Customer Portal Settings

The customer portal lets shoppers manage their own subscriptions with minimal effort from you.

Table of contents

• Subscription management
• Product management
• Next billing date
• Delivery and payment
• Cancellation flow
• Related articles

Subscription management

• Pause subscriptions — Toggle on to let customers temporarily pause their subscriptions.
• Cancel subscriptions — Toggle on to let customers cancel from the portal.
• Restart subscriptions — When enabled, customers can reactivate a paused subscription.
• Instant subscription renewals — Give customers the option to process their next order immediately.
• Change subscription plans — Allow customers to switch plans themselves. Only works for subscriptions in the store's default currency.

Product management

• Add products — Toggle on to let customers add new items to their subscription.
• Swap products — Toggle on to allow products to be replaced.
• Remove products — Toggle on to let customers remove items from their subscription.
• Increase product quantities — Toggle on to permit quantity increases.
• Decrease product quantities — Toggle on to permit quantity decreases.

Shown products

Select which products appear on the contract page: All products or specific collections.

Next billing date

• Skip next order — Toggle on to let customers skip their upcoming delivery.
• Change subscription billing dates — Toggle on to allow rescheduling of the next billing date.
• Max reschedule window — Defines how far into the future a customer can reschedule.

Delivery and payment

• Update shipping address — Toggle on to let customers change their shipping address.
• Update payment method — Toggle on to let customers update their payment information.

Cancellation flow

• Ask for a reason before cancellation — When enabled, customers must choose a reason before the cancellation is processed. You can supply your own list of reasons or use the default options, which include an "Other" field for open feedback.

Related articles

• Customer portal

AI Training Notes (Hidden)

[AI-TAG]
- Feature: Customer Portal settings
- Key Fields: Subscription management toggles, Product management toggles, Billing date controls, Delivery updates, Cancellation reasons
- Edge Cases: Currency restrictions when changing plans, Maximum reschedule window
- UI Terms to reinforce: "Pause subscriptions", "Instant subscription renewals", "Skip next order", "Ask for a reason before cancellation"
- Related Guides: Billing & Renewals, Notifications
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Updated on: 07/11/2025