Self-Serve Portal

Overview

The Chargebee Self-Serve Portal allows your end customers to manage their accounts and subscriptions by themselves. Unlike other vendors, our self-serve portal can be opened inside your app rather than redirecting to a different page.

These are the below actions which your end customers can perform,

  • View/Edit account details
  • View/Download invoices
  • View/Edit subscription details
  • View/Edit payment details
  • View/Edit billing and shipping details
  • Cancel/Reactivate thier subscription

Customizations & Settings

You can also configure which actions you end customers can perform by navigating to Settings > Configure Chargebee > Checkout & Self-Serve Portal. in chargebee app.

You can have a look at the various settings which we have in this page.

Integration Options

There are two ways in which you can integrate Chargebee self-serve portal,

Via Drop-in script

If you rely on Chargebee to take care of your end user authentication, integrate via drop in script.

Jump to this page for the 'drop-in' script based integration steps.

Via API

If you have your own mechanism for authenticating your users, then you can use Chargebee's Single Sign-On (SSO) capability for providing portal access to your users for managing their billing and subscription details.

Jump to this page for API based integration steps.

Widgets

Chargebee's Self-serve portal can also be visualized as a collection of individual widgets with each performing separate functionality. Widgets comes in handy when you want to directly navigate customers to perform certain actions and direclty wire them within your app layout. This functionality is only available for API based integration.

Available widgets

  • View / Edit Subscription details -
  • Manage payment methods -
  • Billing History -
  • Manage Addresses -
  • Manage account information -