ArraySubs User Manual
Welcome to the ArraySubs user manual — the complete guide to running a subscription store with WooCommerce.
Bugs And Feature Requests
If you find a bug or need a feature added, contact me directly at [email protected]. Include the manual page URL and what you expected to happen.
Start Here
- New store setup: Before You Launch → Cron Job Setup → First-Time Setup → Import and Export Settings → Essential Daily Workflows → Easy Setup Wizard
- Subscription foundation: Settings → Subscription Products → Manage Subscriptions
- Access and memberships: Member Access → Role Mapping → Login Limit Pro
- Dedicated operations modules: Coupons → Subscription Shipping Pro → Subscription Notes
- Customer and account experience: Customer Portal → Member Insight Pro → Store Credit Pro → Shortcodes → Profile Builder → Feature Manager Pro
- Checkout and lifecycle: Checkout and Payments → Billing and Renewals → Retention, Cancellation, and Refunds
- Reporting and communication: Analytics → Retention Analytics → Emails and Notifications
- Toolkit and gateway modules: Admin Bar Visibility → Admin Dashboard Access → WordPress Login Page → Login as User → Redirect Product Page Pro → Gateway Health Pro
- Troubleshooting: Audits, Logs, and Troubleshooting
Dedicated Module Count
The manual now tracks 27 dedicated product modules. Documentation-only sections such as Getting Started and Settings are not included in this count. 20 modules are available from the free/core side of the product, including mixed modules where Pro adds optional extensions. 7 modules require ArraySubs Pro.
| Count | Module Group |
|---|---|
| 20 | Free/core-accessible modules |
| 7 | Pro-only modules |
| 27 | Total dedicated modules |
Admin Screen Map
Most ArraySubs work happens in WordPress Admin under ArraySubs:
Page Navigation
- Manual home: Start here for the complete ArraySubs and ArraySubsPro documentation map.
- First setup path: Before You Launch -> Easy Setup Wizard -> First-Time Setup
- Daily admin path: Subscription Operations -> Subscription Detail Cards -> Lifecycle Management
- Troubleshooting path: Audits, Logs, and Troubleshooting
| Admin Path | Use It For | Related Guide |
|---|---|---|
| ArraySubs → Easy Setup | Launch the guided setup wizard or import/export settings | Easy Setup Wizard |
| ArraySubs → Settings | Configure global subscription, toolkit, plan switching, refund, skip/pause, and feature settings | General Settings |
| ArraySubs → Settings → Toolkit | Hide customer-facing WordPress clutter, restrict dashboard access, route login pages, and impersonate customers | Toolkit Settings |
| Products → Edit Product → Subscription Pro | Configure subscription products, Redirect Product Page, and Subscription Shipping controls | Subscription Products, Redirect Product Page, Subscription Shipping |
| ArraySubs → Subscriptions | Search, filter, create, export, edit, and open subscription records | Subscription Operations |
| ArraySubs → Subscriptions → Detail → Subscription Notes | Review system notes, admin notes, customer-visible notes, gateway notes, and lifecycle history | Subscription Notes |
| ArraySubs → Member Access | Build role, URL, post type, discount, shop access, download, content-gate, and login-limit rules | Member Access Overview |
| Marketing → Coupons | Configure subscription-aware coupon discounts and renewal cycle limits | Coupons |
| ArraySubs → Manage Members Pro | Search customers and open the Member Insight profile | Member Insight |
| ArraySubs → Store Credit Pro | Manage balances, adjustments, and transaction history | Store Credit Management |
| ArraySubs → Profile Builder | Configure custom profile fields and My Account navigation | Profile Builder |
| ArraySubs → Checkout Builder Pro | Design custom subscription checkout fields and steps | Checkout Builder Overview |
| ArraySubs → Retention Flow | Configure cancellation reasons and save-the-sale offers | Cancellation Setup |
| ArraySubs → Reports | Review subscription reporting entry points and open Retention Analytics | Reports Hub |
| ArraySubs → Settings → Payment Gateways Pro | Monitor gateway status, webhook URLs, and webhook event logs | Gateway Health |
| ArraySubs → Audits [beta] Pro | Diagnose activity, scheduled jobs, gateway events, renewals, portal actions, and access conflicts | Audits and Logs |
Each rewritten page starts with Page Navigation so you can jump directly to the screen, related setup guide, and next troubleshooting page.
Getting Started
New to ArraySubs? Start here.
- Overview — Section overview and quick reference.
- Before You Launch — Requirements, core concepts, subscription statuses, and the Free vs Pro feature map.
- Cron Job Setup — Configure reliable background processing for renewals and scheduled work.
- First-Time Setup — Install the plugins, create your first subscription product, place a test order, and verify the customer portal.
- Import and Export Settings — Move ArraySubs settings between sites or keep a backup of your configuration.
- Essential Daily Workflows — How the subscription lifecycle works, where merchants manage everything, and what to check before going live.
- Easy Setup Wizard — Guided first configuration, recommended defaults, and import/export access.
Settings
Configure store-wide subscription behavior and administration tools.
- Overview — Section overview and settings screen map.
- General Settings — Subscription cart rules, checkout and trial behavior, grace periods, email reminder timing, customer portal, customer actions, cancellation timing, and automatic-payment controls.
- Toolkit Settings — Field-by-field settings reference for the Toolkit screen.
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 and links to dedicated product modules.
- 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, 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.
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.
- Member Access — Overview of the real Member Access UI tabs, shared condition system, and section navigation.
- Role Mapping — Automatically assign or remove WordPress roles from subscription conditions.
- Content Gate — Choose Elementor, Gutenberg, shortcode, or PHP gating for protected content.
- Discount — Member pricing rules for products, categories, and tags.
- Shop Access — Product visibility, purchase blocking, login redirects, and 404 restrictions.
- URL — Protect frontend paths and URL patterns with priority and exclusions.
- Post Types — Gate posts, pages, and custom post types with archive behavior controls.
- Downloads — Provision gated files through My Account -> Downloads.
- Conflicts — Review URL-rule overlaps with higher-priority per-post overrides.
- Login Limit Pro — Global concurrent-session limits and rule-based session overrides.
Coupons
Coupons extends WooCommerce coupons with subscription-aware recurring discounts, cycle limits, and initial-checkout counting.
Subscription Shipping Pro
Subscription Shipping controls one-time versus recurring shipping charges for physical subscription products.
Subscription Notes
Subscription Notes is the subscription-level timeline for system events, gateway events, admin notes, and customer-visible notes.
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.
Member Insight 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.
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.
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.
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.
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.
- Payment Recovery Pro — Retry failed payments, recover overdue invoices, and coordinate gateway events with renewal recovery.
- 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, 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 — Dedicated analytics module for cancellation and offer performance.
- Refund Management — Refund policies, prorated refunds, gateway refunds, full refund subscription behavior, and refund-to-store-credit Pro.
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.
Retention Analytics
Retention Analytics is a free dedicated analytics module for churn reasons, retention offer performance, cancellation trends, and retained revenue.
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 — 17 customer-facing emails: new subscription, trials, renewals, payments, status changes, auto-downgrade, retention, card expiry, and gateway verification.
- Admin Emails — 4 admin notifications: new subscription, payment failed, scheduled cancellation, and subscription cancelled.
- Store Credit Emails Pro — 4 credit balance emails: added, used, expiring, and expired.
Admin Bar Visibility
Admin Bar Visibility hides the WordPress frontend toolbar for customers while administrators keep normal shortcuts.
Admin Dashboard Access
Admin Dashboard Access redirects unauthorized users away from /wp-admin while preserving backend access for administrators and selected staff roles.
WordPress Login Page
WordPress Login Page sends customer login and registration traffic to WooCommerce My Account instead of the default WordPress login screen.
Login as User
Login as User lets administrators impersonate non-admin customers for support, verification, and customer-portal troubleshooting.
Redirect Product Page Pro
Redirect Product Page controls whether direct subscription product URLs redirect to a sales page or return a 404.
Gateway Health Pro
Gateway Health is the dedicated gateway monitoring module for payment gateway status, subscription counts, webhook URLs, capabilities, and webhook events.
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 Pro — Dedicated gateway status and webhook monitoring module.
- 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.