Set up the customer portal for subscriptions

Enable the customer portal

1. 1

   Go to Settings > Customer Portal in your Foxy admin

2. 2

   In the Allowed Origins section, add the domains where the portal will be used

3. 3

   Configure other options as needed and save

Subscription management in the portal

Once the customer portal is enabled, customers with an account can view and manage their active subscriptions. By default, customers can:

• View their active subscriptions

• Update their billing information

• Cancel a subscription

Adding a subscription modification link

If you want customers to be able to modify their subscription contents (change products, quantities, etc.) from the portal, you can configure a subscription modification URL. This adds an Edit link on each subscription in the portal that sends the customer to the URL you specify with their subscription pre-loaded via sub_token.

To set this up:

1. 1

   Go to Advanced Settings in your Foxy admin

2. 2

   Scroll to the Recurring Billing Settings section

3. 3

   In the Customer Portal Subscription Modification URL field, enter the URL of the page on your website where customers can modify their subscription (e.g. a product page or custom form)

4. 4

   Save your settings

When a customer clicks the Edit link in the portal, they will be sent to this URL with their sub_token pre-loaded, ready to modify.

Notes

• Only customers who created an account at checkout will be able to log in to the customer portal.

• The customer portal uses the Lumo Theme for styling. See Set up a customer portal for details on customising the appearance.

• For customers who don’t use the portal, subscription management links are also included in every receipt email by default. See How customers manage their subscription via email.