CRM

Main Shopify:

Link: https://admin.shopify.com/store/1a3f98-40

Skio Shopify App (VIP Subscription):

• Method 1: Click "Apps" > Click Skio Subscriptions

  • On the left hand side, click subscriptions and search for the account

• Method 2 (Recommended): On the Customer's Shopify Order page - click the subscription link and it will direct to the customer's skio subscription account.

Navigation Guide

Article Link:

https://help.skio.com/docs/subscription-management-2

What is the Subscription Management tab?

The Subscription Management tab is your control center for all customer subscriptions in Skio. It displays subscriptions in a visual card-based layout where you can:

• View upcoming billing dates and order history

• See which products are in each subscription

• Access customer details and portal links

• Make quick changes to subscriptions with actions like cancel, skip, pause, or merge subscriptions

This page helps you quickly resolve issues, edit subscriptions, and manage churn in one place.

How to access subscription data

Step 1: Navigate to Subscription Management

In the lefthand menu of your Skio Dashboard, go to Subscribers > Subscriptions

• Access individual subscription cards by navigating to Subscriber > Subscriptions from the lefthand menu of your Skio Dashboard.

Each subscription card displays:

• Next billing date: when the customer will be charged next

• Status: current state of the subscription (Active, Paused, Canceled, etc.)

• Frequency: how often the subscription recurs (e.g., every 2 weeks) and how many orders have already been completed

• Order summary: products included, quantities, and price

• Timeline: subscription start date and most recent order and a link to view the subscription history

• Customer info: email, name, and shipping address

You can search by email, name, phone number, or subscription ID. Use the status tabs to show only Active, Paused, Failed, 3DS Error or Under Review subscriptions.

Take action on subscriptions

Each subscription card includes action buttons for managing customer subscriptions:

• Cancel: cancel the subscription entirely

• Skip: skip the next charge and move the billing cycle forward

• More (⋯): reveals additional actions:

  • Get now: send the next order immediately

  • Portal link: copy a link to the customer's portal

  • Magic link: log in as the customer to manage the subscription

  • Set date: update the next billing date

  • Merge: combine this subscription with another one

Available subscription management actions

From the subscription card and editing screens, you can manage these actions for customers:

• Get now: process the next order immediately

• Skip: skip the next billing cycle

• Pause: temporarily pause the subscription

• Edit frequency: change how often the subscription renews

• Next order date: update when the next order will be charged

• Apply discount: add discounts to the subscription

• Cancel: end the subscription

• Merge: combine multiple subscriptions into one

• Split: separate products into different subscriptions

• Product skip: skip individual products without affecting others

• Gift on skip: offer a gift when customers skip an order

• Quantity editing: adjust product quantities

• Payment management: add or update payment methods

• Backup payment methods: set up alternate payment options for failed charges

Edit subscription products

Step 1: Open the product editor

Click Manage products on the subscription card

From the Editing subscription products page, you can:

• Adjust quantities: increase or decrease units per product

• Remove products: click the trash icon to delete an item

• Add products: search or browse your catalog

• Add upsells: add one-time products not included in the core subscription

• Skip individual items: skip a single product without affecting the rest

• Apply discounts: add manual or line-item level discounts

• Override price: set a custom price for specific products

Step 2: Save your changes

Click Save to confirm changes