Getting started with Daima.

From a fresh Shopify store with no subscription product to your first paying subscriber — under 10 minutes, no developer required.

Last updated · September 10, 2026

This guide walks you through the five steps to launch subscriptions on your Shopify store with Daima. By the end, you'll have a live Subscribe & Save widget on your product pages, the customer self-serve portal switched on in your Shopify account area, and a dashboard tracking your subscriber count. The portal step is the one merchants most often skip, and it is the one with no workaround: from the Daima admin you can pause, resume and cancel a contract yourself, but you cannot skip a delivery, move a billing date or swap a product on a customer's behalf. Without the portal, those three requests have nowhere to go.

Before you start. You'll need a published Shopify store with at least one product. Daima works on any Shopify plan, including Basic — but Shopify's Subscription APIs require your products to be set up to allow recurring purchases (we'll handle that for you in step 2).

1 · Install Daima from the Shopify App Store

From your Shopify admin, open the App Store and search for Daima Subscriptions App, or go directly to apps.shopify.com/daima-subscriptions-app.

Click Install on the listing. Shopify shows you an Install app screen listing the data Daima can view and edit — review it, then click Install to authorize. The install completes in a few seconds.

You're automatically placed on the Free plan (zero monthly fee, 2.5% commission per subscription order, capped at $50/mo). You can switch to Pro at $29.99/mo flat from the Daima Billing page at any time, with a 7-day free trial.

2 · Create your first subscription plan

From the Daima admin, open Subscriptions in the left nav. You'll see a list of any existing plan groups — empty on first install. Click Create Plan Group to add your first.

A plan group defines:

Group name — internal label and the heading customers see in the widget (e.g. "Subscribe & Save")
Frequency options — one or more delivery cadences (every 1 week, every 30 days, every 3 months, etc.) — each can carry its own discount
Discount type — Percentage or Fixed Amount, applied to every renewal
Products — which items this plan applies to. Pick from your full catalog with the Shopify resource picker

Save the plan group. Daima writes the configuration to Shopify's Selling Plan API, which marks the chosen products as subscribable. No theme code changes, no developer involvement.

You can create as many plan groups as you need. Coffee roasters typically run a single "Subscribe & Save 15%" plan with a few frequency options. Beauty brands often run a "Replenishment" plan plus a "Discovery box" plan. There's no limit and no extra cost.

In your Shopify admin, go to Online Store. Next to the theme you want to edit, click Edit theme. In the theme editor, use the template menu in the centre of the top bar to switch to a product template.

Click Add block on the product information section, then choose Daima Widget from the app blocks list. Position it where you want — most merchants place it directly above the Add to Cart button.

The widget inherits your theme's typography and color tokens automatically. If you want to tune it (custom accent color, button radius, layout style, font weight, badge text), open the Daima admin and go to Widget Editor. The preview panel updates in real time as you edit.

Save your theme. The widget is now live on every eligible product page.

4 · Turn on the customer portal

Daima ships a full page for Shopify's customer account area. Once it is added, a signed-in subscriber gets a My Subscriptions page where they can skip a delivery, pause, resume, cancel, move their next billing date, and swap a product themselves — which of those a card offers depends on whether that contract is active or paused. It does not appear on its own — you add it once, in Shopify's checkout and accounts editor.

Your store has to be on Shopify's current customer accounts. Customer account UI extensions do not run on legacy customer accounts at all, so on a legacy store there is nothing to add. Check under Settings → Customer accounts in your Shopify admin, in the section for choosing which version of customer accounts to link to — it will show either Customer accounts or Legacy customer accounts selected. Switching is the fix, but know the trade-off before you do it: on the current version customers sign in with a one-time six-digit code emailed to them instead of a stored password, and any Liquid customizations on your old account pages stop working. Existing customers will notice, so tell them first. The full version of this check, including what you gain and what breaks, is in the customer portal doc.

Once you're on the current version, add the page:

From your Shopify admin, go to Settings → Checkout, and in the Configurations section click Customize on the configuration you're using
In the editor's Apps section, find Daima Subscriptions App — the page is listed under its own name, Subscription Management
Click the + icon next to the app in the Apps section, then under Add page to choose Accounts. There are no block settings to fill in — click Save

If you were editing a draft configuration rather than the live one, publish it afterwards. A draft never reaches customers.

Saving the page does not put it in your customer account menu. That is a separate step and Shopify does not force it: click Add to menu, which opens the Customer account main menu dialog. Do it. The page exists at its own URL either way, but with no menu entry your subscribers have no way to reach it — that's the most common reason a merchant adds the page and nothing appears to change. The menu Label comes prefilled and is editable right there, so if the prefilled wording isn't what you want customers to read, change it in that moment: "My subscriptions", "Manage subscription", or whatever matches your store's voice. You can rename or reorder it later from Content → Menus, in the menu named Customer account main menu.

To confirm it worked, sign in to your own storefront as a test customer at your-store.myshopify.com/account and look for the menu item you just added. Opening it should give you a page headed My Subscriptions. If that test customer has no subscription yet, it reads "No subscriptions yet" — that's the right answer, not a failure. The account link on Daima's Settings page points at this same account home, not at the subscriptions page, so it only leads anywhere useful once you've added the page.

Every action a subscriber can take from there, and exactly what each one does to the contract, is covered in the customer portal doc.

5 · Watch the dashboard

The Daima admin's Home route is a setup guide that walks new merchants through plan creation, widget customization, and billing. Once setup is complete, the pages you'll visit most are:

Analytics — Subscription Revenue and New Subscribers with period-over-period comparison, plus widget metrics: Widget Views, Add to Cart Clicks, Conversion Rate, and Subscribe Preference (subscription vs one-time)
Contracts — every active subscription contract on your store, searchable by customer or product. This is also where you pause, resume or cancel a contract yourself when a customer emails you instead of using the portal
Churn Prediction — a 0–100 risk score per active subscriber, recalculated daily based on behavioral signals. Use the high-risk list for outreach.
Subscriptions — manage your plan groups (create new ones, edit existing ones, archive)

The full nav also includes A/B Testing, Loyalty Tiers, Gift Subscriptions, Affiliates, Settings, and Billing. Until your first subscriber, most metrics will read zero — that's expected. Daima fills them in as orders roll through.

Test it before you launch. Place a real test order on your own store using a discount code so you don't pay full price. Subscribe to a real plan, then open the My Subscriptions page you added in step 4 and try the self-serve actions: skip a delivery, change billing date, swap a product. This is the single best way to confirm everything works before a real customer sees it.

What to do next

Once you have subscriptions live, the obvious next steps:

Configure loyalty tiers if you want long-term subscribers to earn stacking discounts
Set up the affiliate program if you have creator partners or referral relationships
Enable the checkout upsell to convert one-time buyers into subscribers at the highest-intent moment
Run an A/B test on the widget's custom title, badge text or benefit lines once you have at least 1,000 monthly visitors per product page

Each of those has its own doc — they'll appear in the sidebar as we publish them. If you need help in the meantime, email [email protected] and we'll walk you through it directly.