Onboarding Checklist
1. Prepare Your Products +
- Choose which product(s) will be sold on subscription
- Confirm products are:
- Published
- In stock
- Priced correctly
2. Create your first subscription +
- Go to Subscriptions → Create subscription
- Select product(s) or collection
- Add delivery frequencies:
- Name the subscription plan
- Save the plan
3. Add the Subscription Widget to Your Store +
- Go to Online Store → Themes → Customise
- Open a product page
- Add the Sips Subscription widget / app block
- Position near the Add to Cart button
- Save changes
4. Enable the Customer Portal +
- Add Manage Subscription link to:
- Customer account page, or
- Store navigation menu
- Confirm customers can:
- View subscriptions
- Pause / skip / cancel
- Update details
5. Review Settings (Recommended) +
- Review billing attempts
- Number of retry attempts
- Time between retries
- Review order processing behaviour
- What happens when a charge fails
- When an order is marked failed or cancelled
- Review customer delay options
- Can customers delay upcoming orders
- Delay options available (e.g. 7 / 14 / 30 days)
- Save settings
6. Place a Test Subscription Order +
- Enable Shopify test payments (or Bogus Gateway)
- Place a test subscription order
- Confirm:
- Order appears in Shopify Orders
- Subscription appears in Sips
- Next charge date is correct
7. Review Scheduling & Upcoming Orders +
- Open Upcoming Orders / Schedule view
- Check:
- Charge dates
- Fulfilment timing
- No unexpected orders
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