Customer portal

The customer portal lives in the Chargezen launcher on your storefront. Customers sign in with a one-time code instead of a password, then manage their subscriptions alongside their orders, profile and rewards.

• Skip the next order, moving it to the following cycle.
• Order now: charge and place the next order immediately.
• Change product: swap an item for another product you allow.
• Change quantity of an item.
• Reschedule the upcoming billing date.
• Change frequency within the range you allow.
• Pause and cancel, with a preview of what happens to the next order and billing first.
• Restart a cancelled subscription.

Subscribers can only switch to plans with the Portal channel turned on (see Create subscription plans), and only swap to the products you set up for swapping.

When a subscriber cancels, the portal asks why. You manage the list of reasons in Chargezen, and each cancellation records the reason the customer chose.

Every label, dialog and confirmation in the portal can be rewritten in the Customer Surface Customizer, so the portal speaks in your brand's voice.