# Setting up the Customer Portal

### Step 1: Add a Customer Portal Page

Add a **Customer Portal** page to your site. This page serves as the entry point for logged-in customers.

<figure><img src="/files/5LbQTXYY99sr1IMwfsMi" alt=""><figcaption></figcaption></figure>

### Step 2: Open Portal Configurations

Select the Customer Portal page and click the **Edit** icon to open the configuration panel.

<figure><img src="/files/T751yczwuKt3sfoMkNmj" alt=""><figcaption></figcaption></figure>

### Step 3: Configure Portal Settings

Customize the portal using the following configuration sections:

* **Login Page**\
  Choose how customers authenticate:
  * **Email & Order** – for standard customer logins
  * **Username & Password** – for member logins using a club plugin
* **Layout**\
  Controls the placement of the logo, navigation, and available pages within the portal.
* **Profile Page**\
  Select which customer details can be viewed and edited (e.g., personal information, payment details).
* **Orders Page**\
  Define how orders are displayed.\
  Enabling **Buy Again** adds a button to each order that routes customers to a configured checkout page with the original products in the cart.
* **Subscriptions Page**\
  Control how subscriptions are displayed and which actions (edit, pause, cancel, resume) are available to customers.
* **Shipments Page**\
  Define how shipment history and upcoming shipments are displayed.
* **Style**\
  Customize portal colors to match your brand.
* **Widgets**\
  Create custom widgets that will be placed at the top, bottom of the page or in the side menu.
* **Cancelation Workflows**\
  Guided flows that designed to help reduce cancellations by offering adjustments to the subscription before they cancel.


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