Note: Depending on your project configuration, the sidebar may show this page as Subscriptions or Customers. The functionality is the same in both cases.
Adjust Products After a Plan Change
If a customer changed their plan (see Change the active plan of a subscription for more details), you may also want to adjust the products that came with that plan change.Steps
- Go to Customers and look for the customer
- Scroll down to the Active Products section
To Add a Product
- Click on Add product in the top right
- Choose the product to add from the dropdown. You can search and select any available product in your project. Products that are not allocated to the subscription’s plan group are labeled “Not eligible for this subscription’s plan” in the search results. When you select such a product, a warning appears—you can still add it manually, but customers won’t be able to add it themselves in the Self Service Center. If you need to make the product available to customers, you can update the plan group eligibility for that product. When Treat out-of-stock Shopify products as unavailable for new orders is enabled, products with no Shopify stock remain available to staff in this dropdown and are labeled Out of stock. This lets you make an intentional exception for an existing subscription. Adding the product does not change its stock status: customers still cannot add or swap to it in the customer portal, and your configured unavailable-product order behavior still applies.
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Under Product behavior, choose how the product should be added:
- Recurring product — Ships with every upcoming order.
- Next order only — Ships once with the next order, then is automatically removed from the subscription.
- Already owned — Records a product the customer already owns, without future shipping or billing.
- Set the Quantity (number of units per shipment).
