Getting Started

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

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

Three storefront surfaces need to be placed once, through Shopify's own theme/checkout editors (this is a normal part of any Shopify app that adds storefront UI, not something we can do for you from the dashboard). The two theme blocks are separate and both need to be added — neither substitutes for the other:

• The Portal Manager block (theme app extension) — add it to your storefront or customer account pages so subscribers can skip, pause, resume, reschedule, or combine subscriptions themselves.
• The Queue Manager block (theme app extension) — add it alongside Portal Manager so subscribers can see their upcoming deliveries (with product photos), add a product from their tier or let our AI concierge pick a surprise item, drag to reorder, or remove items. The last item in a customer's queue always stays, so there's never nothing to ship.
• The checkout upsell block (Plus only, if you're using upsells) — add it once in the Checkout Editor under Apps; it then applies automatically to future checkouts without needing to be re-added.

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.