> 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 to provide a branded self-service experience for your customers to manage orders, subscriptions, shipments, account information, 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.

### What Customers Can Do

Depending on the settings you enable, customers can:

<table><thead><tr><th width="290">Feature</th><th>What customers can do</th></tr></thead><tbody><tr><td><strong>Profile</strong></td><td>View and update personal and account information</td></tr><tr><td><strong>Payment Method</strong></td><td>View and update the payment method associated with the account</td></tr><tr><td><strong>Orders</strong></td><td>Review previous orders and view order details</td></tr><tr><td><strong>Buy Again</strong></td><td>Purchase previous products again</td></tr><tr><td><strong>Subscriptions</strong></td><td>View and manage recurring purchases</td></tr><tr><td><strong>Edit Subscription</strong></td><td>Change active subscriptions</td></tr><tr><td><strong>Pause Subscription</strong></td><td>Temporarily pause an active subscription</td></tr><tr><td><strong>Cancel Subscription</strong></td><td>Cancel an active subscription after completing a configured cancellation workflow</td></tr><tr><td><strong>Resume Subscription</strong></td><td>Restart a paused or cancelled subscription</td></tr><tr><td><strong>Shipments</strong></td><td>Review available shipment and tracking information</td></tr></tbody></table>

The features shown to customers depend on the portal configuration and the status of their account, orders, and subscriptions.

***

## Open the Customer Portal Builder

Drag a Customer Portal page to the funnel canvas.  It is advised to setup a unique funnel for the Customer Portal, but it is also acceptable for the portal to reside in a checkout funnel.

Edit the Customer Portal page

The left-side menu contains the available configuration sections. Use these sections to manage layout, login experience, pages, customer actions, and other settings.

***

## Configure the Portal

Click each section header to view more details

### [Layout](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/layout.md)

Customize layout and style settings for:

* Menu placement, display order, and links
* Footer layout and links
* Visibility of orders, shipments, and subscriptions on one or separate pages
* Date Format
* Filter orders, subscriptions, and shipments by campaign, category, or all campaigns
* Notifications to display to customers
* Variant selection format

### [Styles](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/styles.md)

Manage colors for the menu, header, footer, and buttons.

### [Login](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/login.md)

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 is 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)

Control which account information customers can view or update.

Available options include:

* Personal information
* Billing address
* Login credentials
* Payment information

Enable information and actions that you want customers to manage themselves.

### [Orders](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/orders.md)

Control the display of customer order history.  Determine which order actions are available.

When **Buy Again** is enabled, the products on each order are available for purchase.  When selected the shopper will navigate to a checkout page with the option to checkout with card on file (if the original purchase was on a credit card).

### [Subscriptions](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/customer-portal/subscriptions.md)

Control how customers view and manage recurring purchases.

Available actions can include:

* Edit
* Pause
* Cancel (can trigger [Cancellation workflows](#cancellation-workflows))
* Resume or restart (available on Paused or Cancelled subscriptions)

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)

Control how customers review shipment information associated with their orders.

### [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.