ArraySubs User Manual
Welcome to the ArraySubs user manual — the complete guide to running a subscription store with WooCommerce.
Getting Started
New to ArraySubs? Start here.
- Before You Launch — Requirements, core concepts, subscription statuses, and the Free vs Pro feature map.
- First-Time Setup — Install the plugins, create your first subscription product, place a test order, and verify the customer portal.
- Essential Daily Workflows — How the subscription lifecycle works, where merchants manage everything, and what to check before going live.
Settings
Configure store-wide subscription behavior and administration tools.
- General Settings — Subscription cart rules, checkout and trial behavior, renewal synchronization, grace periods, email reminder timing, customer portal, customer actions, cancellation timing, and automatic-payment controls.
- Toolkit Settings — Admin bar visibility, wp-admin access restriction, login page hiding, admin impersonation, and multi-login prevention.
Manage Subscription Products
Create, configure, and manage subscription products in WooCommerce.
- Overview — Section overview and quick reference.
- Create and Configure Subscription Products — Simple and variable products, billing periods, trials, signup fees, and different renewal pricing.
- Plan Switching and Product Relationships — Upgrade, downgrade, and crossgrade paths, auto-downgrade, and Fixed Period Membership Pro.
- Product Experience and Display — Frontend pricing display, Redirect Product Page Pro, Feature Manager Pro, and Subscription Shipping Pro.
- Coupon Integration — Subscription coupons with recurring discounts, cycle limits, and initial-checkout counting.
- Product Lifecycle and Test Links — Product deletion, cached data, and quick checkout test links.
Manage Subscriptions
View, create, edit, and manage every subscription in your store.
- Overview — Section overview and quick reference.
- Subscription Operations — All Subscriptions list, creating and editing subscriptions, the detail screen, and CSV export.
- Admin Tools and Records — Subscription notes, feature log Pro, related orders and refund history, and data export.
- Subscription Detail Cards — Cancellation, sync, skip & pause, coupon, gateway Pro, checkout fields Pro, and shipping Pro cards.
- Lifecycle Management — Status transitions, renewal flow, grace periods, cancellation, expiration, trials, and email triggers.
Customer Portal
Your subscribers' self-service hub in the WooCommerce My Account area.
- Overview — Section overview, quick reference tables, and portal page summary.
- Customer Portal Pages — My Subscriptions list, View Subscription detail, My Features page Pro, and Store Credit page Pro.
- Subscription Self-Service Actions — Cancel, undo cancel, retention offers, change plan, skip, pause, resume, and reactivate.
- Payment and Shipping Actions — Payment methods, card on file Pro, auto-renew toggle Pro, and shipping address updates.
Manage Members Pro
Look up any customer and view their complete subscription and commerce profile from one dashboard.
- Overview — All entry points, page layout summary, and prerequisites.
- Member Lookup and Profiles — Search for members, read the profile card, view stats, and use Login as Customer.
- Member Commerce Overview — Subscription history, purchased products, store credit balance, and addresses.
- Member Operations — Quick links to related screens, admin shortcuts across WordPress and WooCommerce, and insight metrics.
Store Credit Pro
A complete virtual-wallet system — customers earn credit from refunds, downgrades, promotions, and purchases, then spend it on renewals and new orders.
- Overview — How Store Credit works, credit sources, customer experience, and system architecture.
- Store Credit Management — Search customers, view balances, add or deduct credit, and review transaction histories.
- Credit History — Global transaction log with source and type filtering.
- Store Credit Settings — Enable/disable, auto-apply rules, expiration periods, and credit purchase limits.
- Purchase Product — Create a WooCommerce product for selling credit with fixed or custom amounts and bonus incentives.
- Emails — Credit Added, Credit Used, Credit Expiring, and Credit Expired notifications.
- Refund to Credit — Process refunds as store credit from the WooCommerce order screen.
Advanced Analytics Pro
Track subscription revenue, growth, churn, and customer behavior — from a dedicated performance dashboard to subscription-aware WooCommerce reports.
- Overview — Order type classification, section map, and prerequisites.
- Subscription Performance Dashboard — 10 KPI cards, 6 time-series charts, and 5 leaderboards on the WooCommerce Analytics Overview page.
- WooCommerce Analytics Extension — Type column, type filters, subscription revenue cards, subscription-only filters, and member links across 5 WC Analytics reports.
- Order List Enhancements — Type and coupon columns, filter dropdowns, embedded report panel, and order type backfill on the WooCommerce Orders page.
Emails and Notifications
Automated emails for every subscription lifecycle event — configure, customize, and troubleshoot the full notification system.
- Email Overview — How ArraySubs emails work, WooCommerce integration, placeholder reference, template overrides, and reminder scheduling.
- Customer Emails — 13 customer-facing emails: new subscription, trials, renewals, payments, status changes, auto-downgrade, and retention.
- Admin Emails — 3 admin notifications: new subscription, payment failed, and subscription cancelled.
- Store Credit Emails Pro — 4 credit balance emails: added, used, expiring, and expired.
Profile Builder and My Account Customization
Collect custom profile data, manage avatars, and customize the My Account navigation.
- Overview — What's included, where to find it, and quick start steps.
- Profile Form — Custom profile fields, avatar upload settings, field types, and where data appears on customer and admin screens.
- My Account Editor — Reorder, rename, hide menu items, and add custom endpoint pages to the WooCommerce My Account area.
Shortcodes
Use shortcodes to display login/logout links, personalized greetings, gated content, and store credit purchase forms anywhere on your site.
- Overview — Quick reference for all shortcodes and the admin catalog page.
- Account Shortcodes —
[arraysubs_login],[arraysubs_logout],[arraysubs_user]for login links and personalized display. - Content Gating Shortcodes —
[arraysubs_visibility]and[arraysubs_restrict]for login-based and subscription-based content control. - Store Credit Shortcode Pro —
[arraysubs_buy_credits]purchase form for store credits.
Feature Manager Pro
Define named product entitlements — features, limits, and capabilities — so customers always know what their subscription includes.
- Overview — What Feature Manager does, how it works, prerequisites, and section navigation.
- Defining Product Features — Add, edit, reorder, and template features on simple and variable products.
- Customer and Storefront Display — "What's Included" product page section, My Features customer page, admin Feature Log, usage tracking, and aggregation modes.
- Feature Manager Settings — Every setting: enable/disable, display toggles, usage visibility, aggregation mode, and feature comparison.
Member Access and Restriction Rules
Control who can access what across your site — gate content, restrict products, assign roles, offer member discounts, manage downloads, and enforce session limits.
- Overview — How Member Access works, rule types, condition system, and section navigation.
- Access Rules — Role Mapping, URL Rules, and Post Type (CPT) Rules for controlling page, post, and role access.
- Commerce and Benefit Rules — Discount Rules, Ecommerce Rules, and Download Rules for member pricing, product restrictions, and file access.
- Content Restriction — Drip-schedule access, content gating messages, per-post restrictions, defaults, and cache compatibility.
- Session and Frontend Controls — Login Limit Pro,
[arraysubs_restrict]shortcode,[arraysubs_visibility]shortcode, and pause-state behavior. - Real-World Use Cases — 17 practical examples: course dripping, VIP discounts, wholesale stores, tiered roles, URL gating, streaming limits, and more.
Checkout and Payments
Everything about how subscriptions are purchased, billed, and collected — from the checkout page through recurring payment processing.
- Overview — Section overview, prerequisites, and quick reference.
- Subscription Checkout — Cart rules, one-click checkout, trial handling, plan switching at checkout, and subscription creation.
- Automatic Payments Overview Pro — Gateway architecture, billing models, webhook pipeline, and capability comparison.
- Stripe Pro — Setup, PaymentIntents, SCA/3DS, card auto-update, and dispute handling.
- PayPal Pro — Billing Agreements, Smart Payment Buttons, limitations, and webhook setup.
- Paddle Pro — Merchant of Record, catalog sync, native pause, automatic tax, and webhook setup.
- Auto-Renew and Manual Fallback Pro — Customer toggle, manual invoice collection, and payment method requirements.
- Gateway Health Dashboard Pro — Gateway status cards, webhook event log, and troubleshooting.
- Checkout Builder Overview Pro — Builder interface, multi-step checkout, sections, design panel, data flow, and settings.
- Field Types Reference Pro — All 27 field types: standard, advanced, and layout elements.
- Checkout Builder Use Cases Pro — 18 real-world examples: subscription boxes, SaaS, gyms, wine clubs, B2B, nonprofits, and more.
Billing and Renewals
How ArraySubs creates, schedules, and collects recurring payments — from the first invoice to the final renewal.
- Overview — How the billing engine works, background jobs, billing cycle summary, and key concepts.
- Renewal Operations — Invoice generation, manual vs automatic payment routing, renewal synchronization, different renewal pricing, and subscription expiration.
- Trial Management — Trial start, conversion to paid, first renewal calculation, auto-downgrade on trial expiry Pro, and trial settings.
- Recovery and Grace Flows — Two-phase grace period, overdue detection, skip and pause interaction with billing, and payment recovery.
- Renewal Communication — Renewal reminders, invoice emails, payment confirmations, failure alerts, and on-hold notifications.
Retention, Cancellation, and Refunds
Reduce churn with targeted retention offers, configure cancellation policies, track retention analytics, and manage refund workflows.
- Overview — How the retention system works, the multi-step cancellation flow, and section navigation.
- Cancellation Setup — Immediate vs end-of-period cancellation, cancellation reasons, and the Retention Flow admin page.
- Retention Offers — Discount, Pause, Downgrade, and Contact Support offers — configuration, trigger reasons, eligibility, and the customer modal flow.
- Retention Use Cases — 18 real-life scenarios showing how subscription businesses use retention offers to save revenue and reduce churn.
- Retention Analytics — Summary of the analytics dashboard and how it connects to your retention configuration. Full guide in the Analytics section.
- Refund Management — Refund policies, prorated refunds, gateway refunds, full refund subscription behavior, and refund-to-store-credit Pro.
Audits, Logs, and Troubleshooting
Track every subscription action, monitor scheduled jobs and gateway health, and diagnose common problems.
- Overview — Section overview and navigation.
- Activity Audits Pro — Searchable, filterable log of every action across the subscription lifecycle.
- Scheduled-Job Logs Pro — Execution history for all Action Scheduler jobs with success/failure status.
- Gateway Health Dashboard Pro — Gateway status cards, subscription counts, capabilities, and webhook event log.
- Renewal Failures and Billing Issues — Diagnose missing invoices, failed payments, grace period behavior, and automatic cancellation.
- Portal Action Failures — Troubleshoot cancellation, pause, skip, plan switch, and reactivation errors.
- Access-Rule Conflicts — Resolve overlapping membership rules and content restriction problems.
- Payment Method and Shipping Update Issues — Fix auto-renew toggle, card update, gateway detach, and shipping address errors.