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How Subscriptions Work

Subscriptions power the recurring delivery of supplements to your patients. Once a patient checks out a protocol, a subscription is created that automatically renews and ships new orders on a set schedule.

How a Subscription Is Created

  1. You create a protocol for a patient.
  2. The patient receives a checkout link and completes payment.
  3. A subscription is activated with the products and dosing schedule from the protocol.

Renewal Cycle

The days supply you set on the protocol determines how often the subscription renews:

Days SupplyRenewal Frequency
30 daysMonthly
60 daysEvery two months
90 daysQuarterly

When a subscription renews, a new order is created and shipped to the patient automatically — no action required from you or the patient.

Subscription Statuses

Subscriptions List

StatusDescription
PENDINGProtocol created, awaiting patient checkout.
ACTIVEPatient has checked out. Renewals happening on schedule.
PAUSEDTemporarily on hold. No renewals until resumed.
CANCELLEDPermanently ended. No further renewals.
FAILEDPayment failed. Retries will be attempted automatically.

Viewing Subscriptions

  1. Click Subscriptions in the sidebar (under Commerce, if available) or navigate from a customer or order detail page.
  2. Use the Status filter to narrow the list.
  3. The table shows: Customer, Protocol, Status, Orders count, and Next Billing date.