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Understanding the customer portal

Find out what your customers can do in the dedicated portal

By Tom Dallimore
January 31, 2023

Customers can edit their subscriptions, update billing information, or see their purchase history through the customer portal. This comprehensive guide reviews the sections of the customer portal and how a customer can gain access to their customized dashboard.

Understand the customer portal

A customer portal is a feature provided by Subamplify that allows customers to manage their own accounts, view order history, and make changes to their personal information, shipping addresses, and payment methods.

The benefits of having a customer portal are numerous:

  • Increased Convenience: A customer portal provides customers with 24/7 access to their account information, allowing them to make changes and view order history without having to contact customer service.

  • Improved Customer Experience: By offering a self-service option, customers are able to quickly and easily manage their own account information, improving the overall customer experience.

  • Reduced Customer Service Load: By allowing customers to manage their own accounts, a customer portal reduces the workload for customer service representatives and improves their efficiency.

  • Increased Customer Loyalty: Providing a high-quality customer experience through a customer portal can help to build customer loyalty and keep them coming back to your store.

How can a customer access the portal

Gaining access to a customer portal in the Subamplify dashboard is simple for customers who have placed an order with the Shopify store. Here's how:

  1. After placing an order, the customer will receive an email with a unique login URL and a one-time use email code.

  2. The email code is valid for only 5 minutes upon creation, so the customer should use it promptly to log in to their customer portal.

  3. To access their portal, the customer clicks the login URL and enters the email code.

  4. If the email code has expired, the customer can request a new code via the customer login form.

Additionally, every time a subscription rebill occurs, the customer will receive their unique login URL to the customer portal.


What can customers see in the portal

The customer portal in the Subamplify dashboard provides customers with access to important information about their subscriptions and orders. Some of the key features of the customer portal include:

  1. View a list of orders: Customers can view a list of all their orders, including the order number, charge date, and total.

  2. View individual orders: By clicking on an order in the list, customers can view the details of an individual order, including order items, charge details and payment status.

  3. View a list of subscriptions: Customers can view a list of all their active subscriptions, including the product/SKU, billing schedule, and amount.

  4. View individual subscriptions: By clicking on a subscription in the list, customers can view the details of an individual subscription, including the billing schedule, status, and upcoming orders.

  5. Cancel subscriptions: Customers can easily cancel their subscriptions directly from their customer portal by navigating to individual subscriptions.

  6. Update billing for a subscription: Customers can update their billing information for a subscription, including their credit card details, billing address, and payment method. An email will be sent to the customer's email providing a link for them to safely and securely update their payment information with Shopify.


With these features, the customer portal in the Subamplify dashboard provides customers with easy and convenient access to the information they need to manage their subscriptions. Whether it's updating billing information, canceling a subscription, or simply viewing order history, the customer portal makes it easy for customers to take control of their subscriptions.

You can find out more information about managing customers here.

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