Customers can edit their subscriptions, update billing info, or see their purchase history through the customer portal via their customer account logins. You can share a link with your customers manually or through your notification emails. This comprehensive guide reviews the sections of the customer portal and the settings you can adjust to enable or disable certain features.
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Customer portal types explained
Customer Portal Themes
The Customer Portal Themes is a revamp of the Storefront Customer Portal available to all merchants. Similar to how you can select different stylings for your eCommerce store through the themes section, you can choose different portal themes to apply to the Customer Portal Themes.
Legacy Storefront customer portal
The Legacy Storefront customer portal option allows your customers to manage their subscriptions directly on your store. It adopts to the style and branding of your Shopify storefront.
Standalone customer portal
The standalone customer portal uses a similar template as the admin-facing customer portal.
Recharge Theme Engine
Available exclusively to Pro merchants using the Recharge Checkout on Shopify, the Recharge Theme Engine will allow you to customize the interface of your store's customer portal. With the Theme Editor, you'll be able to tailor the look and feel of this portal to fit your store's style and branding.
Though the Theme Engine option can be set in Settings (wrench icon) > Customer Portal, adjustments to the customer portal should be done through the Theme Editor.
Note: Refer to our Customer Portal comparison chart to determine which portal is right for you.
Enable the customer portal
- In the Recharge Dashboard, click the wrench icon.
- Select Customer portal.
- Under Customer portal location, select your desired customer portal type.
Testing the customer portal
In Recharge, select Customers at the top, then search for any customer. Click on a customer name and on the following screen hover over the link icon next to their name. Copy and paste the link into a different browser or in an Incognito window to see the customer-facing view.
Specify the customer portal location
Among the options in Settings, Customer Portal, there is a section for Customer portal location with two options.
- Embedded in platform storefront: The customer portal is embedded within your Shopify theme and takes on the styling, logo, and menu from your Shopify theme.
- Hosted by Recharge: The customer portal is hosted by Recharge and will not inherit any styling.
This is important for your store depending on your theme. The CSS from your Shopify theme can conflict with the customer portal code and switching to hosted will resolve this. If you notice an issue with the CSS styling on your portal, switch to Hosted by Recharge momentarily to see if the issue persists.
Updating the portal from embedded to hosted will cause the portal URL to change, and rechargeapps.com will be included in the URL.
Customize the Storefront and Themes customer portal
Customer portal controls
All Customer Portal controls can be set to Storeowner only or Customer and Storeowner.
Delivery schedule – Allows the customer to view future charge dates. Depending on other settings, they can also make adjustments to their order.
Edit shipping address – Customers are able to make updates to their shipping schedule.
Edit upcoming order date – Allows customers the ability to adjust their next order date.
Edit upcoming quantity – Customers can adjust the number of products they receive in their next order.
Add products to subscriptions– Allows customers to add additional products to their subscription. For example, if you are a coffee company, this would allow a whole beans customer to add a subscription for coffee filters to their account.
Change variants – Gives customers the ability to change the variant of the product. Using the coffee example, a customer subscribed to the Ethiopian blend could switch from whole beans to ground.
Swap products – Gives customers the ability to switch their subscription product for another subscription product in your store.
Skip shipment – Customers are given the option to skip their next order. For example, if a customer is going on vacation, they could skip that month's delivery.
Edit frequency – This allows your customer to change how often they receive a product. For example, from once a month to every two weeks.
In addition, you can specify the manner a customer can edit their frequency. You can allow customers to choose any frequency or limit the frequency to the settings on the ruleset.
Delivery schedule number of days in future shown - This setting allows merchants to set how far ahead the upcoming subscriptions show in the customer portal. In effect, you can limit how far ahead into the future, by a certain number of days you set, a customer can set their upcoming subscription charge. This affects the upcoming orders page in the Novum customer portal or the delivery schedule in the standard customer portal.
Allow customers to input the discount code on customer portal – As the store owner, you can add discount codes to the Customer Portal through the Recharge Dashboard. For more information, visit Applying a discount to an existing subscription. If you would like to give customers the ability to add a discount code on their end, ensure the box is checked.
Remove discounts from customer addresses after discount limit has been reached - When checked, the discount code will be removed automatically from the customer account. This removal takes place the next time the upcoming subscription charge is created or regenerated. If this setting is left unchecked, discount codes will remain on file until the discount code is manually removed.
Cancel subscription – Allows customers to cancel their subscription. When set to Storeowner only, customers are given the store e-mail. When set to Storeowner and Customer, the customer will be shown your cancellation retention options.
In addition, you can specify your store e-mail address and how many charges must be processed before the customer is allowed to cancel.
Reactivate subscription – Customers can reactivate their subscriptions from the Customer Portal.
One-time purchases – You can enable or disable whether customers can add one-time products through their Customer Portal.
By default, customers can also view and edit the following:
- Update the billing address
- Securely update credit card information
- View past orders in the purchase history section
Access the Customer Portal
There are three ways your customers can access their customer portal:
- A direct link provided by the merchant
- A direct link accessed via their customer notification
- Logging into their Shopify or BigCommerce customer account
For detailed information on how to access the Customer Portal, visit Accessing the Customer Portal
Instructions for your customers
If you'd like to provide your customers with documentation on how to manage their subscriptions, but you would like to not link to our Recharge documents, feel free to refer to the instructions for your customers for the Recharge Checkout on Shopify or the Recharge Checkout on BigCommerce.
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