Manually Creating Subscription via Admin

Manually Creating Subscription via Admin


Add the user to the site first by going to Users > Add New.

Fill out the users' details: User Role is Subscriber, for the Send User Notification Checkbox, CRU recommends unchecking this so the customer DOES NOT get sent an automated email - This is a standard WordPress email and is not styled. CRU recommends sending a custom communication after you have added the user and their subscription.

Once you have added the user, click back into ‘Edit’ on the user and fill in their address and other details. These will be auto populated in when you add the user to the subscription later.

Once you have added the user ensure to add them to the relevant Wine Club GROUPS on the USERS page. This will ensure they receive their shop discount when logged into their account. Use the Groups function above the users list. The usual set up is to add them to 2 groups, a generic one, i.e ‘Wine Club’, and the discount, i.e ‘Wine Club 15’ (indictating 15% discount.) These groups are already be set up for you and you just need to search the relevant group when adding. Users who sign up through the front end are automatically added to these groups. When a wine club member cancels their subscription, you will need to remove them from the groups to ensure they do not continue receiving their discount.
  1. Select User (can select multiple at once)
  2. Choose Groups
  3. Select Add To Group (or Remove From Group if you are removing them), Select ‘Apply’
  4. Check they are in the correct groups. 


Once you have saved the user's account and added them to the groups, follow the steps below.

Navigate to the Subscriptions page to create a new subscription




  1. In the Admin Dashboard, hover the cursor to “woocommerce”
  2. Click on “Subscription” as shown above.
  3. Click on “Add Subscription”.

(ADDING SUBSCRIPTION TO CUSTOMER)



  1. Search for the customer you want to create a subscription for.
  2. Fill out Billing and Shipping details. (NOTE: Credit Card details to be completed in Step 13 at the end of this document).
  3. Click “Create” button then wait for the page to reload to proceed to the next step.
Adding the pack variation and products


  1. Select the pack you want to add.
  2. Select the numbers of bottles in the pack
  3. Select how often the customer will get the pack
For Set Packs


  1. Select the pack and the variations the customer has chosen.
  2. Click “Add Pack Mix” Button. This will load the products of the pack. 



  1. Review and confirm it is the correct pack and variations.
  2. Click “Recalculate” button and then click 'yes' on the modal dialogue box. 

For Choose Your Own 



  1. Select the pack type and the quantity and frequency variation
  2. Select the product amounts
  3. Click “Save” button which will populate the below area with the pack, its variation, the products chosen, the shipping rule for that variation and the discount coupon for the value of that variation. 


  1. Click “Recalculate” button and then click 'yes' on the modal dialogue box. 
Note: If the total number is more than the limit of the pack, then it will notify and will not proceed unless the total number of products selected is equal or less that the max or the pack limit. 


Completing the subscription (for both Set and Choose Your Own pack types)



  1. Set the recurring schedule according to the frequency of the selected pack.
  2. Set the next payment (Must be calculated according to the recurring schedule. You can edit the next payment date anytime you want)
  3. Set the subscription status to 'Active'.
  4. Save the subscription by clicking the “Create”/”Update” Button.

  1. Change payment method to “Credit Card” and fill out necessary information about the credit card.
  2. Save the subscription again by clicking “Update Button”.




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