How to navigate to the specific step in the Portal popup using JS/PHP?

Problem Statement

You want to know how to navigate to the specific step in the portal popup using js/php.

Scope

I want to have certain actions performed by customers in Portal. How to add it to my app?

How to reduce the self-serve portal's clickable screens to update a subscription on the portal?

How can I customize my customer's self-serve portal?

How to navigate to the specific step in the Portal popup using JS/PHP?

Solution

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

Available widgets

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

You can do these specific portal configurations via API using widgets. Refer to this document which has the demo & tutorial.

Via API

If you have your 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.

Learn more on how to integrate Portal via API.

Also, to know more about the Chargebee portal instance object, refer to this link.