Subscription ManagementUpdated a year ago

This guide provides information and instructions that you can use to navigate your customer portal. 

Login to customer account

You can access your customer portal through your store account login. If you have not registered an account, you will need to create an account using the same email address used at checkout.

Once your account is registered, you can log in and access your customer portal by clicking on the Manage Subscriptions link.

Edit your account details

To edit general information such as name, email, or phone number:

1. Log in to your customer portal.
2. Click the Address & payment details tab and select Edit your details.
3. In this popup, you can update your details and select Save changes to confirm.

Update billing information

There are two options you can use to update your existing billing information. 

OPTION 1 

1. Log in to your customer portal.
2. Click the Address & payment details tab and select manage payment methods. 
3. Click Edit on the existing payment to update. 
   • Stores on the Shopify Checkout Integration will display a pop-up to Send edit payment link. 
4. Select an option for how this payment method will be applied to orders, and fill out the form with the updated information. 
5. Click Add payment method to confirm your changes. 

OPTION 2 

1. Log into your customer portal. 
2. In the View your next order tab, click Edit payment method. Editing this will update the payment method for all orders, not only the next order.
3. Select an option for how this payment method will be applied to orders, and fill out the form with the updated information. 
4. Click Add payment method to confirm your changes. 

Add payment method 

Note: Adding a payment method from the customer portal is only available for stores on the Recharge Checkout on Shopify. 

To add a new payment method:

1. Log in to your customer portal.
2. Click the Address & payment details tab and select manage payment methods. 
3. Select Add payment method and fill out your new card information. 
4. Check or uncheck the box for if you want to Update all of my subscriptions to use this payment method. 
5. Click Add payment method to confirm.

Add or edit your address

To add an address, log into your customer portal: 

1. Click the Address & payment details tab and select manage addresses. 
2. Select Add a new address and fill out your new address information. 
3. Select the payment method that will be associated with this address and click Save address to confirm your changes.

Edit address

There are two options you can use to update an existing address. 

OPTION 1 

1. Log in to your customer portal.
2. Click the Address & payment details tab and select manage addresses. 
3. Click Edit on the address to update. 
4. Select an option for which orders this address will be used for and fill out the updated address information. 
5. Click Save changes to confirm.

OPTION 2 

1. Log into your customer portal. 
2. In the View your next order tab, click Edit address. Note that updating your address will update the address for all orders, not only the next order. 
3. Select an option for which orders this address will be used for and fill out the updated address information. 
4. Click Save changes to confirm.

Swap products 

To swap a product:

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to edit, select Manage this subscription.
4. Select Swap this for a different product. 
5. Choose a product to swap for the current product and click Swap.
6. Review the product options and select Swap product to confirm. 

Process your order immediately 

Process your order immediately rather than the order date originally scheduled.

After an order is processed, the next charge date for the subscriptions in the order gets recalculated based on the subscriptions frequency. For example, if the subscription gets delivered every month and today is January 1st, after I click order now, my next order will now happen on February 1st.

To send your order now: 

1. Log into your customer portal. 
2. In the View your next order tab, click Send now.
3. Select Send this order now to confirm.

Skip your next order

Skipping your next order will skip all subscriptions within the order. One time products cannot be skipped and will get rescheduled to the following order. There are two ways you can skip an order.

OPTION 1 - SKIP YOUR NEXT ORDER DIRECTLY IN THE VIEW YOUR NEXT ORDER TAB

1. Log into your customer portal. 
2. In the View your next order tab, click Skip.
3. Confirm your changes by clicking Yes, skip this order.

OPTION 2 - VIEW UPCOMING ORDERS TO SELECT ORDER FOR SKIP 

1. Log in to your customer portal. 
2. Click the View upcoming orders tab to see all upcoming deliveries for your subscriptions.
3. Click Skip next to the delivery you would like to skip. If you want to unskip a delivery, click Unskip next to the order.
4. Click Yes, skip this order to confirm your changes. 

Skip a subscription

To skip your subscription: 

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to skip, select Manage this subscription. You can also access this page by selecting the subscription product within an order. 
4. Select Skip. 
5. Confirm by clicking Yes, skip from this order.

Edit your next order date

While you're changing the date, following orders will be rescheduled based on this next order and the delivery frequency of the subscription. 

Login to your customer portal to adjust the order date:

1. In the View your next order tab, click Reschedule.
   • The reschedule modal will display an estimated charge date to reschedule the order based on the frequency of the subscription. For example, if your subscription is on a 30 day frequency, the modal will suggest a reschedule date one month from the original charge date. 
2. Select the new order date and click Save changes to confirm. 

You can also reschedule all subscriptions in an order: 

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to skip, select Manage this subscription. You can also access this page by selecting the subscription product within an order. 
4. Select Reschedule.
5. Select the new date and click Save changes to confirm. 

Edit the delivery frequency for a subscription

To edit the frequency for a subscription: 

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to edit, select Manage this subscription.
4. You can change the quantity of products and frequency, then select Save changes to confirm.

To pause your subscription:

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to pause, select Manage this subscription.
4. Click Cancel subscription and the pause a subscription options will display. Select how long you want to pause your subscription for and click Pause subscription.

Cancel a subscription

To cancel your subscription:

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Under the subscription you want to cancel, select Manage this subscription.
4. Click Cancel subscription, then Cancel subscription again.
5. Provide a cancellation reason and click Next, then confirm the cancellation by selecting Cancel subscription.

Reactivate a subscription

If you want to reactivate a subscription that was previously canceled:

1. Login to your customer portal.
2. Click the Manage subscriptions tab.
3. Select Inactive
4. Click + Reactivate to reactivate a cancelled subscription.