Customer Portal
Give your customers a self-service dashboard where they can manage their subscriptions, view their rewards, and update their account - all without contacting support.
What You'll Get
Reduced support tickets - Customers help themselves
Better experience - 24/7 access to manage subscriptions
Increased retention - Skip options prevent cancellations
Transparency - Customers see their rewards, credits, and order history
Quick Setup
Step 1: Enable Dashboard Login
Go to Subscribfy → Settings → Customer Manage my Membership Settings → check Enable dashboard login.
Step 2: Choose Customer Actions
Enable the features you want customers to access:
Skip the Month | Pause membership for one month |
Charge Now | Pay early for membership |
Self Refund | Request refund for recent charge |
Ship Now | Request immediate shipping (product subscriptions) |
Swap Product | Change which product they receive |
Add Product | Add more products to subscription |
Update Quantity | Change how many items they receive |
Step 3: Save and Share Link
Click Save and share the dashboard URL with customers:
https://yourstore.com/apps/subscribfy-api/store/dashboard-login
What Customers See
The customer portal displays:
Account info - Name and email
Membership status - Active/paused, price, next billing date
Action buttons - Based on what you've enabled
Store credit balance - Available credits to spend
Loyalty points - Current balance and tier status
Product subscriptions - With swap/add/quantity options
Order history - Past orders and charges
Settings Explained
General Settings
Enable dashboard login | Allow customers to access their portal using email and order ID |
Enable Churn Offers | Show special offers when customers try to cancel |
Membership Settings
Enable Skip the Month | Customers can pause for one month instead of canceling |
Skip days slider (0-30) | How many days before billing the skip button appears. Set to 0 for always available. |
Enable customer self refund | Customers can request refund for their most recent charge |
Enable Charge Now button | Customers can pay early instead of waiting for billing date |
Product Subscription Settings
Enable Ship Now | Customers can request immediate shipping |
Enable Update Quantity | Customers can change how many items they receive |
Enable Swap Product | Customers can change which product they receive |
Enable Add Product | Customers can add more products to their subscription |
Product Selection for Swap/Add
When enabling Swap or Add Product, choose which products customers can select:
All products | Any product in your store |
Products with Subscribfy selling plan | Only subscription-enabled products |
Specific products | Hand-picked products you select |
How Customers Access the Portal
Option 1: Dashboard Login Page
Direct customers to: https://yourstore.com/apps/subscribfy-api/store/dashboard-login
They enter their email and an order ID to log in.
Option 2: Shopify Customer Account
Add a link to the portal from their Shopify account page.
Option 3: Email Links
Include the portal link in your subscription emails (order confirmation, upcoming charge, etc.).
Common Use Cases
Basic Self-Service
The goal: Let customers pause or cancel without support
Enable "Skip the Month"
Enable "Churn Offers"
Save
Customers can pause for a month, and if they try to cancel, they'll see your retention offers first.
Flexible Product Subscriptions
The goal: Full customization for product subscribers
Enable "Update Quantity"
Enable "Swap Product"
Enable "Add Product"
Enable "Ship Now"
Save
Customers can completely customize their subscription box.
Controlled Product Swaps
The goal: Limit which products customers can swap to
Enable "Swap Product"
Select "Specific products"
Choose allowed products
Save
Customers can only swap to products you've approved.
Troubleshooting
Customers can't log in?
Make sure "Enable dashboard login" is turned on. Verify they're using a valid email and order ID from their subscription.
Skip button not showing?
Check that "Enable Skip the Month" is enabled. Also check the skip days setting - if set to 5, the button only appears when customer is more than 5 days from billing.
Swap not showing products?
Verify products are selected in the eligible products setting. If using "Specific products", make sure you've selected which products customers can swap to.
Customer can't see their store credits?
Store credits display automatically if the customer has a balance. Check that Store Credit feature is enabled for your shop.
