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How do I set up a rental program with Subi?

How to offer a rental program by creating a Subscribe & Save plan in Subi, including steps for automatic rental expiration & policy control

Overview

This guide is for merchants who want to rent products to customers for a fixed period using Subi. You’ll need to create a Subscribe & Save plan to offer a rental program. Please check your plan details for feature availability.


What is a rental program in Subi?

A rental program allows you to let customers rent products for a set period (such as 4 months). With Subi, you can create a recurring rental plan that automatically expires, preventing customers from extending, skipping, or canceling the rental early.
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What are the steps to set up a rental program?

Let’s walk through setting up a 4-month camera rental as an example:


1. Create your rental product in Shopify

  • Open your Shopify dashboard.

  • Create a new product for the item you want to rent out (e.g., "Camera Rental").

  • Set the product price to the rental price customers should pay each period (such as $50 per month), not the full retail price of the product.

  • Set the description and any relevant details for this rental product.

  • Publish the product so it’s available in your Shopify store.
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2. Create a Subscribe & Save plan in Subi

  • In your Subi dashboard, go to the Plans section.

  • Click Create plan.
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  • In the modal, select Subscribe & Save.
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  • Select the rental product you just created in Shopify (e.g., "Camera Rental").
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  • Change the purchase option to Subscription (not "Subscription and One-Time Purchase") so customers can only rent, not buy.
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3. Set up your selling plan

  • In the selling plan options, choose how often to charge the customer (e.g., Monthly for monthly rental payments).
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4. Enable automatic expiration

  • In the Selling Plan settings, scroll to Automatic Expiration.

  • Enable this option to set a fixed rental period.

  • Define how long the rental will last (e.g., set expiration to 4 months for a 4-month rental).

  • After the set period, the subscription will end automatically, signaling the end of the rental.
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  • Save and create your Subscribe and Save plan.


5. Adjust customer permissions

  • Go to Customer Portal in your Subi dashboard.

  • Navigate to Customer Permissions.
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  • Uncheck all options for skipping, canceling, or pausing the subscription.

  • This ensures customers cannot change the rental agreement until the product is returned.
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6. Customizing the rental widget

To help customers clearly see they are renting (not subscribing), you can update the widget label and appearance in Subi:

Follow these steps to customize your widget:

  1. Go to the Widgets tab in your Subi dashboard.

    • In the main menu, select Widgets to see all your subscription widget options.
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  2. Find the Subscribe & Save section.

    • Look for the Subscribe & Save card (usually labeled “Classic”).

    • Click Customize widget.
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  3. Select your widget layout and open customization.

    • On the “Subscribe & Save Widgets” screen, choose your preferred layout style (Compact, Classic, Comfy, Charmer).

    • Click Customize on the selected widget.

  4. Edit the label from “Subscription” to “Rental.”

    • In the customization options, locate the price badge or label.

    • Change the wording so it displays Rental instead of Subscription.
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  5. Adjust colors and layout as needed.

    • Match the widget to your store’s branding for a seamless experience.

This process ensures your customers see a clear “Rental” label next to the price, reducing confusion and accurately presenting your offer.
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7. Finalize and launch your rental plan

  • Review all details: billing frequency, expiration, and permissions.


8. Preview your rental product

  • Visit your product page to view the rental plan in action.

  • Make sure all settings and displays are correct.


Troubleshooting

If your rental widget does not display correctly:

  • Visit the Widget Troubleshooting Guide in the Subi dashboard for common solutions.

  • For additional help, use the chat icon at the bottom right to contact Subi’s 24/7 support team.


Next steps

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