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Setting Up Subscription Plans (Overview)

Subscription services, like wine clubs, provide a unique opportunity for you to generate reliable, recurring revenue, while showcasing exclusive offerings and new items to your customers. This is a great way to increase customer loyalty.

 

  1. Begin on the Subscription Plans section
  2. Click on the pencil to begin your edits  Screenshot 2025-09-24 at 11.46.17
  3. Add a title, image, and description of your subscription offerings and any terms of service in the Settings tab
  4. Determine which type(s) of subscription you want to offer
    1. Wine Clubs are the most popular. Set up here
    2. Delivery/Shipping subscriptions are great too. Instructions here
  5.  Return to the Plans tab when you've finished creating your subscriptions 
    1. You can now click into each individual plan to view or edit them
    2. You can also view the plans on your website by adding /wine-clubs to your domain, i.e. yourwinestore.com/wine-clubs

Add Customers to your subscription plan

  1. Begin on the specific plan and click (+) to subscribe a new customer

  2. Fill in the popup with the customer's information to subscribe them to the plan
  3. Click submit and the customer will be subscribed successfully 

If you have any questions, schedule time with your Customer Success Manager here.