Customer portal: Subscriptions docs

The customer portal is where subscribers manage their own subscriptions, so they skip or swap instead of emailing you or cancelling. It lives in the Subscriptions tab of the Squircle Launcher on your storefront, next to their orders, profile and rewards. Subscribers sign in with a one-time code instead of a password. The same actions are also on the Subscriptions page in Shopify customer accounts.

Set it up

Turn on the Subscriptions tab

In Concierge → Deploy → Launcher, open Squircle Launcher and choose Customize Squircle. In the launcher settings, turn on the Subscriptions tab. It's off to start. See Customize the portal.

Choose what subscribers can do

In Settings → Subscriptions (Billing, dunning, permissions), go to Self-Service Permissions and set each action.

Choose the plans they can switch to

Turn on the Portal channel on each plan subscribers may switch to.

Set the products they can swap to

In Subscriptions → Catalog → Products, add swap products. See Swap and portal products.

What subscribers can do

Skip next order, and Reschedule next order to a new date.
Order now: charge the saved payment method and place the next order right away. Off to start.
Edit billing frequency, from the frequency options you set.
Change product (from your swap products) and Change item quantity.
Pause subscription, Cancel subscription and Restart subscription.
See their payment method and order count, when you show them.

Self-Service Permissions

Each action below can be set to Customer & Store Owner (the starting value), Store Owner Only, Customer Only or Disabled. These permissions also apply in Shopify customer accounts and when Concierge makes changes for subscribers.

Cancel subscription
Pause subscription
Swap products
Change quantity
Change frequency
Change shipping address
Skip/reschedule orders
Reactivate subscription

On the same page, Allow cancellation after (days) sets how long a subscription must run before a customer can cancel it. The page also has a Cancellation contact email field.

When a subscriber cancels

The portal asks why, then shows the best matching save offer, like a discount or a pause, before the subscriber confirms. Set these up in Cancellation offers and reasons.

Open a subscriber's portal

On a subscription's page in Chargezen, the Customer card has Open customer portal and Copy portal link. Your team can also make every change for the subscriber from the admin. See Skip, swap and reschedule.

Changes apply to the Shopify contract

Every change a subscriber makes updates their Shopify subscription contract, so your Shopify admin and Chargezen always show the same subscription.

Troubleshooting

Subscribers don't see their subscriptions in the launcher

Turn on the Subscriptions tab in the launcher settings. It's off until you turn it on.

An action is missing

Check the action's toggle in the launcher's Subscriptions settings, and its row in Self-Service Permissions. An action set to Store Owner Only or Disabled is hidden from subscribers.

A subscriber says they can't cancel

Check Allow cancellation after (days) and the plan's Minimum fulfillments before the customer can cancel. Subscribers see the date they can cancel from.

Customer portal: a branded portal where subscribers skip, swap and manage everything.
Glossary: customer subscription portal, skip delivery, pause subscription.

Customer portal