Set up the customer portal

The customer portal is where your subscribers manage their own subscriptions: skip or reschedule an order, pause, swap products, update their address or card, and cancel. Every store gets it. This guide shows how customers reach it, how to switch it on and off, and how to make it look like your store. It takes about 5 minutes.

Before you start: the portal only lists subscriptions that exist, so you need at least one subscription plan — see Create a subscription plan.

1Step 1: Open Customer portal

1. In your Shopify admin, open Apps → RecurX Subscriptions.
2. Go to Retention.
3. Scroll to the Customer portal card and click Manage.

The Customer portal page has three tabs: Setup, Cancellation reasons and Accepted offers.

2Step 2: Add the subscriptions page to customer accounts

Customers manage subscriptions from a RecurX page inside their Shopify customer account. It appears once you link it from the customer account menu.

1. On the Setup tab, click Open menus. It opens Content → Menus in your Shopify admin.

2. Click Customer account main menu.

3. Click Add menu item, choose Apps → RecurX Subscriptions Portal, then click Save.

Customers now see the subscriptions page in their account menu, next to Orders and Profile.

Note: This menu is a Shopify setting, so the change is saved in Shopify, not in RecurX. If the item is already in the menu (as in the screenshot), there is nothing to do.

3Step 3: Copy the portal link

The Portal link card shows the Subscription management URL — https://your-store.myshopify.com/apps/recurx/portal. Customers can also manage subscriptions at this link. Use it in emails or in your store's navigation, for example if your store still uses classic customer accounts.

4Step 4: Open Customer portal settings

What customers can do in the portal, the pause and reschedule options, the design and the announcements are all set in Customer portal settings. On the Setup tab, click Open customer portal settings in the What customers can do card.

5Step 5: Check the master switch and the actions

On the Actions tab, Self-service portal enabled is the master switch. When it's off, customers can't manage their subscriptions from the storefront portal at all.

Below it, tick each action customers may do themselves. Allow cancel subscription is always on: Shopify requires that customers can cancel their subscription themselves. Your cancel flow still runs first.

Every action is explained in What subscribers can do themselves. Click Save in the bar at the top of the page after a change.

6Step 6: Pick a design

1. Open the Design tab.
2. Under Designs, click Use this design on the look you want. Store default takes your store's font and accent. The others are Minimal, Soft, Bold, Editorial, Midnight, Playful and Compact.
3. Fine-tune it under Make it yours (Accent color, Font, Corner roundness, Button shape, Logo image link, Heading, Subheading, Custom CSS) and Colors.
4. Use Page layout to reorder or hide portal sections, and Announcements to add a banner at the top of the portal.

The Preview on the right updates as you change things. Click Larger preview to see it at Phone or Desktop size.

Note: The preview uses sample data (a "Daily Greens" subscription, 420 points). Customers see their own subscriptions, and sections only appear when they have something to show.

7Step 7: Set the cancellation reasons

1. Go back to Retention → Customer portal and open the Cancellation reasons tab.
2. Click Add reason to add one, or Remove to delete one.

These are the reasons customers pick from when they cancel. The Accepted offers tab lists the retention offers customers accepted during the cancel or pause flow.

What your customers see

A customer who opens the portal link without being signed in sees Manage your subscriptions. They enter the email on their subscription and click Email me the link to get a secure sign-in link. Customers already signed in to your store click Sign in here.

Once signed in, they see My Subscriptions: their Rewards streak and Your rewards (when your loyalty program is on), then a card for each subscription with the next order date and the Skip, Reschedule, Pause and Order now buttons. Below that are the items (with Swap), rows for Delivery frequency, Shipping address, Payment method, Discount code, Upcoming orders and Order history, and Cancel subscription at the bottom.

What each button opens is shown in What subscribers can do themselves.

What happens next

• Set up the offers customers see when they try to cancel: Cancel flow and save offers.
• Translate the portal's text: Translations.
• Changes you make for a subscriber from the admin are covered in Manage subscribers.