Managing subscriptions

Day-to-day operations on live subscription contracts: finding them, changing them, recovering billing, handling pauses and cancellations, and reading a contract's history.

Everything here works on existing subscription contracts that your customers have in their account. Setting up plans and storefront selling is covered in Getting started; this section is the day-to-day operating manual for the Subscriptions list and the contract page.

Find and organise contracts

• Filtering the Subscriptions list: every filter type, what it matches, and how to combine them.
• Working with subscriptions in bulk: the Actions menu, exporting, importing, emailing subscribers, and bulk payment-method updates.

Change a contract

• Create a subscription for a customer: build a contract from the admin, products through start date.
• Adjusting an upcoming subscription order: change a single cycle without touching the rest of the contract.
• Changing shipping on a subscription contract: move a contract to a different shipping rate, or set a custom one.
• Updating a customer's payment method: switch a contract to a new card or wallet, singly or in bulk.
• Rewarding a subscriber with free shipping: apply a free shipping promotion to an active contract as a reward or retention offer.

Billing and recovery

• Manually charging a subscription (Order Now): charge on demand, and how it interacts with dunning.
• Marking a subscription as Failed: when to move a contract to Failed yourself instead of waiting for dunning.
• Customizing the Payment Method Update email: edit the email behind the $1-checkout recapture flow.
• Sending Roadmap emails from your own address: replace the default sender with your own verified address.

The automatic retry schedule for failed payments lives in Failed payment retries, under Pricing & billing.

Pauses, cancellations, and churn

• Pausing, canceling, and reactivating subscriptions: how each status change behaves for you and the customer.
• Churn prevention: cancellation and pause flows: intercept cancellations with a guided flow that captures reasons and offers a pause.

Read a contract's history

• The Subscription Activity Timeline: every event on a contract, payments, edits, customer actions, and Klaviyo triggers.
• The Customer Subscription History card: a customer's lifetime subscription totals at a glance.