Chargebee provides an out-of-the-box customer portal system to help your customers manage their account. The portal lets your customers view/update their account details, subscriptions (upgrade/downgrade plans and addons), card details, billing address, past payments, subscription details, shipping address (if present) and cancel their subscriptions themselves.
Providing your customers with a bunch of these self-serve options will reduce the need for your customers to contact you for their account management and billing needs. This gives you time to focus on other aspects of growing and managing your business.
Chargebee's customer portal is part of our hosted page solution. As you know, our hosted payment pages uses our mobile ready Bootstrap based themes which can be customized extensively to suit your needs. So you can also customize the look and feel of your customer portal.
The portal is hosted under "<your-domain>.chargebeeportal.com" and is enabled by default.
Check out the open source version of our customer portal .
You can enable the customer portal in your web interface under Settings › Hosted Pages Settings › Customer Portal.
Allow access to Customer Portal via portal login page
Choosing this option will require your customers to setup their login credentials via the signup link in the customer portal login page. This option is recommended when you do not want to handle the authentication at your end.
Allow access to Customer Portal using Single Sign-On via API
Choose this option only if you have your own authentication for your application/website. This option reduces the need for separate login credentials for your customers to access the portal. This requires you to integrate using the Chargebee API to allow your customers to seamlessly access the portal from your application/website. Read more about the API integration here .
If you're using option 2 (Single Sign-On via API), your customers will access the customer portal via your application/website and this section is not applicable to you.
If you've selected option 1 (via portal login page), your customers should create their account through your portal (https://<your-domain>.chargebeeportal.com) using the email address they signed up with.
When they click on the signup link, they will be prompted to enter their email address as shown below:
After customers enter their email address and submit it, the system checks if the email address is present in your Chargebee site. If the email address is not present, then the customer will get an error that the email address provided was not found. If it is present, the customer will receive a confirmation email with a link to create their account with the password. Once customer created the account, they can access the portal any time using their credentials.
You can send the customer portal URL via email as part of the subscription life-cycle. All the email notifications have default content available, which you can modify to your liking. Emails sent by Chargebee vary based on the version of email notification you have enabled for your Chargebee site.
The mail merge fields will be added to the content by default, with respect to context of the email sent.
For example, if you include the portal signup URL mail merge field in the Subscription Created email notification. When customers sign up, they will receive the email with the URL to create their customer portal account. Here the portal signup URL mail merge field is appropriate, as customers are signing up for the first time.
When you have email notifications V2 enabled for your Chargebee site, you can configure the customer portal URL in the master template. In the footer section of the master template, you will find the option to 'Add self-service portal details'. Here you can configure the URL to redirect the customer to. It will be configured by default based on your Customer Portal Settings.
When you want to notify a bulk of your customers with instructions to create their customer portal account, you can use the Send Email option present in the Subscriptions interface by including the appropriate mail merge fields.
When the customer portal is enabled, your customers can login and:
To configure what customers can do in the portal, go to Settings › Hosted Pages Settings › Customer Portal › Allowed Actions.
By default, users can add/update their credit card details. This action cannot be disabled. When they update their credit card information, the existing card details will be replaced with the new one.
Users can update information related to their account through the portal. Details including the name, company, phone number and custom fields (if present) can be updated by the user.
The fields they can view/edit can be specified under Field Configuration.
The email address cannot be edited by the user since this is what they use to login to the account. Only you can update the user's email address either through the web interface or using the API.
You can allow users to update their billing and shipping address details. The fields they can view/edit can be specified under Field Configuration.
Users can directly download their past invoices as a PDF file if they need them.
If this option is not enabled, they will only see the basic details of their invoices including invoice amount, date and status.
This allows users to change their subscription plan and addons (if any). When changing the subscription, you can allow users to either allow the change to happen immediately (with/without proration) or at the next renewal. You can also limit the subscription change to just plans or addons.
There are 3 possible steps when a customer changes their subscription:
Step 1 involves changes to the plan.
Step 2 involves changes to the addon.
Step 3 is for verifying the changes and confirmation.
Based on your Change Subscription configuration, their maybe 2 or 3 steps when changing the subscription.
Review and Confirmation:
If Auto Collection is On, and a payment needs to be collected, the subscription change will only happen if the payment goes through successfully.
To login and test the customer portal in your Chargebee test site:
The customer portal URLs for your test & live sites will look as follows:
You can also find out the test and live portal URLs under Settings › Hosted Pages Settings › Customer Portal*.
Signup using the email address present in the subscription to create a portal account. An email with the signup link will be sent to that email address. Click on the link and create the account and login.
You can also access the customer portal instantly by using the email address of any of the sample subscriptions that are present in your Chargebee test site as they are already pre signed up. The password for these sample accounts is "password".
You can check whether a customer had created their portal account by viewing their customer or subscription details.
This will only be shown if the customer portal is enabled for your Chargebee site.
The three types of statuses are:
Active - indicates that the customer has set up their portal account.
Not Signed-up - Indicates that the customer does not have a portal account yet.
Pending - Indicates that the customer has signed up but has not set up their portal account.
Click here to find out how to let users create their customer portal account.
If a customer has signed up for more than one subscription using the same email address, they will see all the subscriptions using the same address as soon as they login to the customer portal.
They can select the subscription they want to access.
If you've created multiple subscriptions for a customer using the API , when the customer logs in to the portal, all their subscriptions will be shown on the same page.
Check out the open source version of our customer portal .