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Tutorial: Manage your account and subscriptionsUpdated 14 days ago

Heart & Soil account management overview

Heart & Soil Account Management Tutorial


Table of contents and timestamps:

  • Logging In and Receiving the Four-Digit Code (0:11)
  • Managing Subscriptions (0:30)
  • Merging and Splitting Subscriptions (1:18)
  • Adding or Delaying Products in Subscriptions (1:40)
  • Updating Payment Methods (3:41)
  • Pausing or Cancelling Subscriptions (4:26)
  • Viewing Order History and Tracking Orders (5:20)
  • Managing Account Info: Profile, Addresses, Payments (6:12)


1. Logging In - Log in here.

  • Click the account icon in the navigation bar.
  • Enter your email to receive a 4-digit code via email or SMS (if phone number linked).
  • Use the code to log in.

2. Dashboard Overview

  • The dashboard displays key information:
    • Upcoming Subscription Block: Options to ship, delay, or manage subscriptions.
    • Recent Orders: View status and tracking.
    • Subscriber Savings & More: Access recommendations, NPS survey, and FAQs.

3. Managing Subscriptions

  • Navigate to the Subscriptions Page.
  • Key Actions:
    • Adjust delivery frequency or next order date.
    • Merge subscriptions.
    • Add new items to subscriptions.
    • Delay subscriptions or specific products.

4. Order Management

  • Order Summary Block:
    • Apply promo codes and edit shipping methods.
    • Track orders from the Order History Page.

5. Payment Methods

  • Update primary and backup payment methods.
  • Remove unused payment methods (if not tied to active subscriptions).

6. Account Information

  • Edit profile information, including phone numbers and SMS settings.
  • Manage delivery addresses.

7. Canceling or Pausing Subscriptions

  • Click Cancel Subscription.
  • Pause subscriptions instead of canceling.

8. Recommendations and FAQs

  • Browse and add products from the Recommendations Page.
  • Access the FAQs Page for additional support.


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