Overview
The Customer Portal is a dedicated platform that allows customers to manage their subscriptions effectively. It provides a user-friendly interface for viewing, editing, and updating subscription details, ensuring a seamless experience on the customer’s side.
How to Access the Customer Portal
Customers can access the Customer Portal in 2 main ways:
EverFlow Emails
When sending subscription information, EverFlow includes a link that directs customers to their subscription details.
Direct Link
Customers can access the portal directly using the following format: https://{store-name}.myshopify.com/apps/everflow.
Managing Subscriptions On The Customer Portal
Viewing Subscription List
In the Customer Portal, customers can easily view their list of subscriptions, where they can search, filter, and sort the displayed items.
Viewing Subscription Details And Schedules
Details Tab
Customers can click to the Subscription to view the subscription details. The details available are similar to what you see in EverFlow app, providing a comprehensive view of each subscription. Learn more at “How to manage subscriptions in Admin Portal“.
Schedules Tab
On Schedules Tab, you can view the list of five future orders in the subscription details. This list is displayed in the order of billing date from nearest to farthest.
Editing Subscriptions
Updates made by the customer in the Customer Portal will be synchronised with your view, and vice versa.
Cancel/ Pause Subscription
These buttons are displayed only if you have enabled the Edit Subscription Status feature in the Customer Portal of EverFlow app.
When customers click Cancel/Pause their Subscription, it will show a popup asking the customers the reasons why they decide to cancel/pause. These pop ups will be enabled in the Admin Portal from Shopify Admin Page. Learn more at “How to manage cancellation and pause flow”.
Resume Subscription
After Pause/Cancel Subscription, if customer wants to recontinue the subscription, they simply choose “Resume” button to resume the subscription.
Skip/Reschedule Billing Attempts
These options are available when you have enabled the Edit Future Billing Attempts feature in the Customer Portal of EverFlow app.
Edit Products
This button appears when you have enabled the Edit Subscription Items feature in the Customer Portal of EverFlow app.
Edit Shipping Address
Customers can update their shipping information directly in the portal.
Edit Order Note
Customers can input the note for the order in the Subscription.
Update Payment Method
Customers will receive an email with a link guiding them on how to update their payment method.
Subscription Policy
Customers can see the number of payments which are required to cancel subscriptions and the number of payments until they are automatically cancelled.
More Payments Required To Cancel
This is the number of the successful payments required before customers can cancel their subscription.
For example, when you enable the cancellation policy and set the number of successful payments in the selling plan is 5, and you have already had 4 recurring successful payments, so more payments required to cancel the subscription is 1.
More Payments Until Automatic Expiration
This is the number of the successful payments required before the subscription is automatically cancelled.
For example, when you enable the automatic expiration and set the number of cycles in the selling plan is 6, and you have already had 4 recurring successful payments, so more payments until automatic expiration is 2.
Please be noted that recurring successful payments will be shown in Billing history.
Frequently Asked Questions
1/ How can I set up customer permissions for updating subscription status, skipping or rescheduling billing attempts, or editing product items?
You can adjust these permissions by navigating to EverFlow App > Customer Portal > Customer Portal Permissions.
2/ Will I receive notifications if customers make changes to their subscriptions through the Customer Portal?
Yes, if customers pause, resume, or cancel a subscription, or skip/reschedule billing attempts, you will be notified via email. To enable these notifications, go to EverFlow App > Preferences > Notifications > Admin Notification.
