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Home └Subscription └Self-Service Subscriptions

Subscription

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Course content
  • Uncategorized
    • Subscription Basics 60 xp
      • Quiz
    • Subscription Products 40 xp
      • Quiz
    • Renewing and Closing Subscriptions 60 xp
      • Quiz
    • Upsell Subscriptions 40 xp
      • Quiz
    • Subscription Reports 60 xp
      • Quiz
    • Automation Rules 40 xp
      • Quiz
    • Self-Service Subscriptions 40 xp
      • Quiz
    • Scheduled actions in Subscriptions 40 xp
      • Quiz
    • Subscriptions MRR Reports 40 xp
      • Quiz
    • Subscriptions Behavioral Reports 40 xp
      • Quiz
    • Subscriptions with Deliveries 40 xp
      • Quiz

Self-Service Subscriptions

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In this video, learn how to configure self-service options in Odoo's subscription app so your customers can manage their subscriptions on their own! TIMESTAMPS 00:00 Intro 00:41 Recurring plans (Subscriptions) 01:24 Recurring plan details - Pricing & Products 01:44 Self-service configuration 03:23 Overview of current subscriptions 04:14 Customer portal preview for self-service options 04:34 Walk-through of self-service 06:23 Outro For more on how to sell recurring products and services, check out the other tutorials in our Subscriptions app: - Subscriptions basics: https://www.youtube.com/watch?v=y7vlKyx2p1o - Renew Subscriptions: https://youtu.be/AYes8_jt_MU?si=nF8Zt92UWZmN24z4 - Automation Rules: https://youtu.be/R23ygFQrhmw?si=9NZaRqnR4umsZxip - Subscriptions playlist: https://www.youtube.com/playlist?list=PL1-aSABtP6AA4FB_ragz6tFTBKxVZA1Ij **App documentation** - Subscriptions documentation: https://www.odoo.com/documentation/18.0/applications/sales/subscriptions.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/sIw5 - Start a free trial: https://www.odoo.com/r/K8m

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1. Where do I go to enable self-service options?
Subscriptions > Products > Self-Service Subscriptions > Configuration > Recurring Plans Subscriptions > Sales Order > Self-Service Tab Subscriptions > Configuration > Subscriptions Self-Service
2. Which self-service option should I enable, so the customer can renew their subscription on their own?
Closable Refresh Renew There is no self-service option to allow customers to renew their own subscriptions
3. Where do I check what the self-service options look like for customers?
Subscriptions > Subscriptions > Select active subscription > Customer preview Subscriptions > Customer Preview Subscriptions > Configuration > Recurring Plans > Customer Preview There is no way to check what the self-service options look like for customers
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