Subscription Management

What is the Subscription Management tab?

The Subscription Management tab is your control center for all customer subscriptions in Skio. It displays subscriptions in either a card view or a table view, 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.

Switch between card view and table view

You can view your subscriptions as detailed cards or as a table. Click See table view to switch to the table, and click See card view to switch back.

• Card view: shows the full details of each subscription, including products, timeline, and customer info, along with action buttons like Pause, Cancel, and Skip. Use this view when you need to review or change a specific subscription.

• Table view: lists subscriptions in rows so you can scan many at once. Each row shows the subscriber's name, email, phone number, subscription ID, status, frequency, next billing date, and shipping price. You can filter the table by Status and Next billing date, and click a subscription ID to open that subscription.

Both views include a search bar, so you can find a subscription by email, first or last name, or phone number either way.

Export subscription data

Click Export subscribers to open the Export Skio data page. This is the same page you'll find under Tools > Data Export, where you can export subscriptions, orders, or audit logs as a CSV or JSON file.

1. Click Export subscribers at the top of the Subscriptions page.

2. In Send to, enter the email address where you want to receive the export.

3. Choose an Export type, such as Subscriptions, Orders, or audit logs.

4. Set any filters you need, like specific products, active or inactive subscriptions, and date ranges.

5. Click the export button in the top right (for example, Export subscriptions).

For details on every export type and the fields each one includes, see the Data Exports Guide.

Create a new subscription

Click Create subscription to manually create a subscription for a customer. For step-by-step instructions, see How to manually create subscriptions.

How to access subscription data

Step 1: Navigate to Subscription Management

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

Each subscription card displays :

1. Next billing date: when the customer will be charged next

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

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

4. Order summary: products included, quantities, and price. You can select Manage products to add or modify products on the order, or Update delivery method to change the delivery method type (Shipping, Pickup, or Local delivery), edit its rate code, title, and description, or override the delivery price for this particular subscription

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

6. 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

Configure which actions customers can take themselves in their Customer Portal in your Storefront > Customer Portal settings. Learn more about managing your Customer Portal here.

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

View related details

From the subscription card, you can also:

• View profile: takes you to the customer's profile in Customer Management

• View order: opens the related order in Shopify