How To Get Started With Autoship Cloud
Table of Contents
Learning the Customer Portal
Merchant 101
- Customize and manage your Autoship Cloud plugin Settings
- Quickly view your Scheduled Order revenue, customer data, and recent processing in your Dashboard
- Manage your Products
- Manage your Customers
- View, edit, and manually process Scheduled Orders
- Add or remove Coupons
- Manage your Shipping Rates
- Manage your Payment Integrations
- View product forecasting, metrics, and more in Reports
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 Autoship 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.
- Merchants can enable Customer Notifications so customers are informed of updates to their Scheduled Orders
- Customize how you educate your customers about the benefits of your Autoship Program. Learn more here: Autoship Cloud Info Link Settings
- Set your own frequency options across your whole site or for individual products
- An optional setting is lock windows for Scheduled Orders
- A merchant can utilize Autoship Link Builder for WooCommerce Products
If a merchant is interested in customizations or further development, we offer many examples and resources here: Autoship Cloud Developers.