Customizing the Customer Portal for Subscription Management

Overview

This guide will help you customize the Customer Portal within the Easy Subscriptions app to provide a seamless experience for your customers. You can allow your customers to manage their subscriptions by enabling options like pausing, resuming, canceling, and skipping orders directly from their dashboard.

Step-by-Step Instructions

1. Access the Easy Subscriptions App:

• • Log in to your Shopify dashboard and click on the Apps section.
  • Search for the Easy Subscriptions app and click to open it.

2. Navigate to Settings:

• • Within the Easy Subscriptions app, locate and click on the Settings option from the app’s menu.

3. Open the Customer Portal Settings:

• • In the Settings section, search for the Customer Portal option.
  • Click on Customer Portal to access customization options for your customers’ dashboard.

4. Configure Customer Portal Options:

• • Pause and Resume Subscriptions:
    • Toggle On to allow customers to pause and resume their subscriptions on their own from the Customer Dashboard.
  • Subscription Cancellation:
    • Toggle On to allow customers to cancel their subscriptions from the Customer Dashboard.
    • Set Minimum Number of Orders Before Cancellation: Enter the minimum number of orders a customer must purchase before they are allowed to cancel their subscription. (e.g., Enter 0 if no minimum is required.)
  • Skip Next Order:
    • Toggle On to allow customers to skip the next subscription order directly from the Customer Dashboard.

5. Save Your Changes:

• • After configuring the desired options, click on Save to apply and save your changes.