How To Get Started With Autoship Cloud

Table of Contents

After launching a WooCommerce store with Autoship Cloud, a merchant is ready to learn the ins and outs of Customer Success. This document provides an overview of how customers and merchants will interact with the new Autoship Cloud Integration. 

Learning the Customer Portal

Customers on your site can create new Scheduled Orders and manage existing Scheduled Orders in My Account > Scheduled Orders. For example, a customer can add and remove products, pause or update the Next Occurrence Date, and update payment or address information at any time. 
A merchant can learn more about how customers view and manage Scheduled Orders in the following docs: 

Merchant 101

 A merchant has access to key components of their Autoship Cloud Integration as outlined below: 

Managing Scheduled Orders 

A merchant can manage Scheduled Orders for customers on the backend by selecting "View/Edit" in  Autoship Cloud > Scheduled Orders. This is outlined here: Editing Scheduled Orders

From here, a merchant can help the customer update their shipping address, products, next occurrence date, and more just as the customer can from My Account > Scheduled Orders

Additional Settings

As a merchant, you have many settings available in Autoship Cloud > Settings > Options. These options allow you to:

  • Customize the wording of your Autoship program
  • Enable free shipping at Checkout if Autship is selected 
  • Change how your Scheduled Orders are displayed to customers 
  • Enable Autoship options on the cart page 
  • And more! 

Additional Features

There are many features included in your Autoship Cloud integration that may be helpful to a merchant or their customers. 

If a merchant is interested in customizations or further development, we offer many examples and resources here: Autoship Cloud Developers.

Still need help? Contact Us Contact Us