Last updated: April 11, 2024
Customers can view all their upcoming subscription orders from their Customer Account Portal. Once logged in, they'll land on our portal homepage.
Customers view their next order under the Subscriptions section and Next order tab.
📦 Note: The large date indicates when the customer's next transaction will process in Smartrr (creating an order in Shopify), not when the order will be delivered to the customer.
In the example above, we can see the customer's next subscription order will process on Wednesday, May 8th.
🧐 SEE ALL: How do customers see all upcoming orders?
Customers can see all upcoming orders associated with a subscription by clicking on See all upcoming orders.
This will open a modal where customers can take quick-actions (Skip, Gift) on certain scheduled orders, or the option to navigate into more options for a certain scheduled order.
📦 SEND NOW: How do customers send their next scheduled order immediately?
If a customer does not want to wait until their scheduled next order date, they can opt to "Order" by clicking Manage next order.
Customers can click on the Order now icon, indicated with a shipping box. They will be directed to a confirmation state which they can confirm or cancel their choice.
Note: Clicking this button means that the order will process with the next scheduled transaction run for your shop, which is scheduled for once a day. For example, if a customer presses this button at 8PM on a Monday and the shop's transaction settings are set to 9:30AM daily, the customer's order will process at 9:30AM on Tuesday—the next day. Learn more about Transaction Settings.
⏭ SKIP: How do customers skip their next order?
If a customer does not want their next scheduled order, they can opt to "Skip" by clicking Manage next order.
Customers can click on the Skip icon, indicated with a skip forward arrow. They will be directed to a confirmation state which they can confirm or cancel their choice, in addition to viewing when their next scheduled order will process if they confirm to the skip.
🎁 GIFT: How do customers gift their next order?
If a customer wants to send their upcoming subscription order to a friend or family, they can opt to "Gift" by clicking Manage next order.
Customers can click on the Gift icon, indicated with a gift box. They will be directed to a state where they can enter the recipients shipping information and an optional gift message (up to 160 characters).
The recipient will receive an email notification with the gift message letting them know they have been gifted an order from the shop, but the email will not reveal the contents of the order to the recipient—this remains a surprise! 🎉
⏳ DELAY DATE: How do customers delay their next order?
If a customer wants to receive their next order at delayed date, they can opt to "Delay date" by clicking Manage next order.
Customers can click on the Delay date icon, indicated with a clock icon. They will be directed to a confirmation state which they chose can between the below options, in addition to viewing when their next scheduled order will process if they confirm to delay.
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Delay 1 week
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Delay 2 weeks
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Delay 3 weeks
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Set custom date (Customer will be directed to a calendar to pick a specific date)
🔄 SWAP: How do customers swap an item in their next order?
If a customer wants to change up some of the items scheduled to be delivered in their next order, they can opt to "Swap" by clicking Manage next order.
Customers can click on the Swap icon, indicated with two arrows. They will be directed to a confirmation state which they chose which item they want to swap out—and which item they would like to swap into their next order.
Note: Customers will only be able to "swap-in" items that are also available within the same Subscription Program.
🏡 EDIT ADDRESS: How do customers edit their address for their next order?
If a customer needs to change the delivery address for their subscription, they can opt to "Edit address" by clicking Manage next order.
Customers can click on the Edit address icon, indicated with a house. They will be directed to a confirmation state where they can enter a new address. This will update the shipping address for all future orders for that subscription only.
➕ADD: How do customers add an item to their next order?
If a customer wants to add an item to their next order, they can opt to "Add item" by clicking Manage next order.
Customers can click on Add item, located at the end of the list of current items in the order. They will be directed to a confirmation state where the can search items to add from a list.
📦 BUNDLES: How do customers edit items in their next order?
If a customer wants to edit items within their bundled subscription for their next order, they can opt to "Edit" their bundled box by clicking Manage next order.
Tip: Bundle products are always indicated with an extra 📦 icon instead of a quantity badge.
Customers can click on Edit, located underneath the bundled product.
They will be directed to a modal state where they can adjust quantity, add, and remove items from their bundled box.
When a bundle has more item slots to fill, the customer will see a placeholder slot in addition to a progress bar showing their progress to "Box full!"
If your shop offers different bundle variants, the customer can change the size of their bundled subscription by clicking "Select different size".