Customer Portal

Overview

The Customer Portal is a dedicated platform that allows customers to manage their subscriptions effectively. It provides a user-friendly interface for viewing, editing, and updating subscription details, ensuring a seamless experience on the customer's side.

How to Access the Customer Portal

Customers can access the Customer Portal in 2 main ways:

QuickSub Emails

When sending subscription information, QuickSub includes a link that directs customers to their subscription details.

Direct Link

Customers can access the portal directly via store link, which can be found in Customer Portal > Customer Portal Link.

To help customers directly access the customer portal from their Account page, go to Content Select Menus > Select Customer account main menu > Add menu item > Add label > Add customer portal link above > Click Save.

Managing Permission On The Customer Portal

Merchants can grant selected permission to customers via Customer Portal > Customer portal permission.

At the moment, customers can receive permission to:
Edit subscription status: Customers can cancel, pause or resume their subscription. These options are enabled by default. Note that not allowing customers to cancel subscription can cause issues. If disabled, the cancellation policy in purchase options will not work.
Edit future billing attempts: Customers can skip or reschedule their upcoming billing attempt. These options are not enabled by default.
Edit subscription items: Customers can remove, add items, or change item quantity. These options are not enabled by default.

Save Cancellation and Pause

Merchants can display reasons for cancellation performed by customers with the following options:
Display reasons to customers: Configure reasons for cancellation and pause from customers to gather feedback. Up to 20 reasons can be displayed.
Display message when customers pause or cancel: Configure a message to persuade customers to keep subscriptions.
Automatic subscription resumption or reactivation: Allow admins and customers to schedule automatic subscription resumption or reactivation.

These options are not enabled by default.

Merchants can also display reasons for cancellation performed by admin users with the following option:
Display reasons to admins: Configure reasons for cancellation and pause performed by admin users. Up to 20 reasons can be displayed.

Frequently Asked Questions

1/ How can I set up customer permissions for updating subscription status, skipping or rescheduling billing attempts, or editing product items?

You can adjust these permissions by navigating to QuickSub App > Customer Portal > Customer Portal Permissions.

2/ Will I receive notifications if customers make changes to their subscriptions through the Customer Portal?

Yes, if customers pause, resume, or cancel a subscription, or skip/reschedule billing attempts, you will be notified via email. To enable these notifications, go to QuickSub App > Preferences > Notifications > Admin

Updated on: 18/04/2025