Customer Portal

Empower your customers with a self-service portal. This will allow them to manage their subscriptions directly, enhancing their experience and reducing your customer service load. To create this portal, navigate to the Installation tab on the Settings Page in Subrise and click on Customize Customer Portal button.

You will be directed to the customer portal editor

Click on the Home Page dropdown, then on Pages, and then select Create Template. Create a name for the template and then click on Create Template as shown below:

With that done, navigate to the Sales Channel section and then the Plans page under the Online Store tab.

Click on Add Page

Give the Page a title and then assign it to the template we created above. You should see it in the theme template dropdown. With that done, you can save the changes

Next, navigate to the Theme tab under Online Store and click on the Customize button on the page.

Click on the Home Page dropdown, then on Pages, and then select the template we created.

With that done, hide the content of the page by clicking on the eye icon. After that, click on Add Section, navigate to the Apps tab and then select Customer Portal

With that done, you now have a password-protected page where your customers can manage their subscriptions.

During development, you will be provided with mock data, which will enable you to customize the page's look and feel adequately.

Let's go through the settings and see what you can do with them in the editor.

Global Settings: The global settings allow you to customize the background color of the page and also the roundness of the card borders

Font Settings: This is used to set the text color and size.

Button Settings: This is used to customize button text and color.

Product Table Settings: Customize how and if you want to show action add-on products

Card Settings: Customize card box width, border color, and box shadow.

Title Settings: Customize title textx with this setting

With this portal, customers can manage their subscriptions, add products, manage their billing and shipping addresses, manage charges, and also manage payment methods. You can also customize the page using the styles provided. Save the changes and you will have successfully created your customer subscription portal.