Setting up the Customer Portal

This page walks through how to add and configure a 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.

Step 2: Open Portal Configurations

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

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.