Subi is a subscription management platform built for Shopify stores. With Subi, you can easily launch, manage, and grow recurring revenue models such as subscribe & save, subscription boxes, and memberships. This guide shows you how to set up your first subscription plan in Subi so you can start selling on a recurring basis, from plan creation to widget activation and testing.
Just installed Subi? Start with the install wizard
When you install Subi for the first time, you land on a guided 4-step wizard that drafts your starter subscription plan based on your store and gets your widget live on your theme. The whole setup typically takes under 5 minutes.
What the wizard does for you
Detection: an animated screen analyses your store — your products, language, any existing subscriptions, and which themes you have.
Step 1 — Pick your goal: choose between Subscribe & Save, Membership, Mystery Box, Build a Box, or Fixed Bundle. An AI Recommendation card explains why we suggest a particular path. Use the “Tell us more” field to refine the recommendation in plain language.
Step 2 — Review your AI-drafted plan: Subi pre-fills the plan fields based on your catalog. Edit any field, see a live phone preview on the right, then save to continue.
Step 3 — Activate the widget on your theme: pick any theme (Live or Draft), click Enable, save in the theme editor, and click Check now. Build-a-Box has a dedicated 3-step variant with a Box ID to copy and paste into the block.
Step 4 — Choose your pricing plan: required to finish setup. Free plans skip Shopify’s approval screen and apply directly. After this step, you land on your dashboard.
Step 1 — Pick your subscription type. AI Recommendation card on the right.
Step 2 — Review your AI-drafted plan. Selling plan and products pre-filled.
Step 3 — Activate the widget. Pick any theme (Live or Draft).
Step 4 — Choose your pricing plan. Required. Free plans use “Continue as free” and skip Shopify approval.
Already a Subi merchant? The wizard only appears on first install. Existing merchants continue using the dashboard they already know — the manual steps below also work if you want to set up additional plans, change themes, or revisit any step.
Can I skip the wizard?
You can click “Skip for now” on any step except the pricing step. The wizard dismisses and you land on your dashboard — you can come back to complete setup at any time. The pricing step is required because Subi needs a plan to be selected to finish setup.
Coming from another subscription app?
If Subi detects active subscribers from your previous subscription app during install, the wizard shows a Migration Preview screen with a “Request migration help” button. Our team will reach out to help transfer your subscribers. If your previous app isn’t auto-detected, you can still click Request Migration at any time — see How do I migrate my existing subscriptions to Subi? for the full process.
What can I create with Subi?
To decide what to set up first, here’s what each subscription model lets you do:
Subscribe & Save
When you ask “How do I offer Subscribe & Save in Subi?”, the answer is that you can let customers subscribe to a product at a discount to improve retention and predictable revenue.
Example: Offer a monthly coffee subscription so customers receive beans every month at a discounted price.
Membership Programs
If you’re wondering “How do memberships work in Subi?”, memberships give subscribers access to perks such as exclusive content or discounts.
Example: Launch a multi-tier membership with monthly or yearly billing that unlocks member-only content.
Subscription Box
If your question is “How can I sell curated bundles on a schedule?”, use a subscription box to deliver themed products on a recurring basis and increase average order value (AOV).
Example: Offer a skincare box where customers receive a curated set each month at the best price.
How do I create my first subscription plan?
Follow these steps in Subi to create your first subscription offering:
Step 1: Access the Plans tab
In the Subi dashboard, open Plans in the left navigation.
Click Create Plan.
Step 2: Select your subscription plan type
Choose the plan type that fits your business model, including Subscribe & Save, Membership, Subscription Boxes or Bundles.
Choose the plan type that fits your business model.
Click Learn more next to each option to view examples and detailed descriptions.
Step 3: Select your products
Choose which products are included in your new plan.
Step 4: Define billing frequency and discounts
Click Edit under Selling Plan to set intervals such as weekly, monthly, or quarterly.
Add a discount to encourage subscriptions.
Step 5: Save and enable the widget
Save your subscription plan.
Enable the Subi subscription widget in Shopify:
In Shopify admin, go to Online Store → Themes.
Click Customize on your active theme.
In the theme editor, select App Embeds.
Find the Subi Subscription Widget and toggle it on.
Click Save.
Once enabled, the widget appears on eligible product pages. If it isn’t displaying, review our Shopify eligibility requirements or see the Widget troubleshooting guide.
Note: Subi automatically matches the widget’s design to your shop for seamless integration.
Step 6: Customize your subscription widget
Open the Widget tab in Subi.
Adjust appearance and text using built-in templates.
Advanced users can further customize the widget with HTML/CSS.
Verify Your Setup
Ensure that your subscription plans are fully configured in Subi.
Confirm that the subscription widget has been added to your product page
Additional Tips
If you encounter any issues during or after setup, we recommend reaching out to Subi’s support resources for further troubleshooting.
Explore plan-specific articles in our help center when you’re ready to expand beyond your first plan.
How do I test my subscription plan?
Before going live, we recommend testing your subscription setup to make sure everything works correctly. You can find step-by-step guides here:
How do I place a test subscription order? — Learn how to run a test checkout and confirm your payment provider setup.
How do I test subscription shipping settings? — Make sure your shipping rates, discounts, and thresholds apply correctly for subscription orders.
How do I test subscription email notifications? — Review the notifications sent to your customers for accuracy and branding.
Next Steps
You’re ready to launch your new subscription offering! For in-depth tutorials, best practices, and expert support, visit Subi Academy.
Also, if you want deeper, plan-specific guidance, see these help center articles:
Create a Subscribe & Save plan — step-by-step guide
Set up a Membership plan — create tiers and configure perks
Offer Subscription Boxes or Bundles — choose fixed or mystery box flows
Create a subscription for a customer manually — set up a subscription on behalf of any customer directly from the Contracts page (useful for phone orders, B2B clients, and migrations) → How to Manually Create a Subscription for a Customer
Need Help?
Feel free to contact our support team. We're here for you anytime:
Live Chat: Message us from within the Subi app or your Shopify Admin.
Email: Reach us at [email protected].