Create a Subscription Box with Recurring Memberships

To create a subscription box with Recurring Memberships, follow these steps:

  1. Connect Your Stripe or PayPal Account.
  2. Select Plans.

    Select Plans 

  3. Select Create New Plan.

    Select Create New Plan 

  4. Enter a Plan Name.

    enter a plan name 

  5. Enter a Plan Tag.

    enter a plan tag 

  6. Enter a Plan Description.

    enter a plan description 

  7. Select Edit Access Denied Message to change the text (optional).

    select edit access denied message 

  8. Select Enable Trial? and enter a number of Days to enable a free trial (optional).

    Note: If you select this option you will be giving your subscribers their first box(es) free. It is not recommended.

    select enable trial 

  9. Enter Cycle Pricing to set the fee for this plan.

    Note: You can only have one billing option for subscription boxes.

    enter cycle pricing 

  10. Select a Billing Cycle.

    select a billing cycle 

  11. Enter How many payments.

    Note: Deselect "Forever" and enter a number in the box to the left of it to limit the number of payments to a specific number. Leave "Forever" selected to have the payments continue until the subscriber cancels.

    enter how many payments 

  12. Select the Checkmark to add the billing option.

    select the checkmark 

  13. Select Add Registration Field to collect additional information from your subscribers.

    Note: First name, last name and email address will automatically appear, so they don't need to be added. 

    select add registration field 

  14. Select Add Rule to add rules to the plan (optional).

    Note: This could be used to show specific products, collections, etc. to these members only.

    Select add rule 

  15. Select Add Subscription.

    Select add subscription 

  16. Enter a Subscription Name.

    Enter a subscription name 

  17. Select a Frequency.

    Select a frequency 

  18. Select a Day.

    Note: This is the day of the month the subscription boxes will be sent out.

    Select a day 

  19. Select Select Countries.

    Note: These are the Countries to which you ship your subscription boxes.

    select Select countries 

  20. Select + next to each country to which you will ship.

    select + 

  21. Select Continue With Selected Countries.

    select continue with selected countries 

  22. Enter Info text.

    Note: This info text displays in the subscription box before subscribing. It explains the shipping date.

    enter info text 

  23. Select Save.

    Select Save 

  24. Select OK.

    Select OK 

That's it!

Next Steps: