Customer Subscription Portal
Give customers a self-service portal to manage their subscription.
What Is the Customer Portal?
A branded page where subscribers can:
- View subscription details
- Update payment method
- Change plan
- View billing history
- Cancel subscription
Reduces support burden and improves customer experience.
Enabling the Portal
- Go to Settings → Subscriptions → Customer Portal
- Toggle Enable Portal ON
- Configure options
- Save
Portal Link
Each customer has a unique portal link. Find it:
- In subscription emails (automatic)
- In subscriber details page
- Generate via API
Passwordless Access
Customers access portal via:
- Magic link in emails
- Login with email (sends link)
- Your app (if integrated)
Portal Configuration
Branding
Customize the portal:
- Logo
- Brand colors
- Business name
- Support contact
Allowed Actions
Choose what customers can do:
| Action | Description |
|--------|-------------|
| Update payment method | Change card on file |
| View invoices | See billing history |
| Download invoices | Get PDF invoices |
| Change plan | Upgrade/downgrade |
| Cancel subscription | End subscription |
| Pause subscription | Temporarily pause |
Enable/disable each action.
Cancel Reasons
When customers cancel, ask why:
- Toggle Cancellation Survey ON
- Add reasons:
- Too expensive
- Not using it enough
- Missing features
- Switching to competitor
- Other
- Optionally offer save options
Plan Changes
Control plan changes:
- Allow upgrades only
- Allow upgrades and downgrades
- Restrict to certain plans
Embedding in Your App
Use our SDK to embed the portal:
// Create portal session
const session = await clappay.portal.create({
customer: 'cus_123',
returnUrl: 'https://yourapp.com/settings'
});
// Redirect customer
window.location = session.url;Or use the React component:
<CustomerPortal customerId="cus_123" />Monitoring Portal Usage
Track in Analytics:
- Portal visits
- Actions taken
- Cancellations prevented (save offers)
- Plan changes
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