Customer Portal
Give your customers a self-service dashboard where they can manage their subscriptions, view their rewards, and update their account
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
Enable Dashboard Login
Go to Subscribfy → Settings → Customer Manage my Membership Settings → check Enable dashboard login.
This allows customers to access their membership portal using email + order ID - no Shopify customer account required.
Choose Customer Actions
Enable the features you want customers to access:
| Feature | Description |
|---|---|
| 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 |
Save and Share Link
Click Save and share the dashboard URL with customers:
https://yourstore.com/apps/subscribfy-api/store/dashboard-loginWhat 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
| Setting | Description |
|---|---|
| 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 |
| Setting | Description |
|---|---|
| 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 |
| Setting | Description |
|---|---|
| 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:
| Option | Description |
|---|---|
| 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
Common Use Cases
Troubleshooting
Related Features
Portal Theme Editor
Customize colors, spacing, and styling of your portal
Custom CSS
Add advanced styling with CSS code
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