How do I edit a customer’s subscription as a merchant?

Introduction

As a merchant, you can edit any customer’s subscription directly from your admin. Whether they need to update their delivery frequency, change products, pause an upcoming order, or cancel entirely — you have full control.

Here’s how to view, update, and manage any subscription.

Step 1: Find the customer’s subscription

1. Go to your Roadmap Admin → Subscriptions → Manage Subscriptions.
2. Use the search bar to find the customer by name or email.
3. Click on the relevant subscription to open its detail view.

Step 2: Edit subscription details

Inside the subscription view, you can:

✅ Change delivery frequency

• Use the dropdown to select a new interval (e.g. every 2 weeks → every 1 month).

✅ Reschedule the next order

• Choose a new date for the upcoming delivery.

✅ Pause or resume the subscription

• Temporarily stop future orders, and resume at any time.

✅ Cancel the subscription

• End the subscription entirely — no further orders will be created.

Step 3: Edit products or quantities

You can also:

• Add or remove products from the subscription
• Change the quantity of an item
• Swap a product for a different variant (if applicable)

Changes will apply to the next scheduled order and all future ones.

Step 4: Trigger a manual order

Need to send a product immediately?

• Click “Order Now” to process a manual charge and shipment using the customer’s saved details.
• Great for replacing missed orders or handling special cases.

Step 5: Handle failed subscriptions

If the subscription status is Failed (due to payment issues):

• Review the dunning status (retry attempts)
• Retry the charge manually
• Update the customer’s payment info if needed
• Mark as resolved or failed based on the outcome

FAQs

Can I change pricing for a specific customer’s subscription?

 Yes — adjust the product price directly in the subscription view. It won’t affect other customers.

Can I edit prepaid subscriptions?

 You can reschedule, pause, or cancel prepaid plans, but changing quantity or duration may require canceling and re-creating the subscription.

Will the customer be notified of changes?

 Only if your Klaviyo or Shopify notifications are configured for subscription events. You can also message them manually.

Summary

As a merchant, you can:

• ✅ Change frequency or next delivery date
• ✅ Pause, resume, or cancel subscriptions
• ✅ Adjust products, quantities, or pricing
• ✅ Handle failed payments or trigger manual orders

Everything is editable — so you can keep customers happy and orders on track.