Get Started with Subscriptions in Dashboard
With Square Subscriptions on Square Dashboard, keep track of your subscription plans and subscribers from anywhere you’re selling subscriptions (e.g. Square Payment Links, Square for Restaurants, Square for Retail, Square Appointments), create and manage plans and add new customers to subscriptions all in one place.
Create a Plan
From your online Square Dashboard, go to Payments > Subscriptions > Plans.
Click Create a plan to add your plan details.
In Name, create a title for your plan.
Add the price for your plan and how frequently you’ll charge your subscribers.
If your plan will end, set an endpoint such as after a certain number of billing cycles. If you want your plan to be continuous, set it to Never.
If you want to include a free trial in your plan, toggle on Free trial and set how long you want the free trial to last.
You can allow customers to subscribe to the plan via a checkout link. Toggle on Checkout Link to create a checkout link you can share with your customers through email, social media, text message or your website.
If you want to allow yourself or customers to pause subscriptions, toggle on Pause subscriptions. Set a pause duration limit. Choose No limit or By billing cycle.
Click Save to finish creating your plan.
Your new plan will now show up under Plans in the Subscriptions section of Square Dashboard, which you can use in numerous ways. If you toggled on Checkout Link, select the link icon to copy the online subscription link you can send to your customers.
Duplicate or Deactivate a Plan
From your Plans page, you can duplicate a subscription plan or turn off any plans. You can also share the checkout link with your customers to make it even easier for them to subscribe.
- Log in to your Square Dashboard and click Payments > Subscriptions > Plans.
- Find the plan you want to duplicate, and click the more options icon (. . .) for that plan.
- Select Duplicate plan.
- Review the plan details and make any changes if needed.
- Click Save.
- Log in to your Square Dashboard and click Payments > Subscriptions > Plans.
- Find the plan you want to deactivate, and click the more options icon (. . .) for that plan.
- Select Deactivate plan.
- A window will pop up to confirm that you want to deactivate the plan. To continue, click Deactivate plan. Existing subscriptions to a deactivated plan will not be affected and will continue to renew until the existing subscriptions are cancelled.
Note: You can only duplicate or deactivate a plan from your Square Dashboard.
Note: You can only duplicate or deactivate a plan from your Square Dashboard.
Create a Subscription
You can add an existing customer to a subscription plan or create a new customer to add to the plan. To create a subscription:
From your online Square Dashboard, go to Payments > Subscriptions > Create a subscription.
2. In the Customer field, select an existing customer from your Customer Directory or enter a new customer name.
If you add an existing customer, their Subscriber details will automatically load.
If you create a new customer, enter their email address and phone number in the Subscriber details.
3. Under Plan details, click Add plan and select the subscription plan you want to add the customer to. If you want to add a sales tax to the subscription, click Add sales tax then Save.
4. Add the Billing details. Select the location for the subscription and the payment method.
For existing customers, you can select from their saved cards on file or add a new card.
For new customers, enter their card details.
5. Review all the subscription details and click Start to begin your customer’s subscription.
Manage Subscriptions
Once you create a plan, you can start adding customers to it as subscribers. You can view a current list of all your subscriptions – active, paused and cancelled – from Subscriptions your Square Dashboard. You can search subscriptions by customer name for quick access.
- Log in to your Square Dashboard and click Payments > Subscriptions.
- Click the subscription that you want to view to open the subscription details and select Edit to make changes. From here, you can update the following information:
- Customer details: Click Edit profile to make changes to the customer information, and click Save when done.
- Subscription note: Click the note to edit.
- Subscription details: Change your Billing frequency (weekly, every two weeks or monthly).
- Item: Click Add an item to select an item to add to the subscription from your Item Library. Click the item that you added to edit item options or quantity or click the delete button to remove the item from the subscription. To edit item details (such as variations), click the item name and click Save when done.
- Discounts: Click Add discount and enter the discount details (name, amount type). Click the delete button to remove the discount.
- Service charges: If applicable, click Add service charge and enter the details (name, amount type). Click the delete button to remove.
- Fulfilment: Click Edit to change the fulfilment type or update the shipping address.
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Payment details: Change the payment method by selecting one of the other saved payment methods on file or send an invoice by email.
- Click Save and review the updates to the subscription, then click Confirm. Your customer will receive an email containing a summary of the updates to their saved email address.
- Log in to your Square Dashboard and click Payments > Subscriptions.
- Click the subscription you want to pause.
- Click the more options icon (•••) on the Subscription detail view and select Pause subscription.
- Choose to pause the subscription Indefinitely or By billing cycle.
- To confirm your selection, click Save.
Your customer will receive a notification that the subscription has been paused. The subscription status will change from Pause Scheduled to Paused at the end of the current billing cycle.
- Log in to your Square Dashboard and click Payments > Subscriptions.
- Click the subscription you want to resume.
- Click the more options icon (•••) on the Subscription detail view and select Resume subscription.
- Choose to resume the subscription Immediately or On the next billing date.
- To confirm your selection, click Save.
Your customer will receive a notification when the subscription resumes, and their subscription status will appear as Active.
- Log in to your Square Dashboard and click Payments > Subscriptions.
- Click the subscription you want to resume.
- Under the subscription details, click Cancel subscription at the bottom of the Subscription Detail view.
- To confirm the cancellation, click Cancel subscription > Done.
Your customer will receive a notification that the subscription has been cancelled. The subscription status will now appear as Cancelled in your Square Dashboard.
Note: Your customers can manage their subscriptions, including pausing, resuming or cancelling a subscription, by clicking the Manage Subscription link included in all subscription notification emails.