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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 subscription 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+.
The Self-service Dashboard for WooCommerce Subscriptions plugin only supports HTTPS websites and will not work on HTTP websites.

Installation ↑ Back to top

As with any WordPress plugin, Subscription Force can be installed on the website in 2 ways:

  • Installing Subscription force directly from your website:
    • Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
    • Click Install Now and Activate the extension.
  • Installing subscription force using FTP
    • Extract the WordPress plugin ZIP file to a folder on your computer.
    • Upload the plugin folder to your FTP server. The folder should be copied to the following WordPress folder wp-content –> plugins. If you are upgrading an existing plugin, please make sure to overwrite the existing plugin folder.
    • Activate the plugin by logging into your WordPress backend. Go to Plugins –> Installed Plugins, find the plugin from the list and click ‘Activate’.

More information at Install and Activate Plugins/Extensions.

Setup and Configuration ↑ Back to top

Plugin functionalities can be enabled or disabled from the back-end by the administrator. To do this, go to WooCommerce – Settings – Self-Service Dash tab and here you can enable/disable the following options:

  • Allow subscription pause
  • Alow adding a new product
  • Allow Quantity change
  • Item Switching

Once you’ve selected the options you want to use on your website click Save changes

Plugin features ↑ Back to top

1. Change the product quantity ↑ Back to top

In order to change the quantity of a product, users need to:

  1. Go to My account – Subscriptions – view subscription
  2. Press the [Change quantity] button, under the product title.

  1. Enter/select a new quantity and press [Save]
  2. The new value will be saved and the Subscription total adjusted.
  3. If users press [Cancel], the change quantity window will close without saving.

After the subscription has been changed a notice will be displayed. The customer will also receive an email notification and a subscription note will be added to the back-end to record the change.

Limitations

New subscription plans generated with Self-service Dashboard for WooCommerce Subscriptions do not support Sign-Up Fees and the [Change quantity] button will not be displayed for products that have a sign-up fee.

If the “Sold individually” option in the Inventory tab is checked the Admin can limit the quantity for a certain product on a subscription to 1. With this setting, the [Change quantity] button will not be displayed for that product.

2. Switch between product variations ↑ Back to top

If users have purchased a variable subscription product, they will be able to switch between the product variations. To do so, the user will have to:

  1. Go to My account – Subscriptions – view subscription
  2. Press the [Switch item] button, under the product title.

  1. A form will appear below the current table row, where the user can change variations using the drop-down menus.
  2. After the [Save] button is pressed, the current product variation is replaced with the one chosen by the user.
  3. If users press [Cancel], the switch item window will close without saving.

Note: If users choose a variation for a product with a different subscription frequency, the  Subscription frequency will NOT be changed.

After the subscription has been changed a notice will be displayed. The customer will also receive an email notification and a subscription note will be added to the back-end to record the change.

Limitations

New subscription plans generated with Self-service Dashboard for WooCommerce Subscriptions do not support Sign-Up Fees and the [Switch item] button will not be displayed for products that have a sign-up fee.

The subscription frequency will not be changed if customers switch to another variation with a different frequency.

3. Add a new product to an active subscription ↑ Back to top

In order to add a new product to a subscription, the user will need to:

  1. Go to My account – Subscriptions – view subscription
  2. Press the [Add new product] button. A list of subscription products will appear below the current table row from which the user can choose a product. The list will contain both Simple and Variable Subscription products and Simple and Variable products that can be bought on a subscription basis using the plugin’s buy once or subscribe functionality. The list will be loaded with the first 30 (ordered alphabetically) but customers can use the search bar to find any simple/variable subscription product.

  1. Press the [Add to Subscription] button to add the product to the current Subscription. In the case of a Variable subscription product, a variation must first be selected before the product can be added to the subscription.

  1. If you press [Cancel], the Add new product window will close.

After the subscription has been changed a notice will be displayed. The customer will also receive an email notification and a subscription note will be added to the back-end to record the change.

By default, only simple and variable subscriptions are displayed. If you wish to add more product types to this functionality, please read the  Filter “Add new product” query arguments section in Hooks artice

Limitations

Although only simple/variable subscriptions will be loaded in the ‘Add new product’ window, other products might be excluded from this feature if:

  • The “Limit to one active subscription” option is selected in the back-end Advanced tab and the product is present on an active subscription.

  • The “Limit to one of any status” option is selected in the back-end Advanced tab and the product is present on a subscription with any status. The customer cannot purchase that subscription product again unless the existing subscription is trashed or permanently deleted by a store manager.

  • The “Sold individually” option is checked in the back-end Inventory tab and the product is already on the subscription that’s being viewed by the customer.

  • The catalogue visibility option is set to “Hidden”.
  • The product is out of stock

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

In order to pause a subscription, the user will need to:

  1. Go to My account – Subscriptions – view subscription.
  2. Press the [Pause] button.

  1. Choose a date until you want the subscription to be paused from the date picker window.
  2. After the [Save] button is pressed, the subscription status will be changed to On-hold.
  3. If you press [Cancel], the window will close without pausing the subscription.

After the subscription has been changed a notice will be displayed. The customer will also receive an email notification and a subscription note will be added to the back-end to record the change.

While the subscription is on hold until a specific date, that date can be seen in the Status field. On the specific date set for renewal, the subscription will automatically change its status to Active. Customers may choose to reactivate the subscription before the selected date by clicking on the [Reactivate] button.

Important note: Pausing a subscription does not change the payment schedule. When a subscription is reactivated, the payment schedule will continue as it did before the subscription was paused. For example, if a subscription is renewed every month on the 15th, it will continue to renew every month on the 15th after it is paused and reactivated, regardless of the amount of time the subscription has been suspended.

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

CSS Snippets ↑ 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 and the [Change quantity] and [Switch item] buttons will not be displayed for products that have a sign-up fee. 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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