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Product Catalog 2.0
Chargebee Self-Serve Portal
Using the Chargebee Self-Serve Portal, customers can modify subscriptions (add, edit, pause, resume, cancel, or reactivate), download previous invoices, manage payment methods, and manage addresses.
Enable the Self-Serve Portal
To enable the Self-Serve Portal, click Settings > Configure Chargebee > Checkout and Self Serve Portal > Portal > Enable.
Configure Self-Serve Portal
General settings
You can configure specific settings for your customers to access using the Self-Serve Portal. To set up these settings, click Settings > Configure Chargebee > Checkout and Self Serve Portal > Portal.
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Customers can access the self-serve portal: This setting provides two options for enabling access to the self-serve portal:
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Via Single Sign On API: Recommended if you manage user authentication in your application. After users sign in to your application, create portal sessions for them dynamically. This approach enhances the customer experience by eliminating the need for users to sign in again after logging into your application or website.
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Via Chargebee Login: This option uses the default portal provided by Chargebee. Users log in by entering their email address, after which they receive a one-time password (OTP) via email. Upon their first login, users are prompted to set up a password for future access.
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See also
- Allow customers to download invoices: Enable this option to allow customers to download previous invoices.
Information
The invoice might be hidden in the customer portal if any of the customers in the hierarchy are unlinked.
- Allow customers to change subscription: Enable this option to allow customers to change their subscription using the self-serve portal. You can also control the behavior of the change subscription action in the Self-Serve Portal using the following sub-settings:
| Setting | Functionality |
|---|---|
| Statuses in which subscriptions can be changed | Choose the subscription states where changes are allowed: active, non-renewing, and trial. |
| Apply subscription changes | Decide when changes take effect: immediately or at the end of the term. |
| Allow customers to change plans | Turn on this option to let customers change their plan. Proration applies based on site settings. |
| Allow customers to change plan quantity | Turn on this option to let customers change the plan quantity. |
| Allow customers to add addons | Turn on this option to let customers add addons. You can allow non-recurring addons, recurring addons, or both. |
Recommended addons mapped to a plan are shown with a "recommended" tag. Allow customers to remove addons Select to allow your customers to remove the addons added to their subscription. You can select to allow non-recurring or recurring addons or both. Allow customers to change addon quantity Enable to allow your customers to change the quantity of each addon added to their subscription. You can select to allow non-recurring or recurring addons or both. Allow customers to add/remove coupons Enable to allow your customers to add coupons or remove added coupons.
Sample of change subscription in Self-Serve Portal:
Sample of adding an addon in Self-Serve Portal:
Note:
For addons and charges to appear in the Self-Serve Portal, you must enable the option Display in Self-Serve Portal while creating addons and charges.
If not enabled already, you can use the Edit action to enable it.
To enable it, click Product catalog > Addon (or) Charge and select the addon or charge which needs to be displayed in the portal. Under the Customer-Facing Info section, enable Display in Self-Serve Portal.
Allow customers to cancel subscription: Enable to allow customers to cancel their subscription using the Self-Serve Portal. On enabling, you can choose to control the behavior of cancel subscription using the following sub-settings:
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When the subscription will get cancelled - Immediately/At the end of the term/Allow customers to choose
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When you select Allow Customers to choose, you can also specify when customers can cancel their subscriptions - Immediately/At the end of term/On a specific date. By choosing "On a specific date", your customers can schedule the cancellation to happen on a particular date within the subscription period.
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Allow customers to provide feedback during cancellation: Enable to collect feedback from customers while cancelling.
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Allow customers to reactivate cancelled subscriptions: Enable to allow customers to reactivate their subscription. Learn more.
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Allow customers to remove scheduled changes: Enable to allow customers to cancel any changes they have scheduled, such as a subscription pause.
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Allow customers to remove scheduled cancellation: Enable to allow your customers to remove any subscription cancellations they have scheduled.
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Allow customers to remove their primary payment method: Enable to allow customers to remove their primary payment method.
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Allow customers to pause subscriptions: Enable to allow your customers to pause their subscriptions. Do note that for this to work, you must have enabled pause subscription for your site. Learn more.
- Subscriptions will be paused: Select to allow your customers to pause the subscription at the end of the term or immediately.
- How long will subscriptions be paused: Available options are:
- Indefinitely: Pauses the subscription indefinitely until the customer themselves resume it or contact you to resume it.
- Set a period: Pauses the subscription for a set number of days. You can set a maximum of 90 days.
- Allow customers to choose the duration: Option to allow customers to set the number of days for pause.
Note:
Allow customers to choose duration has two subsettings:
- Pause Period: Option to set the maximum number of days a customer can choose for the pause period.
- Pause Interval: Option to show specific pause days to the customer. There are a few default days, but you can also create a new interval – using the Manage option – with day limit within the maximum number set in Pause Period. You can also choose to show only specific intervals out of all the options by unchecking the ones you don't need.
Here's a screenshot of the manage pause interval window:
Advanced settings
Take a look at our detailed doc on to know more.
3DS Support for Self-Serve Portal
Chargebee's In-app Customer Portal supports 3DS transactions. Complete our , for handling seamless 3DS payments via Chargebee's Customer Portal.
Since no payment is involved during portal actions such as Update Payment Method and Add Payment Method, we will trigger a minimum amount of 3DS authorization during those operations. The amount deducted for authorization would be voided automatically.
If there is any immediate charge involved during actions such as Change Subscription and Resume Subscription, 3DS verification will be triggered accordingly.
Access the Self-Serve Portal
Provided access to the self-serve portal is enabled Via Chargebee Login, customers can access the portal using the following URL format: https://{your-Chargebee-subdomain}.chargebeeportal.com.
For example, if your Chargebee site URL is https://acme-test.chargebee.com, the customer portal URL will be https://acme-test.chargebeeportal.com.
To locate this URL in Chargebee Billing:
- Go to Settings > Configure Chargebee > Checkout and Self-Serve Portal.
- Select INTERGRATE WITH CHARGEBEE from the top navigation bar.
- In the modal that appears, scroll to the bottom to find Portal Link.
Preview the Self Serve Portal
To preview the Self-Serve Portal, click Preview Checkout/Portal in the Checkout and Self Serve Portal settings page.
Note:
The preview checkout in the live site uses the configuration from the test site's checkout.
Disable the Self Serve Portal
Click the Disable button under the Portal settings to disable it. Disabling the Self-Serve Portal renders it inaccessible to your customers.
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