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The Products section controls, product by product, what your subscribers see beyond their plan: which products are offered as a discounted one-time purchase (upsell), which ones can be swapped or added to a subscription from the portal, and —when a product has more than one plan— which one comes preselected on the product page.
Subscription terms aren’t defined here. Frequency and price live in Plans: a product is subscribable because it’s tied to an active plan, not because of what you configure on this screen.
The screen lists your active Shopify catalog, with a search by name or SKU and pagination. Each product card shows the Upsell and Swap/Add labels when that capability is enabled. There’s a single Save changes button for the whole page: you can edit several products —even across different pages of the list— and save them all at once.

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One-time upsell

Mark a product as “Eligible for one-time upsell” to offer it as a discounted one-time purchase in two places:
  • The product page: the buy box shows the offer next to the subscription, and if the customer adds it, it’s charged in the same signup checkout.
  • The customer portal: it appears in the “Add something one time” section, where the subscriber buys it with an immediate charge and receives it along with their next delivery.
Per-product options: On the customer’s side, the full experience is described in Add-ons.

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Swapping or adding in the subscription

Mark “Available to swap or add in the subscription” so that product appears in the portal when a subscriber edits their plan: both to replace a product in their subscription and to add another one.
  • Variants the customer can choose: checkboxes per variant; if you tick none, all of them are shown.
  • Only variants with an active plan on the same frequency as the customer’s subscription are offered — all the products in a subscription share the mandate’s frequency.
  • If you enabled “Show out-of-stock products” in Settings, sold-out variants also appear; otherwise they’re hidden.
If no product has this option enabled, the subscriber can change quantities and remove products, but won’t be able to add or swap to another product from their portal. If you want to offer that flexibility, this is the switch.

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Preselected plan in the store

This selector appears only on products that have more than one active plan. It defines which one comes checked when the customer lands on the product page; the rest stay available in the frequency dropdown.
  • Automatic (shortest frequency): the default behavior.
  • A specific plan: useful when two plans share a frequency and you want the buy box to open with your best offer, instead of an arbitrary order.
Combine it with each plan’s “Name on the product page” field (in Plans) to also control the text each selector option is shown with.