Review and Manage the Customer Tab & Customer Portal

Overview

The customers tab within Bold Subscriptions V2 contains all the information you need to review your active and inactive subscribers, and their purchases. You are also able to do a search of your subscribers within this list to pull up the details for your current orders on your store.

 Pro-Tip

Please note that this article only relates to Version 2 of Bold Subscriptions. Please visit Bold Subscriptions V1 & V2 Comparison for more information on determining which version of Bold Subscriptions you are currently on.

This area allows you to edit your subscriptions customers information, manage the subscriptions on your store, and view your customers activity log.

 


 

Functionality

The first option when you click into a customers account is to update their information. This includes the customers name, email address, phone number, and adding any customer notes that are specific to their order.

 

Updating Payment Information

Since Shopify handles the checkout and payments for Bold Subscriptions, your customers information must be updated within the Shopify admin directly.

To update your customers billing and payment information, please follow these steps:

  1. From the Shopify admin, select Customers.
  2. Locate your customer that you'd like to update the billing for.
  3. On the right side of the page, there will be an option for billing information.
  4. From here, your customers payment information can be updated.

    Note: If you'd like your customers to be able to update this information on their end, you can send them a link to do so.

 


 

Active Customer Subscriptions

This area is beneficial to help display a complete overview of your customers subscription products, purchase details, shipping address, and order frequency.

Any adjustments made in Shopify for your customers orders will display in here, as well.

 


 

Change Subscription Date 

Your customers subscription renewal date can be adjusted within the customers tab by selecting "Edit future orders". If your settings have advanced rules, this change will adjust.

If you adjust the next order date, then subsequent purchases will go back to the original settings within the app. For example, if the order regularly generates on the 15th of every month. If you change this date to February 10th, then the March order will complete again on the 15th.

 


 

Reactivate Previous Subscriptions

If your customers have stopped a subscription on your store, their customer and order information will still be available for your review within the app as "inactive". At any time, you are able to re-active previous subscriptions by navigating to your Customer tab > View and reactivate previous subscriptions.

This ability helps for stores that had to cancel subscriptions due to product availability, stock, or when a customer requests to resubscribe.

When selecting "Reactivate Subscription" in this area, it will automatically move that product for the customer to live active subscription section of the app.

 


 

Pause and Resume Subscription

Within the Bold Subscriptions app, there is a section for Customer Portal within the settings. In this section, you are able to enable a switch that adjusts how your customers manage their subscriptions.

If this feature is enabled, this setting will give your subscribers the ability to put their subscriptions on hold whenever they need to, for as long as they need. This can also be used to skip an individual order. During this time, they will not be billed or receive any orders that have not yet been sent.

This feature is different than skipping an order, since your customer will have to be sure to manually resume the subscription.

If you prefer not to give your customers this functionality, you can keep this setting turned off. You will still be able to pause and resume your customers' subscriptions from within the app.

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