> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal.md). # Customer Portal The Customer Portal is a no-code solution for creating a branded self-service experience where customers can manage their account, orders, subscriptions, shipments, and payment information. Use the Customer Portal Builder to control which pages and actions are available, customize the portal’s appearance, and preview changes before publishing them to customers. ### What Customers Can Do Depending on the settings you enable, customers can: | Feature | What customers can do | | ----------------------- | ----------------------------------------------------------------------------- | | **Profile** | View and update their personal and account information. | | **Payment Method** | View or update the payment method associated with their account. | | **Orders** | Review previous orders and view order details. | | **Buy Again** | Add products from a previous order to a configured checkout page. | | **Subscriptions** | View and manage recurring purchases. | | **Edit Subscription** | Change available subscription options when editing is supported. | | **Pause Subscription** | Temporarily pause an active subscription. | | **Cancel Subscription** | Cancel an active subscription or complete a configured cancellation workflow. | | **Resume Subscription** | Restart a paused or cancelled subscription when the subscription is eligible. | | **Shipments** | Review available shipment and tracking information. | The features shown to customers depend on the portal configuration and the status of their account, orders, and subscriptions. *** ## Open the Customer Portal Builder Open the Customer Portal Builder from the CRM and select the portal you want to configure. The left-side menu contains the available configuration sections. Use these sections to manage the portal layout, login experience, pages, customer actions, and other portal settings. *** ## Configure the Portal The Customer Portal Builder separates the portal configuration into sections so you can control the customer experience without editing code. ### [Layout](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/layout.md) Use the layout and style settings to customize the portal’s appearance, you can manage: * Menu placement and links * Footer layout and links * Displaying orders, shipments, and subscriptions on one or separate pages * Date Format * Filter orders, subscriptions, and shipments by campaign, category, or all campaigns * Notifications * Variant Selection ### [Styles](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/styles.md) Depending on the available configuration, you can manage the colors of the header, footer, and buttons. ### [Login](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/login.md) Use the **Login** settings to control how customers access the portal. You can configure: * The customer login method * Two-Factor Authentication * Login Link authentication * Login session lifetime * The Remember Me option Additional CRM autoresponder configuration may be required when using Two-Factor Authentication or Login Link authentication. ### [Profile](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/profile.md) Use the **Profile** settings to control which account information customers can view or update. Available options may include: * Personal information * Billing address * Login credentials * Payment information Only enable information and actions that customers should be able to manage themselves. ### [Orders](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/orders.md) Use the **Orders** settings to display a customer’s order history and determine which order actions are available. When **Buy Again** is enabled, customers can select products from a previous order and continue to the checkout page configured for the portal. ### [Subscriptions](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/subscriptions.md) Use the **Subscriptions** settings to control how customers view and manage recurring purchases. Available actions can include: * Edit * Pause * Cancel * Resume or restart An action is only displayed when it is available for the selected subscription. For example, the **Edit** option is not shown when the subscription does not contain any editable settings. ### [Shipments](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/shipments.md) Use the **Shipments** settings to allow customers to review shipment information associated with their orders. Shipment details depend on the fulfillment and tracking information available for the customer’s order. ### [Cancellation Workflows](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/cancelation-workflows.md) Use **Cancellation Workflows** to create a guided experience for customers who attempt to cancel a subscription. A cancellation workflow can present messages, collect a cancellation reason, or provide an adjustment intended to retain the customer. When no applicable workflow is configured, the standard subscription cancellation behavior is used. *** ## Preview the Portal Use the portal preview to review changes before making them available to customers. The preview allows you to confirm: * Page visibility * Navigation and layout * Branding and styles * Customer-facing messages * Enabled account actions * Desktop and mobile presentation Some preview information may use sample customer data and may not represent every possible account or subscription status. *** ## Publish Changes Changes made in the Customer Portal Builder are not available on the live portal until they are published. Before publishing: 1. Review each enabled section. 2. Confirm that the login and authentication requirements are configured. 3. Test the portal using an appropriate customer account. 4. Verify that links and customer actions direct to the expected pages. 5. Review the portal on desktop and mobile devices. After the portal is published, customers will see the updated configuration when they access it. *** ## Customer-Specific Availability The portal only displays information and actions that are available for the authenticated customer. For example: * A customer without active subscriptions will not have an active subscription to pause or cancel. * A paused subscription may display a resume action instead of a pause action. * Subscription editing is only available when editable options exist. * Shipment information is only displayed when shipment data is available. * Payment-related actions depend on the customer’s account and payment configuration. Because the available content can vary by customer, test the portal with accounts representing different order and subscription states. *** ## Recommended Setup Order For a new Customer Portal, configure the sections in the following order: 1. **Layout and Styles** 2. **Login** 3. **Profile and Payment Information** 4. **Orders** 5. **Subscriptions** 6. **Shipments** 7. **Cancellation Workflows** 8. **Widgets** 9. **Preview and Testing** 10. **Publish** This order helps ensure that authentication and the primary customer account features are configured before the portal is made available.