Subscriptions for Shopify Checkout offers your customers the ability to manage their own subscriptions in the customer portal.
Customers can access the customer portal by to logging into their Shopify customer account via your storefront and selecting the Manage Subscriptions link. You can also enable passwordless login and place the Manage Subscriptions link in your storefront navigation. For more information, please visit Passwordless login in Subscriptions for Shopify Checkout.
In either case, Shopify’s customer accounts must be enabled on your store in order for your customers to login and access the customer portal.
As Shopify makes new customer accounts available to merchants, we are working to support this feature in Bold Subscriptions. At this time we recommend to use classic customer accounts to ensure your customers are still able to access their customer portal.
This article provides information about the customer portal setup, permissions, and more.
Setup
1. Complete the Subscriptions installation
Once the Bold Subscriptions installation process is complete, a Manage Subscriptions link is displayed within the Shopify customer account page or another location of your choice.
For more information on the installation process for both Subscriptions and the customer portal, please visit our Installation Guide for Bold Subscriptions for Shopify Checkout.
2. Enable Shopify customer accounts
In order for your customers to access their Shopify customer account and the customer portal, you will need to make sure customer accounts are enabled on your store. Shopify’s customer accounts should be either optional or required.
Please ensure classic customer accounts are enabled on your store.
Once your Shopify customer accounts are enabled, your customers will see a login link in the header of your store and in the checkout. How this appears on your storefront is dependent on your theme.
For more information on Shopify's customer accounts, please visit Shopify's support article.
3. Enable customer portal settings
In the customer portal settings, you can select which actions can be performed by your customers when managing their subscriptions. You can enable or disable their ability to pause, cancel, change order dates, and more.
To adjust the Customer Portal settings in the Bold Subscriptions admin, navigate to Settings > Customer portal.
For a full explanation of these settings, please view the information below.
Customer can pause and resume their subscriptions
When this setting is enabled, your subscribers are able to put their subscriptions on hold whenever they need to, for as long as they need. During this time, they will not be billed or receive any orders that have not yet been sent.
This feature is different than skipping an order since your customer will need to manually resume the subscription. If you prefer not to give your customers this functionality, keep the toggle turned off. You will still be able to pause and resume your customers' subscriptions on their behalf from within the app admin.
Customer can change their next order date
When this setting is enabled, your customers will be able change their next order to date within the customer portal. This is helpful for customers who would like to receive their next order earlier or later than scheduled.
Customers will have a choice to either update all future orders from the new date selected, or only change the next order.
This setting only applies to subscriptions that are not on fixed intervals such as every Monday or the 15th of the month.
Customer can cancel their subscriptions
When enabled, this setting will allow your customers to cancel their own subscriptions through the customer portal.
If this feature is not enabled, then this option will hide the Cancel subscription option from your customers in their customer portal. Customers will only be able to cancel their subscriptions by contacting your store directly.
Customer can change their order frequency
When this setting is enabled, your customers will be able to change the frequency of their orders within the customer portal. This is helpful for customers who find they need more or less of your subscription product on an ongoing basis.
Customers will only be able to choose from the frequencies that are already available on the subscription product.
Customer can create an additional order
This setting will place an Order Now button beside the active subscription products in the customer portal. This will allow your customer to create an additional order at anytime. When the Order Now button is selected, the order will generate within the hour. The next order dates will automatically be adjusted to the frequency they had already selected.
Customer can add products to their existing subscriptions
This setting will allow you and your customers to add an additional product to their subscription. The ability to add the additional product as a one-time or recurring purchase will depend on the options you have available for the product. As an admin, you will need to use the Log into the Customer Portal as the Customer feature. For more information, please visit Subscription Management: Merchant Perspective in Subscription for Shopify Checkout.
Customer can access customer portal using passwordless login
This setting allows your customer to access the customer portal from a storefront link (placed manually by you), without the need to create an account or password. For more information, please visit Passwordless Login in Subscriptions for Shopify Checkout.
Replace storefront account login with passwordless manage subscription page
This setting replaces your Shopify store’s customer account login with the passwordless login page leading to the customer portal. For more information, please visit Passwordless Login in Subscriptions for Shopify Checkout.
4. Enter your customer portal link (optional)
Populating this field is only necessary if you have enabled passwordless login or are using the Log in as Customer feature.
For more information on using either of these features please visit the following articles:
- Passwordless login: Passwordless Login in Subscriptions for Shopify Checkout.
- Log in as Customer: Subscription Management: Merchant Perspective in Subscriptions for Shopify Checkout.
Manage Subscriptions
Once Bold Subscriptions is set up on your store and your customers have active orders, you can manage your customer’s subscriptions on their behalf or allow them to manage their own depending on the settings you have enabled in the customer portal.
As the store admin, you are not limited by the permissions you restrict for your customers when making changes to their subscriptions, unless you are using the Login as Customer feature.
For a full list of the adjustments you can make to your customers subscriptions, please visit Subscription Management: Merchant Perspective.
For a list of adjustments your customers can make to their own subscriptions, please visit Subscription Management: Customer Perspective.
Customizations
You can customize the colors and style of the customer portal using CSS or translate the language. These adjustments require advanced technical skill. For more information, please visit Customize the Customer Portal.