Understanding the customer portal
Customers can edit their subscriptions, update billing information, or see their purchase history through the customer portal.
This comprehensive guide reviews the customer portal sections and the settings you can use to enable or disable certain features.
Customer portal types
Customer portal themes
Unity is Recharge's newest customer portal theme. Unity lets customers manage their subscriptions directly from the Shopify account page, offering a seamless, simplified user experience.
Affinity customer portal theme provides a clean user interface that allows users to manage their subscriptions seamlessly. This customer portal theme is enabled by default and is recommended for use.
Choosing a customer portal
- Click Storefront in your merchant portal and select Customer portal.
- Click Customize to use either the Unity or Affinity customer portal theme.
Test the customer portal
Note: You can only use this method to test the Affinity customer portal. You must log in to your Shopify storefront as a test customer to test the Unity customer portal.
- Select Customers in your merchant portal, then click the Customers menu.
- Search and select the customer's name.
- On the Customer overview page, click Customer portal links to access a dropdown.
- In the dropdown, choose the section of the customer portal to preview.
- Click the Preview portal icon to see the customer-facing view for that section.
Customer portal settings
See Customer portal settings for detailed instructions on enabling customer permissions and limitations in the portal.
Access the customer portal
For detailed information on accessing the customer portal, visit Accessing the customer portal.
Instructions for your customers
Share the following guides with your customers to help them accomplish specific tasks in the customer portal:
