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Documentation Index

Fetch the complete documentation index at: https://docs.firmhouse.com/llms.txt

Use this file to discover all available pages before exploring further.

This guide explains how to add or remove products to/from a customer’s subscription. It covers two common use cases: adjusting products after a plan change, and adding additional products (add-ons) to an existing subscription.
Note: Depending on your project configuration, the sidebar may show this page as Subscriptions or Customers. The functionality is the same in both cases.

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Adjust Products After a Plan Change

If a customer changed their plan (see Change the active plan of a subscription for more details), you may also want to adjust the products that came with that plan change.

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Steps

  1. Go to Customers and look for the customer
  2. Scroll down to the Active Products section
active_products

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To Add a Product

  1. Click on Add product in the top right
  2. Choose the product to add from the dropdown. You can search and select any product in your project. Products that are not allocated to the subscription’s plan group are labeled “Not eligible for this subscription’s plan” in the search results. When you select such a product, a warning appears—you can still add it manually, but customers won’t be able to add it themselves in the Self Service Center. If you need to make the product available to customers, you can update the plan group eligibility for that product.
  3. Set the Quantity (number of units per shipment).
add_product_modal
  1. Optionally, check the One-off add-on (next order only) checkbox if you want the product to be included in the next order and then automatically removed from the subscription. Leave it unchecked for a recurring/scheduled product.
For recurring products, the Shipping date field indicates the day that the order will get created. For one-off add-ons, this field is not required since the product is included whenever the next order is generated.

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To Remove a Product

Simply click on Remove next to the product. This will change the monthly amount. It will not trigger any logistics processes.

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Informing the Customer

There is no automated email that informs the customer about a change in products. Make sure to contact the customer manually and confirm the change to their subscription.