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Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Developer Resources
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee


  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee


  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model context protocol)

Product Catalog


  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions


  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers


  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Invoices, Credit Notes and Quotes


  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes


  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities


  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
    • Integration Options
    • Chargebee Self-Serve Portal
    • Portal Features
    • Chargebee Widgets
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Managing payments with ChargebeeJS
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Reports and Analytics


  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Order Management
  • Mobile Subscriptions (Legacy)
  • Other Integrations
  • Articles and FAQ

Data Privacy & Security


  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations


  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  2. Hosted Capabilities
  3. Hosted Self-Serve Portal
  1. Billing
  2. Hosted Capabilities
  3. Hosted Self-Serve Portal

Hosted Self-Serve Portal

Chargebee's hosted self-serve portal is a customer-facing platform that lets subscribers manage their account and billing information. Through the self-serve portal, customers can:

  • View and update personal and billing information.
  • View subscription details and billing history.
  • Manage payment methods.

The self-serve portal is customizable, letting you brand it with your logos and colors. It integrates seamlessly with Chargebee's subscription management platform, so all customer interactions with the self-serve portal automatically reflect in your subscription data. This helps you streamline subscription management processes and avoid errors or discrepancies.

The hosted self-serve portal provides a convenient and efficient way for your business to let customers manage their accounts and billing information. This reduces workload for your business and improves the customer experience. It can also help you retain customers by providing a simple and convenient way to manage their subscriptions.

Why have a self-serve portal?

A self-serve portal lets customers manage their accounts and billing information without direct assistance from your customer service team. The portal benefits you and the customer in several ways:

  • Empower customers: Enable customers to be self-reliant by letting them manage their accounts and subscriptions, including the ability to make changes or updates.

  • Optimize business: Reduce support costs and optimize your business by providing easy access to account and billing information.

  • Offload subscription management: Reduce manual work by letting customers handle their own subscription changes.

  • Upsell your business: Help customers discover additional content related to subscribed plans.

  • Enhance customer experience: Improve customer experience with a self-serve portal designed and optimized for subscription billing.

Using the Chargebee-hosted self-serve portal saves you time and resources by eliminating the need to build and maintain your own solutions for managing subscription billing and customer interactions. The portal's settings let you select and customize the actions that customers can perform and the appearance of the portal.

Alternatively, if you prefer to build your own portal, Chargebee offers pre-built "widgets" that can be easily integrated into your website or application to facilitate specific workflows such as payment method management, address management, and cancellation processes. You can customize the look and feel of widgets to match your branding and style guidelines.

Learn more about the widgets.

Articles & FAQs

How to hide plans/addons in Chargebee's portal?
My customers are unable to see specific plans on the portal. Why?
What are the login methods available with Chargebee?
How to allow trial users to sign up without entering their credit card details?
How to set up 'Thank You' page goals in Google Analytics?
Can my users edit their subscriptions or add addons using the customer portal?
How to create a subscription/customer without Chargebee's checkout?
Is it possible to set a future start date for a subscription via drop-in script?
How to display additional addons on the checkout page?
Chargebee checkout pages
How to edit the cancelled subscription message displayed on the customer portal?
How to save customer payment methods for one-time payment checkouts?
Can one-time payment checkout be done with offline payment or without payment?
How to discarded or retain payment method when an invoice is created?
Can checkout page be loaded only for recurring addons?
How to create a portal URL for the Chargebee domain?
How to change password in self-serve portal?
How to validate the login of a user for the website using Chargebee's login credentials?
Enable GTM Integration in Chargebee.js
How to mark some fields as mandatory in Checkout?
How to edit font in checkout and self serve portal?
Add drop-in script to images or buttons.
The “Display in Hosted pages” option is not found under the plans
I am trying to pass the MetaData parameter while updating subscriptions using API. However, the response does not have the metaData passed.

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