Getting started

Core Features

Store Management

Payments

Developer

Settings

The Settings page is where you configure how Milo Subscriptions behaves on your site: which mode to run in (WooCommerce or Standalone), what customers are allowed to do, how renewals are processed, which emails to send, and more. Open it from Milo Subscriptions → Settings.

Settings are grouped into tabs. This page walks through each tab and lists every setting you can change, using the exact labels shown in the UI.

General

The default tab. It contains two sections.

General settings (WooCommerce mode only)

  • Add to cart button text (subscription): the label shown on the add-to-cart button for simple subscription products.
  • Add to cart button text (variable subscription): the label shown for variable subscription products.

These fields are only visible when your site is set to WooCommerce mode.

Usage tracking

  • Enable usage tracking: share anonymous usage data to help improve Milo Subscriptions.

Click What we collect to open a modal listing everything that is sent: plugin, WordPress, and WooCommerce versions; subscription counts; anonymized revenue metrics; payment gateways used; and billing period distribution. No customer names, emails, order details, or personally identifiable information are ever collected.

Subscriptions mode

Choose the engine that powers your subscriptions.

  • WooCommerce: full-featured mode. Physical and digital products, coupons, taxes, shipping, variable subscriptions, any payment gateway. For stores that want the full WooCommerce ecosystem.
  • Standalone: simpler and quicker to set up. Plans + Stripe Checkout, no WooCommerce needed. Fewer features but ideal for basic subscription sites like memberships and paywalls.

You can change this setting at any time. Switching modes hides the other mode’s pages and data but does not delete anything, so you can switch back.

Checkout

Controls how subscription payments are processed.

Checkout and payments

  • Accept manual renewals: allow any payment gateway to be used for subscription purchases. Customers pay manually for each renewal.
  • Turn off automatic payments: disable automatic charging even for gateways that support it.
  • Auto-renewal toggle: let customers choose between automatic and manual renewal at checkout.
  • Mixed checkout: allow subscription and non-subscription products to be purchased together.
  • $0 initial checkout: allow subscriptions with a $0 initial payment to be purchased without a payment method. The customer must add one before the first renewal.
  • Early renewal: allow customers to renew their subscription before the next payment date from their account page.
  • Drip downloadable content: only grant access to new downloadable files after the next renewal is processed. Files added to a product between renewals remain hidden until the customer pays.
  • Subscription switching: allow customers to upgrade, downgrade, or switch between subscription plans from their account. When enabled, you also choose the Switch charge type:
  • Full charge for new plan
  • Prorate based on remaining time
  • No charge (free switch)
  • Update prices on renewal: automatically update existing subscription prices to match the current product price when a renewal is processed. The subscription total will be recalculated.
  • Update shipping on renewal: recalculate shipping costs when creating renewal orders instead of copying the original shipping amount.

Synchronized renewals

Align subscription renewals to specific calendar dates for monthly and yearly billing periods.

  • Enable synchronized renewals: monthly subscriptions renew on a fixed day of the month; yearly subscriptions renew on a fixed month and day.
  • Renewal day of month: a value from 1 to 28. Used for monthly and quarterly subscriptions, and as the day for yearly renewals.
  • Renewal month (yearly subscriptions): the month (January to December) used for yearly renewals, combined with the day above.
  • Prorate first payment: adjust the first payment amount based on the days until the next sync date.

Customer

Controls what customers can do with their subscriptions.

Customer controls

  • Allow customers to suspend: let customers pause their subscriptions temporarily. When enabled:
  • Maximum suspensions per subscription: how many times a customer can pause the same subscription. 0 means unlimited.
  • Allow customers to cancel: let customers cancel their active subscriptions from their account. When enabled:
  • Sitewide minimum periods before cancellation: minimum billing periods before customers can cancel. Applies to all subscriptions unless overridden per product. 0 means cancel anytime.

Cancellation survey

Collect feedback from customers when they cancel to understand churn reasons.

  • Enable cancellation survey: show a survey form when customers cancel, asking why they are leaving.
  • Cancellation reasons: an editable list of reasons. Add a reason with the Add reason button, or remove one with the Remove button next to it.

Roles

Control user roles based on subscription status.

  • Enable role management: automatically change user roles when subscription status changes. When enabled:
  • Active subscriber role: Subscriber or Customer. Applied while the subscription is active.
  • Inactive subscriber role: Subscriber or Customer. Applied when the subscription ends or is paused.

Emails

Configure subscription email notifications directly from this tab.

Each email appears as a row that expands when clicked. The row shows:

  • A toggle to enable or disable the email.
  • The email title.
  • A badge indicating whether the email is sent to the Customer or the Admin.

Expanded, each email lets you edit:

  • Subject: the email subject line.
  • Heading: the heading shown at the top of the email body.
  • Additional content: custom text inserted into the email body.
  • Recipient(s) (admin emails only): comma-separated list of recipient email addresses.
  • Email type: HTML, plain text, or multipart.

Supported placeholders include {site_title}, {order_number}, and {site_url}. Click a placeholder chip to copy it to your clipboard.

A Preview button opens a modal that renders the email as it will appear to the recipient, using current settings.

Standalone mode

Sell simple recurring subscriptions via Stripe Checkout without creating WooCommerce products. This tab only applies when Subscriptions mode is set to Standalone (or when you want to enable it).

  • Enable Standalone Mode: when enabled, a new Plans page appears in the sidebar and Subscribe blocks and shortcodes become available.
  • Currency: ISO 4217 code (for example, USD, EUR, GBP). Defaults to your WooCommerce currency. All standalone plans use this single currency.
  • Default success URL: where customers are redirected after completing Stripe Checkout. Blocks and shortcodes can override this per button.
  • Default cancel URL: where customers are redirected if they abandon Stripe Checkout.

Once enabled, the tab displays a Next steps list:

  1. Connect Stripe via the Milo Payments page.
  2. Create your first plan from the Plans page in the sidebar.
  3. Add a Subscribe block or [milosubscriptions_subscribe] shortcode to any page.

It also shows a note that in Standalone mode, customer emails (receipts, payment failures, renewal reminders, refunds) are sent directly by Stripe, not by Milo Subscriptions. Configure those in your Stripe dashboard.

Saving changes

Changes to any setting mark the page as dirty. A Save changes button in the header activates when there are unsaved edits. Email settings are saved on a per-email basis via the Save button inside the expanded row. Feedback is shown via a Snackbar at the bottom of the screen.