Getting Started

From install to your first live subscription, end to end.

Subscription Concierge is currently in private beta and installed directly on a per-store basis — there's no public App Store listing yet. Request early access and we'll get your store connected.

1. Install and connect your store

Installation is a standard Shopify OAuth flow: you approve the requested permissions (product, order, and subscription-contract read/write access), and the app creates an admin account for your store automatically using your staff email. No separate signup or password — your Shopify login is the login.

2. Set up your subscription tiers

In Tier Management, define the subscription options you want to offer — each tier is a set of interchangeable products a customer can pick from, at a set price. This is the minimum needed before customers can subscribe to anything.

3. (Optional) Set up bundles and upsells

Bundles — "build-a-box" style subscriptions: a fixed set of products with quantities, shipped together each cycle.
Checkout Upsells & Gifts — one-click add-on offers shown during checkout, or automatic free-gift rules tied to what's already in the cart. Checkout upsells require Shopify Plus — they render inside the checkout editor, which is a Plus-only surface. Bundles and everything else here work on any plan.

4. Configure merchant settings

In Settings, turn on and tune the two proactive customer-retention features:

Cancellation save offer — when a customer starts to cancel, offer a configurable discount to stay instead.
Subscription anchoring — let customers combine multiple subscriptions onto one shared delivery date, and choose whether to proactively suggest it when a customer's upcoming deliveries fall within a configurable window of each other (21 days by default).

5. Invite your team

Under User Management, invite teammates by email and assign them a role — Admin (full read/write access) or Viewer (read-only). Every time someone views a customer or subscription record, it's recorded in the Staff Access Log, visible to admins.

6. Add the customer-facing pieces to your storefront

The app adds blocks to your theme rather than editing its code, so each one is placed once in Shopify's theme editor. The quickest way is Settings › Set up your storefront in the app: each button opens the theme editor with the block already added, ready for you to position and save. To do it by hand, go to Online Store › Themes › Customize, open the template, and choose Add block › Apps.

Subscription options (product template) — lets shoppers choose a one-time purchase or a subscription, including prepaid plans, above Add to cart. If your theme already shows subscription options, keep only one.
Gift subscription (product template, optional) — adds a "This subscription is a gift" option.
Queue Manager (a page) — create a page called My Subscription under Online Store › Pages, add the Queue Manager block to it, and link the page from your store menu and the customer account menu. Subscribers get each subscription with Pause, Skip, Change date, Order now, add-ons, delivery and discount settings, and Cancel (with your offers), plus their upcoming deliveries: product photos, adding a product from their tier or a Concierge Pick, drag to reorder, and remove. Use it on its own — the older Portal Manager block repeats the same controls without the queue, so adding both shows every subscription twice.
Subscriptions (customer accounts) — on Shopify's new customer accounts, subscribers get a Subscriptions page inside their account, signed in with the same login as their orders: each subscription's products, delivery frequency, price and next order date, with Skip, Pause and Resume, and a link to your My Subscription page for everything else. Go to Settings › Customer accounts › Customize, add the Subscriptions app block to the Profile, Orders and Order status pages (on an order it only shows when the order has a subscription), and add the Subscriptions page to the customer account menu. If your My Subscription page isn't at /pages/my-subscription, paste its address into the block's settings.
Subscription add-on offer (thank-you page, optional) — after setting up a rule under Upsells, go to Settings › Checkout › Customize, switch to the Thank you page and add the block. On Shopify Plus, the checkout upsell block can be added to checkout the same way.

7. You're live

From here, customers subscribing through your storefront are on real Shopify subscription contracts, managed through Subscription Concierge. Keep an eye on Analytics for cohort LTV, churn by tier, and inventory forecasting as your subscriber base grows.

Questions during setup, or want us to walk through it live with you? Email hello@subscriptionconcierge.com.