Subscriptions
The Subscriptions section lets you control how customer subscriptions are displayed in the Customer Portal and which subscription actions customers can perform.
From this section, you can manage subscription display options, add-ons, pause/reactivation actions, billing edits, quantity edits, price edits, variant changes, and edit page routing.
Open the Subscriptions Settings
From the Customer Portal Builder, select Subscriptions from the left-side menu.
Show Subscriptions
Use Show Subscriptions to choose how subscriptions appear to customers in the portal.
Table
Displays subscriptions in a table format. This is useful when customers need to scan subscription details in rows and columns.
Card
Displays each subscription as a separate card. This provides a more visual, mobile-friendly experience.
Settings
Display Cancelled Subscriptions
Turn on Display Cancelled Subscriptions to show cancelled subscriptions in the portal.
Enabled
Customers can view both active and cancelled subscriptions.
Disabled
Cancelled subscriptions are hidden from the portal.
This is useful when customers need access to previous subscription history.
Display Product Images
Turn on Display Product Images to show product images with subscription details.
Enabled
Product images are shown with each subscription.
Disabled
Product images are hidden from the subscription display.
Add-Ons
Turn on Add-Ons to allow customers to add additional eligible products to their subscription.
When enabled, customers can view and select available add-on products from the subscription area.
Use this option if you want to increase subscription value by offering related products customers can add to their recurring order.
Actions
Allow Pause
Turn on Allow Pause to let customers temporarily pause an active subscription.
Maximum Pause Duration
Use Maximum Pause Duration (Months) to set how long a customer can pause a subscription.
Example:
This limits how far into the future a customer can pause their subscription.
Allow Resume
Turn on Allow Resume to let customers resume a paused subscription.
Enabled
Customers can resume paused subscriptions from the portal.
Disabled
Resume options are hidden.
Allow Reactivate
Turn on Allow Reactivate to let customers reactivate eligible inactive subscriptions.
This is useful when customers previously cancelled or stopped a subscription and want to start it again.
Action Button View
Use Action Button View to choose how subscription actions appear to customers.
Icons
Shows subscription actions as icons.
Words
Shows subscription actions as text buttons.
Use Words when you want actions to be clearer for customers. Use Icons when you want a more compact display.
Edit Configuration
The Edit Configuration section controls what customers can change when editing a subscription.
Allow Customer to Enter Coupon Code
Turn on Allow customer to enter Coupon Code to let customers apply a coupon when editing their subscription.
Enabled
Customers can enter a coupon code during subscription edits.
Disabled
Coupon code entry is hidden.
Display Skip Button
Turn on Display Skip button to let customers skip their next billing.
This gives customers a self-service option when they do not want to receive or be billed for the next subscription cycle.
Shippable Products Only
Turn on Shippable products only if the skip option should only appear for subscriptions that include shippable products.
Allow Customer to Edit Billing Frequency
Use Allow customer to edit Billing Frequency to control whether customers can change how often they are billed.
Do Not Allow
Customers cannot change billing frequency.
Input
Customers can enter a billing frequency value.
Dropdown
Customers can choose from predefined billing frequency options.
Use Dropdown when you want to limit customers to approved billing frequency choices.
Allow Customer to Edit Next Bill Date
Turn on Allow customer to edit Next Bill Date to let customers choose a new upcoming billing date.
Enabled
Customers can update the next billing date.
Disabled
The next bill date cannot be changed by the customer.
Allow Customer to Delay Billing
Use Allow customer to delay Billing to let customers move their next billing date forward by a set amount of time.
Do Not Allow
Customers cannot delay billing.
Input
Customers can enter their own delay amount.
Dropdown
Customers can choose from predefined delay options.
When Dropdown is selected, you can create delay options using:
Delay
The number of days, weeks, or months to delay billing.
Time Period
The unit of time used for the delay.
Example delay options:
5
Day/Days
2
Week/Weeks
1
Month/Months
Shippable Products Only
Turn on Shippable products only if billing delay should only be available for subscriptions with shippable products.
Allow Customer to Skip Next Billing
Turn on Allow customer to skip Next Billing if customers should be allowed to fully skip the next scheduled billing cycle.
Allow Customer to Edit Quantity
Use Allow customer to edit Quantity to control whether customers can change the quantity of products in their subscription.
Do Not Allow
Customers cannot change subscription quantity.
Input
Customers can enter a quantity.
Dropdown
Customers can choose from predefined quantity options.
Use Dropdown when you want to limit customers to specific quantity choices.
Allow Customer to Edit Price
Use Allow customer to edit Price to control whether customers can change the price of a subscription item.
Do Not Allow
Customers cannot edit the subscription price.
Input
Customers can enter a price.
Dropdown
Customers can choose from predefined price options.
For most portals, this setting should remain disabled unless your business process specifically allows customers to choose from approved pricing options.
Allow Customer to Change Variant
Turn on Allow customer to change variant to let customers update product options on their subscription.
Examples of variants may include:
This is helpful when customers want to keep their subscription active but change the specific version of the product they receive.
Edit Page Routing
The Edit Page Routing section lets you choose a custom built change product page for customers to be sent to when editing specific subscription products.
Each routing row includes:
Product
The subscription product the routing rule applies to.
Page
The page customers are sent to when editing that product.
Use the Add button to add a new product-to-page routing rule.
This is useful when different subscription products need different edit experiences.
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