptions Admin Panel Load?
Products Are Missing from the Product Selector?
Why does my Bold Buy Now Link not work when sent via text message?
Unable to Update Customer Email Address in Bold Subscriptions
Why Can't I Add the Express Add-Ons Widget?
Why isn't the subscription widget displaying on product pages?
Why Is My Next Subscription Order Failing to Process with an Error about a Payment Provider?
How to troubleshoot customer's inability to update credit card information?
Why Don't Subscription Notes Appear in Shopify Order Notes?
How to Resolve Shipping Not Available Error in Shopify Subscriptions
Why Isn't Billing and Shipping Information Appearing at Checkout on My Unpublished Theme?
Why are my customers not getting the passwordless login email?
Why are subscription swaps failing?
Integrations & Compatibility
How to Filter Out Active Bold Subscribers in Mailchimp Automation Campaigns?
How do I integrate Bold Subscriptions with Klaviyo to send targeted emails based on subscription events?
Will Bold Subscriptions integrate with Replo page builder on my Shopify store?
Does Bold Subscriptions work with Shopify Bundles?
Integrating Shopify Product Options with Bold Subscriptions
Can I switch to new Shopify accounts without affecting the Bold Subscription app?
FTC Compliance for Bold Subscriptions and Guest Checkouts
Can Shopify product variant pages be deactivated without impacting Bold Subscriptions?
Why aren't Bold Subscriptions showing up in Zipify?
How to Connect Klaviyo to Bold Subscriptions?
Can I Migrate Customers From Bold Memberships to Bold Subscriptions?
How to Integrate Bundling with Bold Subscriptions App?
Shopify Collective and Bold Subscriptions App Compatibility
Prepaid Subscription Order Quantity Issue with Integrations
How to Upgrade a Shopify Theme to Online Store 2.0?
Can I Add a Subscription Button in Shopify's New Customer Accounts?
Does Bold Subscriptions Integrate with Any Booking Apps?
Does Bold Subscriptions Integrate with Goaffpro?
How Do I Verify if My Theme Supports App Blocks?
Can Bold Subscriptions Integrate with Zapiet Pickup & Delivery?
Can I Use Bold Subscriptions With Shopify's Bundle App?
Uninstalling
How can I uninstall Bold Subscriptions from my store?
Deactivating Bold Subscriptions: Why are subscriptions still active?
How to Uninstall Bold Subscriptions App and Cancel All Subscriptions
Does uninstalling Bold Subscriptions immediately cancel subscriptions?
Bold Homepage
Developer Docs
Status Page