1. Documentation

Self-service Dashboard for WooCommerce Subscriptions

Self-service Dashboard for WooCommerce Subscriptions is a WooCommerce Subscriptions add-on. To use it, you must install and activate WooCommerce Subscriptions.

Overview ↑ Back to top

Self-service Dashboard for WooCommerce Subscriptions is a simple self-service interface on top of WooCommerce Subscriptions that allows your customers to manage their subscriptions, so in return, you’ll get fewer Support Tickets.

With Self-service Dashboard for WooCommerce Subscriptions, customers can:

  • Change the quantity on a subscription product.
  • Edit subscription parameters for a variable subscription
  • Add a simple and variable product to an active subscription from the My Account page.
  • Pause a subscription until a specific date
  • Get an automated email letting know that the subscription has been changed/updated.

Requirements ↑ Back to top

Self-service Dashboard for WooCommerce Subscriptions requires:

  1. WooCommerce Subscriptions 2.4.7+.
  2. WooCommerce 3.5+.
Self-service Dashboard for WooCommerce Subscriptions plugin only supports https websites and will not work on http websites.

Installation ↑ Back to top

  1. Download the .zip file from your WooCommerce account.
  2. Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
  3. Install Now and Activate the extension.

More information at Install and Activate Plugins/Extensions.

Setup and Configuration ↑ Back to top

No configuration is needed in the backend. After the installation, all the features will be automatically applied to your store’s front-end. 

Features customers will see on the front end ↑ Back to top

1. Change the quantity on a subscription product ↑ Back to top

On the Subscription screen in My Account, the user will have to:

  1. Press the [Change quantity] button, under the product title (on Desktop), and on Mobile/Tablet, it will always be visible.
  2. User will enter a new quantity and press [Save] or press [Cancel].
  3. The new value will be saved and the Subscription total adjusted.

2. Edit subscription parameters for a variable subscription (i.e., choose another variation) ↑ Back to top

On the Subscription screen in My Account, user will have to:

  1. Press the [Switch item] button, under the product title (on Desktop), and on Mobile/Tablet, it will always be visible.
  2. Then, a form will appear below the current table row, where the user can change variations using drop-down menus.
  3. After the [Save] button is pressed, the current product variation is replaced with the new one, freshly chosen from the form.

3. Add a simple or variable product to an active subscription from the My Account page ↑ Back to top

On the Subscription screen in My Account, the user will need to:

  1. Press the [Add new product] button, under the product title near the other buttons (on Desktop), and on Mobile/Tablet, it will always be visible.
  2. Then, a list of products will appear below the current table row from which the user can choose a product and press the [Add] button to add it to the current Subscription
  3. The list will contain both Variable products as well as Simple Products.
  4. In the case of a Variable product, a form with all the attributes and their variations appears (in dropdowns menus)

4. Pause a subscription until a specific date ↑ Back to top

On the Subscription screen in My Account, the user should:

  1. Press the [Pause] button

  1. Choose a date until to pause the subscription. 
  2. After [Ok] is pressed, the subscription will be changed to On-hold in the back-end
  3. While the subscription is on hold until a specific date, that date can be seen in the Status field like this on the subscription single screen.

On the specific date set for renewal, the subscription will automatically move to Active.

5. User will get an automated email letting know that the subscription has been changed/updated ↑ Back to top

Have a question before you buy? Please fill out this pre-sales form.

6. Track & record subscriptions changes made by your customers ↑ Back to top

You’ll get back-end notes on Subscription whenever:

  • a variation is switched
  • a new line item is added
  • the quantity is changed
Subscription switch notes - Self-service Dashboard for WooCommerce Subscriptions
Subscriptions changes notes preview

Compatibility ↑ Back to top

New! Self-service Dashboard for WooCommerce Subscriptions is compatible with WordPress Multisite.

Developer Hooks & Shortcodes ↑ Back to top

You can find all Self-service Dashboard for WooCommerce Subscription hooks and shortcodes here:

Hooks ↑ Back to top

Shortcodes ↑ Back to top

Limitations ↑ Back to top

Sign-Up Fees ↑ Back to top

New subscription plans generated with Self-service Dashboard for WooCommerce Subscriptions do not support Sign-Up Fees. Please let us know if this is something you need and we’ll look into it. 

Adding prorated products/carts to subscriptions ↑ Back to top

It will not be possible to add a prorated and synchronized product/cart to an existing subscription. Please let us know if this is something you need and we’ll look into it. 

Feedback and Suggestions ↑ Back to top

If you’d like to add a feature in Self-service Dashboard for WooCommerce Subscriptions that you think would be useful, we’d love to hear it!

Please send your suggestion to our support team and we’ll consider adding it in a future. Also you can add your idea to the Ideas board, or view and up-vote existing feature requests. 

Questions & Support  ↑ Back to top

Purchased Self-service Dashboard for WooCommerce Subscriptions and need assistance? If you’ve found an issue:

  1. Ensure you have the latest versions of WordPress, WooCommerce and WooCommerce Subscriptions.
  2. Go to WooCommerce > System Status to check for plugin updates and other important information that may require your attention.
  3. Rule out a plugin conflict: Turn off all plugins except WooCommerce, WooCommerce Subscriptions and Self-service Dashboard for WooCommerce Subscriptions. If the issue is resolved, find the plugin that triggers the issue by re-activating plugins one by one.
  4. Rule out a theme conflict. Activate Storefront, or a default WordPress theme such as Twenty Fourteen and check if the issue still occurs. If it doesn’t, please contact your theme author(s).
  5. Use the WooCommerce Self Service Guide.

If you followed these steps but the issue persists, get in touch with us via the Help Desk!

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