In this Customer Portal Settings section, You can customize the customer portal which is shown by your customer at the time of visiting your page they use. So you can rename the labels here.
To set your customer portal please follow the steps below:
Step 1: Log in to your merchant portal for Appstle Subscription on Shopify.
Step 2: Click On Customization > Customer portal settings. Or follow the picture below...
Here are some options. A short Description of each section is given below…
CUSTOMER PORTAL LABELS: In this section, you can modify all text labels to ensure they're clear and easily understood by customers in their preferred language. We recommend keeping labels simple and intuitive for the best user experience.
Available customization options include:
Product management labels
Payment information fields
Subscription cancellation wording
Upcoming order details
Shipping address fields
The Customer Portal in Appstle Subscriptions allows merchants to customize how subscription information appears to customers. The Labels section specifically controls the terminology and messaging throughout the subscription management interface.
Subscription Management Labels
This section focuses on order frequency and delivery settings, enabling you to modify text labels for a seamless customer experience. Below are the key customizable fields:
1. Order Frequency Settings
Order Frequency Text
Controls how frequently recurring orders are displayed (e.g., "Every 2 weeks").Order Frequency by [hi] (likely a placeholder for dynamic values)
Adjusts phrasing when frequency is variable (e.g., "Deliver every [X] days").
2. Delivery Interval Settings
Delivery Interval Text
Modifies how delivery schedules are worded (e.g., "Shipping every month").Delivery Interval by [hi] (dynamic value placeholder)
Customizes interval descriptions (e.g., "Ships every [X] weeks").
3. Edit Frequency Button Text
Edit Frequency Button Text
Changes the CTA text for modifying subscription frequency (e.g., "Change schedule").Edit Frequency by [hi] (dynamic value)
Adjusts interactive buttons when customers modify delivery settings.
Why Customize These Labels?
Improve Clarity: Simplify language for better customer understanding.
Brand Consistency: Match your store’s tone (e.g., "Renew" vs. "Recharge").
Localization: Adapt terms for regional dialects (e.g., "Postcode" vs. "ZIP code").
Control how purchase choices appear to customers:
Main Labels
"Subscribe & Save" (subscription option)
"One-Time Purchase" (single order)
Supporting Text
Savings messages ("Save 20%")
Frequency options ("Every month")
Buttons & Notes
Selection prompts ("Choose your option")
Disclaimer text ("Cancel anytime")
Why It Matters
Clear labels increase conversions
Consistent language builds trust
Flexible for different products
Payment & Billing Label Customization
Key Customizable Fields
Control how payment information appears to customers:
1. Amount Displays
Amount Text
Label for base price (e.g., "Subscription Price" or "Recurring Amount")Subtotal Label
(e.g., "Subtotal" or "Order Summary")Order Total Text
Final amount label (e.g., "Next Charge" or "Upcoming Payment")
2. Payment Messaging
Update Payment Text
CTA for payment method changes (e.g., "Update Card")Billing Cycle Info
(e.g., "Billed monthly" or "Renews every 30 days")
3. Error/Status Messages
Payment Failure Text
(e.g., "Payment declined - please update details")Success Confirmation
(e.g., "Payment method updated successfully")
Customer Portal Configuration Section Overview
Core Functionality
The Configuration section provides centralized control over your customers' subscription management capabilities. This is where you define what actions subscribers can perform through their portal.
Key Configuration Options
1. Subscription Controls
Cancellation Permissions
Enable/disable customer self-cancellation
(Example: [ ] Allow customers to cancel subscriptions)
Pause/Resume Functionality
Let customers temporarily pause subscriptions
(Enabled by default: [x] Allow pausing)
Order Modifications
Immediate processing of next order
Upcoming order skipping
(Both typically enabled by default)
2. Product Management
Subscription Edits
Product removal permissions
Order note capabilities
(Essential for flexible subscriptions)
Fulfillment Controls
Per-order skipping options
(Useful for subscription boxes)
Technical Features
Real-Time Activation - Changes apply immediately
Granular Permissions - Enable features individually
CSV/JSON Support - For configuration backups
Best Practices
Balance Control & Convenience
Enable pausing/skipping but consider restricting cancellationsMonitor Analytics
Track how configuration changes affect retentionSeasonal Adjustments
Temporarily enable more controls during holidays
This section works in tandem with the Labels customization area to create a complete customer self-service experience.
Customer Portal Customization Section
Overview
The Customization section gives you granular control over the visual presentation and functional elements of your customer portal. This is where you tailor the interface to match your brand identity and optimize the user experience.
Key Customization Options
1. Visibility Controls
Element Hiding Options:
Order Now button (for prepaid contracts)
Resume Subscription button
Rescheduling interface
Time picker functionality
Navigation Customization:
Show/hide order notes
Toggle loyalty program displays
Product swapping controls
Past orders history tab
2. Visual Styling
Font Settings:
Use system default fonts
(Note: Additional font controls likely in Custom CSS section)
3. Layout Management
Section Organization:
Configure which portal sections appear
Reorder information hierarchy
Implementation Features
Toggle-Based Interface - Simple checkbox activation
Real-Time Previews - See changes before publishing
Mobile-Responsive - Changes apply across devices
Strategic Recommendations
Brand Alignment:
Hide non-essential elements to reduce clutter
Maintain consistent UI with your main store
Conversion Optimization:
Keep key actions (like resuming subscriptions) visible
Consider hiding complex options from new customers
Seasonal Adjustments:
Temporarily highlight specific features during promotions
Modify visibility during high-volume periods
Manage Subscription Button Customization
Key Features & Implementation
The highlighted section provides three methods to integrate the Manage Subscription Button into your Shopify store:
1. Automatic Placement (Recommended)
The button automatically appears in supported themes
Requires no technical setup
Appstle handles optimal positioning
2. Manual HTML Placement
For unsupported themes:
html
<div id="appstle-subscription-manage-subscription-button-placeholder"></div>
Insert this snippet where you want the button to appear
Works in theme files like theme.liquid or customer-account.liquid
Gives precise placement control
3. Navigation Menu Integration
Alternative approach:
Add as a permanent menu item
Visible across all store pages
Configure via Shopify Navigation settings
Magic Link Customization Section
Key Features
The highlighted section enables password-free access to the customer portal through secure magic links. This streamlines the login process while maintaining security.
Customizable Elements
1. Magic Link Email Content
Retrieval Text
"Access Your Account" (Default: "Retrieve Magic Link")
The clickable text in the emailEmail Address Field
Label: "Your Email" (Default: "Email address")
Placeholder: "your@email.com" (Default: "example@mail.com")
2. System Messages
Success Notification
"Check your inbox!" (Default: "Email Triggered Successfully")
Shown after requesting magic link
Implementation Benefits
Frictionless Access - Customers bypass password entry
Enhanced Security - Time-limited, single-use links
Brand Alignment - Customize all customer-facing text
So that is all about the Customer Portal Settings. If you have any questions about this functionality or are looking for more features, you can reach out to us at subscription-support@appstle.com. Our 24x7x365 available experts will be happy to assist you further.